Filed: 7/16/2026ACC: 0001310658-26-000003
📋 What this filing means
LEDYARD NATIONAL BANK filed this quarterly 13F‑HR report disclosing 255 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
255
Positions
$1.25B
Total AUM (reported)
15.13M
Total Shares
Allocation by class
COM$1.25B100.0%
Portfolio Concentration
Top 3$228.44M18.3%
4–10$269.42M21.6%
11–25$289.95M23.3%
Rest$459.13M36.8%
Top 3 weight
18.3%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 15.13M
Sole
Full voting authority
15.05M
shares
% of voting shares99.5%
Shared
Joint voting authority
1.04K
shares
% of voting shares0.0%
None
No voting authority
77.78K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole255
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings255
Rows:
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares1.16M
TypeSH
Market value$88.09M
7.06%
Sole
1.16M
Shared
0.00
None
2.06K
ISHARES CORE S&P 500 ETF
SOLEShares100.50K
TypeSH
Market value$75.26M
6.04%
Sole
100.34K
Shared
0.00
None
156.00
APPLE INC
SOLEShares224.94K
TypeSH
Market value$65.09M
5.22%
Sole
223.07K
Shared
0.00
None
1.86K
ISHARES CORE MSCI EAFE ETF
SOLEShares582.04K
TypeSH
Market value$56.21M
4.51%
Sole
578.98K
Shared
0.00
None
3.06K
BROADCOM INC
SOLEShares113.27K
TypeSH
Market value$42.79M
3.43%
Sole
111.62K
Shared
0.00
None
1.65K
MICROSOFT CORP
SOLEShares106.95K
TypeSH
Market value$39.89M
3.20%
Sole
106.13K
Shared
0.00
None
822.00
DIMENSIONAL EMERG CORE EQ MKT ETF
SOLEShares973.04K
TypeSH
Market value$39.13M
3.14%
Sole
968.06K
Shared
0.00
None
4.97K
ALPHABET INC CL A
SOLEShares87.50K
TypeSH
Market value$31.27M
2.51%
Sole
86.49K
Shared
0.00
None
1.01K
FEDERATED HERMES MDT MKT NEUTRAL FUND
SOLEShares1.39M
TypeSH
Market value$30.61M
2.45%
Sole
1.38M
Shared
141.00
None
10.33K
ARTISAN PARTNERS INTERNATIONAL VALUE FUND
SOLEShares491.99K
TypeSH
Market value$29.51M
2.37%
Sole
488.22K
Shared
0.00
None
3.77K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares821.53K
TypeSH
Market value$26.05M
2.09%
Sole
818.73K
Shared
0.00
None
2.80K
DFA SHORT DURA REAL RET PORTFOLIO FUND
SOLEShares2.22M
TypeSH
Market value$23.88M
1.92%
Sole
2.21M
Shared
395.00
None
8.73K
VICTORYSHARES FREE CASH FLOW ETF
SOLEShares516.25K
TypeSH
Market value$23.62M
1.89%
Sole
512.68K
Shared
0.00
None
3.57K
JPMORGAN CHASE & CO
SOLEShares70.78K
TypeSH
Market value$23.17M
1.86%
Sole
70.47K
Shared
0.00
None
304.00
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF
SOLEShares486.62K
TypeSH
Market value$22.24M
1.78%
Sole
483.51K
Shared
0.00
None
3.12K
INVESCO KBW BANK PORT ETF
SOLEShares234.33K
TypeSH
Market value$21.79M
1.75%
Sole
232.56K
Shared
0.00
None
1.77K
ISHARES MSCI INTL QUAL FACTOR ETF
SOLEShares432.94K
TypeSH
Market value$21.45M
1.72%
Sole
431.92K
Shared
0.00
None
1.02K
CISCO SYSTEMS INC
SOLEShares174.67K
TypeSH
Market value$20.52M
1.65%
Sole
173.36K
Shared
0.00
None
1.31K
VANGUARD MID CAP VALUE ETF
SOLEShares102.55K
TypeSH
Market value$20.26M
1.63%
Sole
101.83K
Shared
0.00
None
720.00
AMAZON COM INC
SOLEShares74.53K
TypeSH
Market value$17.76M
