Universe · entity
Hanson & Doremus Investment Management
Institutional manager (13F) · CIK 1393944
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $732k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Schwab U.S. Broad Market ETF | $177k | 7,041,153 |
| 2 | Vanguard Intermediate Treasury ETF | $70k | 1,183,781 |
| 3 | Vanguard Developed Market ETF | $52k | 811,831 |
| 4 | Vanguard Intermediate Corporate ETF | $51k | 618,693 |
| 5 | Vanguard Emerging Market ETF | $27k | 498,618 |
| 6 | Taiwan Semiconductor ADR | $27k | 78,769 |
| 7 | Vanguard ESG US Stock ETF | $26k | 227,855 |
| 8 | Corning | $19k | 137,683 |
| 9 | Microsoft | $18k | 47,695 |
| 10 | Vanguard ESG International Stock ETF | $18k | 245,569 |
| 11 | Schwab Int'l Equity ETF | $15k | 621,811 |
| 12 | Vanguard ESG US Corporate Bond ETF | $13k | 211,926 |
| 13 | Seagate Technology PLC | $13k | 33,263 |
| 14 | Apple Inc. | $13k | 49,952 |
| 15 | The Charles Schwab Corp. | $12k | 126,584 |
| 16 | Vanguard Tax-Exempt Bond ETF | $12k | 231,247 |
| 17 | Costco | $11k | 11,047 |
| 18 | Berkshire Hathaway Cl B | $9k | 19,572 |
| 19 | Alphabet, Inc. Cl A | $9k | 32,411 |
| 20 | Alphabet, Inc Cl C | $8k | 28,012 |
| 21 | Merck | $7k | 58,928 |
| 22 | Visa Inc | $7k | 21,757 |
| 23 | Chubb Limited | $6k | 19,343 |
| 24 | IBM Corp. | $6k | 25,769 |
| 25 | Trustmark Corp. | $6k | 139,397 |
| 26 | Amazon.Com | $6k | 27,804 |
| 27 | iShares Russell 1000 Val ETF | $5k | 25,698 |
| 28 | Caterpillar | $5k | 7,586 |
| 29 | JP Morgan Chase & Co | $5k | 17,978 |
| 30 | Vanguard Total Stk Mkt ETF | $5k | 16,211 |
| 31 | Exxon Mobil Corporation | $5k | 28,715 |
| 32 | Nisource Inc. | $5k | 100,942 |
| 33 | Broadcom Ltd | $5k | 14,612 |
| 34 | Cisco Systems, Inc. | $5k | 58,097 |
| 35 | Medtronic Inc. | $4k | 50,286 |
| 36 | Schlumberger Limited | $4k | 81,467 |
| 37 | Amgen Incorporated | $4k | 11,185 |
| 38 | Johnson & Johnson | $4k | 15,840 |
| 39 | SPDR Gold Trust ETF | $4k | 8,717 |
| 40 | Valero Energy | $4k | 14,295 |
| 41 | Coca-Cola Co | $3k | 45,566 |
| 42 | AbbVie Inc. | $3k | 15,698 |
| 43 | Honeywell International | $3k | 15,050 |
| 44 | Boeing Co. | $3k | 16,982 |
| 45 | Eli Lilly & Co. | $3k | 3,665 |
| 46 | PIMCO Intermediate Muni Bond ETF | $3k | 64,059 |
| 47 | Procter & Gamble | $3k | 21,565 |
| 48 | Wal-Mart Stores | $3k | 23,114 |
| 49 | Tesla Motors | $3k | 7,720 |
| 50 | Abbott Laboratories | $3k | 25,393 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.