Hanson & Doremus Investment Management

Registered adviser

CIK

1393944

Location

BURLINGTON, VT

Portfolio Value

Small $950,699,338

Diversification

Diversified

Filing Date

Global Rank

#2,482 / 8,811 ▼ 25 · as of Jun 2026

Top Industry

Semiconductors 10.6%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

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

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108045

Roster of Oct 1, 2026

Regulatory AUM

$1,060,897,838

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,060,897,838	Individuals and high net worth (94%)
Apr 2025 to Feb 2026	$849,615,572	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$736,675,665	Individuals and high net worth (94%)
May 2023 to Mar 2024	$606,366,116	Individuals and high net worth (94%)
Apr 2023	$606,366,116	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$638,927,297	Individuals and high net worth (94%)

3 earlier changes not shown.

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

Concentrated

The top 10 positions are 66.7% of the book (60%+)

Turnover

Low turnover

7.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.6 quarters (12+), a floor since 80.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 73.2%; sector active share 47.8% 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

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

Top Position

23.8%

+0.6 pts

Top 5

53.4%

+0.4 pts

Top 10

66.3%

−0.4 pts

HHI

896

Diversified+24

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.4%	$555,461,419	142
Technology	16.7%	$158,394,741	62
Financial Services	6.5%	$61,534,450	57
Healthcare	5.3%	$50,823,389	50
Industrials	3.6%	$34,397,629	55
Communication Services	2.4%	$22,922,627	15
Consumer Defensive	2.3%	$21,451,722	25
Energy	1.9%	$18,151,699	15
Consumer Cyclical	1.5%	$14,446,555	30
Utilities	0.9%	$8,563,236	16
Real Estate	0.4%	$3,523,485	16
Basic Materials	0.1%	$1,028,386	8

