Ledyard National Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Ledyard National Bank reported 236 stock positions worth $1.2 billion. Its top holding was iShares Core Dividend Growth (DGRO) at 7.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.9%) and Apple (AAPL, 5.2%). Compared with Q4 2025, it opened 11 new positions, sold out of 15, added to 53 and reduced 145. The biggest buy was a new position in Feder HRM MDT MRKT NTRL-Is (QQMNX) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q3 2026
- Location
- —
- CIK
- 0001310658
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001310658-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 236 stocks · $1.2B
| DGRO iShares Core Dividend Growth | 6.95% | 1,142,426 | $80.2M | Reduce -6.5% |
| IVV iShares Core S&P 500 ETF | 5.88% | 103,789 | $67.8M | Reduce -11.4% |
| AAPL Apple Inc. | 5.17% | 234,913 | $59.6M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.64% | 591,794 | $53.6M | Add +0.2% |
| MSFT Microsoft Corp. | 3.48% | 108,300 | $40.1M | Reduce -3.1% |
| AVGO Broadcom Inc. | 3.21% | 119,552 | $37.0M | Reduce -6.3% |
| DFAE Dimensional Emerging Core Eq | 2.94% | 1,000,247 | $33.9M | Add +0.7% |
| QQMNX Feder HRM MDT MRKT NTRL-Is | 2.44% | 1,262,881 | $28.1M | New |
| GOOGL Alphabet Inc. Class A | 2.27% | 91,006 | $26.2M | Reduce -6.0% |
| MUB iShares National Muni Bond E | 2.19% | 238,263 | $25.3M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 2.13% | 802,161 | $24.6M | Add +5.6% |
| DFAIX Dfa SHRT-Dur RL RTRN-Inst | 2.02% | 2,198,870 | $23.3M | Add +9.3% |
| JPM JPMorgan Chase & Co. | 1.88% | 73,715 | $21.7M | Reduce -4.1% |
| GSIE Goldman Sachs Activebeta Int | 1.86% | 497,236 | $21.4M | Reduce -0.2% |
| IQLT iShares MSCI International Q | 1.75% | 437,927 | $20.2M | Add +1.6% |
| KBWB Invesco KBW Bank ETF | 1.66% | 241,726 | $19.1M | Reduce -2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.66% | 103,675 | $19.1M | Add +0.9% |
| VFLO Victoryshares Free Cash Flow | 1.62% | 474,117 | $18.7M | Add +17.8% |
| AMZN Amazon.com Inc. | 1.37% | 75,935 | $15.8M | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 31,237 | $15.0M | Add +2.6% |
| CSCO Cisco Systems Inc. | 1.25% | 185,702 | $14.4M | Reduce -4.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.20% | 152,033 | $13.9M | Add +1.6% |
| KR Kroger Co. | 1.19% | 190,334 | $13.8M | Reduce -1.6% |
| V Visa Inc. Class A | 1.16% | 44,091 | $13.3M | Reduce -2.1% |
| GSLC Goldman Activebeta US LC ETF | 1.12% | 103,060 | $12.9M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.08% | 77,831 | $12.4M | Reduce -1.9% |
| QDF NT Qual Div ETF | 1.04% | 151,308 | $12.0M | Reduce -16.4% |
| PG The Procter & Gamble Co. | 1.03% | 82,118 | $11.9M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.99% | 46,690 | $11.4M | Reduce -4.3% |
| TTE Totalenergies SE | 0.97% | 122,686 | $11.2M | New |
| GUNR NT Mstar GLBL NR ETF | 0.93% | 195,412 | $10.8M | Add +6.8% |
| JQUA JPMorgan US Quality Factor | 0.93% | 174,140 | $10.7M | Add +2.2% |
| HD Home Depot Inc. | 0.90% | 31,449 | $10.3M | Reduce -2.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.86% | 33,116 | $9.9M | Reduce -4.6% |
| AMGN Amgen Inc. | 0.80% | 26,197 | $9.2M | Reduce -2.7% |
| HON Honeywell International Inc. | 0.78% | 39,859 | $9.0M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.77% | 73,445 | $8.8M | Reduce -1.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.74% | 240,993 | $8.6M | Add +4.6% |
