Hanson & Doremus Investment Management

RIA/Wealth

Hanson & Doremus Investment Management is a RIA/Wealth based in Burlington, VT led by Eric Sven Eklof, reporting $849.6M in AUM as of Q3 2025 with 60% ETF concentration, 59% concentrated in top 10 holdings, and 22% allocation to SCHB.

PresidentEric Sven Eklof

Portfolio Value: $753.3M
Positions: 465
Top Holding: SCHB at 22.23%
Last Reported: Q3 2025

Address431 Pine Street, Suite 302, Burlington, VT, 05401, United States

Top Holdings

Largest long holdings in Hanson & Doremus Investment Management's portfolio (58.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Broad Market SCHB	ETF ETF	$167.5M	22.23%	+$2.8M Bought	— 6.5M shares	≤ Q2 2013 Held for 12y 5m+
2 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$61.8M	8.20%	+$5.2M Bought	— 1.0M shares	Q2 2023 Held for 2y 5m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$47.7M	6.34%	+$117.8K Bought	— 796.8K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$46.7M	6.20%	+$3.0M Bought	— 555.3K shares	Q2 2019 Held for 6y 5m
5 Vanguard ESG U.S. Stock ESGV	ETF ETF	$25.7M	3.41%	-$550.9K Sold	— 216.6K shares	Q2 2019 Held for 6y 5m
6 Vanguard FTSE Emerging Markets VWO	ETF ETF	$25.4M	3.37%	+$128.4K Bought	— 468.0K shares	≤ Q2 2013 Held for 12y 5m+
7 Microsoft MSFT	Software - Infrastructure Technology	$24.3M	3.22%	-$934.4K Sold	0.00% 46.8K shares	≤ Q2 2013 Held for 12y 5m+
8 VSGX Vanguard ESG International Stock VSGX	ETF ETF	$16.3M	2.16%	+$52.7K Bought	— 235.0K shares	Q2 2019 Held for 6y 5m
9 Schwab International Equity SCHF	ETF ETF	$14.6M	1.94%	-$582.6K Sold	— 627.9K shares	Q4 2013 Held for 11y 11m
10 Apple AAPL	Consumer Electronics Technology	$12.4M	1.64%	-$675.0K Sold	0.00% 48.6K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hanson & Doremus Investment Management's latest filing

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Market Value

$753.3M

Prior: $711.4M

Q/Q Change

+5.89%

+$41.9M

Net Flows % of MV

-0.867%

Turnover Ratio

2.6%

New Purchases

15 stocks

$404.7K

Added To

104 stocks

+$15.6M

Sold Out Of

29 stocks

$744.6K

Reduced Holdings

131 stocks

-$21.8M

Increased Positions

Position	Shares Δ	Change
1 Global X S&P Catholic Values Developed ex-U.S. CEFA	New	0 → 5.7K +$205.2K
2 Nuveen ESG Large-Cap Growth NULG	New	0 → 762.0 +$75.8K
3 Nuveen ESG Large-Cap Value NULV	New	0 → 1.5K +$67.1K
4 Fastenal FAST	New	0 → 370.0 +$18.1K
5 Nuveen ESG Small-Cap NUSC	New	0 → 227.0 +$10.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares U.S. Technology IYW	Sold	896.0 → 0 −$155.2K
2 iShares U.S. Financials IYF	Sold	1.1K → 0 −$134.1K
3 IYH iShares U.S. Healthcare IYH	Sold	2.4K → 0 −$133.9K
4 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	Sold	3.4K → 0 −$86.2K
5 Hess HES	Sold	390.0 → 0 −$54.0K

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Analytics

Portfolio insights and performance metrics for Hanson & Doremus Investment Management

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Sector Allocation

ETF

60.30%

Technology

11.50%

Financial Services

7.20%

Healthcare

5.70%

Industrials

3.70%

Consumer Defensive

2.70%

Communication Services

2.50%

Consumer Cyclical

2.00%

Energy

1.80%

Utilities

1.40%

Real Estate

0.80%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

19.72%

Large Cap ($10B - $200B)

17.28%

Mid Cap ($2B - $10B)

2.63%

Small Cap ($300M - $2B)

0.09%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

60.26%

Portfolio Concentration

Top 10 Holdings %

58.71%

Top 20 Holdings %

70.71%

Top 50 Holdings %

85.71%

Top 100 Holdings %

94.01%