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Portfolio (Quarterly) Guide ↗

Hanson & Doremus Investment Management

· CIK 0001393944
13F Portfolio $869M AUM 534 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 111 Added 116 Reduced 27 Exited
Page 18 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RSP Rydex S&P 500 Eq Wgt ETF 236.0 $45K 0.01% -20.0 -7.8% $190.68 +9.5%
342 XVV iShares ESG Screened S&P 500 ETF 919.0 $45K 0.01% $48.97 +18.1%
343 FNDX Sch Fnd US Lg Etf 1,608.0 $45K 0.01% NEW $27.99 +10.8%
344 ITB iShares DJ Home Construction ETF 485.0 $44K 0.01% $90.72 +3.8%
345 ITA iShares US Aerospace & Defense ETF 201.0 $44K 0.01% +152.0 +310.2% $218.91 +5.9%
346 ALCO Alico, Inc. Consumer Defensive 1,035.0 $43K 0.01% NEW $41.55 +0.3%
347 EBAY E Bay Inc. Consumer Cyclical 475.0 $43K 0.01% $90.53 +21.6%
348 HAL Halliburton Company Energy 1,100.0 $43K 0.01% $39.09 +0.0%
349 IEI iShares Barclays 3-7 Treasury ETF 365.0 $43K 0.01% $117.81 -0.1%
350 MDY SPDR S&P Mid Cap 400 ETF Financial Services 69.0 $43K 0.01% -156.0 -69.3% $623.19 +9.1%
351 NET Cloudflare, Inc. Technology 200.0 $41K 0.01% NEW $205.00 +13.3%
352 CHTR Charter Communications Inc Communication Services 184.0 $40K 0.01% $217.39 -34.7%
353 IJK iShares S&P Mid-Cap Grow ETF 396.0 $40K 0.01% $101.01 +12.4%
354 CHH Choice Hotels Intn'l. Consumer Cyclical 374.0 $39K 0.00% NEW $104.28 +7.1%
355 J Jacobs Engineering Group Inc Industrials 303.0 $39K 0.00% $128.71 -6.3%
356 VTWO Vangard Russell 2000 ETF 386.0 $39K 0.00% $101.04 +15.4%
357 INTU Intuit Technology 87.0 $38K 0.00% +60.0 +222.2% $436.78 -25.3%
358 ELV Anthem Inc Healthcare 127.0 $37K 0.00% -18.0 -12.4% $291.34 +35.1%
359 KN Knowles Corp Technology 1,430.0 $37K 0.00% $25.87 +44.4%
360 XLB SPDR Materials Select Sec. ETF 732.0 $37K 0.00% $50.55 +1.7%
Page 18 of 27  ·  534 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 15.8%
Healthcare 12.7%
Industrials 10.0%
Consumer Defensive 7.0%
Communication Services 5.9%
Energy 5.5%
Consumer Cyclical 4.9%
Utilities 3.1%
Real Estate 1.0%