Ledyard National Bank

CIK

1310658

Location

HANOVER, NH

Portfolio Value

Mid $1,151,787,141

Diversification

Diversified

Filing Date

Global Rank

#2,181 / 8,814 ▲ 197 · as of Jun 2026

Top Industry

Consumer Electronics 12.4%

Period ended 22 days ago

Filed Oct 21, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.3%, 14.5 effective positions, active share 62.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

11.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.2 quarters (12+), a floor since 74.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.6%; sector active share 37.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

242 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

24.0%

+0.6 pts

Top 5

41.6%

+2.0 pts

Top 10

56.0%

+2.7 pts

HHI

735

Diversified+43

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.3%	$567,629,658	89
Technology	19.2%	$221,335,497	28
Healthcare	6.8%	$78,237,996	22
Financial Services	6.6%	$76,163,541	29
Industrials	3.9%	$44,665,819	24
Consumer Cyclical	3.8%	$43,795,208	10
Communication Services	3.5%	$39,870,916	6
Consumer Defensive	3.2%	$37,372,396	13
Energy	2.1%	$23,936,604	7
Utilities	1.3%	$14,796,188	9
Basic Materials	0.3%	$3,134,913	4
Real Estate	0.1%	$848,405	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GQGU	GQG US Equity ETF	+281,319	427,094	$11,283,823
SCHD	Schwab U.S. Dividend Equity ETF	+134,724	956,251	$31,106,845
DGRO	iShares Core Dividend Growth ETF	+61,970	1,224,316	$92,301,182
CAC	Camden National Corp	+46,058	53,718	$2,973,291
VFLO	VictoryShares Free Cash Flow ETF	+26,980	543,226	$27,807,738
DFAE	Dimensional Emerging Core Equity Market ETF	+17,379	990,416	$38,933,252
IQLT	iShares MSCI Intl Quality Factor ETF	+10,348	443,290	$21,929,555
HONA	Honeywell Aerospace Inc.	+9,510	29,122	$4,513,036
FBND	Fidelity Total Bond ETF	+8,996	14,446	$625,511
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+8,847	249,744	$10,556,678
AGG	iShares Core U.S. Aggregate Bond ETF	+5,916	13,794	$1,304,084
EFAV	iShares MSCI EAFE Min Vol Factor ETF	+5,407	158,422	$14,435,412
BAC	Bank Of America Corp	+5,286	15,836	$861,953
QDF	FlexShares Quality Dividend Index Fund	+4,045	152,520	$13,763,404
VEA	Vanguard FTSE Developed Markets ETF	+3,614	13,200	$932,052
KO	Coca Cola Co	+2,700	44,400	$3,821,951
CVX	Chevron Corp	+2,431	12,514	$2,555,483
AMD	Advanced Micro Devices Inc	+1,895	4,120	$2,520,451
USMV	iShares MSCI USA Min Vol Factor ETF	+1,544	7,228	$704,296
GSK	GSK plc	+1,339	49,552	$2,386,919
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	+1,193	78,976	$11,454,678
ADP	Automatic Data Processing Inc	+1,192	8,518	$2,198,154
CRWD	CrowdStrike Holdings, Inc.	+970	1,330	$352,117
BMY	Bristol Myers Squibb Co	+934	18,076	$1,127,942
ABT	Abbott Laboratories	+913	15,237	$1,505,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−133,802	58,374	$1,424,325
