Filed: 4/24/2026ACC: 0001310658-26-000002
📋 What this filing means
LEDYARD NATIONAL BANK filed this quarterly 13F‑HR report disclosing 236 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
236
Positions
$1.15B
Total AUM (reported)
14.58M
Total Shares
Allocation by class
COM$1.15B100.0%
Portfolio Concentration
Top 3$207.59M18.0%
4–10$244.15M21.2%
11–25$267.30M23.2%
Rest$434.54M37.7%
Top 3 weight
18.0%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 14.58M
Sole
Full voting authority
14.50M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
73.32K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole236
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings236
Rows:
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares1.14M
TypeSH
Market value$80.18M
6.95%
Sole
1.14M
Shared
0.00
None
1.98K
ISHARES CORE S&P 500 ETF
SOLEShares103.79K
TypeSH
Market value$67.80M
5.88%
Sole
103.63K
Shared
0.00
None
156.00
APPLE INC
SOLEShares234.91K
TypeSH
Market value$59.62M
5.17%
Sole
233.05K
Shared
0.00
None
1.86K
ISHARES CORE MSCI EAFE ETF
SOLEShares591.79K
TypeSH
Market value$53.58M
4.64%
Sole
588.80K
Shared
0.00
None
2.99K
MICROSOFT CORP
SOLEShares108.30K
TypeSH
Market value$40.09M
3.48%
Sole
107.47K
Shared
0.00
None
830.00
BROADCOM INC
SOLEShares119.55K
TypeSH
Market value$37.00M
3.21%
Sole
117.75K
Shared
0.00
None
1.80K
DIMENSIONAL EMERG CORE EQ MKT ETF
SOLEShares1M
TypeSH
Market value$33.87M
2.94%
Sole
997.29K
Shared
0.00
None
2.96K
FEDERATED HERMES MDT MKT NEUTRAL FUND
SOLEShares1.26M
TypeSH
Market value$28.15M
2.44%
Sole
1.25M
Shared
0.00
None
10.19K
ALPHABET INC CL A
SOLEShares91.01K
TypeSH
Market value$26.17M
2.27%
Sole
89.99K
Shared
0.00
None
1.01K
ISHARES NATL MUNI BOND ETF
SOLEShares238.26K
TypeSH
Market value$25.29M
2.19%
Sole
234.75K
Shared
0.00
None
3.51K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares802.16K
TypeSH
Market value$24.61M
2.13%
Sole
799.36K
Shared
0.00
None
2.80K
DFA SHORT DURA REAL RET PORTFOLIO FUND
SOLEShares2.20M
TypeSH
Market value$23.29M
2.02%
Sole
2.19M
Shared
0.00
None
8.73K
JPMORGAN CHASE & CO
SOLEShares73.72K
TypeSH
Market value$21.68M
1.88%
Sole
73.41K
Shared
0.00
None
304.00
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF
SOLEShares497.24K
TypeSH
Market value$21.45M
1.86%
Sole
494.12K
Shared
0.00
None
3.12K
ISHARES MSCI INTL QUAL FACTOR ETF
SOLEShares437.93K
TypeSH
Market value$20.25M
1.76%
Sole
436.90K
Shared
0.00
None
1.02K
INVESCO KBW BANK PORT ETF
SOLEShares241.73K
TypeSH
Market value$19.13M
1.66%
Sole
239.96K
Shared
0.00
None
1.77K
VANGUARD MID CAP VALUE ETF
SOLEShares103.67K
TypeSH
Market value$19.11M
1.66%
Sole
102.95K
Shared
0.00
None
720.00
VICTORYSHARES FREE CASH FLOW ETF
SOLEShares474.12K
TypeSH
Market value$18.72M
1.62%
Sole
472.05K
Shared
0.00
None
2.07K
AMAZON COM INC
SOLEShares75.94K
TypeSH
Market value$15.81M
1.37%
Sole
75.23K
Shared
0.00
None
700.00
BERKSHIRE HATHAWAY INC B
SOLEShares31.24K
TypeSH
Market value$14.97M
1.30%
Sole
30.97K
Shared
0.00
None
266.00
CISCO SYSTEMS INC