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
SCHB	Schwab U.S. Broad Market ETF	+94,860	7,130,203	$208,986,249
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+57,635	61,684	$6,082,042
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+37,763	1,326,479	$75,158,300
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+31,003	692,004	$54,190,833
VEA	Vanguard FTSE Developed Markets ETF	+22,624	785,092	$55,435,346
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+19,825	525,635	$31,175,411
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+17,398	261,567	$12,387,813
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	+6,273	229,786	$13,690,649
IBM	International Business Machines Corp	+3,442	28,913	$6,358,836
AMZN	Amazon Com Inc	+3,438	28,944	$7,211,397
XYL	Xylem Inc.	+2,903	24,318	$2,462,683
—		+2,614	25,706	$0
HONA	Honeywell Aerospace Inc.	+2,585	9,818	$1,521,495
AAPL	Apple Inc.	+2,313	48,989	$16,314,316
PCOR	Procore Technologies, Inc.	+2,151	32,207	$1,665,746
WFC	Wells Fargo & Company/Mn	+1,700	3,735	$298,986
CATH	Global X S&P 500 Catholic Values ETF	+1,184	19,391	$0
QQQ	Invesco Qqq Trust, Series 1	+1,000	1,340	$991,291
IOT	Samsara Inc.	+868	73,543	$2,804,194
JPM	Jpmorgan Chase & Co	+861	18,708	$6,189,167
WM	Waste Management Inc	+846	13,156	$2,682,771
PNC	Pnc Financial Services Group, Inc.	+750	2,501	$555,872
MSFT	Microsoft Corp	+717	47,053	$24,133,483
AMT	American Tower Corp /Ma/	+665	9,890	$1,618,894
APH	Amphenol Corp /De/	+580	1,160	$97,788
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NCLH	Norwegian Cruise Line Holdings Ltd.	−8,071	11,437	$167,666
PFE	Pfizer Inc	−5,815	29,573	$843,421
AMKR	Amkor Technology, Inc.	−4,790	24,834	$1,300,804
HON	Honeywell International Inc	−4,433	2,882	$607,929
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−3,469	69,999	$31,932,843
SCHF	Schwab International Equity ETF	−2,298	617,988	$16,976,130
SLB	Slb Limited/Nv	−2,158	78,180	$3,808,929
WEC	Wec Energy Group, Inc.	−2,125	1,534	$154,596
GLW	Corning Inc /Ny	−1,821	126,266	$19,414,660
MRK	Merck & Co., Inc.	−1,650	54,444	$7,911,257
ESGV	VANGUARD ESG U.S. STOCK ETF	−1,629	226,014	$30,631,677
STX	Seagate Technology Holdings plc	−1,603	29,885	$27,564,130
ABT	Abbott Laboratories	−1,600	23,594	$2,331,795
FDX	Fedex Corp	−1,321	2,051	$584,719
VYX	NCR Voyix Corp	−1,220	500	$3
ABBV	AbbVie Inc.	−1,026	15,555	$4,069,032
COP	Conocophillips	−904	5,978	$748,146
KRC	Kilroy Realty Corp	−861	3,237	$107,694
MDT	Medtronic plc	−842	47,736	$4,119,139
BMY	Bristol Myers Squibb Co	−840	17,317	$1,080,580
CI	Cigna Group	−819	21	$5,708
BR	Broadridge Financial Solutions, Inc.	−813	262	$42,208
EWBC	East West Bancorp Inc	−795	6,257	$775,430
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−755	238,004	$19,294,984
AVGO	Broadcom Inc.	−752	14,617	$5,133,344
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BEPC	Brookfield Renewable Corp	23,013	$649,426
BETA	BETA Technologies, Inc.	16,901	$373,512
VTEL	VANGUARD LONG-TERM TAX-EXEMPT BOND ETF	2,474	$237,701
CFR	Cullen/Frost Bankers, Inc.	1,500	$229,005
MCO	Moodys Corp /De/	441	$200,271
HAS	Hasbro, Inc.	749	$65,672
BAM	Brookfield Asset Management Ltd.	1,298	$57,864
CAAS	China Automotive Systems, Inc.	11,100	$53,280
ANET	Arista Networks, Inc.	254	$51,711
RVTY	Revvity, Inc.	150	$22,933
ORLY	O Reilly Automotive Inc	180	$15,373
FVD	First Trust Value Line Dividend Index Fund	299	$14,026
VEEV	Veeva Systems Inc	48	$13,701
PLTR	Palantir Technologies Inc.	66	$12,345
AME	Ametek Inc/	46	$11,395
PWRL	Powerlaw Corp.	1,000	$11,000
CDNS	Cadence Design Systems Inc	30	$9,905
CTAS	Cintas Corp	38	$7,412
JBL	Jabil Inc	20	$5,737
TER	Teradyne, Inc	14	$5,612
VRT	Vertiv Holdings Co	15	$3,619
QCOM	Qualcomm Inc/De	10	$1,840
IEX	Idex Corp /De/	15	$3
SNPS	Synopsys Inc	6	$3
MBGL	Mobility Global Inc.	102	$2
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
SOLV	Solventum Corp	175	$13,501
—		40	$8,201
BIV	Vanguard Bond Index Funds	78	$5,982
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	13	$3,158
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	37	$2,924
ANGL	VanEck Fallen Angel High Yield Bond ETF	10	$292
HYLB	Xtrackers USD High Yield Corporate Bond ETF	8	$292
PGX	Invesco Ltd.	25	$271
WAB	Westinghouse Air Brake Technologies Corp	1	$269
ZBH	Zimmer Biomet Holdings, Inc.	2	$172
EMN	Eastman Chemical Co	2	$133
UPS	United Parcel Service Inc	1	$107
OXY	Occidental Petroleum Corp /De/	1	$48
GT	Goodyear Tire & Rubber Co /Oh/	2	$13
DXC	DXC Technology Co	1	$8
SCHO	Schwab Short-Term U.S. Treasury ETF	23	$1
MBB	iShares MBS ETF	13	$0
TLT	iShares 20+ Year Treasury Bond ETF	18	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

