Ledyard National Bank

Bank

CIK

1310658

Location

HANOVER, NH

Portfolio Value

Small $549,577,285

Diversification

Diversified

Filing Date

Global Rank

#2,470 / 8,603 ▼ 24 · as of Mar 2026

Top Industry

Consumer Electronics 11.0%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.4%

SPY

+76.0%

Annualised alpha

-4.4%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

153 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

−0.2 pts

Top 5

33.6%

−3.9 pts

Top 10

46.7%

−4.0 pts

HHI

344

Diversified−49

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$180,876,486	21
Healthcare	13.7%	$75,427,106	26
Financial Services	12.5%	$68,430,305	25
Consumer Cyclical	9.0%	$49,302,085	13
Industrials	8.8%	$48,288,101	23
Consumer Defensive	7.7%	$42,283,820	13
Communication Services	6.3%	$34,364,902	7
Utilities	3.5%	$19,346,213	9
Energy	3.5%	$19,088,985	6
Unclassified	1.4%	$7,635,532	5
Basic Materials	0.7%	$3,585,251	4
Real Estate	0.2%	$948,499	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+4,005	182,630	$5,128,250
EOG	Eog Resources Inc	+3,885	31,778	$4,594,145
EXC	Exelon Corp	+2,424	46,350	$2,272,077
MAS	Masco Corp /De/	+2,341	52,734	$3,183,551
CRM	Salesforce, Inc.	+1,364	14,831	$2,768,502
QQQ	Invesco Qqq Trust, Series 1	+1,043	2,685	$1,549,728
ADBE	Adobe Inc.	+856	14,919	$3,626,510
BRK-B	Berkshire Hathaway Inc	+788	31,237	$14,968,769
GSK	GSK plc	+640	49,944	$2,756,408
MRSH	Marsh & Mclennan Companies, Inc.	+527	8,888	$1,541,623
AIG	American International Group, Inc.	+487	30,355	$2,284,213
UNH	Unitedhealth Group Inc	+431	17,377	$4,702,042
INTU	Intuit Inc.	+267	3,625	$1,567,377
EPD	Enterprise Products Partners L.P.	+260	7,980	$301,963
ACN	Accenture plc	+134	18,987	$3,764,931
LIN	Linde PLC	+127	5,162	$2,559,113
WMT	Walmart Inc.	+120	48,819	$6,067,225
ISRG	Intuitive Surgical Inc	+102	656	$302,408
UNP	Union Pacific Corp	+98	15,120	$3,668,414
REGN	Regeneron Pharmaceuticals, Inc.	+93	6,226	$4,810,456
HBAN	Huntington Bancshares Inc /Md/	+89	10,983	$171,883
NFLX	Netflix Inc	+57	2,597	$249,701
HSY	Hershey Co	+21	2,770	$575,855
ROP	Roper Technologies Inc	+21	909	$321,658
ITW	Illinois Tool Works Inc	+16	3,784	$984,936
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−16,671	20,604	$591,540
CSCO	Cisco Systems, Inc.	−8,471	185,702	$14,408,617
AVGO	Broadcom Inc.	−7,995	119,552	$37,002,539
AMZN	Amazon Com Inc	−5,837	75,935	$15,814,982
GOOGL	Alphabet Inc.	−5,773	91,006	$26,169,684
MSFT	Microsoft Corp	−3,434	108,300	$40,089,410
JPM	Jpmorgan Chase & Co	−3,163	73,715	$21,684,003
KR	Kroger Co	−3,039	190,334	$13,772,568
EMR	Emerson Electric Co	−2,932	18,861	$2,471,167
CPNG	Coupang, Inc.	−2,908	14,174	$267,605
ORCL	Oracle Corp	−2,756	14,729	$2,166,782
SOLS	Solstice Advanced Materials Inc.	−2,634	6,129	$466,784
ETN	Eaton Corp plc	−2,169	19,088	$6,827,203
JNJ	Johnson & Johnson	−2,121	46,690	$11,412,903
MET	Metlife Inc	−2,071	49,662	$3,512,096
T	At&T Inc.	−1,837	197,872	$5,736,308
MDLZ	Mondelez International, Inc.	−1,831	4,191	$241,569
TJX	Tjx Companies Inc /De/	−1,540	77,831	$12,429,610
PG	PROCTER & GAMBLE Co	−1,446	82,118	$11,861,123
CSX	Csx Corp	−1,378	16,261	$667,514
NKE	NIKE, Inc.	−1,304	10,367	$547,584
ADP	Automatic Data Processing Inc	−1,285	7,621	$1,548,434
NVDA	Nvidia Corp	−1,236	27,704	$4,831,577
SBUX	Starbucks Corp	−1,230	3,576	$320,373
DHR	Danaher Corp /De/	−1,226	6,262	$1,187,274
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	122,686	$11,161,972
FITB	Fifth Third Bancorp	13,007	$604,305
FULT	Fulton Financial Corp	11,411	$232,099
LMT	Lockheed Martin Corp	351	$212,140
CW	Curtiss Wright Corp	305	$207,741
TXN	Texas Instruments Inc	1,043	$202,488
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
DXCM	Dexcom Inc	4,200	$278,754
JKHY	Jack Henry & Associates Inc	1,274	$232,479
APD	Air Products & Chemicals, Inc.	935	$230,963
PAYX	Paychex Inc	2,049	$229,856
CTVA	Corteva, Inc.	3,410	$228,571
QCOM	Qualcomm Inc/De	1,285	$219,799
SHW	Sherwin Williams Co	650	$210,619
DGX	Quest Diagnostics Inc	1,212	$210,318
EBC	Eastern Bankshares, Inc.	11,398	$210,065
DUK	Duke Energy CORP	1,772	$207,696
