Hanson & Doremus Investment Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Hanson & Doremus Investment Management reported 533 stock positions worth $869.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 20.3% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 8.1%) and Vanguard Ftse Developed ETF (VEA, 6.0%). Compared with Q4 2025, it opened 74 new positions, sold out of 26, added to 117 and reduced 124. The biggest buy was Corning (GLW, shares +2%) and the biggest sale Kilroy Realty (KRC, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0001393944
- Portfolio Value
- $869.2M (Q1 2026)
- SEC Filing
- 0001393944-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 533 stocks · $869.2M
| SCHB Schwab US Broad Market ETF | 20.33% | 7,041,153 | $176.7M | Add +0.5% |
| VGIT Vanguard Intermediate-Term T | 8.11% | 1,183,781 | $70.5M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 5.98% | 811,831 | $52.0M | Reduce -0.3% |
| VCIT Vanguard Int-Term Corporate | 5.89% | 618,693 | $51.2M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 3.10% | 498,618 | $26.9M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.06% | 78,769 | $26.6M | Reduce -4.1% |
| ESGV Vanguard ESG US Stock ETF | 2.94% | 227,855 | $25.6M | Add +5.3% |
| GLW Corning Inc. | 2.15% | 137,683 | $18.7M | Add +1.8% |
| MSFT Microsoft Corp. | 2.03% | 47,695 | $17.7M | Add +5.9% |
| VSGX Vanguard ESG Intl Stock ETF | 2.03% | 245,569 | $17.6M | Add +4.7% |
| SCHF Schwab Intl Equity ETF | 1.77% | 621,811 | $15.4M | Reduce -0.2% |
| VCEB Vanguard ESG US Corp. Bond | 1.53% | 211,926 | $13.3M | Add +11.6% |
| STX Seagate Technology Holdings | 1.50% | 33,263 | $13.0M | Reduce -7.3% |
| AAPL Apple Inc. | 1.46% | 49,952 | $12.7M | Add +5.5% |
| SCHW Schwab (charles) Corp. | 1.37% | 126,584 | $11.9M | Add +5.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.33% | 231,247 | $11.5M | Add +68.9% |
| COST Costco Wholesale Corp. | 1.27% | 11,047 | $11.0M | Add +7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 19,572 | $9.4M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.07% | 32,411 | $9.3M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.92% | 28,012 | $8.0M | Add +11.5% |
| MRK Merck & Co. Inc. | 0.82% | 58,928 | $7.1M | Add +0.6% |
| V Visa Inc. Class A | 0.76% | 21,757 | $6.6M | Add +6.1% |
| CB Chubb Ltd. | 0.73% | 19,343 | $6.3M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.72% | 25,769 | $6.2M | Add +7.7% |
| TRMK Trustmark Corp. | 0.68% | 139,397 | $5.9M | No change |
| AMZN Amazon.com Inc. | 0.67% | 27,804 | $5.8M | Add +3.4% |
| IWD iShares Russell 1000 Value E | 0.63% | 25,698 | $5.5M | Add +0.1% |
| CAT Caterpillar Inc. | 0.62% | 7,586 | $5.4M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.61% | 17,978 | $5.3M | Add +18.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 16,211 | $5.2M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.56% | 28,715 | $4.9M | Add +9.0% |
| NI Nisource Inc. | 0.54% | 100,942 | $4.7M | Add +1.6% |
| AVGO Broadcom Inc. | 0.52% | 14,612 | $4.5M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.52% | 58,097 | $4.5M | Add +19.0% |
| MDT Medtronic PLC | 0.50% | 50,286 | $4.4M | Add +8.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.48% | 81,467 | $4.2M | Add +4.8% |
| AMGN Amgen Inc. | 0.45% | 11,185 | $3.9M | Add +1.3% |
| JNJ Johnson & Johnson | 0.45% | 15,840 | $3.9M | Add +14.6% |
| GLD SPDR Gold Shares | 0.43% | 8,717 | $3.8M | No change |