| GOOG Alphabet Inc. Class C | 0.71% | 28,746 | $8.2M | Reduce -14.1% |
| CAT Caterpillar Inc. | 0.68% | 11,099 | $7.9M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.63% | 43,013 | $7.3M | Add +8.6% |
| LOW Lowe's Cos Inc. | 0.62% | 30,407 | $7.2M | Reduce -2.3% |
| ETN Eaton Corp. PLC | 0.59% | 19,088 | $6.8M | Reduce -10.2% |
| MDT Medtronic PLC | 0.58% | 77,104 | $6.7M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.54% | 28,991 | $6.2M | Reduce -5.0% |
| WMT Walmart Inc. | 0.53% | 48,819 | $6.1M | Add +0.3% |
| T AT&T Inc. | 0.50% | 197,872 | $5.7M | Reduce -0.9% |
| AEP American Electric Power | 0.49% | 43,529 | $5.7M | Reduce -0.3% |
| PFE Pfizer Inc. | 0.44% | 182,630 | $5.1M | Add +2.2% |
| NVDA Nvidia Corp. | 0.42% | 27,704 | $4.8M | Reduce -4.3% |
| REGN Regeneron Pharmaceuticals | 0.42% | 6,226 | $4.8M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.41% | 17,377 | $4.7M | Add +2.5% |
| EOG EOG Resources Inc. | 0.40% | 31,778 | $4.6M | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 7,038 | $4.6M | Reduce -1.5% |
| AAUA Alpha Architect US Equ 3 ETF | 0.39% | 91,951 | $4.5M | New |
| EVRG Evergy Inc. | 0.39% | 54,789 | $4.5M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 0.39% | 4,871 | $4.5M | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.38% | 47,080 | $4.4M | Reduce -0.9% |
| VGK Vanguard Ftse Europe ETF | 0.37% | 51,758 | $4.3M | Reduce -5.4% |
| XLK SS Technology Select Sector | 0.36% | 31,321 | $4.2M | Reduce -7.3% |
| ABBV Abbvie Inc. | 0.34% | 17,853 | $3.9M | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 15,711 | $3.8M | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.33% | 18,987 | $3.8M | Add +0.7% |
| UNP Union Pacific Corp. | 0.32% | 15,120 | $3.7M | Add +0.7% |
| ADBE Adobe Inc. | 0.31% | 14,919 | $3.6M | Add +6.1% |
| MET Metlife Inc. | 0.30% | 49,662 | $3.5M | Reduce -4.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.30% | 47,484 | $3.4M | Add +0.4% |
| XLF SS Financial Select Sector | 0.29% | 68,315 | $3.4M | Reduce -6.8% |
| MAS Masco Corp. | 0.28% | 52,734 | $3.2M | Add +4.7% |
| SUSA iShares ESG Optimized MSCI U | 0.27% | 23,664 | $3.1M | Add +4.6% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.27% | 66,536 | $3.1M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 9,331 | $3.0M | Reduce -4.8% |
| VPL Vanguard Ftse Pacific ETF | 0.25% | 29,963 | $2.9M | Reduce -4.0% |
| LECO Lincoln Electric Holdings | 0.25% | 11,351 | $2.8M | Reduce -7.2% |
| VIS Vanguard Industrials ETF | 0.24% | 9,049 | $2.8M | Reduce -6.3% |
| CRM Salesforce Inc. | 0.24% | 14,831 | $2.8M | Add +10.1% |
| GSK GSK PLC-Spon ADR | 0.24% | 49,944 | $2.8M | Add +1.3% |
| COR Cencora Inc. | 0.24% | 8,772 | $2.8M | Reduce -1.3% |
| RTX RTX Corp. | 0.23% | 13,685 | $2.6M | Reduce -3.9% |
| PEP Pepsico Inc. | 0.23% | 16,908 | $2.6M | Reduce -4.0% |
| LIN Linde PLC | 0.22% | 5,162 | $2.6M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.22% | 5,095 | $2.5M | Reduce -4.5% |
| EMR Emerson Electric Co. | 0.21% | 18,861 | $2.5M | Reduce -13.4% |
| TGT Target Corp. | 0.21% | 20,266 | $2.5M | Reduce -1.8% |
| AIG American International Group | 0.20% | 30,355 | $2.3M | Add +1.6% |
| EXC Exelon Corp. | 0.20% | 46,350 | $2.3M | Add +5.5% |
