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,
  "MMM",
  "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,
  "MDT",
  "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,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "NOW",
  "SLB",
  "ROP",
  "SRE",
  "ROST",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  "SPYG",
  null,
  "RSG",
  "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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Xylem Inc.

XYL|98419M100

Shares:8.4K

Value:$1.0M

% of Portfolio:147.2% ($1.0M/$684.6K)

UNILEVER PLC

UL|904767704

Shares:16.5K

Value:$981.0K

% of Portfolio:143.3% ($981.0K/$684.6K)

HOME DEPOT, INC.

HD|437076102

Shares:2.6K

Value:$957.0K

% of Portfolio:139.8% ($957.0K/$684.6K)

PEPSICO INC

PEP|713448108

Shares:6.3K

Value:$940.0K

% of Portfolio:137.3% ($940.0K/$684.6K)

FEDEX CORP

FDX|31428X106

Shares:3.9K

Value:$939.0K

% of Portfolio:137.2% ($939.0K/$684.6K)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:3.9K

Value:$933.0K

% of Portfolio:136.3% ($933.0K/$684.6K)

Ingredion Inc

INGR|457187102

Shares:6.9K

Value:$931.0K

% of Portfolio:136.0% ($931.0K/$684.6K)

CHEVRON CORP

CVX|166764100

Shares:5.5K

Value:$919.0K

% of Portfolio:134.2% ($919.0K/$684.6K)

NVIDIA CORP

NVDA|67066G104

Shares:7.9K

Value:$856.0K

% of Portfolio:125.0% ($856.0K/$684.6K)

464285204

Shares:14.0K

Value:$827.0K

% of Portfolio:120.8% ($827.0K/$684.6K)

CONOCOPHILLIPS

COP|20825C104

Shares:7.7K

Value:$811.0K

% of Portfolio:118.5% ($811.0K/$684.6K)

464287176

Shares:7.2K

Value:$800.0K

% of Portfolio:116.9% ($800.0K/$684.6K)

M&T BANK CORP

MTB|55261F104

Shares:4.5K

Value:$799.0K

% of Portfolio:116.7% ($799.0K/$684.6K)

CSX CORP

CSX|126408103

Shares:26.1K

Value:$768.0K

% of Portfolio:112.2% ($768.0K/$684.6K)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:8.2K

Value:$736.0K

% of Portfolio:107.5% ($736.0K/$684.6K)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.4K

Value:$683.0K

% of Portfolio:99.8% ($683.0K/$684.6K)

Integer Holdings Corp

ITGR|45826H109

Shares:5.8K

Value:$680.0K

% of Portfolio:99.3% ($680.0K/$684.6K)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.9K

Value:$672.0K

% of Portfolio:98.2% ($672.0K/$684.6K)

ALLIANT ENERGY CORP

LNT|018802108

Shares:10.2K

Value:$653.0K

% of Portfolio:95.4% ($653.0K/$684.6K)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.0K

