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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 20 of 27  ·  534 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWN Ishares Russell 2000 Value ETF 151.0 $29K 0.00% $192.05 +11.1%
382 TY Tri Continental Corp Financial Services 929.0 $29K 0.00% NEW $31.22 +13.0%
383 ALLE Allegion Public Ltd Co Industrials 200.0 $29K 0.00% $145.00 -8.9%
384 ATO Atmos Energy Corp Utilities 150.0 $28K 0.00% $186.67 -8.2%
385 SWK Stanley Black & Decker Industrials 400.0 $28K 0.00% $70.00 +13.8%
386 ADBE Adobe Systems Inc. Technology 112.0 $27K 0.00% -44.0 -28.2% $241.07 +4.5%
387 AWK American Water Works Co Utilities 200.0 $27K 0.00% $135.00 -8.9%
388 PAVE Global X US Infrastructure Dev ETF 537.0 $27K 0.00% $50.28 +11.8%
389 GPC Genuine Parts Co Consumer Cyclical 250.0 $26K 0.00% -75.0 -23.1% $104.00 -4.9%
390 EW Edwards Lifesciences Corp Healthcare 312.0 $25K 0.00% NEW $80.13 +8.6%
391 RBLX Roblox Corporation Technology 450.0 $25K 0.00% NEW $55.56 -16.1%
392 SHOP Shopify Inc Technology 214.0 $25K 0.00% +74.0 +52.9% $116.82 +0.6%
393 MICC The Magnum Ice Cream Company N.V. Consumer Defensive 1,658.0 $25K 0.00% +570.0 +52.4% $15.08 +8.4%
394 GIS General Mills, Inc. Consumer Defensive 644.0 $24K 0.00% $37.27 -8.6%
395 LIN Linde plc Basic Materials 48.0 $24K 0.00% -75.0 -61.0% $500.00 +0.3%
396 Cencora, Inc 77.0 $24K 0.00% -27.0 -26.0% $311.69
397 DAL Delta Airlines Industrials 340.0 $23K 0.00% $67.65 +22.0%
398 SOXX iShares PHLX Semiconductor ETF 70.0 $23K 0.00% NEW $328.57 +72.0%
399 VYX NCR Voyix Corporation Technology 3,610.0 $23K 0.00% -350.0 -8.8% $6.37 +12.6%
400 SPDW SPDR Portfolio Developed Wld ex-US ETF 510.0 $23K 0.00% $45.10 +13.4%
Page 20 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%