| ORCL Oracle Corp. | 0.19% | 14,729 | $2.2M | Reduce -15.8% |
| CVX Chevron Corp. | 0.18% | 10,257 | $2.1M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.18% | 6,133 | $2.1M | Reduce -11.6% |
| TT Trane Technologies PLC | 0.18% | 5,023 | $2.1M | Reduce -1.2% |
| IWV iShares Russell 3000 ETF | 0.15% | 4,823 | $1.8M | Reduce -1.8% |
| XLP SS Consumer Staples Sel Sect | 0.15% | 21,310 | $1.7M | Reduce -3.7% |
| UTHR United Therapeutics Corp. | 0.14% | 2,820 | $1.7M | No change |
| COST Costco Wholesale Corp. | 0.14% | 1,590 | $1.6M | Reduce -6.7% |
| INTU Intuit Inc. | 0.14% | 3,625 | $1.6M | Add +8.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,685 | $1.5M | Add +63.5% |
| ADP Automatic Data Processing | 0.13% | 7,621 | $1.5M | Reduce -14.4% |
| MRSH Marsh & McLennan Cos | 0.13% | 8,888 | $1.5M | Add +6.3% |
| ABT Abbott Laboratories | 0.13% | 14,802 | $1.5M | Reduce -6.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.13% | 33,254 | $1.5M | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.1% | 3.48% | −1.18 |
| IVV iShares Core S&P 500 ETF | Reduce -11.4% | 5.88% | −1.03 |
| AVGO Broadcom Inc. | Reduce -6.3% | 3.21% | −0.60 |
| DGRO iShares Core Dividend Growth | Reduce -6.5% | 6.95% | −0.36 |
| AAPL Apple Inc. | Reduce -0.4% | 5.17% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 2.27% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -7.1% | 1.37% | −0.26 |
| JPM JPMorgan Chase & Co. | Reduce -4.1% | 1.88% | −0.25 |
| QDF NT Qual Div ETF | Reduce -16.4% | 1.04% | −0.22 |
| V Visa Inc. Class A | Reduce -2.1% | 1.16% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -14.1% | 0.71% | −0.19 |
| KBWB Invesco KBW Bank ETF | Reduce -2.9% | 1.66% | −0.15 |
| ORCL Oracle Corp. | Reduce -15.8% | 0.19% | −0.11 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.6% | 0.86% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.33% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 0.39% | −0.07 |
| ADP Automatic Data Processing | Reduce -14.4% | 0.13% | −0.06 |
| HD Home Depot Inc. | Reduce -2.7% | 0.90% | −0.06 |
| MDT Medtronic PLC | Reduce -0.4% | 0.58% | −0.06 |
| XLK SS Technology Select Sector | Reduce -7.3% | 0.36% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.0% | 0.12% | −0.05 |
| XLF SS Financial Select Sector | Reduce -6.8% | 0.29% | −0.05 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.05 |
| MET Metlife Inc. | Reduce -4.0% | 0.30% | −0.05 |
| NVDA Nvidia Corp. | Reduce -4.3% | 0.42% | −0.05 |
| DHR Danaher Corp. | Reduce -16.4% | 0.10% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -44.7% | 0.05% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -4.5% | 0.22% | −0.04 |
| ABT Abbott Laboratories | Reduce -6.9% | 0.13% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -4.4% | 1.25% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.0% | 0.54% | −0.04 |
| EMR Emerson Electric Co. | Reduce -13.4% | 0.21% | −0.04 |
| ABBV Abbvie Inc. | Reduce -5.1% | 0.34% | −0.03 |
| AXP American Express Co. | Reduce -0.4% | 0.12% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -5.4% | 0.37% | −0.02 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 0.26% | −0.02 |
| AAEQ Alpha Architct US Eqty 2 ETF | Reduce -3.1% | 0.27% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.62% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.40% | −0.02 |
| EWJV iShares MSCI Japan Value ETF | Sold out | 0.00% | −0.02 |