| VLO Valero Energy Corp. | 0.41% | 14,295 | $3.5M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.40% | 45,566 | $3.5M | Add +19.7% |
| ABBV Abbvie Inc. | 0.39% | 15,698 | $3.4M | Reduce -2.0% |
| HON Honeywell International Inc. | 0.39% | 15,050 | $3.4M | Reduce -1.7% |
| BA The Boeing Co. | 0.39% | 16,982 | $3.4M | Add +8.0% |
| LLY Eli Lilly & Co. | 0.39% | 3,665 | $3.4M | Reduce -1.6% |
| MUNI PIMCO Intermediate Municipal | 0.38% | 64,059 | $3.3M | Add +12.1% |
| PG The Procter & Gamble Co. | 0.36% | 21,565 | $3.1M | Add +12.2% |
| WMT Walmart Inc. | 0.33% | 23,114 | $2.9M | Add +80.8% |
| TSLA Tesla Inc. | 0.33% | 7,720 | $2.9M | Add +6076.0% |
| ABT Abbott Laboratories | 0.30% | 25,393 | $2.6M | Add +22.8% |
| YUMC Yum China Holdings Inc. | 0.29% | 52,034 | $2.5M | Reduce -0.2% |
| ISRG Intuitive Surgical Inc. | 0.28% | 5,298 | $2.4M | Add +7.6% |
| IQV Iqvia Holdings Inc. | 0.28% | 14,109 | $2.4M | Add +13.2% |
| GDX Vaneck Gold Miners ETF | 0.28% | 26,144 | $2.4M | No change |
| EMR Emerson Electric Co. | 0.27% | 18,211 | $2.4M | Add +82.3% |
| IOT Samsara Inc. Class A | 0.27% | 74,157 | $2.4M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 3,597 | $2.3M | Add +20.8% |
| XYL Xylem Inc. | 0.26% | 18,826 | $2.3M | Add +32.2% |
| ATR Aptargroup Inc. | 0.26% | 17,632 | $2.2M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 3 | $2.2M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,894 | $2.1M | Add +2.6% |
| WM Waste Management Inc. | 0.24% | 9,055 | $2.1M | Add +283.9% |
| VOO Vanguard S&P 500 ETF | 0.24% | 3,466 | $2.1M | Add +0.3% |
| FSLR First Solar Inc. | 0.24% | 10,482 | $2.1M | Add +6.2% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 7,072 | $2.0M | Add +43.2% |
| DUK Duke Energy Corp. | 0.23% | 14,995 | $2.0M | Add +17.9% |
| ROP Roper Technologies Inc. | 0.21% | 5,106 | $1.8M | Reduce -13.8% |
| MCK McKesson Corp. | 0.20% | 1,984 | $1.7M | Reduce -10.2% |
| PCOR Procore Technologies Inc. | 0.20% | 30,096 | $1.7M | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.19% | 9,683 | $1.7M | Add +27.7% |
| NCLH Norwegian Cruise Line Holdin | 0.19% | 87,904 | $1.6M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.19% | 58,337 | $1.6M | Reduce -54.9% |
| TD Toronto-Dominion Bank | 0.19% | 17,356 | $1.6M | Add +155.5% |
| NSC Norfolk Southern Corp. | 0.19% | 5,616 | $1.6M | Add +229.8% |
| MKSI MKS Inc. | 0.18% | 6,853 | $1.6M | Add +14.1% |
| MCD McDonald's Corp. | 0.17% | 4,681 | $1.5M | Reduce -5.3% |
| DOV Dover Corp. | 0.16% | 6,841 | $1.4M | No change |
| CVX Chevron Corp. | 0.16% | 6,674 | $1.4M | Add +11.0% |
| AMKR Amkor Technology Inc. | 0.16% | 30,069 | $1.4M | Reduce -1.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.16% | 25,461 | $1.4M | No change |
| VZ Verizon Communications Inc. | 0.15% | 26,270 | $1.3M | Add +25.2% |
| AMT American Tower Corp. | 0.15% | 7,614 | $1.3M | New |
| TRV The Travelers Cos Inc. | 0.14% | 4,237 | $1.2M | Reduce -1.5% |
| FDX FedEx Corp. | 0.14% | 3,372 | $1.2M | Reduce -4.5% |
| AXP American Express Co. | 0.14% | 3,931 | $1.2M | Reduce -1.7% |
| AZN Astrazeneca PLC | 0.14% | 6,009 | $1.2M | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 19,527 | $1.2M | Add +5.2% |
| CHE Chemed Corp. | 0.13% | 3,097 | $1.2M | Reduce -1.3% |
| SONY Sony Group Corp. - SP ADR | 0.13% | 55,410 | $1.1M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.13% | 7,328 | $1.1M | Add +6.9% |