SOLEShares185.70K
TypeSH
Market value$14.41M
1.25%
Sole
184.39K
Shared
0.00
None
1.31K
ISHARES MSCI EAFE MIN VOL FACTOR ETF
SOLEShares152.03K
TypeSH
Market value$13.89M
1.20%
Sole
151.63K
Shared
0.00
None
400.00
KROGER CO
SOLEShares190.33K
TypeSH
Market value$13.77M
1.19%
Sole
188.98K
Shared
0.00
None
1.35K
VISA INC
SOLEShares44.09K
TypeSH
Market value$13.33M
1.16%
Sole
43.89K
Shared
0.00
None
205.00
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF
SOLEShares103.06K
TypeSH
Market value$12.90M
1.12%
Sole
103.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE DIVIDEND GROWTH ETFSOLE | Com | 1.14M | SH | $80.18M 6.95% | 1.14M | 0.00 | 1.98K |
ISHARES CORE S&P 500 ETFSOLE | Com | 103.79K | SH | $67.80M 5.88% | 103.63K | 0.00 | 156.00 |
APPLE INCSOLE | Com | 234.91K | SH | $59.62M 5.17% | 233.05K | 0.00 | 1.86K |
ISHARES CORE MSCI EAFE ETFSOLE | Com | 591.79K | SH | $53.58M 4.64% | 588.80K | 0.00 | 2.99K |
MICROSOFT CORPSOLE | Com | 108.30K | SH | $40.09M 3.48% | 107.47K | 0.00 | 830.00 |
BROADCOM INCSOLE | Com | 119.55K | SH | $37.00M 3.21% | 117.75K | 0.00 | 1.80K |
DIMENSIONAL EMERG CORE EQ MKT ETFSOLE | Com | 1M | SH | $33.87M 2.94% | 997.29K | 0.00 | 2.96K |
FEDERATED HERMES MDT MKT NEUTRAL FUNDSOLE | Com | 1.26M | SH | $28.15M 2.44% | 1.25M | 0.00 | 10.19K |
ALPHABET INC CL ASOLE | Com | 91.01K | SH | $26.17M 2.27% | 89.99K | 0.00 | 1.01K |
ISHARES NATL MUNI BOND ETFSOLE | Com | 238.26K | SH | $25.29M 2.19% | 234.75K | 0.00 | 3.51K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | Com | 802.16K | SH | $24.61M 2.13% | 799.36K | 0.00 | 2.80K |
DFA SHORT DURA REAL RET PORTFOLIO FUNDSOLE | Com | 2.20M | SH | $23.29M 2.02% | 2.19M | 0.00 | 8.73K |
JPMORGAN CHASE & COSOLE | Com | 73.72K | SH | $21.68M 1.88% | 73.41K | 0.00 | 304.00 |
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFSOLE | Com | 497.24K | SH | $21.45M 1.86% | 494.12K | 0.00 | 3.12K |
ISHARES MSCI INTL QUAL FACTOR ETFSOLE | Com | 437.93K | SH | $20.25M 1.76% | 436.90K | 0.00 | 1.02K |
INVESCO KBW BANK PORT ETFSOLE | Com | 241.73K | SH | $19.13M 1.66% | 239.96K | 0.00 | 1.77K |
VANGUARD MID CAP VALUE ETFSOLE | Com | 103.67K | SH | $19.11M 1.66% | 102.95K | 0.00 | 720.00 |
VICTORYSHARES FREE CASH FLOW ETFSOLE | Com | 474.12K | SH | $18.72M 1.62% | 472.05K | 0.00 | 2.07K |
AMAZON COM INCSOLE | Com | 75.94K | SH | $15.81M 1.37% | 75.23K | 0.00 | 700.00 |
BERKSHIRE HATHAWAY INC BSOLE | Com | 31.24K | SH | $14.97M 1.30% | 30.97K | 0.00 | 266.00 |
CISCO SYSTEMS INCSOLE | Com | 185.70K | SH | $14.41M 1.25% | 184.39K | 0.00 | 1.31K |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | Com | 152.03K | SH | $13.89M 1.20% | 151.63K | 0.00 | 400.00 |
KROGER COSOLE | Com | 190.33K | SH | $13.77M 1.19% | 188.98K | 0.00 | 1.35K |
VISA INCSOLE | Com | 44.09K | SH | $13.33M 1.16% | 43.89K | 0.00 | 205.00 |
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFSOLE | Com | 103.06K | SH | $12.90M 1.12% | 103.06K | 0.00 | 0.00 |
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