Filed: 7/29/2026ACC: 0001393944-26-000003
📋 What this filing means
HANSON & DOREMUS INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 484 equity positions with a total reported market value of $982.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
484
Positions
$982.7K
Total AUM (reported)
14.69M
Total Shares
Allocation by class
ETF$605.0K61.6%
COMMON$338.0K34.4%
ADR$37.0K3.8%
REIT$2.6K0.3%
Portfolio Concentration
Top 3$334.4K34.0%
4–10$232.5K23.7%
11–25$161.5K16.4%
Rest$254.3K25.9%
Top 3 weight
34.0%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 14.69M
Sole
Full voting authority
13.66M
shares
% of voting shares93.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.03M
shares
% of voting shares7.0%
Investment Discretion (by position count)
Sole484
Shared0
Other0
Dominant voting typeSole · 93.0% of voting shares
Institutional Holdings484
Rows:
Schwab U.S. Broad Market ETF
SOLEShares7.04M
TypeSH
Market value$203.7K
20.73%
Sole
6.54M
Shared
0.00
None
496.47K
Vanguard Intermediate Treasury ETF
SOLEShares1.29M
TypeSH
Market value$76.0K
7.73%
Sole
1.16M
Shared
0.00
None
124.23K
Vanguard Intermediate Corporate ETF
SOLEShares661K
TypeSH
Market value$54.6K
5.56%
Sole
594.87K
Shared
0.00
None
66.13K
Vanguard Developed Market ETF
SOLEShares762.47K
TypeSH
Market value$54.3K
5.53%
Sole
675.40K
Shared
0.00
None
87.07K
Taiwan Semiconductor ADR
SOLEShares73.47K
TypeSH
Market value$35.1K
3.57%
Sole
69.95K
Shared
0.00
None
3.52K
Corning
SOLEShares128.09K
TypeSH
Market value$32.7K
3.33%
Sole
124.09K
Shared
0.00
None
3.99K
Seagate Technology PLC
SOLEShares31.49K
TypeSH
Market value$30.4K
3.09%
Sole
29.79K
Shared
0.00
None
1.69K
Vanguard Emerging Market ETF
SOLEShares505.81K
TypeSH
Market value$30.2K
3.07%
Sole
460.02K
Shared
0.00
None
45.79K
Vanguard ESG US Stock ETF
SOLEShares227.64K
TypeSH
Market value$30.1K
3.06%
Sole
186.25K
Shared
0.00
None
41.40K
Vanguard ESG International Stock ETF
SOLEShares238.76K
TypeSH
Market value$19.7K
2.00%
Sole
198.80K
Shared
0.00
None
39.96K
Microsoft
SOLEShares46.34K
TypeSH
Market value$17.3K
1.76%
Sole
44.83K
Shared
0.00
None
1.50K
Schwab Int'l Equity ETF
SOLEShares620.29K
TypeSH
Market value$17.2K
1.75%
Sole
617.89K
Shared
0.00
None
2.40K
Vanguard ESG US Corporate Bond ETF
SOLEShares223.51K
TypeSH
Market value$14.0K
1.43%
Sole
223.51K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares46.68K
TypeSH
Market value$13.5K
1.37%
Sole
45.97K
Shared
0.00
None
702.00
Vanguard Tax-Exempt Bond ETF
SOLEShares244.17K
TypeSH
Market value$12.3K
1.26%
Sole
244.17K
Shared
0.00
None
0.00
The Charles Schwab Corp.
SOLEShares122.78K
TypeSH
Market value$11.3K
1.15%
Sole
116.94K
Shared
0.00
None
5.85K
Alphabet, Inc. Cl A
SOLEShares31.10K
TypeSH
Market value$11.1K
1.13%
Sole
30.11K
Shared
0.00
None
993.00
Berkshire Hathaway Cl B
SOLEShares19.32K
TypeSH
Market value$9.7K
0.98%
Sole
18.40K
Shared
0.00
None
919.00
Costco
SOLEShares10.13K
TypeSH
Market value$9.5K
0.96%
Sole
9.32K
Shared
0.00
None
803.00
Alphabet, Inc Cl C
SOLEShares26.39K
TypeSH
Market value$9.3K
0.95%
Sole
25.64K
Shared
0.00
None
751.00
Caterpillar
SOLEShares7.51K
TypeSH
Market value$8.0K
0.81%
Sole
7.10K
Shared
0.00
None
408.00
Visa Inc
SOLEShares21.71K
TypeSH
Market value$7.4K
0.76%
Sole
20.83K
Shared
0.00
None
883.00
Merck
SOLEShares56.09K
TypeSH
Market value$7.2K
0.73%
Sole
55.16K
Shared
0.00
None
939.00
IBM Corp.
