Hanson & Doremus Investment Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Hanson & Doremus Investment Management reported 472 stock positions worth $580.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 20.2% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 6.7%) and Vanguard Ftse Developed ETF (VEA, 6.1%). Compared with Q4 2023, it opened 63 new positions, sold out of 63, added to 97 and reduced 124. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale an exit from Trustmark (TRMK).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0001393944
- Portfolio Value
- $580.4M (Q1 2024)
- SEC Filing
- 0001393944-24-000003 ↗ filed Apr 22, 2024
Holdings Value
Holdings 472 stocks · $580.4M
| SCHB Schwab US Broad Market ETF | 20.21% | 1,921,202 | $117.3M | Add +1.2% |
| VGIT Vanguard Intermediate-Term T | 6.69% | 662,719 | $38.8M | Add +14.8% |
| VEA Vanguard Ftse Developed ETF | 6.10% | 705,820 | $35.4M | Add +3.8% |
| VCIT Vanguard Int-Term Corporate | 5.16% | 372,226 | $30.0M | Add +9.2% |
| ESGV Vanguard ESG US Stock ETF | 3.28% | 204,325 | $19.0M | Add +9.2% |
| VWO Vanguard Ftse Emerging Marke | 3.27% | 453,704 | $19.0M | Add +5.0% |
| MSFT Microsoft Corp. | 2.92% | 40,290 | $17.0M | Reduce -0.8% |
| VSGX Vanguard ESG Intl Stock ETF | 2.25% | 227,218 | $13.1M | Add +17.4% |
| SCHF Schwab Intl Equity ETF | 2.23% | 331,737 | $12.9M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 2.06% | 87,948 | $12.0M | Add +2.5% |
| SCHW Schwab (charles) Corp. | 1.59% | 127,441 | $9.2M | Add +3.6% |
| COST Costco Wholesale Corp. | 1.36% | 10,738 | $7.9M | Add +1.3% |
| VCEB Vanguard ESG US Corp. Bond | 1.28% | 118,316 | $7.4M | Add +27.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 17,547 | $7.4M | New |
| MRK Merck & Co. Inc. | 1.22% | 53,667 | $7.1M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.96% | 45,674 | $5.6M | Add +10.0% |
| V Visa Inc. Class A | 0.95% | 19,813 | $5.5M | Add +5.2% |
| AMZN Amazon.com Inc. | 0.92% | 29,723 | $5.4M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.91% | 34,967 | $5.3M | Add +6.0% |
| AAPL Apple Inc. | 0.91% | 30,756 | $5.3M | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 0.84% | 27,086 | $4.9M | No change |
| GLW Corning Inc. | 0.81% | 143,413 | $4.7M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.80% | 24,180 | $4.6M | Add +1.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.78% | 893,667 | $4.5M | Add +1098.5% |
| STX Seagate Technology Holdings | 0.77% | 47,765 | $4.4M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 0.74% | 28,376 | $4.3M | Reduce -0.3% |
| MDT Medtronic PLC | 0.69% | 46,064 | $4.0M | Add +6.9% |
| KO The Coca-Cola Co. | 0.67% | 63,623 | $3.9M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 14,560 | $3.8M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.63% | 131,900 | $3.7M | Add +13.3% |
| JPM JPMorgan Chase & Co. | 0.62% | 17,827 | $3.6M | Reduce -2.1% |
| ROP Roper Technologies Inc. | 0.60% | 6,184 | $3.5M | Add +5.3% |
| BA The Boeing Co. | 0.60% | 17,900 | $3.5M | Reduce -4.7% |
| CAT Caterpillar Inc. | 0.56% | 8,790 | $3.2M | Reduce -0.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.55% | 58,321 | $3.2M | Add +1.7% |
| HON Honeywell International Inc. | 0.54% | 15,387 | $3.2M | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.53% | 61,150 | $3.1M | Reduce -1.8% |
| CB Chubb Ltd. | 0.51% | 11,516 | $3.0M | Add +9.9% |
| INGR Ingredion Inc. | 0.49% | 24,358 | $2.8M | Add +0.7% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.49% | 33,038 | $2.8M | Add +4.7% |
