Hanson & Doremus Investment Management
Filing Date
Global Rank
#3,134
/ 8,586
▲ 211
Top Industry
Semiconductors
10.0%
3Y Alpha vs SPY
+1.3%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.6%
SPY
+78.1%
Annualised alpha
+1.2%
Max drawdown
−17.4%
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
359 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.4%
−0.1 pts
Top 5
24.8%
−0.5 pts
Top 10
38.3%
−0.5 pts
HHI
221
Diversified−11
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.6% | $123,896,459 |
| Financial Services | 16.2% | $58,001,335 |
| Healthcare | 13.3% | $47,531,506 |
| Industrials | 9.6% | $34,519,495 |
| Consumer Defensive | 6.7% | $24,079,609 |
| Consumer Cyclical | 4.9% | $17,397,904 |
| Energy | 4.9% | $17,380,755 |
| Communication Services | 3.7% | $13,168,497 |
| Utilities | 2.8% | $10,055,955 |
| Unclassified | 2.1% | $7,386,940 |
| Real Estate | 1.0% | $3,673,351 |
| Basic Materials | 0.3% | $1,248,930 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSX | Csx Corp | +17,281 | 25,452 | $1,044,804 | |
| TD | Toronto Dominion Bank | +10,564 | 17,356 | $1,619,488 | |
| WMT | Walmart Inc. | +10,330 | 23,114 | $2,872,607 | |
| CSCO | Cisco Systems, Inc. | +9,286 | 58,097 | $4,507,746 | |
| EMR | Emerson Electric Co | +8,221 | 18,211 | $2,386,005 | |
| TSLA | Tesla, Inc. | +7,595 | 7,720 | $2,869,910 | |
| KO | Coca Cola Co | +7,501 | 45,566 | $3,465,294 | |
| SCHW | Schwab Charles Corp | +6,999 | 126,584 | $11,896,364 | |
| WM | Waste Management Inc | +6,696 | 9,055 | $2,080,748 | |
| GILT | Gilat Satellite Networks Ltd | +5,500 | 9,404 | $141,248 | |
| VZ | Verizon Communications Inc | +5,284 | 26,270 | $1,318,754 | |
| ABT | Abbott Laboratories | +4,718 | 25,393 | $2,607,099 | |
| XYL | Xylem Inc. | +4,584 | 18,826 | $2,249,707 | |
| MDT | Medtronic plc | +3,973 | 50,286 | $4,357,281 | |
| NSC | Norfolk Southern Corp | +3,913 | 5,616 | $1,611,792 | |
| NVS | Novartis AG | +3,903 | 4,528 | $691,652 | |
| SLB | Slb Limited/Nv | +3,727 | 81,467 | $4,186,589 | |
| VITL | Vital Farms, Inc. | +3,059 | 11,611 | $163,947 | |
| JPM | Jpmorgan Chase & Co | +2,792 | 17,978 | $5,288,408 | |
| MSFT | Microsoft Corp | +2,645 | 47,695 | $17,655,258 | |
| AAPL | Apple Inc. | +2,586 | 49,952 | $12,677,318 | |
| NEE | Nextera Energy Inc | +2,582 | 10,111 | $939,109 | |
| GLW | Corning Inc /Ny | +2,382 | 137,683 | $18,720,757 | |
| XOM | Exxon Mobil Corp | +2,371 | 28,715 | $4,871,786 | |
| PG | PROCTER & GAMBLE Co | +2,352 | 21,565 | $3,114,848 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KRC | Kilroy Realty Corp | −71,313 | 20,918 | $590,096 | |
| PFE | Pfizer Inc | −70,897 | 58,337 | $1,638,102 | |
| IOT | Samsara Inc. | −3,741 | 74,157 | $2,350,035 | |
| DIS | Walt Disney Co | −3,559 | 11,489 | $1,107,309 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −3,366 | 78,769 | $26,619,983 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | −2,953 | 87,904 | $1,643,804 | |
| STX | Seagate Technology Holdings plc | −2,613 | 33,263 | $13,031,112 | |
| WY | Weyerhaeuser Co | −2,197 | 6,544 | $159,869 | |
| DOC | Healthpeak Properties, Inc. | −1,600 | 800 | $13,144 | |
| QRVO | Qorvo, Inc. | −1,034 | 5,302 | $410,374 | |
| SONY | Sony Group Corp | −816 | 55,410 | $1,146,987 | |
| ROP | Roper Technologies Inc | −816 | 5,106 | $1,806,809 | |
| GEN | Gen Digital Inc. | −745 | 12,949 | $243,829 | |
| PCOR | Procore Technologies, Inc. | −729 | 30,096 | $1,715,472 | |
