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Hemenway Trust Co LLC
Hemenway Trust Co LLC is an institution, managing $1.2B across 111 long positions as of Q3 2025 with 31% Technology concentration.
- Portfolio Value
- $1.2B
- Positions
- 111
- Top Holding
- NVDA at 6.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hemenway Trust Co LLC's portfolio (46.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $75.0M | 6.21% | -$6.8M Sold | 0.00% 401.8K shares | |
Software - Infrastructure Technology | $70.9M | 5.87% | -$2.6M Sold | 0.00% 136.8K shares | |
Internet Content & Information Communication Services | $70.5M | 5.84% | -$3.2M Sold | 0.00% 290.1K shares | |
Consumer Electronics Technology | $66.3M | 5.49% | -$2.3M Sold | 0.00% 260.3K shares | |
Financial - Credit Services Financial Services | $51.8M | 4.29% | -$2.9M Sold | 0.01% 91.1K shares | |
Specialty Retail Consumer Cyclical | $51.5M | 4.27% | -$1.9M Sold | 0.00% 234.7K shares | |
Medical - Devices Healthcare | $45.8M | 3.79% | -$1.5M Sold | 0.02% 342.0K shares | |
Semiconductors Technology | $45.5M | 3.77% | -$1.8M Sold | 0.04% 185.1K shares | |
Apparel - Retail Consumer Cyclical | $45.2M | 3.74% | -$1.5M Sold | 0.03% 312.6K shares | |
Home Improvement Consumer Cyclical | $42.4M | 3.51% | -$1.0M Sold | 0.01% 104.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hemenway Trust Co LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+117.33% | |
+57.9% | |
+52.2% | |
+48.11% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-82.93% |
Analytics
Portfolio insights and performance metrics for Hemenway Trust Co LLC
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