| VLO Valero Energy Corp. | 0.47% | 16,006 | $2.7M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 0.46% | 3,400 | $2.6M | Add +0.1% |
| KRC Kilroy Realty Corp. | 0.45% | 70,969 | $2.6M | Add +25.9% |
| XOM Exxon Mobil Corp. | 0.43% | 21,404 | $2.5M | Reduce -1.3% |
| MUNI PIMCO Intermediate Municipal | 0.42% | 46,669 | $2.4M | Add +3.3% |
| NI Nisource Inc. | 0.42% | 87,899 | $2.4M | Add +24.1% |
| MCK McKesson Corp. | 0.39% | 4,195 | $2.3M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.38% | 13,681 | $2.2M | Reduce -0.8% |
| YUMC Yum China Holdings Inc. | 0.38% | 55,064 | $2.2M | Add +48.4% |
| JNJ Johnson & Johnson | 0.36% | 13,229 | $2.1M | Add +0.1% |
| CHE Chemed Corp. | 0.36% | 3,255 | $2.1M | Reduce -0.2% |
| ATR Aptargroup Inc. | 0.35% | 14,238 | $2.0M | Add +11.6% |
| GLD SPDR Gold Shares | 0.35% | 9,957 | $2.0M | Add +0.6% |
| FSLR First Solar Inc. | 0.34% | 11,854 | $2.0M | Reduce -0.5% |
| DD Dupont DE Nemours Inc. | 0.33% | 25,293 | $1.9M | Reduce -2.0% |
| EMR Emerson Electric Co. | 0.33% | 16,684 | $1.9M | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.29% | 17,492 | $1.7M | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 4,842 | $1.7M | No change |
| BMY Bristol-Myers Squibb Co. | 0.28% | 29,982 | $1.6M | Reduce -10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 3,046 | $1.6M | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 3,295 | $1.6M | Add +6.7% |
| FDX FedEx Corp. | 0.24% | 4,780 | $1.4M | No change |
| GDX Vaneck Gold Miners ETF | 0.24% | 43,639 | $1.4M | Reduce -0.8% |
| QRVO Qorvo Inc. | 0.24% | 11,963 | $1.4M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.23% | 7,488 | $1.4M | Reduce -3.4% |
| VZ Verizon Communications Inc. | 0.23% | 32,373 | $1.4M | Reduce -8.8% |
| SONY Sony Group Corp. - SP ADR | 0.22% | 14,999 | $1.3M | Reduce -6.3% |
| ABT Abbott Laboratories | 0.22% | 11,073 | $1.3M | Reduce -2.7% |
| AMKR Amkor Technology Inc. | 0.20% | 36,033 | $1.2M | Reduce -5.8% |
| SBUX Starbucks Corp. | 0.20% | 12,525 | $1.1M | Reduce -21.0% |
| WPP WPP PLC-Sponsored ADR | 0.19% | 23,698 | $1.1M | Reduce -62.7% |
| TRV The Travelers Cos Inc. | 0.18% | 4,447 | $1.0M | Reduce -4.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.17% | 14,983 | $1.0M | Reduce -1.5% |
| DE Deere & Co. | 0.17% | 2,462 | $1.0M | Reduce -1.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.17% | 23,440 | $1.0M | Add +1.9% |
| XYL Xylem Inc. | 0.16% | 7,313 | $945K | Add +1.8% |
| BND Vanguard Total Bond Market | 0.16% | 12,575 | $913K | Reduce -53.6% |
| COP Conocophillips | 0.16% | 7,109 | $905K | Reduce -2.4% |
| APD Air Products & Chemicals Inc. | 0.15% | 3,661 | $887K | Add +2.9% |
| PEP Pepsico Inc. | 0.15% | 5,056 | $885K | Reduce -2.4% |
| UL Unilever PLC | 0.15% | 17,375 | $872K | Add +5.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.15% | 5,815 | $846K | Reduce -20.7% |
| ITGR Integer Holdings Corp. | 0.15% | 7,238 | $845K | Reduce -5.7% |
| XBI SS SPDR S&P Biotech ETF | 0.15% | 8,909 | $845K | Reduce -34.5% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.14% | 6,289 | $836K | No change |
| MCD McDonald's Corp. | 0.14% | 2,963 | $835K | Add +2.2% |
| WMT Walmart Inc. | 0.14% | 13,032 | $784K | Add +1.0% |
| HD Home Depot Inc. | 0.13% | 2,016 | $773K | Reduce -2.9% |
| BDX Becton Dickinson and Co. | 0.13% | 2,934 | $726K | Reduce -0.1% |
| IOT Samsara Inc. Class A | 0.12% | 19,066 | $721K | Add +6709.3% |
| MDLZ Mondelez International Inc. Class A | 0.12% | 10,252 | $718K | Reduce -4.5% |