| Q | Qnity Electronics, Inc. | −673 | 797 | $91,957 | |
| AMKR | Amkor Technology, Inc. | −555 | 30,069 | $1,354,007 | |
| VSAT | Viasat Inc | −510 | 1,681 | $76,989 | |
| SHEL | Shell plc | −441 | 2,728 | $253,704 | |
| COP | Conocophillips | −440 | 6,882 | $908,424 | |
| SOLS | Solstice Advanced Materials Inc. | −364 | 446 | $33,967 | |
| MDLZ | Mondelez International, Inc. | −354 | 7,165 | $412,990 | |
| VYX | NCR Voyix Corp | −350 | 3,610 | $22,851 | |
| CAT | Caterpillar Inc | −344 | 7,586 | $5,374,377 | |
| GEHC | GE HealthCare Technologies Inc. | −326 | 663 | $47,192 | |
| ABBV | AbbVie Inc. | −315 | 15,698 | $3,414,158 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMT | American Tower Corp /Ma/ | 7,614 | $1,314,024 | |
| AZN | Astrazeneca PLC | 6,009 | $1,185,094 | |
| CMTV | Community Bancorp /Vt | 14,322 | $445,414 | |
| FLEX | Flex Ltd. | 3,466 | $226,884 | |
| FITB | Fifth Third Bancorp | 3,732 | $173,388 | |
| BMO | Bank Of Montreal /Can/ | 1,000 | $135,340 | |
| WAT | Waters Corp /De/ | 392 | $116,737 | |
| NXT | Nextpower Inc. | 704 | $84,867 | |
| EOSE | Eos Energy Enterprises, Inc. | 15,500 | $76,880 | |
| MRVL | Marvell Technology, Inc. | 600 | $59,430 | |
| TPR | Tapestry, Inc. | 400 | $56,444 | |
| AEP | American Electric Power Co Inc | 420 | $55,053 | |
| VMC | Vulcan Materials CO | 200 | $54,460 | |
| TSEM | Tower Semiconductor Ltd | 300 | $52,644 | |
| BP | Bp PLC | 1,058 | $49,726 | |
| ALCO | Alico, Inc. | 1,035 | $42,704 | |
| NET | Cloudflare, Inc. | 200 | $41,268 | |
| CHH | Choice Hotels International Inc /De | 374 | $38,709 | |
| MELI | Mercadolibre Inc | 20 | $34,580 | |
| TY | TRI-CONTINENTAL Corp | 929 | $29,347 | |
| RBLX | Roblox Corp | 450 | $25,452 | |
| EW | Edwards Lifesciences Corp | 312 | $24,984 | |
| TDC | Teradata Corp /De/ | 750 | $19,222 | |
| TDG | TransDigm Group INC | 15 | $17,384 | |
| IIM | Invesco Value Municipal Income Trust | 1,138 | $13,838 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEG | Public Service Enterprise Group Inc | 3,588 | $288,116 | |
| NNN | Nnn REIT, Inc. | 4,725 | $187,251 | |
| PSA | Public Storage | 339 | $87,970 | |
| D | Dominion Energy, Inc | 454 | $26,599 | |
| ECL | Ecolab Inc. | 90 | $23,626 | |
| ADSK | Autodesk, Inc. | 74 | $21,904 | |
| ORLY | O Reilly Automotive Inc | 135 | $12,313 | |
| MO | Altria Group, Inc. | 184 | $10,609 | |
| AJG | Arthur J. Gallagher & Co. | 29 | $7,504 | |
| AZO | Autozone Inc | 2 | $6,783 | |
| QCOM | Qualcomm Inc/De | 38 | $6,499 | |
| IFF | International Flavors & Fragrances Inc | 96 | $6,469 | |
| SOBO | South Bow Corp | 226 | $6,208 | |
| CMS | Cms Energy Corp | 75 | $5,244 | |
| CTAS | Cintas Corp | 27 | $5,077 | |
| MSCI | MSCI Inc. | 3 | $1,721 | |
| ALB | Albemarle Corp | 12 | $1,697 | |
| LAC | Lithium Americas Corp. | 65 | $283 | |
| MRNA | Moderna, Inc. | 9 | $265 | |
| DOCU | Docusign, Inc. | 2 | $136 | |
| GDRX | GoodRx Holdings, Inc. | 11 | $29 | |
| No positions match the current search. | ||||
64 positions ·
$123,896,459 total
· Technology only
· 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 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 78,769 | $26,619,983 | 21.49% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 137,683 | $18,720,757 | 15.11% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 47,695 | $17,655,258 | 14.25% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 33,263 | $13,031,112 | 10.52% | |
| AAPL |
Apple Inc.