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 positions · $549,577,285 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	234,913	-946	$59,618,569	−7.0%	10.85%
MSFT	Microsoft Corp Technology	Reduced	108,300	-3,434	$40,089,410	−25.8%	7.29%
AVGO	Broadcom Inc. Technology	Reduced	119,552	-7,995	$37,002,539	−16.2%	6.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	91,006	-5,773	$26,169,684	−13.6%	4.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	73,715	-3,163	$21,684,003	−12.5%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	75,935	-5,837	$15,814,982	−16.2%	2.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	31,237	+788	$14,968,769	−2.2%	2.72%
CSCO	Cisco Systems, Inc. Technology	Reduced	185,702	-8,471	$14,408,617	−3.7%	2.62%
KR	Kroger Co Consumer Defensive	Reduced	190,334	-3,039	$13,772,568	+14.0%	2.51%
V	Visa Inc. Financial Services	Reduced	44,091	-934	$13,326,063	−15.6%	2.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	77,831	-1,540	$12,429,610	+1.9%	2.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	82,118	-1,446	$11,861,123	−1.0%	2.16%
JNJ	Johnson & Johnson Healthcare	Reduced	46,690	-2,121	$11,412,903	+13.0%	2.08%
TTE	TotalEnergies SE Energy	NEW	122,686	NEW	$11,161,972	NEW	2.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	31,449	-875	$10,343,260	−7.0%	1.88%
HON	Honeywell International Inc Industrials	Reduced	39,859	-929	$9,448,695	+13.2%	1.72%
AMGN	Amgen Inc Healthcare	Reduced	26,197	-733	$9,217,413	+4.6%	1.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	73,445	-1,209	$8,834,699	+12.4%	1.61%
CAT	Caterpillar Inc Industrials	Reduced	11,099	-520	$7,863,196	+18.1%	1.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	30,407	-702	$7,184,565	−4.2%	1.31%
ETN	Eaton Corp plc Industrials	Reduced	19,088	-2,169	$6,827,203	+0.8%	1.24%
MDT	Medtronic plc Healthcare	Reduced	77,104	-308	$6,681,061	−10.2%	1.22%
WMT	Walmart Inc. Consumer Defensive	Added	48,819	+120	$6,067,225	+11.8%	1.10%
T	At&T Inc. Communication Services	Reduced	197,872	-1,837	$5,736,308	+15.6%	1.04%
AEP	American Electric Power Co Inc Utilities	Reduced	43,529	-109	$5,705,781	+13.4%	1.04%
PFE	Pfizer Inc Healthcare	Added	182,630	+4,005	$5,128,250	+15.3%	0.93%
NVDA	Nvidia Corp Technology	Reduced	27,704	-1,236	$4,831,577	−10.5%	0.88%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	6,226	+93	$4,810,456	+1.6%	0.88%
UNH	Unitedhealth Group Inc Healthcare	Added	17,377	+431	$4,702,042	−15.9%	0.86%
EOG	Eog Resources Inc Energy	Added	31,778	+3,885	$4,594,145	+56.8%	0.84%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,038	-109	$4,577,092	−6.1%	0.83%
EVRG	Evergy, Inc. Utilities	Reduced	54,789	-1,207	$4,488,314	+10.6%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	4,871	-60	$4,480,199	−15.5%	0.82%
NEE	Nextera Energy Inc Utilities	Reduced	47,080	-439	$4,372,790	+14.6%	0.80%
ABBV	AbbVie Inc. Healthcare	Reduced	17,853	-963	$3,882,848	−9.7%	0.71%
IBM	International Business Machines Corp Technology	Reduced	15,711	-135	$3,808,189	−18.9%	0.69%
ACN	Accenture plc Technology	Added	18,987	+134	$3,764,931	−25.6%	0.69%
UNP	Union Pacific Corp Industrials	Added	15,120	+98	$3,668,414	+5.6%	0.67%
ADBE	Adobe Inc. Technology	Added	14,919	+856	$3,626,510	−26.3%	0.66%
MET	Metlife Inc Financial Services	Reduced	49,662	-2,071	$3,512,096	−14.0%	0.64%
MAS	Masco Corp /De/ Industrials	Added	52,734	+2,341	$3,183,551	−0.4%	0.58%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	11,351	-877	$2,827,307	−3.5%	0.51%
CRM	Salesforce, Inc. Technology	Added	14,831	+1,364	$2,768,502	−22.4%	0.50%
GSK	GSK plc Healthcare	Added	49,944	+640	$2,756,408	+14.0%	0.50%
COR	Cencora, Inc. Healthcare	Reduced	8,772	-114	$2,755,636	−8.2%	0.50%
RTX	RTX Corp Industrials	Reduced	13,685	-558	$2,639,836	+1.1%	0.48%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,908	-710	$2,625,642	+3.8%	0.48%
LIN	Linde PLC Basic Materials	Added	5,162	+127	$2,559,113	+19.2%	0.47%
MA	Mastercard Inc Financial Services	Reduced	5,095	-243	$2,545,767	−16.5%	0.46%
EMR	Emerson Electric Co Industrials	Reduced	18,861	-2,932	$2,471,167	−14.6%	0.45%