Filed: 1/20/2026ACC: 0001393944-26-000001
π What this filing means
HANSON & DOREMUS INVESTMENT MANAGEMENT filed this quarterly 13FβHR report disclosing 484 equity positions with a total reported market value of $831.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
484
Positions
$831.9K
Total AUM (reported)
14.40M
Total Shares
Allocation by class
ETF$497.5K59.8%
COMMON$303.0K36.4%
ADR$27.3K3.3%
REIT$4.2K0.5%
Portfolio Concentration
Top 3$301.6K36.3%
4β10$180.3K21.7%
11β25$133.8K16.1%
Rest$216.2K26.0%
Top 3 weight
36.3%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 14.40M
Sole
Full voting authority
13.29M
shares
% of voting shares92.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares7.6%
Investment Discretion (by position count)
Sole484
Shared0
Other0
Dominant voting typeSole Β· 92.4% of voting shares
Institutional Holdings484
Rows:
Schwab U.S. Broad Market ETF
SOLEShares7.01M
TypeSH
Market value$183.8K
22.09%
Sole
6.49M
Shared
0.00
None
514.89K
Vanguard Intermediate Treasury ETF
SOLEShares1.12M
TypeSH
Market value$67.0K
8.05%
Sole
1M
Shared
0.00
None
115.57K
Vanguard Developed Market ETF
SOLEShares813.86K
TypeSH
Market value$50.8K
6.11%
Sole
717.42K
Shared
0.00
None
96.44K
Vanguard Intermediate Corporate ETF
SOLEShares594.79K
TypeSH
Market value$49.8K
5.99%
Sole
529.68K
Shared
0.00
None
65.11K
Vanguard ESG US Stock ETF
SOLEShares216.42K
TypeSH
Market value$26.2K
3.15%
Sole
176.19K
Shared
0.00
None
40.23K
Vanguard Emerging Market ETF
SOLEShares480.20K
TypeSH
Market value$25.8K
3.10%
Sole
436.54K
Shared
0.00
None
43.66K
Taiwan Semiconductor ADR
SOLEShares82.14K
TypeSH
Market value$25.0K
3.00%
Sole
77.46K
Shared
0.00
None
4.67K
Microsoft
SOLEShares45.05K
TypeSH
Market value$21.8K
2.62%
Sole
43.50K
Shared
0.00
None
1.55K
Vanguard ESG International Stock ETF
SOLEShares234.53K
TypeSH
Market value$16.8K
2.02%
Sole
193.96K
Shared
0.00
None
40.56K
Schwab Int'l Equity ETF
SOLEShares623.30K
TypeSH
Market value$15.0K
1.80%
Sole
619.65K
Shared
0.00
None
3.65K
Apple Inc.
SOLEShares47.37K
TypeSH
Market value$12.9K
1.55%
Sole
46.66K
Shared
0.00
None
702.00
Vanguard ESG US Corporate Bond ETF
SOLEShares189.84K
TypeSH
Market value$12.1K
1.45%
Sole
162.93K
Shared
0.00
None
26.92K
The Charles Schwab Corp.
SOLEShares119.58K
TypeSH
Market value$11.9K
1.44%
Sole
112.37K
Shared
0.00
None
7.21K
Corning
SOLEShares135.30K
TypeSH
Market value$11.8K
1.42%
Sole
130.86K
Shared
0.00
None
4.44K
Alphabet, Inc. Cl A
SOLEShares32.47K
TypeSH
Market value$10.2K
1.22%
Sole
31.45K
Shared
0.00
None
1.02K
Seagate Technology PLC
SOLEShares35.88K
TypeSH
Market value$9.9K
1.19%
Sole
33.33K
Shared
0.00
None
2.54K
Costco
SOLEShares10.25K
TypeSH
Market value$8.8K
1.06%
Sole
9.30K
Shared
0.00
None
951.00
Berkshire Hathaway Cl B
SOLEShares17.59K
TypeSH
Market value$8.8K
1.06%
Sole
16.58K
Shared
0.00
None
1.01K
Alphabet, Inc Cl C
SOLEShares25.13K
TypeSH
Market value$7.9K
0.95%
Sole
24.03K
Shared
0.00
None
1.10K
Visa Inc
SOLEShares20.51K
TypeSH
Market value$7.2K
0.86%
Sole
19.64K
Shared
0.00
None
874.00
IBM Corp.
