Filed: 4/17/2025ACC: 0001393944-25-000002
📋 What this filing means
HANSON & DOREMUS INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 467 equity positions with a total reported market value of $684.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
467
Positions
$684.6K
Total AUM (reported)
13.64M
Total Shares
Allocation by class
ETF$390.1K57.0%
COMMON$271.4K39.6%
ADR$19.0K2.8%
REIT$4.1K0.6%
Portfolio Concentration
Top 3$229.8K33.6%
4–10$141.5K20.7%
11–25$107.1K15.6%
Rest$206.2K30.1%
Top 3 weight
33.6%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 13.64M
Sole
Full voting authority
12.76M
shares
% of voting shares93.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
881.54K
shares
% of voting shares6.5%
Investment Discretion (by position count)
Sole467
Shared0
Other0
Dominant voting typeSole · 93.5% of voting shares
Institutional Holdings467
Rows:
Schwab U.S. Broad Market ETF
SOLEShares6.28M
TypeSH
Market value$135.3K
19.76%
Sole
5.91M
Shared
0.00
None
377.18K
Vanguard Intermediate Treasury ETF
SOLEShares907.33K
TypeSH
Market value$53.9K
7.87%
Sole
818.74K
Shared
0.00
None
88.59K
Vanguard Intermediate Corporate ETF
SOLEShares496.38K
TypeSH
Market value$40.6K
5.93%
Sole
448.54K
Shared
0.00
None
47.84K
Vanguard Developed Market ETF
SOLEShares767.71K
TypeSH
Market value$39.0K
5.70%
Sole
696.93K
Shared
0.00
None
70.78K
Vanguard ESG US Stock ETF
SOLEShares218.61K
TypeSH
Market value$21.4K
3.13%
Sole
176.64K
Shared
0.00
None
41.97K
Vanguard Emerging Market ETF
SOLEShares450.71K
TypeSH
Market value$20.4K
2.98%
Sole
420.26K
Shared
0.00
None
30.46K
Microsoft
SOLEShares48.78K
TypeSH
Market value$18.3K
2.67%
Sole
46.94K
Shared
0.00
None
1.84K
Taiwan Semiconductor ADR
SOLEShares94.92K
TypeSH
Market value$15.8K
2.30%
Sole
94.92K
Shared
0.00
None
0.00
Vanguard ESG International Stock ETF
SOLEShares231.08K
TypeSH
Market value$13.6K
1.99%
Sole
190.09K
Shared
0.00
None
40.99K
Schwab Int'l Equity ETF
SOLEShares656.16K
TypeSH
Market value$13.0K
1.90%
Sole
652.36K
Shared
0.00
None
3.81K
Apple Inc.
SOLEShares50.95K
TypeSH
Market value$11.3K
1.65%
Sole
49.49K
Shared
0.00
None
1.46K
Costco
SOLEShares11.39K
TypeSH
Market value$10.8K
1.57%
Sole
10.42K
Shared
0.00
None
976.00
The Charles Schwab Corp.
SOLEShares135.96K
TypeSH
Market value$10.6K
1.55%
Sole
127.80K
Shared
0.00
None
8.16K
Vanguard ESG US Corporate Bond ETF
SOLEShares157.80K
TypeSH
Market value$9.9K
1.45%
Sole
132.67K
Shared
0.00
None
25.13K
Visa Inc
SOLEShares22.33K
TypeSH
Market value$7.8K
1.14%
Sole
21.30K
Shared
0.00
None
1.03K
Corning
SOLEShares155.75K
TypeSH
Market value$7.1K
1.04%
Sole
150.56K
Shared
0.00
None
5.18K
IBM Corp.
SOLEShares27.47K
TypeSH
Market value$6.8K
1.00%
Sole
25.88K
Shared
0.00
None
1.59K
Amazon.Com
SOLEShares31.32K
TypeSH
Market value$6.0K
0.87%
Sole
30.01K
Shared
0.00
None
1.31K
Alphabet, Inc. Cl A
SOLEShares36.41K
TypeSH
Market value$5.6K
0.82%
Sole
34.70K
Shared
0.00
None
1.71K
Merck
SOLEShares61.51K
TypeSH
Market value$5.5K
0.81%
Sole
59.93K
Shared
0.00
None
1.58K
JP Morgan Chase & Co
SOLEShares21.47K
TypeSH
Market value$5.3K
0.77%
Sole
19.85K
Shared
0.00
None
1.61K
iShares Russell 1000 Val ETF
SOLEShares27.41K
TypeSH
Market value$5.2K
0.75%
Sole
27.41K
Shared
0.00
None
0.00
Alphabet, Inc Cl C
SOLEShares32.64K
TypeSH
Market value$5.1K
0.74%
Sole
31.54K
Shared
0.00
None
1.10K
Vanguard Muni Bond ETF
SOLEShares102.28K
TypeSH
Market value$5.1K
0.74%
Sole
89.13K
Shared
0.00
None
13.15K
Nisource Inc.
