Filed: 7/17/2025ACC: 0001393944-25-000003
📋 What this filing means
HANSON & DOREMUS INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 474 equity positions with a total reported market value of $747.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
474
Positions
$747.6K
Total AUM (reported)
13.75M
Total Shares
Allocation by class
ETF$432.7K57.9%
COMMON$287.4K38.4%
ADR$23.0K3.1%
REIT$4.4K0.6%
Portfolio Concentration
Top 3$254.3K34.0%
4–10$164.9K22.1%
11–25$117.2K15.7%
Rest$211.1K28.2%
Top 3 weight
34.0%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 13.75M
Sole
Full voting authority
12.63M
shares
% of voting shares91.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.13M
shares
% of voting shares8.2%
Investment Discretion (by position count)
Sole474
Shared0
Other0
Dominant voting typeSole · 91.8% of voting shares
Institutional Holdings474
Rows:
Schwab U.S. Broad Market ETF
SOLEShares6.41M
TypeSH
Market value$152.7K
20.42%
Sole
5.88M
Shared
0.00
None
527.06K
Vanguard Intermediate Treasury ETF
SOLEShares942.52K
TypeSH
Market value$56.4K
7.54%
Sole
835.38K
Shared
0.00
None
107.14K
Vanguard Developed Market ETF
SOLEShares794.82K
TypeSH
Market value$45.3K
6.06%
Sole
695.08K
Shared
0.00
None
99.74K
Vanguard Intermediate Corporate ETF
SOLEShares519.22K
TypeSH
Market value$43.1K
5.76%
Sole
458.19K
Shared
0.00
None
61.03K
Vanguard ESG US Stock ETF
SOLEShares221.25K
TypeSH
Market value$24.3K
3.24%
Sole
179.54K
Shared
0.00
None
41.71K
Microsoft
SOLEShares48.65K
TypeSH
Market value$24.2K
3.24%
Sole
46.82K
Shared
0.00
None
1.83K
Vanguard Emerging Market ETF
SOLEShares465.60K
TypeSH
Market value$23.0K
3.08%
Sole
420.56K
Shared
0.00
None
45.05K
Taiwan Semiconductor ADR
SOLEShares90.90K
TypeSH
Market value$20.6K
2.75%
Sole
86.06K
Shared
0.00
None
4.83K
Vanguard ESG International Stock ETF
SOLEShares234.28K
TypeSH
Market value$15.3K
2.05%
Sole
193.64K
Shared
0.00
None
40.65K
Schwab Int'l Equity ETF
SOLEShares652.91K
TypeSH
Market value$14.4K
1.93%
Sole
649.29K
Shared
0.00
None
3.62K
The Charles Schwab Corp.
SOLEShares125.24K
TypeSH
Market value$11.4K
1.53%
Sole
117.17K
Shared
0.00
None
8.06K
Costco
SOLEShares10.96K
TypeSH
Market value$10.9K
1.45%
Sole
9.99K
Shared
0.00
None
972.00
Apple Inc.
SOLEShares51.24K
TypeSH
Market value$10.5K
1.41%
Sole
49.87K
Shared
0.00
None
1.37K
Vanguard ESG US Corporate Bond ETF
SOLEShares165.06K
TypeSH
Market value$10.5K
1.40%
Sole
139.67K
Shared
0.00
None
25.39K
Berkshire Hathaway Cl B
SOLEShares18.16K
TypeSH
Market value$8.8K
1.18%
Sole
17K
Shared
0.00
None
1.17K
Visa Inc
SOLEShares22.04K
TypeSH
Market value$7.8K
1.05%
Sole
21.02K
Shared
0.00
None
1.02K
Corning
SOLEShares143.76K
TypeSH
Market value$7.6K
1.01%
Sole
138.59K
Shared
0.00
None
5.17K
IBM Corp.