Technology
|
Added | 49,952 | $12,677,318 | 10.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 25,769 | $6,246,147 | 5.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 14,612 | $4,522,560 | 3.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 58,097 | $4,507,746 | 3.64% | |
| IOT |
Samsara Inc.
Technology
|
Reduced | 74,157 | $2,350,035 | 1.90% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 10,482 | $2,067,679 | 1.67% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 5,106 | $1,806,809 | 1.46% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
Reduced | 30,096 | $1,715,472 | 1.38% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,683 | $1,688,715 | 1.36% | |
| MKSI |
Mks Inc
Technology
|
Added | 6,853 | $1,574,887 | 1.27% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
Reduced | 30,069 | $1,354,007 | 1.09% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 55,410 | $1,146,987 | 0.93% | |
| INTC |
Intel Corp
Technology
|
Added | 19,696 | $869,184 | 0.70% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 2,354 | $478,285 | 0.39% | |
| QRVO |
Qorvo, Inc.
Technology
|
Reduced | 5,302 | $410,374 | 0.33% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,660 | $322,272 | 0.26% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 879 | $300,433 | 0.24% | |
| ASML |
Asml Holding NV
Technology
|
Held | 220 | $290,582 | 0.23% | |
| GEN |
Gen Digital Inc.
Technology
|
Reduced | 12,949 | $243,829 | 0.20% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,612 | $237,141 | 0.19% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 2,825 | $230,859 | 0.19% | |
| FLEX |
Flex Ltd.
Technology
|
NEW | 3,466 | $226,884 | 0.18% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 501 | $217,418 | 0.18% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 1,150 | $186,852 | 0.15% | |
| KLAC |
Kla Corp
Technology
|
Held | 106 | $156,075 | 0.13% | |
| NATL |
NCR Atleos Corp
Technology
|
Added | 3,406 | $148,433 | 0.12% | |
| GILT |
Gilat Satellite Networks Ltd
Technology
|
Added | 9,404 | $141,248 | 0.11% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 1,320 | $138,006 | 0.11% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 2,000 | $129,220 | 0.10% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Held | 5,090 | $121,192 | 0.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 575 | $116,972 | 0.09% | |
| HPQ |
Hp Inc
Technology
|
Held | 5,460 | $104,886 | 0.08% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 523 | $97,628 | 0.08% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 604 | $96,833 | 0.08% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 797 | $91,957 | 0.07% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Held | 1,697 | $90,874 | 0.07% | |
| NXT |
Nextpower Inc.
Technology
|
NEW | 704 | $84,867 | 0.07% | |
| VSAT |
Viasat Inc
Technology
|
Reduced | 1,681 | $76,989 | 0.06% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 580 | $73,283 | 0.06% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 401 | $65,816 | 0.05% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 600 | $59,430 | 0.05% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
NEW | 300 | $52,644 | 0.04% | |
| NET |
Cloudflare, Inc.
Technology
|
NEW | 200 | $41,268 | 0.03% | |
| INTU |
Intuit Inc.
Technology
|
Added | 87 | $37,617 | 0.03% | |
| KN |
Knowles Corp
Technology
|
Held | 1,430 | $36,722 | 0.03% | |
| ACN |
Accenture plc
Technology
|
Reduced | 154 | $30,536 | 0.02% |