| IAU iShares Gold Trust | 0.13% | 12,656 | $1.1M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 11,489 | $1.1M | Reduce -23.6% |
| DE Deere & Co. | 0.12% | 1,883 | $1.1M | Reduce -3.7% |
| CSX CSX Corp. | 0.12% | 25,452 | $1.0M | Add +211.5% |
| NEE Nextera Energy Inc. | 0.11% | 10,111 | $939K | Add +34.3% |
| GEV GE Vernova Inc. | 0.11% | 1,058 | $924K | Add +0.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.10% | 4,412 | $912K | Add +5.7% |
| COP Conocophillips | 0.10% | 6,882 | $908K | Reduce -6.0% |
| BEPC Brookfield Renewable Cor-A | 0.10% | 22,148 | $882K | Add +10.8% |
| INTC Intel Corp. | 0.10% | 19,696 | $869K | Add +6.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TRANSALTA CORP (TACN V6.773 PERP G) | COMMON | 112 | $3K | New |
Total filed on the 13F, all lines: $869.2M.
Portfolio Sells Q4 2025 → Q1 2026
| KRC Kilroy Realty Corp. | Reduce -77.3% | 0.07% | −0.35 |
| PFE Pfizer Inc. | Reduce -54.9% | 0.19% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 1.07% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 5.98% | −0.13 |
| ROP Roper Technologies Inc. | Reduce -13.8% | 0.21% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.39% | −0.09 |
| DIS The Walt Disney Co. | Reduce -23.6% | 0.13% | −0.08 |
| PCOR Procore Technologies Inc. | Reduce -2.4% | 0.20% | −0.07 |
| IOT Samsara Inc. Class A | Reduce -4.8% | 0.27% | −0.06 |
| NCLH Norwegian Cruise Line Holdin | Reduce -3.3% | 0.19% | −0.05 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.39% | −0.05 |
| AXP American Express Co. | Reduce -1.7% | 0.14% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Reduce -1.4% | 0.13% | −0.04 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -0.2% | 1.77% | −0.03 |
| CHE Chemed Corp. | Reduce -1.3% | 0.13% | −0.03 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.02 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Reduce -10.2% | 0.20% | −0.02 |
| QRVO Qorvo Inc. | Reduce -16.3% | 0.05% | −0.02 |
| GEN Gen Digital Inc. | Reduce -5.4% | 0.03% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.4% | 0.05% | −0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -0.9% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.3% | 0.17% | −0.01 |
| ORCL Oracle Corp. | Reduce -5.4% | 0.03% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -69.3% | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -11.1% | 0.02% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -11.8% | 0.03% | −0.01 |
| EWBC East West Bancorp Inc. | Reduce -1.0% | 0.10% | −0.01 |
| HUM Humana Inc. | Reduce -0.3% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -1.3% | 0.10% | −0.01 |
| PSA Public Storage | Sold out | 0.00% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -14.8% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -16.8% | 0.02% | −0.01 |
| COF Capital One Financial Corp. | Reduce -9.3% | 0.02% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -7.4% | 0.08% | −0.01 |
| CRM Salesforce Inc. | Reduce -15.0% | 0.01% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -11.8% | 0.02% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.4% | 0.03% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -1.5% | 0.14% | −0.01 |
| SYF Synchrony Financial | Reduce -1.8% | 0.02% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -0.2% | 0.29% | −0.01 |
