Institutional Fund
Hanson & Doremus Investment Management
Burlington, VTCIK 13939445 filings on record
Portfolio Value
$869.2K
Q1 2026
Holdings
534
Reported positions
New Buys
77
Opened this quarter
QoQ Change
+4.5%
from $831.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr20.3%
- Vanguard Scottsdale Fds8.1%
- Vanguard Tax-Managed Fds6.0%
- Vanguard Scottsdale Fds5.9%
- Vanguard Intl Equity Index F3.1%
- Taiwan Semiconductor Mfg Ltd3.1%
- Other53.5%
Portfolio Holdings
534 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 7.04M | $176.7K | 20.3% | +33.3K | Added |
| 2 | Vanguard Scottsdale Fds | 1.18M | $70.5K | 8.1% | +66.3K | Added |
| 3 | Vanguard Tax-Managed Fds | 811.8K | $52.0K | 6.0% | −2.0K | Reduced |
| 4 | Vanguard Scottsdale Fds | 618.7K | $51.2K | 5.9% | +23.9K | Added |
| 5 | Vanguard Intl Equity Index F | 498.6K | $26.9K | 3.1% | +18.4K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 78.8K | $26.6K | 3.1% | −3.4K | Reduced |
| 7 | Vanguard World Fd | 227.9K | $25.6K | 2.9% | +11.4K | Added |
| 8 | Corning Inc | 137.7K | $18.7K | 2.2% | +2.4K | Added |
| 9 | Microsoft Corp | 47.7K | $17.7K | 2.0% | +2.6K | Added |
| 10 | Vanguard World Fd | 245.6K | $17.6K | 2.0% | +11.0K | Added |
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