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Ledyard National Bank | Tormere

Ledyard National Bank

Est. AUM

$313.1M

13F long equity, this entity only

Positions

235

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FEDERATED HERMES MDT MKT NEUTRAL FUND	Com	$28.1M	1262881	8.99%	SOLE
2	SCHWAB US DIVIDEND EQUITY ETF	Com	$24.6M	802161	7.86%	SOLE
3	INVESCO KBW BANK PORT ETF	Com	$19.1M	241726	6.11%	SOLE
4	VICTORYSHARES FREE CASH FLOW ETF	Com	$18.7M	474117	5.98%	SOLE
5	FLEXSHARES QUALITY DVD ETF	Com	$12.0M	151308	3.82%	SOLE
6	TOTALENERGIES SE	Com	$11.2M	122686	3.56%	SOLE
7	VANGUARD LARGE CAP ETF	Com	$9.9M	33116	3.16%	SOLE
8	HONEYWELL INTL INC	Com	$9.0M	39859	2.88%	SOLE
9	LOWES COMPANIES INC	Com	$7.2M	30407	2.29%	SOLE
10	MEDTRONIC PLC	Com	$6.7M	77104	2.13%	SOLE
11	VANGUARD DIVIDEND APPREC ETF	Com	$6.2M	28991	1.99%	SOLE
12	AMERICAN ELECTRIC POWER CO INC	Com	$5.7M	43529	1.82%	SOLE
13	NVIDIA CORP	Com	$4.8M	27704	1.54%	SOLE
14	REGENERON PHARMACEUTICALS INC	Com	$4.8M	6226	1.54%	SOLE
15	UNITEDHEALTH GROUP INC	Com	$4.7M	17377	1.50%	SOLE
16	SPDR S&P 500 ETF TRUST	Com	$4.6M	7038	1.46%	SOLE
17	ALPHA ARCHITECT US EQUITY 3 ETF	Com	$4.5M	91951	1.44%	SOLE
18	EVERGY INC	Com	$4.5M	54789	1.43%	SOLE
19	NEXTERA ENERGY INC	Com	$4.4M	47080	1.40%	SOLE
20	VANGUARD FTSE EUROPE ETF	Com	$4.3M	51758	1.36%	SOLE
21	SPDR TECHNOLOGY SELECT SECTOR ETF	Com	$4.2M	31321	1.33%	SOLE
22	VANGUARD ESG INTL STOCK ETF	Com	$3.4M	47484	1.09%	SOLE
23	SPDR FINANCIAL SELECT SECTOR ETF	Com	$3.4M	68315	1.08%	SOLE
24	ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF	Com	$3.1M	23664	1.00%	SOLE
25	ALPHA ARCHITECT US EQUITY 2 ETF	Com	$3.1M	66536	0.99%	SOLE
26	VANGUARD TOTAL STOCK MKT ETF	Com	$3.0M	9331	0.96%	SOLE
27	VANGUARD FTSE PACIFIC ETF	Com	$2.9M	29963	0.94%	SOLE
28	LINCOLN ELECTRIC HOLDINGS	Com	$2.8M	11351	0.90%	SOLE
29	SALESFORCE INC	Com	$2.8M	14831	0.88%	SOLE
30	CENCORA INC	Com	$2.8M	8772	0.88%	SOLE
31	RTX CORPORATION	Com	$2.6M	13685	0.84%	SOLE
32	AMERICAN INTERNATIONAL GROUP INC	Com	$2.3M	30355	0.73%	SOLE
33	EXELON CORP	Com	$2.3M	46350	0.73%	SOLE
34	APPLIED MATERIALS INC	Com	$2.1M	6133	0.67%	SOLE
35	ISHARES RUSSELL 3000 ETF	Com	$1.8M	4823	0.57%	SOLE
36	STATE STREET CONSUMER STAPLES SELECT SECTOR S	Com	$1.7M	21310	0.56%	SOLE
37	UNITED THERAPEUTICS CORP	Com	$1.7M	2820	0.53%	SOLE
38	COSTCO WHOLESALE CORP	Com	$1.6M	1590	0.51%	SOLE
39	INTUIT	Com	$1.6M	3625	0.50%	SOLE
40	INVESCO QQQ TRUST SERIES 1 ETF	Com	$1.6M	2685	0.50%	SOLE
41	MARSH & MCLENNAN CO INC	Com	$1.5M	8888	0.49%	SOLE
42	NUVEEN ESG LGE CAP VALUE ETF	Com	$1.5M	33254	0.48%	SOLE
43	SPDR S&P DIVIDEND ETF	Com	$1.5M	10133	0.47%	SOLE
44	AMERICAN EXPRESS CO	Com	$1.4M	4705	0.45%	SOLE
45	NUVEEN ESG INTL DEV MKTS EQ ETF	Com	$1.4M	38975	0.45%	SOLE
46	SPDR CONS DISC SELECT SECTOR ETF	Com	$1.4M	12710	0.44%	SOLE
47	ISHARES CORE S&P MIDCAP ETF	Com	$1.3M	19274	0.42%	SOLE
48	EDWARDS LIFESCIENCES CORP	Com	$1.3M	16212	0.41%	SOLE
49	TRANE TECHNOLOGIES PLC	Com	$1.3M	3066	0.41%	DFND
50	ISHARES RUSSELL 1000 GROWTH ETF	Com	$1.2M	2902	0.40%	SOLE

1–50 of 235

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.