491 tracked positions · $950,699,338 total · filing declares 493 positions · $981,744 · 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 491 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Added	7,130,203	+94,860	$208,986,249	+2.6%	21.98%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	1,326,479	+37,763	$75,158,300	−1.1%	7.91%
VEA	Vanguard FTSE Developed Markets ETF	Added	785,092	+22,624	$55,435,346	+2.0%	5.83%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	692,004	+31,003	$54,190,833	−0.8%	5.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	69,999	-3,469	$31,932,843	−9.0%	3.36%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	525,635	+19,825	$31,175,411	+3.3%	3.28%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	226,014	-1,629	$30,631,677	+1.8%	3.22%
STX	Seagate Technology Holdings plc Technology	Reduced	29,885	-1,603	$27,564,130	−9.3%	2.90%
MSFT	Microsoft Corp Technology	Added	47,053	+717	$24,133,483	+39.6%	2.54%
GLW	Corning Inc /Ny Technology	Reduced	126,266	-1,821	$19,414,660	−40.7%	2.04%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Reduced	238,004	-755	$19,294,984	−1.9%	2.03%
SCHF	Schwab International Equity ETF	Reduced	617,988	-2,298	$16,976,130	−1.2%	1.79%
AAPL	Apple Inc. Technology	Added	48,989	+2,313	$16,314,316	+20.8%	1.72%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	Added	229,786	+6,273	$13,690,649	−2.4%	1.44%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	261,567	+17,398	$12,387,813	+0.3%	1.30%
SCHW	Schwab Charles Corp Financial Services	Added	123,111	+330	$12,032,869	+6.2%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	30,494	-605	$10,492,375	−5.6%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,281	-38	$9,600,973	−0.7%	1.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,263	+137	$9,342,819	−1.4%	0.98%
GOOG	Alphabet Inc. Communication Services	Added	26,950	+557	$9,182,943	−1.5%	0.97%
MRK	Merck & Co., Inc. Healthcare	Reduced	54,444	-1,650	$7,911,257	+9.8%	0.83%
V	Visa Inc. Financial Services	Added	21,916	+206	$7,875,076	+5.7%	0.83%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,944	+3,438	$7,211,397	+18.6%	0.76%
IBM	International Business Machines Corp Technology	Added	28,913	+3,442	$6,358,836	−11.2%	0.67%
TRMK	Trustmark Corp Financial Services	Held	139,397	0	$6,249,167	−2.6%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,708	+861	$6,189,167	+5.9%	0.65%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	61,684	+57,635	$6,082,042	+1382.7%	0.64%
CAT	Caterpillar Inc Industrials	Reduced	7,487	-25	$6,070,384	−24.1%	0.64%
CB	Chubb Ltd Financial Services	Reduced	18,463	-483	$6,005,090	−7.0%	0.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	53,610	-142	$5,770,044	−8.6%	0.61%
VLO	Valero Energy Corp/Tx Energy	Reduced	13,979	-277	$5,418,400	+45.9%	0.57%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	14,273	-103	$5,341,527	+0.4%	0.56%
AVGO	Broadcom Inc. Technology	Reduced	14,617	-752	$5,133,344	−11.6%	0.54%
AMGN	Amgen Inc Healthcare	Held	10,917	0	$4,601,624	+16.4%	0.48%
IQV	Iqvia Holdings Inc. Healthcare	Added	15,699	+257	$4,220,676	+41.5%	0.44%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,870	-272	$4,210,342	+17.8%	0.44%
JNJ	Johnson & Johnson Healthcare	Reduced	15,603	-700	$4,130,738	−0.2%	0.43%
MDT	Medtronic plc Healthcare	Reduced	47,736	-842	$4,119,139	+8.4%	0.43%
ABBV	AbbVie Inc. Healthcare	Reduced	15,555	-1,026	$4,069,032	−2.5%	0.43%
LLY	ELI LILLY & Co Healthcare	Reduced	3,371	-284	$3,900,516	−11.0%	0.41%
NI	Nisource Inc. Utilities	Added	98,200	+314	$3,829,800	−17.7%	0.40%
SLB	Slb Limited/Nv Energy	Reduced	78,180	-2,158	$3,808,929	+2.0%	0.40%
KO	Coca Cola Co Consumer Defensive	Reduced	43,902	-290	$3,779,084	+5.2%	0.40%
GLD	Spdr Gold Trust	Added	8,859	+384	$3,373,861	+8.1%	0.35%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	63,867	+326	$3,173,551	−5.0%	0.33%
BA	Boeing Co Industrials	Added	16,557	+155	$3,080,429	−13.2%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,966	-244	$3,045,940	−2.1%	0.32%
IOT	Samsara Inc. Technology	Added	73,543	+868	$2,804,194	+19.0%	0.29%
WM	Waste Management Inc Industrials	Added	13,156	+846	$2,682,771	−2.2%	0.28%
EMR	Emerson Electric Co Industrials	Reduced	16,661	-150	$2,584,121	+7.4%	0.27%

Showing the top 50 of 491 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.