Hemenway Trust Co LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.4%; sector active share 19.8% 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 backtestPortfolio Concentration
118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.5% | $510,099,783 |
| Healthcare | 15.8% | $210,063,820 |
| Industrials | 12.5% | $166,105,538 |
| Consumer Cyclical | 10.6% | $140,493,141 |
| Financial Services | 8.0% | $106,107,680 |
| Communication Services | 6.9% | $91,612,953 |
| Consumer Defensive | 3.1% | $40,748,629 |
| Energy | 1.8% | $23,302,381 |
| Utilities | 1.4% | $18,309,085 |
| Unclassified | 1.2% | $16,127,638 |
| Basic Materials | 0.2% | $2,293,153 |
| Real Estate | 0.0% | $606,274 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEE | Nextera Energy Inc | +55,150 | 208,603 | $18,309,085 | |
| WCN | Waste Connections, Inc. | +21,594 | 42,113 | $7,019,815 | |
| SCHW | Schwab Charles Corp | +17,444 | 201,739 | $18,614,457 | |
| AXP | American Express Co | +15,125 | 74,193 | $25,095,782 | |
| UBER | Uber Technologies, Inc | +11,941 | 246,765 | $17,806,562 | |
| XYL | Xylem Inc. | +11,596 | 230,183 | $27,209,932 | |
| ABT | Abbott Laboratories | +11,053 | 348,778 | $31,648,115 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +10,234 | 79,226 | $6,864,932 | |
| AVGO | Broadcom Inc. | +9,607 | 35,129 | $13,269,979 | |
| IWF | iShares Russell 1000 Growth ETF | +4,633 | 6,184 | $767,867 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +4,496 | 55,995 | $27,814,396 | |
| MSFT | Microsoft Corp | +3,151 | 142,454 | $53,138,191 | |
| LLY | ELI LILLY & Co | +2,237 | 29,397 | $35,259,646 | |
| MA | Mastercard Inc | +1,425 | 89,128 | $45,776,140 | |
| HD | Home Depot, Inc. | +1,374 | 106,166 | $37,442,624 | |
| AMAT | Applied Materials Inc /De | +1,119 | 78,041 | $56,423,643 | |
| PG | PROCTER & GAMBLE Co | +953 | 216,708 | $31,778,061 | |
| ADP | Automatic Data Processing Inc | +639 | 137,589 | $30,813,056 | |
| PLTR | Palantir Technologies Inc. | +400 | 2,200 | $256,674 | |
| CRWD | CrowdStrike Holdings, Inc. | +302 | 11,508 | $8,782,215 | |
| AMZN | Amazon Com Inc | +198 | 235,269 | $56,074,013 | |
| ASML | Asml Holding NV | +128 | 2,464 | $4,901,979 | |
| VEA | Vanguard FTSE Developed Markets ETF | +79 | 21,537 | $1,534,511 | |
| META | Meta Platforms, Inc. | +75 | 723 | $407,258 | |
| GEV | GE Vernova Inc. | +70 | 307 | $360,682 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL Corp | −110,250 | 28,109 | $2,061,795 | |
| FISV | Fiserv Inc | −99,307 | 41,825 | $2,051,516 | |
| RELX | Relx PLC | −41,474 | 7,341 | $232,489 | |
| CVX | Chevron Corp | −25,224 | 123,703 | $20,505,009 | |
| MKC | Mccormick & Co Inc | −24,667 | 11,070 | $558,149 | |
| UNH | Unitedhealth Group Inc | −20,086 | 6,049 | $2,514,145 | |
| AMD | Advanced Micro Devices Inc | −17,753 | 176,678 | $102,634,016 | |
| GOOGL | Alphabet Inc. | −12,985 | 248,972 | $88,975,123 | |
| ADI | Analog Devices Inc | −10,818 | 154,062 | $61,188,804 | |
| HON | Honeywell International Inc | −8,134 | 8,311 | $1,860,832 | |
| ATR | Aptargroup, Inc. | −8,032 | 209,840 | $26,271,968 | |
| NVDA | Nvidia Corp | −4,822 | 380,243 | $76,082,821 | |
| NVO | Novo Nordisk A S | −3,225 | 8,774 | $420,625 | |
| ROK | Rockwell Automation, Inc | −2,480 | 87,399 | $43,269,496 | |
| GIS | General Mills Inc | −2,281 | 8,283 | $288,248 | |
| RTX | RTX Corp | −1,858 | 215,098 | $40,810,543 | |
| DHR | Danaher Corp /De/ | −1,398 | 161,945 | $30,847,283 | |
| AAPL | Apple Inc. | −1,072 | 253,994 | $73,495,703 | |
| BRK-B | Berkshire Hathaway Inc | −861 | 2,096 | $1,048,817 | |
| CHD | Church & Dwight Co Inc /De/ | −670 | 8,390 | $812,823 | |
| INTC | Intel Corp | −650 | 5,567 | $777,320 | |
| CNI | Canadian National Railway Co | −601 | 124,116 | $14,799,591 | |
| APH | Amphenol Corp /De/ | −450 | 20,429 | $7,204,082 | |
| NTAP | NetApp, Inc. | −400 | 9,850 | $1,524,386 | |