SOLEShares23.93K
TypeSH
Market value$7.1K
0.85%
Sole
22.76K
Shared
0.00
None
1.16K
Vanguard Tax-Exempt Bond ETF
SOLEShares136.88K
TypeSH
Market value$6.9K
0.83%
Sole
113.76K
Shared
0.00
None
23.12K
Amazon.Com
SOLEShares26.90K
TypeSH
Market value$6.2K
0.75%
Sole
26.17K
Shared
0.00
None
733.00
Merck
SOLEShares58.59K
TypeSH
Market value$6.2K
0.74%
Sole
57.82K
Shared
0.00
None
770.00
Chubb Limited
SOLEShares18.71K
TypeSH
Market value$5.8K
0.70%
Sole
17.89K
Shared
0.00
None
828.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab U.S. Broad Market ETFSOLE | ETF | 7.01M | SH | $183.8K 22.09% | 6.49M | 0.00 | 514.89K |
Vanguard Intermediate Treasury ETFSOLE | ETF | 1.12M | SH | $67.0K 8.05% | 1M | 0.00 | 115.57K |
Vanguard Developed Market ETFSOLE | ETF | 813.86K | SH | $50.8K 6.11% | 717.42K | 0.00 | 96.44K |
Vanguard Intermediate Corporate ETFSOLE | ETF | 594.79K | SH | $49.8K 5.99% | 529.68K | 0.00 | 65.11K |
Vanguard ESG US Stock ETFSOLE | ETF | 216.42K | SH | $26.2K 3.15% | 176.19K | 0.00 | 40.23K |
Vanguard Emerging Market ETFSOLE | ETF | 480.20K | SH | $25.8K 3.10% | 436.54K | 0.00 | 43.66K |
Taiwan Semiconductor ADRSOLE | ADR | 82.14K | SH | $25.0K 3.00% | 77.46K | 0.00 | 4.67K |
MicrosoftSOLE | COMMON | 45.05K | SH | $21.8K 2.62% | 43.50K | 0.00 | 1.55K |
Vanguard ESG International Stock ETFSOLE | ETF | 234.53K | SH | $16.8K 2.02% | 193.96K | 0.00 | 40.56K |
Schwab Int'l Equity ETFSOLE | ETF | 623.30K | SH | $15.0K 1.80% | 619.65K | 0.00 | 3.65K |
Apple Inc.SOLE | COMMON | 47.37K | SH | $12.9K 1.55% | 46.66K | 0.00 | 702.00 |
Vanguard ESG US Corporate Bond ETFSOLE | ETF | 189.84K | SH | $12.1K 1.45% | 162.93K | 0.00 | 26.92K |
The Charles Schwab Corp.SOLE | COMMON | 119.58K | SH | $11.9K 1.44% | 112.37K | 0.00 | 7.21K |
CorningSOLE | COMMON | 135.30K | SH | $11.8K 1.42% | 130.86K | 0.00 | 4.44K |
Alphabet, Inc. Cl ASOLE | COMMON | 32.47K | SH | $10.2K 1.22% | 31.45K | 0.00 | 1.02K |
Seagate Technology PLCSOLE | COMMON | 35.88K | SH | $9.9K 1.19% | 33.33K | 0.00 | 2.54K |
CostcoSOLE | COMMON | 10.25K | SH | $8.8K 1.06% | 9.30K | 0.00 | 951.00 |
Berkshire Hathaway Cl BSOLE | COMMON | 17.59K | SH | $8.8K 1.06% | 16.58K | 0.00 | 1.01K |
Alphabet, Inc Cl CSOLE | COMMON | 25.13K | SH | $7.9K 0.95% | 24.03K | 0.00 | 1.10K |
Visa IncSOLE | COMMON | 20.51K | SH | $7.2K 0.86% | 19.64K | 0.00 | 874.00 |
IBM Corp.SOLE | COMMON | 23.93K | SH | $7.1K 0.85% | 22.76K | 0.00 | 1.16K |
Vanguard Tax-Exempt Bond ETFSOLE | ETF | 136.88K | SH | $6.9K 0.83% | 113.76K | 0.00 | 23.12K |
Amazon.ComSOLE | COMMON | 26.90K | SH | $6.2K 0.75% | 26.17K | 0.00 | 733.00 |
MerckSOLE | COMMON | 58.59K | SH | $6.2K 0.74% | 57.82K | 0.00 | 770.00 |
Chubb LimitedSOLE | COMMON | 18.71K | SH | $5.8K 0.70% | 17.89K | 0.00 | 828.00 |
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