| WY Weyerhaeuser Co. | 0.12% | 19,811 | $711K | Reduce -6.0% |
| GE General Electric | 0.12% | 4,010 | $704K | Reduce -1.4% |
| INTC Intel Corp. | 0.12% | 15,870 | $701K | Reduce -1.7% |
| ETN Eaton Corp. PLC | 0.12% | 2,224 | $695K | Add +0.9% |
| IAU iShares Gold Trust | 0.12% | 16,491 | $693K | Reduce -11.7% |
| CVX Chevron Corp. | 0.11% | 4,189 | $661K | Reduce -1.0% |
| AXP American Express Co. | 0.11% | 2,765 | $630K | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 8,220 | $630K | Reduce -34.0% |
| PSX Phillips 66 | 0.11% | 3,761 | $614K | Reduce -1.8% |
Portfolio Sells Q4 2023 → Q1 2024
| TRMK Trustmark Corp. | Sold out | 0.00% | −0.74 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.54 |
| WPP WPP PLC-Sponsored ADR | Reduce -62.7% | 0.19% | −0.38 |
| BA The Boeing Co. | Reduce -4.7% | 0.60% | −0.33 |
| AAPL Apple Inc. | Reduce -1.7% | 0.91% | −0.23 |
| BND Vanguard Total Bond Market | Reduce -53.6% | 0.16% | −0.22 |
| SBUX Starbucks Corp. | Reduce -21.0% | 0.20% | −0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 2.23% | −0.09 |
| XBI SS SPDR S&P Biotech ETF | Reduce -34.5% | 0.15% | −0.08 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -42.0% | 0.09% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -34.0% | 0.11% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -1.8% | 0.53% | −0.07 |
| SONY Sony Group Corp. - SP ADR | Reduce -6.3% | 0.22% | −0.06 |
| MTB M & T Bank Corp. | Reduce -20.7% | 0.15% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.2% | 0.28% | −0.04 |
| FSLR First Solar Inc. | Reduce -0.5% | 0.34% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -2.0% | 0.33% | −0.04 |
| AMKR Amkor Technology Inc. | Reduce -5.8% | 0.20% | −0.04 |
| STX Seagate Technology Holdings | Reduce -4.3% | 0.77% | −0.04 |
| DUK Duke Energy Corp. | Reduce -2.8% | 0.29% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -28.8% | 0.06% | −0.03 |
| INTC Intel Corp. | Reduce -1.7% | 0.12% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -27.0% | 0.06% | −0.03 |
| HUM Humana Inc. | Reduce -1.1% | 0.07% | −0.03 |
| VYX NCR Voyix Corp. | Reduce -53.0% | 0.01% | −0.03 |
| QRVO Qorvo Inc. | Reduce -3.4% | 0.24% | −0.03 |
| TD Toronto-Dominion Bank | Reduce -9.6% | 0.08% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.5% | 0.12% | −0.02 |
| ICLN iShares Global Clean Energy | Reduce -33.7% | 0.03% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -0.8% | 0.24% | −0.02 |
| BWA Borgwarner Inc. | Reduce -16.6% | 0.06% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.7% | 0.22% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -34.9% | 0.02% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -8.8% | 0.23% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.5% | 0.17% | −0.02 |
| IAU iShares Gold Trust | Reduce -11.7% | 0.12% | −0.02 |
| CBU Community Financial System I | Reduce -11.8% | 0.05% | −0.02 |
| CVS CVS Health Corp. | Reduce -14.3% | 0.06% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -6.0% | 0.12% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -9.0% | 0.07% | −0.01 |
| BCE Bce Inc. | Reduce -56.5% | 0.01% | −0.01 |
| DE Deere & Co. | Reduce -1.3% | 0.17% | −0.01 |
| THO Thor Industries Inc. | Reduce -4.8% | 0.09% | −0.01 |
| VTR Ventas Inc. | Reduce -25.0% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.15% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.74% | −0.01 |
| ABERDEEN ASIA PACIFIC INCOM | Reduce -60.1% | 0.01% | −0.01 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Reduce -50.8% | 0.01% | −0.01 |