Value:$621.0K

% of Portfolio:90.7% ($621.0K/$684.6K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Xylem Inc.(XYLcusip98419M100)	8.4K	QoQ +3.97% (+323) YoY +15.39% (+1.1K)	All Managers (Combined)	$1.0M	147.2% ($1.0M/$684.6K)	QoQ +7.00% (+$0) YoY +6.66% (+$0)
UNILEVER PLC(ULcusip904767704)	16.5K	QoQ +92.16% (+7.9K) YoY -5.18% (-901)	All Managers (Combined)	$981.0K	143.3% ($981.0K/$684.6K)	QoQ +101.85% (+$0) YoY +12.50% (-$0)
HOME DEPOT, INC.(HDcusip437076102)	2.6K	QoQ +28.50% (+579) YoY +29.46% (+594)	All Managers (Combined)	$957.0K	139.8% ($957.0K/$684.6K)	QoQ +21.13% (+$0) YoY +23.80% (+$0)
PEPSICO INC(PEPcusip713448108)	6.3K	QoQ +10.58% (+600) YoY +23.99% (+1.2K)	All Managers (Combined)	$940.0K	137.3% ($940.0K/$684.6K)	QoQ +9.04% (+$0) YoY +6.21% (+$0)
FEDEX CORP(FDXcusip31428X106)	3.9K	QoQ +0.52% (-20) YoY -19.45% (-930)	All Managers (Combined)	$939.0K	137.2% ($939.0K/$684.6K)	QoQ -12.81% (-$0) YoY -32.20% (-$0)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	3.9K	QoQ +151.49% (+2.4K) YoY +151.49% (+2.4K)	All Managers (Combined)	$933.0K	136.3% ($933.0K/$684.6K)	QoQ +153.53% (+$1) YoY +133.83% (+$1)
Ingredion Inc(INGRcusip457187102)	6.9K	QoQ -37.05% (-4.1K) YoY -71.73% (-17.5K)	All Managers (Combined)	$931.0K	136.0% ($931.0K/$684.6K)	QoQ -38.13% (-$1) YoY -67.28% (-$2)
CHEVRON CORP(CVXcusip166764100)	5.5K	QoQ -1.68% (-94) YoY +31.10% (+1.3K)	All Managers (Combined)	$919.0K	134.2% ($919.0K/$684.6K)	QoQ +13.59% (-$0) YoY +39.03% (+$0)
NVIDIA CORP(NVDAcusip67066G104)	7.9K	QoQ +24.70% (+1.6K) YoY +1215.83% (+7.3K)	All Managers (Combined)	$856.0K	125.0% ($856.0K/$684.6K)	QoQ +0.70% (+$0) YoY +57.93% (+$0)
(cusip464285204)✕	14.0K	QoQ -0.51% (-72) YoY -14.94% (-2.5K)	All Managers (Combined)	$827.0K	120.8% ($827.0K/$684.6K)	QoQ +18.48% (-$0) YoY +19.33% (-$0)
CONOCOPHILLIPS(COPcusip20825C104)	7.7K	QoQ -2.69% (-214) YoY +8.63% (-614)	All Managers (Combined)	$811.0K	118.5% ($811.0K/$684.6K)	QoQ +3.04% (-$0) YoY -10.38% (-$0)
(cusip464287176)✕	7.2K	QoQ +135.22% (+4.1K) YoY +121.47% (+3.9K)	All Managers (Combined)	$800.0K	116.9% ($800.0K/$684.6K)	QoQ +145.39% (+$0) YoY +129.22% (+$0)
M&T BANK CORP(MTBcusip55261F104)	4.5K	QoQ -1.45% (-66) YoY -23.11% (-1.3K)	All Managers (Combined)	$799.0K	116.7% ($799.0K/$684.6K)	QoQ -6.33% (-$0) YoY -5.55% (-$0)
CSX CORP(CSXcusip126408103)	26.1K	QoQ +254.87% (+18.7K) YoY +182.25% (+16.8K)	All Managers (Combined)	$768.0K	112.2% ($768.0K/$684.6K)	QoQ +224.05% (+$1) YoY +123.90% (+$0)
EAST WEST BANCORP INC(EWBCcusip27579R104)	8.2K	QoQ +14.04% (+1.0K) YoY +11.93% (+874)	All Managers (Combined)	$736.0K	107.5% ($736.0K/$684.6K)	QoQ +6.97% (+$0) YoY +27.11% (+$0)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.4K	QoQ +213.63% (+940) YoY +2660.00% (+1.3K)	All Managers (Combined)	$683.0K	99.8% ($683.0K/$684.6K)	QoQ +196.95% (+$0) YoY +3315.00% (+$1)
Integer Holdings Corp(ITGRcusip45826H109)	5.8K	QoQ -13.70% (-915) YoY -20.39% (-1.5K)	All Managers (Combined)	$680.0K	99.3% ($680.0K/$684.6K)	QoQ -23.16% (-$0) YoY -19.52% (-$0)
BECTON DICKINSON & CO(BDXcusip075887109)	2.9K	QoQ 0.00% (+0) YoY -0.03% (-1)	All Managers (Combined)	$672.0K	98.2% ($672.0K/$684.6K)	QoQ +1.05% (+$0) YoY -7.43% (-$0)
ALLIANT ENERGY CORP(LNTcusip018802108)	10.2K	QoQ -1.18% (-122) YoY -5.59% (-602)	All Managers (Combined)	$653.0K	95.4% ($653.0K/$684.6K)	QoQ +7.40% (-$0) YoY +20.47% (-$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.0K	QoQ -7.34% (-161) YoY +22.05% (+367)	All Managers (Combined)	$621.0K	90.7% ($621.0K/$684.6K)	QoQ -3.27% (-$0) YoY +49.27% (+$0)