1.42%
Sole
73.84K
Shared
0.00
None
685.00
BERKSHIRE HATHAWAY INC B
SOLEShares30.39K
TypeSH
Market value$15.21M
1.22%
Sole
30.12K
Shared
0.00
None
266.00
VISA INC
SOLEShares43.36K
TypeSH
Market value$14.88M
1.19%
Sole
43.16K
Shared
0.00
None
205.00
ISHARES MSCI EAFE MIN VOL FACTOR ETF
SOLEShares153.01K
TypeSH
Market value$13.42M
1.08%
Sole
152.62K
Shared
0.00
None
400.00
FLEXSHARES QUALITY DVD ETF
SOLEShares148.47K
TypeSH
Market value$13.35M
1.07%
Sole
146.97K
Shared
0.00
None
1.50K
JPMORGAN US QUALITY FACTOR ETF
SOLEShares170.88K
TypeSH
Market value$12.35M
0.99%
Sole
170.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE DIVIDEND GROWTH ETFSOLE | Com | 1.16M | SH | $88.09M 7.06% | 1.16M | 0.00 | 2.06K |
ISHARES CORE S&P 500 ETFSOLE | Com | 100.50K | SH | $75.26M 6.04% | 100.34K | 0.00 | 156.00 |
APPLE INCSOLE | Com | 224.94K | SH | $65.09M 5.22% | 223.07K | 0.00 | 1.86K |
ISHARES CORE MSCI EAFE ETFSOLE | Com | 582.04K | SH | $56.21M 4.51% | 578.98K | 0.00 | 3.06K |
BROADCOM INCSOLE | Com | 113.27K | SH | $42.79M 3.43% | 111.62K | 0.00 | 1.65K |
MICROSOFT CORPSOLE | Com | 106.95K | SH | $39.89M 3.20% | 106.13K | 0.00 | 822.00 |
DIMENSIONAL EMERG CORE EQ MKT ETFSOLE | Com | 973.04K | SH | $39.13M 3.14% | 968.06K | 0.00 | 4.97K |
ALPHABET INC CL ASOLE | Com | 87.50K | SH | $31.27M 2.51% | 86.49K | 0.00 | 1.01K |
FEDERATED HERMES MDT MKT NEUTRAL FUNDSOLE | Com | 1.39M | SH | $30.61M 2.45% | 1.38M | 141.00 | 10.33K |
ARTISAN PARTNERS INTERNATIONAL VALUE FUNDSOLE | Com | 491.99K | SH | $29.51M 2.37% | 488.22K | 0.00 | 3.77K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | Com | 821.53K | SH | $26.05M 2.09% | 818.73K | 0.00 | 2.80K |
DFA SHORT DURA REAL RET PORTFOLIO FUNDSOLE | Com | 2.22M | SH | $23.88M 1.92% | 2.21M | 395.00 | 8.73K |
VICTORYSHARES FREE CASH FLOW ETFSOLE | Com | 516.25K | SH | $23.62M 1.89% | 512.68K | 0.00 | 3.57K |
JPMORGAN CHASE & COSOLE | Com | 70.78K | SH | $23.17M 1.86% | 70.47K | 0.00 | 304.00 |
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFSOLE | Com | 486.62K | SH | $22.24M 1.78% | 483.51K | 0.00 | 3.12K |
INVESCO KBW BANK PORT ETFSOLE | Com | 234.33K | SH | $21.79M 1.75% | 232.56K | 0.00 | 1.77K |
ISHARES MSCI INTL QUAL FACTOR ETFSOLE | Com | 432.94K | SH | $21.45M 1.72% | 431.92K | 0.00 | 1.02K |
CISCO SYSTEMS INCSOLE | Com | 174.67K | SH | $20.52M 1.65% | 173.36K | 0.00 | 1.31K |
VANGUARD MID CAP VALUE ETFSOLE | Com | 102.55K | SH | $20.26M 1.63% | 101.83K | 0.00 | 720.00 |
AMAZON COM INCSOLE | Com | 74.53K | SH | $17.76M 1.42% | 73.84K | 0.00 | 685.00 |
BERKSHIRE HATHAWAY INC BSOLE | Com | 30.39K | SH | $15.21M 1.22% | 30.12K | 0.00 | 266.00 |
VISA INCSOLE | Com | 43.36K | SH | $14.88M 1.19% | 43.16K | 0.00 | 205.00 |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | Com | 153.01K | SH | $13.42M 1.08% | 152.62K | 0.00 | 400.00 |
FLEXSHARES QUALITY DVD ETFSOLE | Com | 148.47K | SH | $13.35M 1.07% | 146.97K | 0.00 | 1.50K |
JPMORGAN US QUALITY FACTOR ETFSOLE | Com | 170.88K | SH | $12.35M 0.99% | 170.88K | 0.00 | 0.00 |
Page 1 of 11
…