Hanson & Doremus Investment Management

Est. AUM

$866.3M

13F long equity, this entity only

Positions

525

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Schwab U.S. Broad Market ETF	ETF	$176.7M	7041153	20.40%	SOLE
2	Vanguard Intermediate Treasury ETF	ETF	$70.5M	1183781	8.14%	SOLE
3	Vanguard Developed Market ETF	ETF	$52.0M	811831	6.01%	SOLE
4	Vanguard Intermediate Corporate ETF	ETF	$51.2M	618693	5.91%	SOLE
5	Vanguard Emerging Market ETF	ETF	$26.9M	498618	3.11%	SOLE
6	Taiwan Semiconductor ADR	ADR	$26.6M	78769	3.07%	SOLE
7	Vanguard ESG US Stock ETF	ETF	$25.6M	227855	2.95%	SOLE
8	Corning	COMMON	$18.7M	137683	2.16%	SOLE
9	Microsoft	COMMON	$17.7M	47695	2.04%	SOLE
10	Vanguard ESG International Stock ETF	ETF	$17.6M	245569	2.03%	SOLE
11	Schwab Int'l Equity ETF	ETF	$15.4M	621811	1.78%	SOLE
12	Vanguard ESG US Corporate Bond ETF	ETF	$13.3M	211926	1.54%	SOLE
13	Seagate Technology PLC	COMMON	$13.0M	33263	1.50%	SOLE
14	Apple Inc.	COMMON	$12.7M	49952	1.46%	SOLE
15	The Charles Schwab Corp.	COMMON	$11.9M	126584	1.37%	SOLE
16	Vanguard Tax-Exempt Bond ETF	ETF	$11.5M	231247	1.33%	SOLE
17	Costco	COMMON	$11.0M	11047	1.27%	SOLE
18	Berkshire Hathaway Cl B	COMMON	$9.4M	19572	1.08%	SOLE
19	Alphabet, Inc. Cl A	COMMON	$9.3M	32411	1.08%	SOLE
20	Alphabet, Inc Cl C	COMMON	$8.0M	28012	0.93%	SOLE
21	Merck	COMMON	$7.1M	58928	0.82%	SOLE
22	Visa Inc	COMMON	$6.6M	21757	0.76%	SOLE
23	Chubb Limited	COMMON	$6.3M	19343	0.73%	SOLE
24	IBM Corp.	COMMON	$6.2M	25769	0.72%	SOLE
25	Trustmark Corp.	COMMON	$5.9M	139397	0.68%	SOLE
26	Amazon.Com	COMMON	$5.8M	27804	0.67%	SOLE
27	iShares Russell 1000 Val ETF	ETF	$5.5M	25698	0.63%	SOLE
28	Caterpillar	COMMON	$5.4M	7586	0.62%	SOLE
29	JP Morgan Chase & Co	COMMON	$5.3M	17978	0.61%	SOLE
30	Vanguard Total Stk Mkt ETF	ETF	$5.2M	16211	0.60%	SOLE
31	Exxon Mobil Corporation	COMMON	$4.9M	28715	0.56%	SOLE
32	Nisource Inc.	COMMON	$4.7M	100942	0.54%	SOLE
33	Broadcom Ltd	COMMON	$4.5M	14612	0.52%	SOLE
34	Cisco Systems, Inc.	COMMON	$4.5M	58097	0.52%	SOLE
35	Medtronic Inc.	COMMON	$4.4M	50286	0.50%	SOLE
36	Schlumberger Limited	COMMON	$4.2M	81467	0.48%	SOLE
37	Amgen Incorporated	COMMON	$3.9M	11185	0.45%	SOLE
38	Johnson & Johnson	COMMON	$3.9M	15840	0.45%	SOLE
39	SPDR Gold Trust ETF	ETF	$3.8M	8717	0.43%	SOLE
40	Valero Energy	COMMON	$3.5M	14295	0.41%	SOLE
41	Coca-Cola Co	COMMON	$3.5M	45566	0.40%	SOLE
42	AbbVie Inc.	COMMON	$3.4M	15698	0.39%	SOLE
43	Honeywell International	COMMON	$3.4M	15050	0.39%	SOLE
44	Boeing Co.	COMMON	$3.4M	16982	0.39%	SOLE
45	Eli Lilly & Co.	COMMON	$3.4M	3665	0.39%	SOLE
46	PIMCO Intermediate Muni Bond ETF	ETF	$3.3M	64059	0.39%	SOLE
47	Procter & Gamble	COMMON	$3.1M	21565	0.36%	SOLE
48	Wal-Mart Stores	COMMON	$2.9M	23114	0.33%	SOLE
49	Tesla Motors	COMMON	$2.9M	7720	0.33%	SOLE
50	Abbott Laboratories	COMMON	$2.6M	25393	0.30%	SOLE

1–50 of 525

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