| EIX Edison International | Reduce -28.7% | 0.02% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.27% | +1.27 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 2.06% | +0.38 |
| ESGV Vanguard ESG US Stock ETF | Add +9.2% | 3.28% | +0.28 |
| SCHB Schwab US Broad Market ETF | Add +1.2% | 20.21% | +0.26 |
| DIS The Walt Disney Co. | Add +10.0% | 0.96% | +0.26 |
| VSGX Vanguard ESG Intl Stock ETF | Add +17.4% | 2.25% | +0.23 |
| VGIT Vanguard Intermediate-Term T | Add +14.8% | 6.69% | +0.22 |
| VCEB Vanguard ESG US Corp. Bond | Add +27.4% | 1.28% | +0.17 |
| IOT Samsara Inc. Class A | Add +6709.3% | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | Add +0.4% | 1.22% | +0.12 |
| DTEGY Deutsche Telekom AG-Spon ADR | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.92% | +0.09 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.46% | +0.08 |
| YUMC Yum China Holdings Inc. | Add +48.4% | 0.38% | +0.08 |
| CB Chubb Ltd. | Add +9.9% | 0.51% | +0.07 |
| NI Nisource Inc. | Add +24.1% | 0.42% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1098.5% | 0.78% | +0.06 |
| IBM Intl Business Machines Corp. | Add +1.3% | 0.80% | +0.06 |
| ATR Aptargroup Inc. | Add +11.6% | 0.35% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 0.91% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.3% | 1.36% | +0.03 |
| V Visa Inc. Class A | Add +5.2% | 0.95% | +0.03 |
| KRC Kilroy Realty Corp. | Add +25.9% | 0.45% | +0.02 |
| MDT Medtronic PLC | Add +6.9% | 0.69% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.9% | 0.12% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 0.27% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +63.4% | 0.05% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +45.1% | 0.05% | +0.02 |
| TT Trane Technologies PLC | Add +0.4% | 0.08% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +798.0% | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +5.3% | 0.04% | +0.01 |
| LOW Lowe's Cos Inc. | Add +12.0% | 0.05% | +0.01 |
| XYL Xylem Inc. | Add +1.8% | 0.16% | +0.01 |
| USXF iShares ESG Advance MSCI USA | New | 0.01% | +0.01 |
| WM Waste Management Inc. | New | 0.01% | +0.01 |
| IFF Intl Flavors & Fragrances | Add +4.7% | 0.49% | +0.01 |
| WMT Walmart Inc. | Add +1.0% | 0.14% | +0.01 |
| CRM Salesforce Inc. | Add +22.4% | 0.03% | +0.01 |
| CI The Cigna Group | Add +3.5% | 0.05% | +0.01 |
| ADRNY Koninklijke Ahold-SP ADR | New | 0.01% | +0.01 |
| CAC Camden National Corp. | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | Add +3.0% | 0.10% | +0.01 |
| DOC Healthpeak Properties Inc. | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +6.5% | 0.03% | +0.01 |
| VWDRY Vestas Wind Systems-Unsp ADR | New | 0.01% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +19.0% | 0.07% | +0.00 |
| MSI Motorola Solutions Inc. | Add +12.7% | 0.03% | +0.00 |
| GSK GSK PLC-Spon ADR | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 483 | $982.7M | SCHB, VGIT, VCIT, VEA, TSM |
| Q1 2026 | 533 | $869.2M | SCHB, VGIT, VEA, VCIT, VWO |
| Q4 2025 | 484 | $831.9M | SCHB, VGIT, VEA, VCIT, ESGV |
| Q3 2025 | 500 | $794.4M | SCHB, VGIT, VEA, VCIT, ESGV |
| Q2 2025 | 473 | $747.6M | SCHB, VGIT, VEA, VCIT, ESGV |
| Q1 2025 | 467 | $684.6M | SCHB, VGIT, VCIT, VEA, ESGV |
| Q4 2024 | 453 | $639.3M | SCHB, VGIT, VCIT, VEA, ESGV |
| Q3 2024 | 422 | $629.5M | SCHB, VGIT, VEA, VCIT, VWO |
| Q2 2024 | 453 | $596.9M | SCHB, VGIT, VEA, VCIT, VWO |
| Q1 2024 | 472 | $580.4M | SCHB, VGIT, VEA, VCIT, ESGV |