Ledyard National Bank

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.15B
Q ending 2026-03-31
Prior quarter
$1.16B
Q ending 2025-12-31
Change
-0.6% QoQ · +14.1% YoY
Positions
236
reported holdings

Largest positions

Top 100 of 236 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares Core Dividend Growth EtfDGROShares$80.2M1.1M
Ishares Core S&P 500 EtfIVVShares$67.8M104K
Apple IncAAPLShares$59.6M235K
Ishares Core Msci Eafe EtfIEFAShares$53.6M592K
Microsoft CorpMSFTShares$40.1M108K
Broadcom IncAVGOShares$37.0M120K
Dimensional Emerg Core Eq Mkt EtfDFAEShares$33.9M1.0M
Federated Hermes Mdt Mkt Neutral FQQMNXShares$28.1M1.3M
Alphabet Inc Cl AGOOGLShares$26.2M91K
Ishares Natl Muni Bond EtfMUBShares$25.3M238K
Schwab Us Dividend Equity EtfSCHDShares$24.6M802K
Dfa Short Dura Real Ret Portfolio DFAIXShares$23.3M2.2M
Jpmorgan Chase & CoJPMShares$21.7M74K
Goldman Sachs Activebeta Intl EquiGSIEShares$21.4M497K
Ishares Msci Intl Qual Factor EtfIQLTShares$20.2M438K
Invesco Kbw Bank Port EtfKBWBShares$19.1M242K
Vanguard Mid Cap Value EtfVOEShares$19.1M104K
Victoryshares Free Cash Flow EtfVFLOShares$18.7M474K
Amazon Com IncAMZNShares$15.8M76K
Berkshire Hathaway Inc BBRK/BShares$15.0M31K
Cisco Systems IncCSCOShares$14.4M186K
Ishares Msci Eafe Min Vol Factor EEFAVShares$13.9M152K
Kroger CoKRShares$13.8M190K
Visa IncVShares$13.3M44K
Goldman Sachs Activebeta Us Lge CaGSLCShares$12.9M103K
Tjx Companies IncTJXShares$12.4M78K
Flexshares Quality Dvd EtfQDFShares$12.0M151K
Procter & Gamble CoPGShares$11.9M82K
Johnson & Johnson CoJNJShares$11.4M47K
Totalenergies SeShares$11.2M123K
Flexshares Mstar Glob Upstream NatGUNRShares$10.8M195K
Jpmorgan Us Quality Factor EtfJQUAShares$10.7M174K
Home Depot IncHDShares$10.3M31K
Vanguard Large Cap EtfVVShares$9.9M33K
Amgen IncAMGNShares$9.2M26K
Honeywell Intl IncHONGBPShares$9.0M40K
Merck & Co IncMRKShares$8.8M73K
T Rowe Price Cap App EtfTCAFShares$8.6M241K
Alphabet Inc Cl CGOOGShares$8.2M29K
Caterpillar IncCATShares$7.9M11K
Exxon Mobil CorpXOMShares$7.3M43K
Lowes Companies IncLOWShares$7.2M30K
Eaton Corp PlcShares$6.8M19K
Medtronic PlcShares$6.7M77K
Vanguard Dividend Apprec EtfVIGShares$6.2M29K
Walmart Stores IncWMTShares$6.1M49K
At&T IncTShares$5.7M198K
American Electric Power Co IncAEPShares$5.7M44K
Pfizer IncPFEShares$5.1M183K
Nvidia CorpNVDAShares$4.8M28K
Regeneron Pharmaceuticals IncREGNShares$4.8M6K
Unitedhealth Group IncUNHShares$4.7M17K
Eog Resources IncEOGShares$4.6M32K
Spdr S&P 500 Etf TrustSPYShares$4.6M7K
Alpha Architect Us Equity 3 EtfAAUAShares$4.5M92K
Evergy IncEVRGShares$4.5M55K
Eli Lilly & CoLLYShares$4.5M5K
Nextera Energy IncNEEShares$4.4M47K
Vanguard Ftse Europe EtfVGKShares$4.3M52K
Spdr Technology Select Sector EtfXLKShares$4.2M31K
Abbvie IncABBVShares$3.9M18K
International Business Machines CoIBMShares$3.8M16K
Accenture PlcShares$3.8M19K
Union Pacific CorpUNPShares$3.7M15K
Adobe IncADBEShares$3.6M15K
Metlife IncMETShares$3.5M50K
Vanguard Esg Intl Stock EtfVSGXShares$3.4M47K
Spdr Financial Select Sector EtfXLFShares$3.4M68K
Masco CorpMASShares$3.2M53K
Ishares Msci Usa Esg Select SocialSUSAShares$3.1M24K
Alpha Architect Us Equity 2 EtfAAEQShares$3.1M67K
Vanguard Total Stock Mkt EtfVTIShares$3.0M9K
Vanguard Ftse Pacific EtfVPLShares$2.9M30K
Lincoln Electric HoldingsLECOShares$2.8M11K
Vanguard Industrials EtfVISShares$2.8M9K
Salesforce IncCRMShares$2.8M15K
Gsk PlcGSKShares$2.8M50K
Cencora IncCORShares$2.8M9K
Rtx CorporationRTXShares$2.6M14K
Pepsico IncPEPShares$2.6M17K
Linde PlcShares$2.6M5K
Mastercard Inc Cl AMAShares$2.5M5K
Emerson Electric CoEMRShares$2.5M19K
Target CorpTGTShares$2.5M20K
American International Group IncAIGShares$2.3M30K
Exelon CorpEXCShares$2.3M46K
Oracle CorporationORCLShares$2.2M15K
Chevron CorporationCVXShares$2.1M10K
Applied Materials IncAMATShares$2.1M6K
Trane Technologies PlcShares$2.1M5K
Ishares Russell 3000 EtfIWVShares$1.8M5K
State Street Consumer Staples SeleXLPShares$1.7M21K
United Therapeutics CorpUTHRShares$1.7M3K
Costco Wholesale CorpCOSTShares$1.6M2K
IntuitINTUShares$1.6M4K
Invesco Qqq Trust Series 1 EtfQQQShares$1.5M3K
Automatic Data Processing IncADPShares$1.5M8K
Marsh & Mclennan Co IncMRSHShares$1.5M9K
Abbott LaboratoriesABTShares$1.5M15K
Nuveen Esg Lge Cap Value EtfNULVShares$1.5M33K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.