| MS Morgan Stanley | Reduce -23.4% | 0.05% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -6.7% | 0.12% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -34.4% | 0.03% | −0.02 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.02 |
| COR Cencora Inc. | Reduce -1.3% | 0.24% | −0.02 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| QQMNX Feder HRM MDT MRKT NTRL-Is | New | 2.44% | +2.44 |
| TTE Totalenergies SE | New | 0.97% | +0.97 |
| AAUA Alpha Architect US Equ 3 ETF | New | 0.39% | +0.39 |
| SCHD Schwab US DVD Equity ETF | Add +5.6% | 2.13% | +0.34 |
| VFLO Victoryshares Free Cash Flow | Add +17.8% | 1.62% | +0.26 |
| XOM Exxon Mobil Corp. | Add +8.6% | 0.63% | +0.22 |
| GUNR NT Mstar GLBL NR ETF | Add +6.8% | 0.93% | +0.21 |
| DFAIX Dfa SHRT-Dur RL RTRN-Inst | Add +9.3% | 2.02% | +0.20 |
| DFAE Dimensional Emerging Core Eq | Add +0.7% | 2.94% | +0.15 |
| EOG EOG Resources Inc. | Add +13.9% | 0.40% | +0.15 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.13% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.2% | 4.64% | +0.09 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.6% | 1.20% | +0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.9% | 1.66% | +0.09 |
| MUB iShares National Muni Bond E | Add +4.0% | 2.19% | +0.08 |
| IQLT iShares MSCI International Q | Add +1.6% | 1.75% | +0.07 |
| PFE Pfizer Inc. | Add +2.2% | 0.44% | +0.06 |
| WMT Walmart Inc. | Add +0.3% | 0.53% | +0.06 |
| FITB Fifth Third Bancorp | New | 0.05% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +63.5% | 0.13% | +0.05 |
| LIN Linde PLC | Add +2.5% | 0.22% | +0.04 |
| EXC Exelon Corp. | Add +5.5% | 0.20% | +0.03 |
| GSK GSK PLC-Spon ADR | Add +1.3% | 0.24% | +0.03 |
| FULT Fulton Financial Corp. | New | 0.02% | +0.02 |
| UNP Union Pacific Corp. | Add +0.7% | 0.32% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +54.1% | 0.06% | +0.02 |
| LMT Lockheed Martin Corp. | New | 0.02% | +0.02 |
| CW Curtiss-Wright Corp. | New | 0.02% | +0.02 |
| FLGB Franklin Ftse United Kingdom | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +19.3% | 0.06% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +21.8% | 0.11% | +0.01 |
| PGSLX Principal Global Listed Infr | Add +2.7% | 0.08% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +1.5% | 0.42% | +0.01 |
| HSY The Hershey Co. | Add +0.8% | 0.05% | +0.01 |
| ITW Illinois Tool Works | Add +0.4% | 0.09% | +0.01 |
| EPD Enterprise Products Partners | Add +3.4% | 0.03% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +12.0% | 0.04% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.4% | 0.30% | +0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +1.4% | 0.12% | +0.00 |
| NFLX Netflix Inc. | Add +2.2% | 0.02% | +0.00 |
| YUM Yum! Brands Inc. | Add +0.1% | 0.03% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.0% | 0.03% | +0.00 |
| ECL Ecolab Inc. | Add +1.0% | 0.03% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.1% | 0.05% | +0.00 |
| MAS Masco Corp. | Add +4.7% | 0.28% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +6.3% | 0.13% | 0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.9% | 0.02% | 0.00 |
| SUSA iShares ESG Optimized MSCI U | Add +4.6% | 0.27% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 247 | $1.3B | DGRO, IVV, AAPL, IEFA, MSFT |
| 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 |