HDIM
Hanson & Doremus Investment Management Portfolio holdings
AUM
$869M
1-Year Est. Return
23.79%
This Fund
S&P 500
1 Year Est. Return
+23.79%
AUM
$869M
AUM Growth
+$37.3M
(+4.5%)
Holding
560
Top Buys
| 1 | +$4.76M | |
| 2 | +$3.97M | |
| 3 | +$3.13M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$2.21M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2M |
Top Sells
| 1 | +$2.34M | |
| 2 | +$1.89M | |
| 3 | +$1.16M | |
| 4 |
AstraZeneca
AZN
|
+$1.04M |
| 5 |
Seagate
STX
|
+$997K |
Sector Composition
| 1 | Technology | 14.26% |
| 2 | Financials | 6.96% |
| 3 | Healthcare | 5.47% |
| 4 | Industrials | 3.97% |
| 5 | Consumer Staples | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$198B
| $1.46M | 0.17% |
4,681
-263
|
|
||
77
Dover
DOV
$28.5B
| $1.43M | 0.16% |
6,841
|
|
||
78
Chevron
CVX
$363B
| $1.38M | 0.16% |
6,674
+659
|
|
||
79
Amkor Technology
AMKR
$17.2B
| $1.35M | 0.16% |
30,069
-555
|
|
||
80
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.77B
| $1.35M | 0.16% |
25,461
|
|
||
81
Verizon
VZ
$200B
| $1.32M | 0.15% |
26,270
+5,284
|
|
||
82
American Tower
AMT
$87.1B
| $1.31M | 0.15% |
+7,614
|
|
||
83
Travelers Companies
TRV
$62.1B
| $1.24M | 0.14% |
4,237
-65
|
|
||
84
FedEx
FDX
$98.2B
| $1.2M | 0.14% |
3,372
-159
|
|
||
85
American Express
AXP
$216B
| $1.19M | 0.14% |
3,931
-69
|
|
||
|
86
AstraZeneca
AZN
$288B
| $1.19M | 0.14% |
6,009
-6,400
|
|
||
87
Bristol-Myers Squibb
BMY
$117B
| $1.18M | 0.14% |
19,527
+971
|
|
||
88
Chemed
CHE
$5.66B
| $1.17M | 0.13% |
3,097
-40
|
|
||
89
Sony
SONY
$127B
| $1.15M | 0.13% |
55,410
-816
|
|
||
90
PepsiCo
PEP
$197B
| $1.14M | 0.13% |
7,328
+471
|
|
||
91
iShares Gold Trust
IAU
$70.6B
| $1.12M | 0.13% |
12,656
-177
|
|
||
92
Walt Disney
DIS
$177B
| $1.11M | 0.13% |
11,489
-3,559
|
|
||
93
Deere & Co
DE
$146B
| $1.06M | 0.12% |
1,883
-73
|
|
||
94
CSX Corp
CSX
$84.1B
| $1.04M | 0.12% |
25,452
+17,281
|
|
||
95
NextEra Energy
NEE
$181B
| $939K | 0.11% |
10,111
+2,582
|
|
||
96
GE Vernova
GEV
$260B
| $924K | 0.11% |
1,058
+10
|
|
||
97
M&T Bank
MTB
$31.6B
| $912K | 0.1% |
4,412
+236
|
|
||
98
ConocoPhillips
COP
$139B
| $908K | 0.1% |
6,882
-440
|
|
||
99
Brookfield Renewable
BEPC
$7.29B
| $882K | 0.1% |
22,148
+2,150
|
|
||
100
Intel
INTC
$576B
| $869K | 0.1% |
19,696
+1,236
|
|