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Jordan Lafayette

Hanson & Doremus Investment Management

Assets Managed
$869.248M
Holdings
534
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
4.49%(2Q avg: 4.61%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Hanson & Doremus Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 534 positions.

Assets under management

The assets under management (AUM) of Hanson & Doremus Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 869.248M in assets, with a quarterly growth rate of 4.49% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Jordan Lafayette, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 0.48%
20.34%
$176.733M
7.041M shares@ $25.11 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 5.93%
8.11%
$70.494M
1.184M shares@ $59.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.24%
5.99%
$52.022M
811,831 shares@ $64.08 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 4.02%
5.89%
$51.197M
618,693 shares@ $82.76 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.84%
3.11%
$26.95M
498,618 shares@ $54.05 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -4.09%
3.07%
$26.62M
78,769 shares@ $337.96 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 5.29%
2.95%
$25.581M
227,855 shares@ $112.27 avg price
GLW
Corning Inc
Recent Activity
Increased 1.77%
2.16%
$18.721M
137,683 shares@ $135.98 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.88%
2.04%
$17.655M
47,695 shares@ $370.17 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 4.71%
2.03%
$17.615M
245,569 shares@ $71.74 avg price

1-10 of 534