Hanson--Doremus-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "VSGX",
  null,
  "PCOR",
  "QRVO",
  "GDX",
  "NTR",
  "IMO",
  "HUM",
  "SABR",
  "SOBO.TO",
  "ATR",
  "ACN",
  null,
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  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "VDE",
  "VYX",
  "AXP",
  null,
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "ITGR",
  "BSX",
  null,
  "COF",
  "PHG",
  null,
  null,
  "DUK",
  "NLOP",
  "EBAY",
  "WTRG",
  null,
  "EOG",
  "SXI",
  null,
  null,
  null,
  "GILD",
  "ALRS",
  "GIS",
  "ASPI",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  "FTS",
  null,
  "UNP",
  "ISRG",
  "HSBC",
  "HWM",
  "ITW",
  "INGR",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "IJH",
  null,
  "SWK",
  "IQV",
  "LAC.TO",
  null,
  null,
  "KMI",
  "LIN",
  null,
  "L",
  null,
  "MPC",
  "SYM",
  "MMC",
  null,
  "PWR",
  "MA",
  "PODD",
  null,
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  "AMKR",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "GE",
  "GPC",
  "NI",
  "HES",
  "HOLX",
  "HRL",
  "NVS",
  null,
  "ADM",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "VGIT",
  "VHT",
  "DOC",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "PPG",
  "IOT",
  "ROK",
  null,
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  "SPGI",
  "SCHX",
  null,
  "NOW",
  "SLB",
  "ROP",
  "SRE",
  "ROST",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  "SPYG",
  null,
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  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TKO",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBS",
  "UL",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "NATL",
  "VV",
  null,
  "VOE",
  "MSEX",
  "SCHW",
  "EWBC",
  null,
  null,
  "VWO",
  null,
  "PRF",
  "VCIT",
  "TRMK",
  "VIG",
  null,
  "IWO",
  "XLB",
  "SU",
  "WY",
  "IWN",
  null,
  "TSM",
  "IT",
  "GSK",
  null,
  null,
  null,
  "BN.TO",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "EA",
  "TT",
  "VRSK",
  null,
  "ST",
  "MKSI",
  null,
  "ATO",
  "SFM",
  "HAL",
  "WTS",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "SDY",
  "FI",
  "DOV",
  "GNRC",
  "WEC",
  "EQR",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  null,
  "EFX",
  "IR",
  "NCLH",
  "CAAS",
  "SGOL",
  "GILT",
  "IFF",
  "KN",
  "IEX",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "TTWO",
  null,
  "ESGD",
  null,
  "KD",
  null,
  null,
  null,
  null,
  null,
  "ACM",
  "VEU",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VSAT",
  "VTV",
  "V",
  "VST",
  "VITL",
  "WMT",
  "WFC",
  "WELL",
  null,
  "WHR",
  null,
  "WPC",
  "WH",
  "XEL",
  "YUMC",
  "YUM",
  "XYL",
  "SOLV",
  "LNT",
  null,
  "MTB",
  "GEN",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "KRC",
  "MSCI",
  "EIX",
  "NSC",
  "RDY",
  "NXPI",
  "LH",
  "SO",
  null,
  "SON",
  "TRP",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "SNAP",
  "SYY",
  null,
  null,
  null,
  "IXUS",
  null,
  "GEV",
  "TRI.TO",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "ESGU",
  null,
  "PSA",
  "UDR",
  null,
  "SYF",
  "FDX",
  null,
  null,
  "STE",
  "KMB",
  "ASTE",
  "ADP",
  "BAC",
  "BK",
  "BAX",
  "BDX",
  "BLK",
  null,
  null,
  "BA",
  "MQY",
  "BMY",
  null,
  "BAM.TO",
  "BR",
  "CNI",
  "CARR",
  "CBRE",
  "CC",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMA",
  "CMCSA",
  "CL",
  "CBU",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "XRAY",
  "DLR",
  "RSP",
  null,
  "EFA",
  "J",
  "ADI",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 467
Total Value: 684619
Accession Number: 0001393944-25-000002
Form Type: 13F-HR
CIK: hanson--doremus-investment-management
Manager Name: Hanson--Doremus-Investment-Management

Data Enrichment

83% identified

386 identified81 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

467 positions • $684.6K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:163

Value:$40.0K

% of Portfolio:5.8% ($40.0K/$684.6K)

Howmet Aerospace Inc.

HWM|443201108

Shares:309

Value:$40.0K

% of Portfolio:5.8% ($40.0K/$684.6K)

46432F842

IEFA|46432F842

Shares:511

Value:$39.0K

% of Portfolio:5.7% ($39.0K/$684.6K)

GENUINE PARTS CO

GPC|372460105

Shares:325

Value:$39.0K

% of Portfolio:5.7% ($39.0K/$684.6K)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:1.1K

Value:$39.0K

% of Portfolio:5.7% ($39.0K/$684.6K)

TARGET CORP

TGT|87612E106

Shares:360

Value:$38.0K

% of Portfolio:5.6% ($38.0K/$684.6K)

81369Y209

Shares:251

Value:$37.0K

% of Portfolio:5.4% ($37.0K/$684.6K)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:303

Value:$37.0K

% of Portfolio:5.4% ($37.0K/$684.6K)

Dell Technologies Inc.

DELL|24703L202

Shares:401

Value:$37.0K

% of Portfolio:5.4% ($37.0K/$684.6K)

Energy Transfer LP

ET|29273V100

Shares:2.0K

Value:$36.0K

% of Portfolio:5.3% ($36.0K/$684.6K)

Ingersoll Rand Inc.

IR|45687V106

Shares:454

Value:$36.0K

% of Portfolio:5.3% ($36.0K/$684.6K)

NIKE, Inc.