| ACN Accenture PLC Class A | Reduce -52.3% | 0.00% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -25.1% | 0.02% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -23.7% | 0.01% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -83.5% | 0.00% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.2% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.09% | −0.01 |
| MMM 3M Co. | Reduce -0.7% | 0.04% | −0.01 |
| SYK Stryker Corp. | Reduce -42.0% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GLW Corning Inc. | Add +1.8% | 2.15% | +0.73 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +68.9% | 1.33% | +0.50 |
| TSLA Tesla Inc. | Add +6076.0% | 0.33% | +0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.25% | +0.25 |
| COST Costco Wholesale Corp. | Add +7.7% | 1.27% | +0.20 |
| XOM Exxon Mobil Corp. | Add +9.0% | 0.56% | +0.18 |
| WM Waste Management Inc. | Add +283.9% | 0.24% | +0.18 |
| WMT Walmart Inc. | Add +80.8% | 0.33% | +0.16 |
| AMT American Tower Corp. | New | 0.15% | +0.15 |
| NSC Norfolk Southern Corp. | Add +229.8% | 0.19% | +0.13 |
| SLB SLB Ltd. | Add +4.8% | 0.48% | +0.12 |
| EMR Emerson Electric Co. | Add +82.3% | 0.27% | +0.12 |
| TD Toronto-Dominion Bank | Add +155.5% | 0.19% | +0.11 |
| JNJ Johnson & Johnson | Add +14.6% | 0.45% | +0.10 |
| CSX CSX Corp. | Add +211.5% | 0.12% | +0.08 |
| VCEB Vanguard ESG US Corp. Bond | Add +11.6% | 1.53% | +0.08 |
| KO The Coca-Cola Co. | Add +19.7% | 0.40% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.82% | +0.07 |
| NVS Novartis AG-Sponsored ADR | Add +624.5% | 0.08% | +0.07 |
| CSCO Cisco Systems Inc. | Add +19.0% | 0.52% | +0.07 |
| MKSI MKS Inc. | Add +14.1% | 0.18% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +5.9% | 8.11% | +0.06 |
| APD Air Products & Chemicals Inc. | Add +108.3% | 0.10% | +0.06 |
| CMTV Community Bancorp Inc. | New | 0.05% | +0.05 |
| TIP iShares Tips Bond ETF | Add +146.5% | 0.09% | +0.05 |
| VZ Verizon Communications Inc. | Add +25.2% | 0.15% | +0.05 |
| CVX Chevron Corp. | Add +11.0% | 0.16% | +0.05 |
| GE General Electric | Add +43.2% | 0.23% | +0.05 |
| DUK Duke Energy Corp. | Add +17.9% | 0.23% | +0.05 |
| NI Nisource Inc. | Add +1.6% | 0.54% | +0.04 |
| BND Vanguard Total Bond Market | Add +86.8% | 0.08% | +0.04 |
| UL Unilever PLC | Add +130.2% | 0.08% | +0.04 |
| NEE Nextera Energy Inc. | Add +34.3% | 0.11% | +0.04 |
| GNRC Generac Holdings Inc. | Add +10.3% | 0.09% | +0.03 |
| PG The Procter & Gamble Co. | Add +12.2% | 0.36% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +7.2% | 0.08% | +0.03 |
| FLEX Flex Ltd. | New | 0.03% | +0.03 |
| XYL Xylem Inc. | Add +32.2% | 0.26% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.8% | 0.27% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +12.1% | 0.38% | +0.02 |
| NVDA Nvidia Corp. | Add +27.7% | 0.19% | +0.02 |
| GEV GE Vernova Inc. | Add +0.9% | 0.11% | +0.02 |
| CB Chubb Ltd. | Add +3.4% | 0.73% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +18.4% | 0.61% | +0.02 |
| FITB Fifth Third Bancorp | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +6.7% | 0.10% | +0.02 |
| AMGN Amgen Inc. | Add +1.3% | 0.45% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.3% | 1.08% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +5.2% | 0.14% | +0.02 |
| BMO Bank of Montreal | New | 0.02% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| TRANSALTA CORP (TACN V6.773 PERP G) | COMMON | New | 112 | $3K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |