Ledyard National Bank
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Ledyard National Bank reported 226 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.2% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 6.9%) and Apple (AAPL, 5.5%). Compared with Q2 2025, it opened 16 new positions, sold out of 5, added to 54 and reduced 137. The biggest buy was a new position in American International (AIG) and the biggest sale Lockheed Martin (LMT, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, NH
- CIK
- 0001310658
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001310658-25-000008 ↗ filed Nov 5, 2025
Holdings Value
Holdings 226 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 7.19% | 119,888 | $80.2M | Reduce -1.4% |
| DGRO iShares Core Dividend Growth | 6.91% | 1,132,424 | $77.1M | Add +0.3% |
| AAPL Apple Inc. | 5.49% | 240,596 | $61.3M | Reduce -1.9% |
| MSFT Microsoft Corp. | 5.38% | 116,004 | $60.1M | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 596,006 | $52.0M | Reduce -1.6% |
| AVGO Broadcom Inc. | 4.04% | 136,567 | $45.1M | Reduce -3.1% |
| DFAE Dimensional Emerging Core Eq | 2.82% | 998,821 | $31.5M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 2.24% | 79,422 | $25.1M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 2.18% | 100,299 | $24.4M | Reduce -1.5% |
| MUB iShares National Muni Bond E | 2.18% | 228,767 | $24.4M | Add +1.2% |
| GSIE Goldman Sachs Activebeta Int | 1.83% | 497,709 | $20.5M | Reduce -2.2% |
| KBWB Invesco KBW Bank ETF | 1.82% | 260,198 | $20.4M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 1.79% | 733,145 | $20.0M | Add +3.5% |
| IQLT iShares MSCI International Q | 1.73% | 436,491 | $19.3M | Add +1.4% |
| AMZN Amazon.com Inc. | 1.67% | 85,061 | $18.7M | Reduce -5.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.63% | 104,350 | $18.2M | Reduce -0.5% |
| V Visa Inc. Class A | 1.43% | 46,724 | $16.0M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 30,942 | $15.6M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 1.24% | 201,561 | $13.8M | Reduce -4.1% |
| GSLC Goldman Activebeta US LC ETF | 1.21% | 103,243 | $13.5M | Reduce -1.6% |
| KR Kroger Co. | 1.20% | 197,988 | $13.3M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 1.17% | 85,037 | $13.1M | Reduce -2.6% |
| QDF NT Qual Div ETF | 1.17% | 164,205 | $13.0M | Reduce -1.3% |
| HD Home Depot Inc. | 1.17% | 32,173 | $13.0M | Reduce -2.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.13% | 149,184 | $12.7M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.07% | 82,622 | $11.9M | Reduce -3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.00% | 36,279 | $11.2M | Reduce -4.5% |
| JQUA JPMorgan US Quality Factor | 0.94% | 167,586 | $10.5M | Add +1.4% |
| JNJ Johnson & Johnson | 0.83% | 50,127 | $9.3M | Reduce -1.6% |
| HON Honeywell International Inc. | 0.79% | 42,057 | $8.9M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.78% | 35,670 | $8.7M | Reduce -1.2% |
| ETN Eaton Corp. PLC | 0.78% | 23,146 | $8.7M | Reduce -6.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.77% | 229,399 | $8.6M | Add +3.6% |
| LOW Lowe's Cos Inc. | 0.73% | 32,235 | $8.1M | Reduce -2.4% |
| GUNR NT Mstar GLBL NR ETF | 0.71% | 181,584 | $7.9M | Add +1.8% |
| TTE Totalenergies SE -Spon ADR | 0.70% | 131,623 | $7.9M | Reduce -3.3% |
| AMGN Amgen Inc. | 0.70% | 27,601 | $7.8M | Reduce -3.0% |
| MDT Medtronic PLC | 0.68% | 79,373 | $7.6M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 31,816 | $6.9M | Reduce -5.0% |
| MRK Merck & Co. Inc. | 0.58% | 76,839 | $6.4M | Reduce -9.5% |
| VFLO Victoryshares Free Cash Flow | 0.57% | 168,668 | $6.3M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.55% | 17,812 | $6.2M | Add +2.0% |
| T AT&T Inc. | 0.52% | 207,328 | $5.9M | Reduce -4.3% |
| CAT Caterpillar Inc. | 0.52% | 12,066 | $5.8M | Reduce -3.4% |
| ORCL Oracle Corp. | 0.47% | 18,506 | $5.2M | Reduce -2.2% |
| NVDA Nvidia Corp. | 0.46% | 27,637 | $5.2M | Add +1.8% |
| AEP American Electric Power | 0.45% | 44,950 | $5.1M | Reduce -0.9% |
| WMT Walmart Inc. | 0.45% | 49,031 | $5.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 7,381 | $4.9M | Reduce -4.3% |
| XLK SS Technology Select Sector | 0.43% | 17,208 | $4.9M | Reduce -1.2% |
| ACN Accenture PLC Class A | 0.42% | 19,137 | $4.7M | Reduce -3.0% |
| VGK Vanguard Ftse Europe ETF | 0.42% | 58,166 | $4.6M | Reduce -6.1% |
| PFE Pfizer Inc. | 0.41% | 180,216 | $4.6M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.41% | 40,481 | $4.6M | Add +0.3% |
| ABBV Abbvie Inc. | 0.41% | 19,637 | $4.5M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 16,049 | $4.5M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.41% | 12,825 | $4.5M | Reduce -0.8% |
| MET Metlife Inc. | 0.41% | 54,915 | $4.5M | Reduce -4.6% |
| EVRG Evergy Inc. | 0.40% | 58,429 | $4.4M | Reduce -5.0% |
| XLF SS Financial Select Sector | 0.38% | 78,065 | $4.2M | Reduce -3.6% |
| MAS Masco Corp. | 0.34% | 53,358 | $3.8M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.33% | 4,795 | $3.7M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.32% | 47,798 | $3.6M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.32% | 15,153 | $3.6M | Add +1.7% |
| CRM Salesforce Inc. | 0.31% | 14,669 | $3.5M | Reduce -5.6% |
| CMCSA Comcast Corp. Class A | 0.31% | 110,238 | $3.5M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 10,544 | $3.5M | Reduce -3.4% |
| EOG EOG Resources Inc. | 0.31% | 30,717 | $3.4M | Reduce -5.0% |
| REGN Regeneron Pharmaceuticals | 0.31% | 6,122 | $3.4M | Reduce -3.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.30% | 47,818 | $3.3M | Reduce -2.5% |
| SUSA iShares ESG Optimized MSCI U | 0.28% | 23,037 | $3.1M | Add +3.1% |
| LECO Lincoln Electric Holdings | 0.27% | 12,943 | $3.1M | Reduce -4.1% |
| VIS Vanguard Industrials ETF | 0.27% | 10,177 | $3.0M | Reduce -4.6% |
| EMR Emerson Electric Co. | 0.27% | 22,745 | $3.0M | Reduce -7.1% |
| VPL Vanguard Ftse Pacific ETF | 0.26% | 33,102 | $2.9M | Reduce -1.8% |
| COR Cencora Inc. | 0.25% | 9,028 | $2.8M | Reduce -0.0% |
| ADP Automatic Data Processing | 0.23% | 8,728 | $2.6M | Reduce -1.2% |
| MA Mastercard Inc. Class A | 0.23% | 4,493 | $2.6M | Reduce -1.7% |
| LIN Linde PLC | 0.23% | 5,372 | $2.6M | Add +0.6% |
| PEP Pepsico Inc. | 0.23% | 18,129 | $2.5M | Reduce -0.8% |
| RTX RTX Corp. | 0.23% | 15,144 | $2.5M | Reduce -0.4% |
| ABT Abbott Laboratories | 0.22% | 17,975 | $2.4M | Add +0.0% |
| INTU Intuit Inc. | 0.21% | 3,478 | $2.4M | Add +1.1% |
| AIG American International Group | 0.20% | 28,996 | $2.3M | New |
| TT Trane Technologies PLC | 0.19% | 5,078 | $2.1M | Reduce -8.1% |
| GSK GSK PLC-Spon ADR | 0.19% | 49,256 | $2.1M | Reduce -1.0% |
| TGT Target Corp. | 0.18% | 22,652 | $2.0M | Reduce -7.0% |
| IWV iShares Russell 3000 ETF | 0.17% | 4,931 | $1.9M | Reduce -1.9% |
| XLP SS Consumer Staples Sel Sect | 0.16% | 23,308 | $1.8M | Reduce -3.7% |
| CVX Chevron Corp. | 0.16% | 11,301 | $1.8M | Add +5.1% |
| AXP American Express Co. | 0.15% | 5,181 | $1.7M | Reduce -0.6% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 11,814 | $1.7M | Reduce -3.0% |
| XLY SS Consumer Disc Select Sect | 0.15% | 6,847 | $1.6M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.14% | 1,721 | $1.6M | Reduce -4.0% |
| MRSH Marsh & McLennan Cos | 0.14% | 7,685 | $1.5M | Reduce -1.9% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.13% | 40,014 | $1.5M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 20,979 | $1.4M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 2,791 | $1.4M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.12% | 4,445 | $1.4M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,280 | $1.3M | Reduce -0.8% |
Portfolio Sells Q2 2025 → Q3 2025
| LMT Lockheed Martin Corp. | Reduce -93.2% | 0.02% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -5.7% | 1.67% | −0.19 |
| MSFT Microsoft Corp. | Reduce -2.3% | 5.38% | −0.19 |
| KR Kroger Co. | Reduce -2.6% | 1.20% | −0.18 |
| HON Honeywell International Inc. | Reduce -3.2% | 0.79% | −0.16 |
| V Visa Inc. Class A | Reduce -1.3% | 1.43% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 1.17% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 1.24% | −0.14 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.42% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.6% | 4.66% | −0.11 |
| CRM Salesforce Inc. | Reduce -5.6% | 0.31% | −0.09 |
| TTE Totalenergies SE -Spon ADR | Reduce -3.3% | 0.70% | −0.09 |
| GSIE Goldman Sachs Activebeta Int | Reduce -2.2% | 1.83% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.31% | −0.07 |
| T AT&T Inc. | Reduce -4.3% | 0.52% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.41% | −0.07 |
| EOG EOG Resources Inc. | Reduce -5.0% | 0.31% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -9.5% | 0.58% | −0.06 |
| PHO Invesco Water Resources ETF | Reduce -62.8% | 0.03% | −0.06 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.4% | 1.13% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -6.0% | 0.78% | −0.05 |
| AMGN Amgen Inc. | Reduce -3.0% | 0.70% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -1.3% | 0.41% | −0.05 |
| TGT Target Corp. | Reduce -7.0% | 0.18% | −0.04 |
| EMR Emerson Electric Co. | Reduce -7.1% | 0.27% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -36.4% | 0.06% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Reduce -6.1% | 0.42% | −0.04 |
| TT Trane Technologies PLC | Reduce -8.1% | 0.19% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.0% | 0.62% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 1.39% | −0.03 |
| MET Metlife Inc. | Reduce -4.6% | 0.41% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.33% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.23% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.14% | −0.02 |
| KO The Coca-Cola Co. | Reduce -7.1% | 0.11% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -25.6% | 0.06% | −0.02 |
| XLF SS Financial Select Sector | Reduce -3.6% | 0.38% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.5% | 1.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -1.9% | 0.14% | −0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.7% | 0.16% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -4.6% | 0.41% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Reduce -2.9% | 0.06% | −0.02 |
| TTEK Tetra Tech Inc. | Reduce -14.4% | 0.05% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 0.08% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.7% | 0.04% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AIG American International Group | New | 0.20% | +0.20 |
| AAUS Alpha Architect US Eqy ETF | New | 0.11% | +0.11 |
| DGRO iShares Core Dividend Growth | Add +0.3% | 6.91% | +0.09 |
| PGSLX Principal Global Listed Infr | New | 0.08% | +0.08 |
| ABBV Abbvie Inc. | Add +0.2% | 0.41% | +0.06 |
| NVDA Nvidia Corp. | Add +1.8% | 0.46% | +0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.04% | +0.04 |
| TCAF T Rowe PRC Cap Appreciation | Add +3.6% | 0.77% | +0.04 |
| GUNR NT Mstar GLBL NR ETF | Add +1.8% | 0.71% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 0.55% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.03% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.03% | +0.03 |
| FBND Fidelity Total Bond ETF | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | New | 0.02% | +0.02 |
| EWJV iShares MSCI Japan Value ETF | New | 0.02% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.5% | 1.79% | +0.02 |
| DUK Duke Energy Corp. | New | 0.02% | +0.02 |
| OCFC Oceanfirst Financial Corp. | New | 0.02% | +0.02 |
| WWD Woodward Inc. | New | 0.02% | +0.02 |
| TAN Invesco Solar ETF | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +0.4% | 0.06% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +3.1% | 0.28% | +0.01 |
| CVX Chevron Corp. | Add +5.1% | 0.16% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +8.3% | 0.10% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.3% | 0.09% | +0.01 |
| GE General Electric | Add +1.2% | 0.07% | +0.01 |
| JQUA JPMorgan US Quality Factor | Add +1.4% | 0.94% | +0.01 |
| ATO Atmos Energy Corp. | Add +2.1% | 0.10% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +21.7% | 0.04% | +0.01 |
| VLO Valero Energy Corp. | Add +0.5% | 0.03% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +17.4% | 0.03% | +0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +20.8% | 0.03% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 0.12% | +0.00 |
| KLAC KLA Corp. | Add +1.4% | 0.03% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.7% | 0.03% | +0.00 |
| HSY The Hershey Co. | Add +0.1% | 0.05% | +0.00 |
| GEV GE Vernova Inc. | Add +1.4% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.8% | 0.03% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 0.06% | +0.00 |
| CSX CSX Corp. | Add +0.3% | 0.06% | +0.00 |
| PPL PPL Corp. | Add +0.4% | 0.04% | +0.00 |
| AEE Ameren Corporation | Add +0.3% | 0.04% | +0.00 |
| CPNG Coupang Inc. | Add +0.2% | 0.05% | +0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +0.3% | 0.13% | +0.00 |
| SYY Sysco Corp. | Add +1.8% | 0.02% | +0.00 |
| ITW Illinois Tool Works | Add +0.5% | 0.09% | +0.00 |
| HOLX Hologic Inc. | Add +0.6% | 0.02% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 255 | $1.2B | DGRO, IVV, AAPL, IEFA, AVGO |
| Q1 2026 | 236 | $1.2B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2025 | 240 | $1.2B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2025 | 226 | $1.1B | IVV, DGRO, AAPL, MSFT, IEFA |
| Q2 2025 | 215 | $1.1B | IVV, DGRO, MSFT, IEFA, AAPL |
| Q1 2025 | 213 | $1.0B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2024 | 211 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2024 | 221 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q2 2024 | 208 | $1.0B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q1 2024 | 216 | $1.0B | DGRO, IVV, MSFT, AAPL, IEFA |