SOLEShares25.52K
TypeSH
Market value$7.5K
1.01%
Sole
23.93K
Shared
0.00
None
1.59K
Merck
SOLEShares85.74K
TypeSH
Market value$6.8K
0.91%
Sole
84.27K
Shared
0.00
None
1.47K
Amazon.Com
SOLEShares30.26K
TypeSH
Market value$6.6K
0.89%
Sole
28.98K
Shared
0.00
None
1.27K
Alphabet, Inc. Cl A
SOLEShares35.95K
TypeSH
Market value$6.3K
0.85%
Sole
34.29K
Shared
0.00
None
1.65K
Seagate Technology PLC
SOLEShares41.74K
TypeSH
Market value$6.0K
0.81%
Sole
38.22K
Shared
0.00
None
3.52K
Walt Disney Hldg
SOLEShares46.79K
TypeSH
Market value$5.8K
0.78%
Sole
44.85K
Shared
0.00
None
1.94K
iShares Russell 1000 Val ETF
SOLEShares27.45K
TypeSH
Market value$5.3K
0.71%
Sole
27.45K
Shared
0.00
None
0.00
Vanguard Tax-Exempt Bond ETF
SOLEShares108.55K
TypeSH
Market value$5.3K
0.71%
Sole
87.42K
Shared
0.00
None
21.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab U.S. Broad Market ETFSOLE | ETF | 6.41M | SH | $152.7K 20.42% | 5.88M | 0.00 | 527.06K |
Vanguard Intermediate Treasury ETFSOLE | ETF | 942.52K | SH | $56.4K 7.54% | 835.38K | 0.00 | 107.14K |
Vanguard Developed Market ETFSOLE | ETF | 794.82K | SH | $45.3K 6.06% | 695.08K | 0.00 | 99.74K |
Vanguard Intermediate Corporate ETFSOLE | ETF | 519.22K | SH | $43.1K 5.76% | 458.19K | 0.00 | 61.03K |
Vanguard ESG US Stock ETFSOLE | ETF | 221.25K | SH | $24.3K 3.24% | 179.54K | 0.00 | 41.71K |
MicrosoftSOLE | COMMON | 48.65K | SH | $24.2K 3.24% | 46.82K | 0.00 | 1.83K |
Vanguard Emerging Market ETFSOLE | ETF | 465.60K | SH | $23.0K 3.08% | 420.56K | 0.00 | 45.05K |
Taiwan Semiconductor ADRSOLE | ADR | 90.90K | SH | $20.6K 2.75% | 86.06K | 0.00 | 4.83K |
Vanguard ESG International Stock ETFSOLE | ETF | 234.28K | SH | $15.3K 2.05% | 193.64K | 0.00 | 40.65K |
Schwab Int'l Equity ETFSOLE | ETF | 652.91K | SH | $14.4K 1.93% | 649.29K | 0.00 | 3.62K |
The Charles Schwab Corp.SOLE | COMMON | 125.24K | SH | $11.4K 1.53% | 117.17K | 0.00 | 8.06K |
CostcoSOLE | COMMON | 10.96K | SH | $10.9K 1.45% | 9.99K | 0.00 | 972.00 |
Apple Inc.SOLE | COMMON | 51.24K | SH | $10.5K 1.41% | 49.87K | 0.00 | 1.37K |
Vanguard ESG US Corporate Bond ETFSOLE | ETF | 165.06K | SH | $10.5K 1.40% | 139.67K | 0.00 | 25.39K |
Berkshire Hathaway Cl BSOLE | COMMON | 18.16K | SH | $8.8K 1.18% | 17K | 0.00 | 1.17K |
Visa IncSOLE | COMMON | 22.04K | SH | $7.8K 1.05% | 21.02K | 0.00 | 1.02K |
CorningSOLE | COMMON | 143.76K | SH | $7.6K 1.01% | 138.59K | 0.00 | 5.17K |
IBM Corp.SOLE | COMMON | 25.52K | SH | $7.5K 1.01% | 23.93K | 0.00 | 1.59K |
MerckSOLE | COMMON | 85.74K | SH | $6.8K 0.91% | 84.27K | 0.00 | 1.47K |
Amazon.ComSOLE | COMMON | 30.26K | SH | $6.6K 0.89% | 28.98K | 0.00 | 1.27K |
Alphabet, Inc. Cl ASOLE | COMMON | 35.95K | SH | $6.3K 0.85% | 34.29K | 0.00 | 1.65K |
Seagate Technology PLCSOLE | COMMON | 41.74K | SH | $6.0K 0.81% | 38.22K | 0.00 | 3.52K |
Walt Disney HldgSOLE | COMMON | 46.79K | SH | $5.8K 0.78% | 44.85K | 0.00 | 1.94K |
iShares Russell 1000 Val ETFSOLE | ETF | 27.45K | SH | $5.3K 0.71% | 27.45K | 0.00 | 0.00 |
Vanguard Tax-Exempt Bond ETFSOLE | ETF | 108.55K | SH | $5.3K 0.71% | 87.42K | 0.00 | 21.13K |
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