PFE	Pfizer Inc	−113,325	67,946	$1,937,819
FAN	First Trust Global Wind Energy ETF	−22,072	26,289	$596,234
EVRG	Evergy, Inc.	−21,280	31,198	$2,447,171
ADBE	Adobe Inc.	−11,458	2,446	$586,893
AAPL	Apple Inc.	−8,037	216,900	$72,232,037
CSCO	Cisco Systems, Inc.	−6,653	168,021	$18,084,099
KBWB	Invesco Ltd.	−5,829	228,501	$0
AVGO	Broadcom Inc.	−4,659	108,613	$38,143,799
AMZN	Amazon Com Inc	−3,819	70,711	$17,617,644
MUB	iShares National Muni Bond ETF	−3,617	14,102	$1,425,711
TTE	TotalEnergies SE	−3,163	112,977	$9,659,533
NVDA	Nvidia Corp	−3,087	28,800	$6,577,344
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−3,000	8,760	$1,100,869
TJX	Tjx Companies Inc	−2,969	73,532	$9,729,018
NUDM	Nuveen ESG International Developed Markets Equity ETF	−2,921	35,354	$1,403,907
GOOGL	Alphabet Inc.	−2,722	84,780	$29,171,102
MSFT	Microsoft Corp	−2,549	104,402	$53,547,785
GLW	Corning Inc	−2,321	2,838	$436,370
IVV	iShares Core S&P 500 ETF	−2,078	98,417	$75,372,658
ACN	Accenture plc	−2,018	17,314	$3,174,867
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	−2,013	190,298	$10,036,315
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−2,005	41,909	$3,397,562
FITB	Fifth Third Bancorp	−1,943	10,874	$550,006
VIG	Vanguard Specialized Funds	−1,829	26,535	$6,190,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AAUB		121,652	$6,237,098
AVSD	Avantis Responsible International Equity ETF	12,589	$1,002,839
JCPB	JPMorgan Core Plus Bond ETF	10,975	$491,460
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	6,539	$370,499
SPCX	Space Exploration Technologies Corp	1,879	$283,465
JIRE	JPMorgan International Research Enhanced Equity ETF	2,963	$243,440
ENTG	Entegris Inc	1,513	$233,092
VOTE	TCW Transform 500 ETF	2,567	$231,178
ICE	Intercontinental Exchange, Inc.	1,502	$228,349
JPST	JPMorgan Ultra-Short Income ETF	4,443	$223,793
AFL	Aflac Inc	1,987	$222,106
IUSG	iShares Core S&P U.S. Growth ETF	1,088	$210,800
NSC	Norfolk Southern Corp	671	$207,339
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	970	$2,205,518
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	5,794	$631,951
LITE	Lumentum Holdings Inc.	531	$455,629
MRVL	Marvell Technology, Inc.	1,162	$346,148
COHR	Coherent Corp.	804	$317,153
ALAB	Astera Labs, Inc.	633	$305,751
SPMO	Invesco Ltd.	1,784	$288,187
TSEM	Tower Semiconductor Ltd	1,095	$285,400
NBIS	Nebius Group N.V.	982	$271,198
AAOI	Applied Optoelectronics, Inc.	1,821	$269,799
TAN	Invesco Ltd.	4,491	$265,642
AZN	Astrazeneca PLC	1,229	$233,042
CRDO	Credo Technology Group Holding Ltd	851	$231,429
NVS	Novartis AG	1,423	$223,012
CW	Curtiss Wright Corp	292	$221,265
BALL	BALL Corp	3,498	$218,275
CMCSA	Comcast Corp	8,799	$216,014
BKNG	Booking Holdings Inc.	1,195	$212,996
WTS	Watts Water Technologies Inc	538	$210,600
EBC	Eastern Bankshares, Inc.	9,141	$203,295
CPNG	Coupang, Inc.	11,052	$191,973
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

242 tracked positions · $1,151,787,141 total · filing declares 340 positions · $1,270,678,722 · as of Sep 30, 2026

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

Showing 1–50 of 242 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DGRO	iShares Core Dividend Growth ETF	Added	1,224,316	+61,970	$92,301,182	+4.8%	8.01%
IVV	iShares Core S&P 500 ETF	Reduced	98,417	-2,078	$75,372,658	+0.2%	6.54%
AAPL	Apple Inc. Technology	Reduced	216,900	-8,037	$72,232,037	+11.0%	6.27%
IEFA	iShares Core MSCI EAFE ETF	Reduced	581,830	-209	$56,367,689	+0.3%	4.89%
MSFT	Microsoft Corp Technology	Reduced	104,402	-2,549	$53,547,785	+34.2%	4.65%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	990,416	+17,379	$38,933,252	−0.5%	3.38%
AVGO	Broadcom Inc. Technology	Reduced	108,613	-4,659	$38,143,799	−10.9%	3.31%
SCHD	Schwab U.S. Dividend Equity ETF	Added	956,251	+134,724	$31,106,845	+19.4%	2.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	84,780	-2,722	$29,171,102	−6.7%	2.53%
VFLO	VictoryShares Free Cash Flow ETF	Added	543,226	+26,980	$27,807,738	+17.7%	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	69,476	-1,299	$22,984,744	−0.8%	2.00%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Added	487,170	+548	$22,331,872	+0.4%	1.94%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	443,290	+10,348	$21,929,555	+2.2%	1.90%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	103,213	+659	$20,181,237	−0.4%	1.75%
CSCO	Cisco Systems, Inc. Technology	Reduced	168,021	-6,653	$18,084,099	−11.9%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	70,711	-3,819	$17,617,644	−0.8%	1.53%
V	Visa Inc. Financial Services	Reduced	42,446	-915	$15,252,120	+2.5%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	29,626	-764	$14,752,265	−3.0%	1.28%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Added	158,422	+5,407	$14,435,412	+7.6%	1.25%
QDF	FlexShares Quality Dividend Index Fund	Added	152,520	+4,045	$13,763,404	+3.1%	1.19%
JQUA	JPMorgan U.S. Quality Factor ETF	Added	171,028	+144	$12,621,865	+2.2%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	45,820	+576	$12,130,386	+5.6%	1.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	80,200	-928	$11,651,455	−2.1%	1.01%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Added	78,976	+1,193	$11,454,678	+3.8%	0.99%
GQGU	GQG US Equity ETF	Added	427,094	+281,319	$11,283,823	+204.7%	0.98%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	31,783	-372	$11,182,848	+1.1%	0.97%
KR	Kroger Co Consumer Defensive	Reduced	184,882	-1,743	$10,837,782	+4.6%	0.94%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	249,744	+8,847	$10,556,678	+6.6%	0.92%
AMGN	Amgen Inc Healthcare	Reduced	24,966	-428	$10,523,418	+14.4%	0.91%
MRK	Merck & Co., Inc. Healthcare	Reduced	71,015	-923	$10,319,189	+11.6%	0.90%
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	Reduced	190,298	-2,013	$10,036,315	+5.9%	0.87%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	73,532	-2,969	$9,729,018	−16.1%	0.84%
TTE	TotalEnergies SE Energy	Reduced	112,977	-3,163	$9,659,533	+7.0%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	30,537	-433	$8,687,470	−20.5%	0.75%
GOOG	Alphabet Inc. Communication Services	Reduced	22,758	-1,347	$7,754,560	−9.0%	0.67%
ETN	Eaton Corp plc Industrials	Reduced	16,878	-890	$7,252,644	−4.2%	0.63%
MDT	Medtronic plc Healthcare	Added	80,148	+504	$6,915,970	+11.0%	0.60%
CI	Cigna Group Healthcare	Reduced	24,445	-200	$6,644,884	−2.2%	0.58%
NVDA	Nvidia Corp Technology	Reduced	28,800	-3,087	$6,577,344	+3.1%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Reduced	38,436	-408	$6,255,458	+17.8%	0.54%
AAUB		NEW	121,652	NEW	$6,237,098	NEW	0.54%
VIG	Vanguard Specialized Funds	Reduced	26,535	-1,829	$6,190,880	−7.8%	0.54%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	29,253	-1,317	$5,726,274	−1.7%	0.50%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	29,524	-71	$5,440,977	−16.6%	0.47%
AAUA	Alpha Architect US Equity 3 ETF	Held	91,951	0	$5,403,960	+3.3%	0.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	48,712	-161	$5,062,150	−8.5%	0.44%
LLY	ELI LILLY & Co Healthcare	Added	4,358	+82	$5,042,554	−1.7%	0.44%
AEP	American Electric Power Co Inc Utilities	Reduced	41,725	-560	$4,950,254	−14.4%	0.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,273	-490	$4,783,977	−5.3%	0.42%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	6,272	-18	$4,755,869	+21.3%	0.41%

Showing the top 50 of 242 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.