SOLEShares123.88K
TypeSH
Market value$5.0K
0.73%
Sole
115.14K
Shared
0.00
None
8.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab U.S. Broad Market ETFSOLE | ETF | 6.28M | SH | $135.3K 19.76% | 5.91M | 0.00 | 377.18K |
Vanguard Intermediate Treasury ETFSOLE | ETF | 907.33K | SH | $53.9K 7.87% | 818.74K | 0.00 | 88.59K |
Vanguard Intermediate Corporate ETFSOLE | ETF | 496.38K | SH | $40.6K 5.93% | 448.54K | 0.00 | 47.84K |
Vanguard Developed Market ETFSOLE | ETF | 767.71K | SH | $39.0K 5.70% | 696.93K | 0.00 | 70.78K |
Vanguard ESG US Stock ETFSOLE | ETF | 218.61K | SH | $21.4K 3.13% | 176.64K | 0.00 | 41.97K |
Vanguard Emerging Market ETFSOLE | ETF | 450.71K | SH | $20.4K 2.98% | 420.26K | 0.00 | 30.46K |
MicrosoftSOLE | COMMON | 48.78K | SH | $18.3K 2.67% | 46.94K | 0.00 | 1.84K |
Taiwan Semiconductor ADRSOLE | ADR | 94.92K | SH | $15.8K 2.30% | 94.92K | 0.00 | 0.00 |
Vanguard ESG International Stock ETFSOLE | ETF | 231.08K | SH | $13.6K 1.99% | 190.09K | 0.00 | 40.99K |
Schwab Int'l Equity ETFSOLE | ETF | 656.16K | SH | $13.0K 1.90% | 652.36K | 0.00 | 3.81K |
Apple Inc.SOLE | COMMON | 50.95K | SH | $11.3K 1.65% | 49.49K | 0.00 | 1.46K |
CostcoSOLE | COMMON | 11.39K | SH | $10.8K 1.57% | 10.42K | 0.00 | 976.00 |
The Charles Schwab Corp.SOLE | COMMON | 135.96K | SH | $10.6K 1.55% | 127.80K | 0.00 | 8.16K |
Vanguard ESG US Corporate Bond ETFSOLE | ETF | 157.80K | SH | $9.9K 1.45% | 132.67K | 0.00 | 25.13K |
Visa IncSOLE | COMMON | 22.33K | SH | $7.8K 1.14% | 21.30K | 0.00 | 1.03K |
CorningSOLE | COMMON | 155.75K | SH | $7.1K 1.04% | 150.56K | 0.00 | 5.18K |
IBM Corp.SOLE | COMMON | 27.47K | SH | $6.8K 1.00% | 25.88K | 0.00 | 1.59K |
Amazon.ComSOLE | COMMON | 31.32K | SH | $6.0K 0.87% | 30.01K | 0.00 | 1.31K |
Alphabet, Inc. Cl ASOLE | COMMON | 36.41K | SH | $5.6K 0.82% | 34.70K | 0.00 | 1.71K |
MerckSOLE | COMMON | 61.51K | SH | $5.5K 0.81% | 59.93K | 0.00 | 1.58K |
JP Morgan Chase & CoSOLE | COMMON | 21.47K | SH | $5.3K 0.77% | 19.85K | 0.00 | 1.61K |
iShares Russell 1000 Val ETFSOLE | ETF | 27.41K | SH | $5.2K 0.75% | 27.41K | 0.00 | 0.00 |
Alphabet, Inc Cl CSOLE | COMMON | 32.64K | SH | $5.1K 0.74% | 31.54K | 0.00 | 1.10K |
Vanguard Muni Bond ETFSOLE | ETF | 102.28K | SH | $5.1K 0.74% | 89.13K | 0.00 | 13.15K |
Nisource Inc.SOLE | COMMON | 123.88K | SH | $5.0K 0.73% | 115.14K | 0.00 | 8.74K |
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