Filed: 10/15/2025ACC: 0001393944-25-000008
π What this filing means
HANSON & DOREMUS INVESTMENT MANAGEMENT filed this quarterly 13FβHR report disclosing 500 equity positions with a total reported market value of $794.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
500
Positions
$794.4K
Total AUM (reported)
13.78M
Total Shares
Allocation by class
ETF$458.4K57.7%
COMMON$304.1K38.3%
ADR$26.3K3.3%
REIT$4.9K0.6%
TF$709.000.1%
Portfolio Concentration
Top 3$277.0K34.9%
4β10$176.9K22.3%
11β25$126.5K15.9%
Rest$214.0K26.9%
Top 3 weight
34.9%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 13.78M
Sole
Full voting authority
12.86M
shares
% of voting shares93.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
923.75K
shares
% of voting shares6.7%
Investment Discretion (by position count)
Sole500
Shared0
Other0
Dominant voting typeSole Β· 93.3% of voting shares
Institutional Holdings500
Rows:
Schwab U.S. Broad Market ETF
SOLEShares6.51M
TypeSH
Market value$167.5K
21.08%
Sole
6M
Shared
0.00
None
515.96K
Vanguard Intermediate Treasury ETF
SOLEShares1.03M
TypeSH
Market value$61.8K
7.77%
Sole
1.03M
Shared
0.00
None
0.00
Vanguard Developed Market ETF
SOLEShares796.78K
TypeSH
Market value$47.7K
6.01%
Sole
699.34K
Shared
0.00
None
97.44K
Vanguard Intermediate Corporate ETF
SOLEShares555.35K
TypeSH
Market value$46.7K
5.88%
Sole
555.35K
Shared
0.00
None
0.00
Vanguard ESG US Stock ETF
SOLEShares216.60K
TypeSH
Market value$25.7K
3.23%
Sole
175.77K
Shared
0.00
None
40.83K
Vanguard Emerging Market ETF
SOLEShares467.97K
TypeSH
Market value$25.4K
3.19%
Sole
424.11K
Shared
0.00
None
43.86K
Microsoft
SOLEShares46.84K
TypeSH
Market value$24.3K
3.05%
Sole
45.29K
Shared
0.00
None
1.56K
Taiwan Semiconductor ADR
SOLEShares86.09K
TypeSH
Market value$24.0K
3.03%
Sole
81.25K
Shared
0.00
None
4.84K
Vanguard ESG International Stock ETF
SOLEShares235.04K
TypeSH
Market value$16.3K
2.05%
Sole
194.48K
Shared
0.00
None
40.56K
Schwab Int'l Equity ETF
SOLEShares627.89K
TypeSH
Market value$14.6K
1.84%
Sole
624.25K
Shared
0.00
None
3.64K
Apple Inc.
SOLEShares48.59K
TypeSH
Market value$12.4K
1.56%
Sole
47.88K
Shared
0.00
None
702.00
The Charles Schwab Corp.
SOLEShares121.40K
TypeSH
Market value$11.6K
1.46%
Sole
114.19K
Shared
0.00
None
7.21K
Corning
SOLEShares138.52K
TypeSH
Market value$11.4K
1.43%
Sole
133.76K
Shared
0.00
None
4.75K
Vanguard ESG US Corporate Bond ETF
SOLEShares174.34K
TypeSH
Market value$11.2K
1.41%
Sole
148.02K
Shared
0.00
None
26.32K
Costco
SOLEShares10.73K
TypeSH
Market value$9.9K
1.25%
Sole
9.78K
Shared
0.00
None
949.00
Seagate Technology PLC
SOLEShares38.43K
TypeSH
Market value$9.1K
1.14%
Sole
35.67K
Shared
0.00
None
2.77K
Berkshire Hathaway Cl B
SOLEShares17.75K
TypeSH
Market value$8.9K
1.12%
Sole
16.74K
Shared
0.00
None
1.01K
Alphabet, Inc. Cl A
SOLEShares33.76K
TypeSH
Market value$8.2K
1.03%
Sole
32.74K
Shared
0.00
None
1.02K
Visa Inc
SOLEShares20.43K
TypeSH
Market value$7.0K
0.88%
Sole
19.55K
Shared
0.00
None
874.00
IBM Corp.