SOLEShares25.47K
TypeSH
Market value$7.2K
0.73%
Sole
24.48K
Shared
0.00
None
996.00
Chubb Limited
SOLEShares18.95K
TypeSH
Market value$6.5K
0.66%
Sole
18.22K
Shared
0.00
None
727.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab U.S. Broad Market ETFSOLE | ETF | 7.04M | SH | $203.7K 20.73% | 6.54M | 0.00 | 496.47K |
Vanguard Intermediate Treasury ETFSOLE | ETF | 1.29M | SH | $76.0K 7.73% | 1.16M | 0.00 | 124.23K |
Vanguard Intermediate Corporate ETFSOLE | ETF | 661K | SH | $54.6K 5.56% | 594.87K | 0.00 | 66.13K |
Vanguard Developed Market ETFSOLE | ETF | 762.47K | SH | $54.3K 5.53% | 675.40K | 0.00 | 87.07K |
Taiwan Semiconductor ADRSOLE | ADR | 73.47K | SH | $35.1K 3.57% | 69.95K | 0.00 | 3.52K |
CorningSOLE | COMMON | 128.09K | SH | $32.7K 3.33% | 124.09K | 0.00 | 3.99K |
Seagate Technology PLCSOLE | ETF | 31.49K | SH | $30.4K 3.09% | 29.79K | 0.00 | 1.69K |
Vanguard Emerging Market ETFSOLE | ETF | 505.81K | SH | $30.2K 3.07% | 460.02K | 0.00 | 45.79K |
Vanguard ESG US Stock ETFSOLE | ETF | 227.64K | SH | $30.1K 3.06% | 186.25K | 0.00 | 41.40K |
Vanguard ESG International Stock ETFSOLE | ETF | 238.76K | SH | $19.7K 2.00% | 198.80K | 0.00 | 39.96K |
MicrosoftSOLE | COMMON | 46.34K | SH | $17.3K 1.76% | 44.83K | 0.00 | 1.50K |
Schwab Int'l Equity ETFSOLE | ETF | 620.29K | SH | $17.2K 1.75% | 617.89K | 0.00 | 2.40K |
Vanguard ESG US Corporate Bond ETFSOLE | ETF | 223.51K | SH | $14.0K 1.43% | 223.51K | 0.00 | 0.00 |
Apple Inc.SOLE | COMMON | 46.68K | SH | $13.5K 1.37% | 45.97K | 0.00 | 702.00 |
Vanguard Tax-Exempt Bond ETFSOLE | ETF | 244.17K | SH | $12.3K 1.26% | 244.17K | 0.00 | 0.00 |
The Charles Schwab Corp.SOLE | COMMON | 122.78K | SH | $11.3K 1.15% | 116.94K | 0.00 | 5.85K |
Alphabet, Inc. Cl ASOLE | COMMON | 31.10K | SH | $11.1K 1.13% | 30.11K | 0.00 | 993.00 |
Berkshire Hathaway Cl BSOLE | COMMON | 19.32K | SH | $9.7K 0.98% | 18.40K | 0.00 | 919.00 |
CostcoSOLE | COMMON | 10.13K | SH | $9.5K 0.96% | 9.32K | 0.00 | 803.00 |
Alphabet, Inc Cl CSOLE | COMMON | 26.39K | SH | $9.3K 0.95% | 25.64K | 0.00 | 751.00 |
CaterpillarSOLE | COMMON | 7.51K | SH | $8.0K 0.81% | 7.10K | 0.00 | 408.00 |
Visa IncSOLE | COMMON | 21.71K | SH | $7.4K 0.76% | 20.83K | 0.00 | 883.00 |
MerckSOLE | COMMON | 56.09K | SH | $7.2K 0.73% | 55.16K | 0.00 | 939.00 |
IBM Corp.SOLE | COMMON | 25.47K | SH | $7.2K 0.73% | 24.48K | 0.00 | 996.00 |
Chubb LimitedSOLE | COMMON | 18.95K | SH | $6.5K 0.66% | 18.22K | 0.00 | 727.00 |
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