NKE|654106103

Shares:521

Value:$33.0K

% of Portfolio:4.8% ($33.0K/$684.6K)

464287606

IJK|464287606

Shares:396

Value:$33.0K

% of Portfolio:4.8% ($33.0K/$684.6K)

Constellation Energy Corp

CEG|21037T109

Shares:163

Value:$33.0K

% of Portfolio:4.8% ($33.0K/$684.6K)

EBAY INC

EBAY|278642103

Shares:475

Value:$32.0K

% of Portfolio:4.7% ($32.0K/$684.6K)

464287432

Shares:351

Value:$32.0K

% of Portfolio:4.7% ($32.0K/$684.6K)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:400

Value:$31.0K

% of Portfolio:4.5% ($31.0K/$684.6K)

81369Y100

XLB|81369Y100

Shares:366

Value:$31.0K

% of Portfolio:4.5% ($31.0K/$684.6K)

37954Y673

Shares:827

Value:$31.0K

% of Portfolio:4.5% ($31.0K/$684.6K)

SUNCOR ENERGY INC

SU|867224107

Shares:789

Value:$31.0K

% of Portfolio:4.5% ($31.0K/$684.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	163	QoQ 0.00% (+0) YoY -62.70% (-274)	All Managers (Combined)	$40.0K	5.8% ($40.0K/$684.6K)	QoQ +14.28% (+$0) YoY -55.55% (-$0)
Howmet Aerospace Inc.(HWMcusip443201108)	309	QoQ 0.00% (+0) YoY NEW(+309)	All Managers (Combined)	$40.0K	5.8% ($40.0K/$684.6K)	QoQ +17.64% (+$0) YoY NEW(+$0)
(IEFAcusip46432F842)	511	QoQ +40.38% (+147) YoY +40.38% (+147)	All Managers (Combined)	$39.0K	5.7% ($39.0K/$684.6K)	QoQ +50.00% (+$0) YoY +44.44% (+$0)
GENUINE PARTS CO(GPCcusip372460105)	325	QoQ 0.00% (+0) YoY +30.00% (+75)	All Managers (Combined)	$39.0K	5.7% ($39.0K/$684.6K)	QoQ +2.63% (+$0) YoY 0.00% (+$0)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$39.0K	5.7% ($39.0K/$684.6K)	QoQ +14.70% (+$0) YoY -26.41% (-$0)
TARGET CORP(TGTcusip87612E106)	360	QoQ -12.19% (-50) YoY -12.19% (-50)	All Managers (Combined)	$38.0K	5.6% ($38.0K/$684.6K)	QoQ -30.90% (-$0) YoY -47.94% (-$0)
(cusip81369Y209)✕	251	QoQ NEW(+251) YoY +1573.33% (+236)	All Managers (Combined)	$37.0K	5.4% ($37.0K/$684.6K)	QoQ NEW(+$0) YoY +1750.00% (+$0)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	303	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37.0K	5.4% ($37.0K/$684.6K)	QoQ -7.50% (-$0) YoY -21.27% (-$0)
Dell Technologies Inc.(DELLcusip24703L202)	401	QoQ +3545.45% (+390) YoY +671.15% (+349)	All Managers (Combined)	$37.0K	5.4% ($37.0K/$684.6K)	QoQ +3600.00% (+$0) YoY +516.66% (+$0)
Energy Transfer LP(ETcusip29273V100)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$36.0K	5.3% ($36.0K/$684.6K)	QoQ -5.26% (-$0) YoY +16.12% (+$0)
Ingersoll Rand Inc.(IRcusip45687V106)	454	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$36.0K	5.3% ($36.0K/$684.6K)	QoQ -12.19% (-$0) YoY -16.27% (-$0)
NIKE, Inc.(NKEcusip654106103)	521	QoQ -30.16% (-225) YoY -28.23% (-205)	All Managers (Combined)	$33.0K	4.8% ($33.0K/$684.6K)	QoQ -41.07% (-$0) YoY -51.47% (-$0)
(IJKcusip464287606)	396	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$33.0K	4.8% ($33.0K/$684.6K)	QoQ -8.33% (-$0) YoY -8.33% (-$0)
Constellation Energy Corp(CEGcusip21037T109)	163	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$33.0K	4.8% ($33.0K/$684.6K)	QoQ -8.33% (-$0) YoY +10.00% (+$0)
EBAY INC(EBAYcusip278642103)	475	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$32.0K	4.7% ($32.0K/$684.6K)	QoQ +10.34% (+$0) YoY +28.00% (+$0)
(cusip464287432)✕	351	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$32.0K	4.7% ($32.0K/$684.6K)	QoQ +3.22% (+$0) YoY -3.03% (-$0)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	400	QoQ NEW(+400) YoY NEW(+400)	All Managers (Combined)	$31.0K	4.5% ($31.0K/$684.6K)	QoQ NEW(+$0) YoY NEW(+$0)
(XLBcusip81369Y100)	366	QoQ +17.30% (+54) YoY +17.30% (+54)	All Managers (Combined)	$31.0K	4.5% ($31.0K/$684.6K)	QoQ +19.23% (+$0) YoY +6.89% (+$0)
(cusip37954Y673)✕	827	QoQ +17.30% (+122) YoY NEW(+827)	All Managers (Combined)	$31.0K	4.5% ($31.0K/$684.6K)	QoQ +10.71% (+$0) YoY NEW(+$0)
SUNCOR ENERGY INC(SUcusip867224107)	789	QoQ +143.51% (+465) YoY +143.51% (+465)	All Managers (Combined)	$31.0K	4.5% ($31.0K/$684.6K)	QoQ +158.33% (+$0) YoY +158.33% (+$0)