SOLEShares24.57K
TypeSH
Market value$6.9K
0.87%
Sole
23.41K
Shared
0.00
None
1.16K
Vanguard Tax-Exempt Bond ETF
SOLEShares126.28K
TypeSH
Market value$6.3K
0.80%
Sole
104.69K
Shared
0.00
None
21.58K
Alphabet, Inc Cl C
SOLEShares25.48K
TypeSH
Market value$6.2K
0.78%
Sole
24.38K
Shared
0.00
None
1.10K
Amazon.Com
SOLEShares27.53K
TypeSH
Market value$6.0K
0.76%
Sole
26.79K
Shared
0.00
None
733.00
Merck
SOLEShares69.46K
TypeSH
Market value$5.8K
0.73%
Sole
68.76K
Shared
0.00
None
702.00
Trustmark Corp.
SOLEShares139.40K
TypeSH
Market value$5.5K
0.69%
Sole
139.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab U.S. Broad Market ETFSOLE | ETF | 6.51M | SH | $167.5K 21.08% | 6M | 0.00 | 515.96K |
Vanguard Intermediate Treasury ETFSOLE | ETF | 1.03M | SH | $61.8K 7.77% | 1.03M | 0.00 | 0.00 |
Vanguard Developed Market ETFSOLE | ETF | 796.78K | SH | $47.7K 6.01% | 699.34K | 0.00 | 97.44K |
Vanguard Intermediate Corporate ETFSOLE | ETF | 555.35K | SH | $46.7K 5.88% | 555.35K | 0.00 | 0.00 |
Vanguard ESG US Stock ETFSOLE | ETF | 216.60K | SH | $25.7K 3.23% | 175.77K | 0.00 | 40.83K |
Vanguard Emerging Market ETFSOLE | ETF | 467.97K | SH | $25.4K 3.19% | 424.11K | 0.00 | 43.86K |
MicrosoftSOLE | COMMON | 46.84K | SH | $24.3K 3.05% | 45.29K | 0.00 | 1.56K |
Taiwan Semiconductor ADRSOLE | ADR | 86.09K | SH | $24.0K 3.03% | 81.25K | 0.00 | 4.84K |
Vanguard ESG International Stock ETFSOLE | ETF | 235.04K | SH | $16.3K 2.05% | 194.48K | 0.00 | 40.56K |
Schwab Int'l Equity ETFSOLE | ETF | 627.89K | SH | $14.6K 1.84% | 624.25K | 0.00 | 3.64K |
Apple Inc.SOLE | COMMON | 48.59K | SH | $12.4K 1.56% | 47.88K | 0.00 | 702.00 |
The Charles Schwab Corp.SOLE | COMMON | 121.40K | SH | $11.6K 1.46% | 114.19K | 0.00 | 7.21K |
CorningSOLE | COMMON | 138.52K | SH | $11.4K 1.43% | 133.76K | 0.00 | 4.75K |
Vanguard ESG US Corporate Bond ETFSOLE | ETF | 174.34K | SH | $11.2K 1.41% | 148.02K | 0.00 | 26.32K |
CostcoSOLE | COMMON | 10.73K | SH | $9.9K 1.25% | 9.78K | 0.00 | 949.00 |
Seagate Technology PLCSOLE | COMMON | 38.43K | SH | $9.1K 1.14% | 35.67K | 0.00 | 2.77K |
Berkshire Hathaway Cl BSOLE | COMMON | 17.75K | SH | $8.9K 1.12% | 16.74K | 0.00 | 1.01K |
Alphabet, Inc. Cl ASOLE | COMMON | 33.76K | SH | $8.2K 1.03% | 32.74K | 0.00 | 1.02K |
Visa IncSOLE | COMMON | 20.43K | SH | $7.0K 0.88% | 19.55K | 0.00 | 874.00 |
IBM Corp.SOLE | COMMON | 24.57K | SH | $6.9K 0.87% | 23.41K | 0.00 | 1.16K |
Vanguard Tax-Exempt Bond ETFSOLE | ETF | 126.28K | SH | $6.3K 0.80% | 104.69K | 0.00 | 21.58K |
Alphabet, Inc Cl CSOLE | COMMON | 25.48K | SH | $6.2K 0.78% | 24.38K | 0.00 | 1.10K |
Amazon.ComSOLE | COMMON | 27.53K | SH | $6.0K 0.76% | 26.79K | 0.00 | 733.00 |
MerckSOLE | COMMON | 69.46K | SH | $5.8K 0.73% | 68.76K | 0.00 | 702.00 |
Trustmark Corp.SOLE | COMMON | 139.40K | SH | $5.5K 0.69% | 139.40K | 0.00 | 0.00 |
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