| WMT | Walmart Inc. | −376 | 31,677 | $3,587,737 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 176,678 | $102,634,016 | 7.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 248,972 | $88,975,123 | 6.71% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 380,243 | $76,082,821 | 5.74% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 253,994 | $73,495,703 | 5.54% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 154,062 | $61,188,804 | 4.61% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 78,041 | $56,423,643 | 4.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 235,269 | $56,074,013 | 4.23% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 142,454 | $53,138,191 | 4.01% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 307,733 | $46,621,549 | 3.52% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 89,128 | $45,776,140 | 3.45% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 87,399 | $43,269,496 | 3.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 166,020 | $42,164,099 | 3.18% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 215,098 | $40,810,543 | 3.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 106,166 | $37,442,624 | 2.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 29,397 | $35,259,646 | 2.66% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 216,708 | $31,778,061 | 2.40% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 348,778 | $31,648,115 | 2.39% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 161,945 | $30,847,283 | 2.33% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 137,589 | $30,813,056 | 2.32% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 55,995 | $27,814,396 | 2.10% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 230,183 | $27,209,932 | 2.05% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Reduced | 209,840 | $26,271,968 | 1.98% | |
| AXP |
American Express Co
Financial Services
|
Added | 74,193 | $25,095,782 | 1.89% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 123,703 | $20,505,009 | 1.55% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 201,739 | $18,614,457 | 1.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 208,603 | $18,309,085 | 1.38% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 246,765 | $17,806,562 | 1.34% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 124,116 | $14,799,591 | 1.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 35,129 | $13,269,979 | 1.00% | |
| WM |
Waste Management Inc
Industrials
|
Added | 49,086 | $10,940,287 | 0.83% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 12 | $8,986,200 | 0.68% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 11,508 | $8,782,215 | 0.66% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 20,429 | $7,204,082 | 0.54% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 42,113 | $7,019,815 | 0.53% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 25,310 | $6,884,320 | 0.52% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Added | 79,226 | $6,864,932 | 0.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 22,641 | $5,697,381 | 0.43% | |
| ASML |
Asml Holding NV
Technology
|
Added | 2,464 | $4,901,979 | 0.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,317 | $4,717,346 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 31,677 | $3,587,737 | 0.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,040 | $3,286,393 | 0.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 6,049 | $2,514,145 | 0.19% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 6,313 | $2,230,572 | 0.17% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,425 | $2,218,518 | 0.17% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 7,635 | $2,127,187 | 0.16% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 28,109 | $2,061,795 | 0.16% | |
| FISV |
Fiserv Inc
|
Reduced | 41,825 | $2,051,516 | 0.15% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 8,311 | $1,860,832 | 0.14% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 8,311 | $1,837,395 | 0.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 13,026 | $1,780,914 | 0.13% |
Showing the top 50 of 118 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.