Ledyard National Bank
Sector Allocation
- Other48.6%$618.1M
- Technology22.5%$285.6M
- Financials9.5%$120.3M
- Healthcare6.1%$77.1M
- Consumer Discretionary3.5%$44.0M
- Industrials3.1%$40.0M
- Consumer Staples3.1%$39.2M
- Energy1.9%$24.3M
- Utilities1.2%$14.7M
- Materials0.3%$4.4M
AUM History
13fpro.ai/research/fund/ledyard-national-bank-1310658
Conviction and streaks
Concentrating · top 10 = 41.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$92.3M
- ISHARES$75.4M
AAPL
$72.2M- ISHARES$56.4M
MSFT
$53.5M- DIMENSIONAL$38.9M
AVGO
$38.1M- FEDERATED$33.9M
- SCHWAB$31.1M
- ARTISAN$29.8M
GOOGL
$29.2M- VICTORYSHARES$27.8M
- DFA$24.4M
JPM
$23.0MGS
$22.3M- ISHARES$21.9M
- VANGUARD$20.2M
IVZ
$19.9MCSCO
$18.1MAMZN
$17.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ledyard-national-bank-1310658
Ledyard National Bank 13F holdings — Q3 2026
$1.3B portfolio (+1.9% QoQ) · 247 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio
- 1
ISHARES CORE DIVIDEND GROWTH ETF - Com
$92.3M
7.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES CORE S&P 500 ETF - Com
$75.4M
5.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $72.2M
5.7% of stocks
-4%This quarter-0.0%Since filed11+ qtrsHeld- 4
ISHARES CORE MSCI EAFE ETF - Com
$56.4M
4.4% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $53.5M
4.2% of stocks
-2%This quarter-0.1%Since filed11+ qtrsHeld- 6
DIMENSIONAL EMERG CORE EQ MKT ETF - Com
$38.9M
3.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $38.1M
3.0% of stocks
-4%This quarter-2.5%Since filed11+ qtrsHeld- 8
FEDERATED HERMES MDT MKT NEUTRAL FUND - Com
$33.9M
2.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB US DIVIDEND EQUITY ETF - Com
$31.1M
2.5% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ARTISAN PARTNERS INTERNATIONAL VALUE FUND - Com
$29.8M
2.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES CORE DIVIDEND GROWTH ETF - Com | $92.3M | 7.3% | +5% | — | — | — | — | |
| 2 | ISHARES CORE S&P 500 ETF - Com | $75.4M | 5.9% | -2% | — | — | — | — | |
| 3 | $72.2M | 5.7% | -4% | -0.0% | 11+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES CORE MSCI EAFE ETF - Com | $56.4M | 4.4% | -0.0% | — | — | — | — | |
| 5 | $53.5M | 4.2% | -2% | -0.1% | 11+ qtrsTrimmed 8 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | DIMENSIONAL EMERG CORE EQ MKT ETF - Com | $38.9M | 3.1% | +2% | — | — | — | — | |
| 7 | $38.1M | 3.0% | -4% | -2.5% | 11+ qtrsTrimmed 10 qtrs in a row | 84.5#7 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FEDERATED HERMES MDT MKT NEUTRAL FUND - Com | $33.9M | 2.7% | +3% | — | — | — | — | |
| 9 | SCHWAB US DIVIDEND EQUITY ETF - Com | $31.1M | 2.5% | +16% | — | — | — | — | |
| 10 | ARTISAN PARTNERS INTERNATIONAL VALUE FUND - Com | $29.8M | 2.4% | +5% | — | — | — | — |
All holdings — Ledyard National Bank (Q3 2026)
247 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $29.2M | 2.3% | 85K | -3% | 11+ qtrsTrimmed 8 qtrs in a row | 77.7 | 13F | |
| 12 | — | VICTORYSHARES FREE CASH FLOW ETF - Cometf/fund | — | $27.8M | 2.2% | 543K | +5% | — | — | 13F |
| 13 | — | DFA SHORT DURA REAL RET PORTFOLIO FUND - Com | — | $24.4M | 1.9% | 2.28M | +3% | — | — | 13F |
| 14 | JPMORGAN CHASE & CO | Financials | $23.0M | 1.8% | 69K | -2% | 11+ qtrsTrimmed 10 qtrs in a row | 71.8 | 13F | |
| 15 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $22.3M | 1.8% | 487K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES MSCI INTL QUAL FACTOR ETF - Cometf/fund | — | $21.9M | 1.7% | 443K | +2% | — | — | 13F |
| 17 | — | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - Cometf/fund | — | $20.2M | 1.6% | 103K | +0.6% | — | — | 13F |
| 18 | Invesco Ltd.etf/fund | Financials | $19.9M | 1.6% | 229K | -2% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CISCO SYSTEMS, INC. | Technology | $18.1M | 1.4% | 168K | -4% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $17.6M | 1.4% | 71K | -5% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | VISA INC. | Financials | $15.3M | 1.2% | 42K | -2% | 11+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $14.8M | 1.2% | 30K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES MSCI EAFE MIN VOL FACTOR ETF - Cometf/fund | — | $14.4M | 1.1% | 158K | +4% | — | — | 13F |
| 24 | FLEX LTD.etf/fund | Technology | $13.8M | 1.1% | 153K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | JPMORGAN US QUALITY FACTOR ETF - Cometf/fund | — | $12.6M | 1.0% | 171K | +0.1% | — | — | 13F |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $12.1M | 0.9% | 46K | +1% | |||
| 27 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $11.7M | 0.9% | 80K | -1% | |||
| 28 | — | GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF - Com | — | $11.5M | 0.9% | 79K | +2% | |||
| 29 | — | GQG US EQUITY ETF - Com | — | $11.3M | 0.9% | 427K | +193% | |||
| 30 | — | VANGUARD MORNINGSTAR LARGE CAP ETF - Com | — | $11.2M | 0.9% | 32K | -1% | |||
| 31 | $KR | KROGER CO | Consumer Staples | $10.8M | 0.8% | 185K | -0.9% | |||
| 32 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $10.6M | 0.8% | 250K | +4% | |||
| 33 | $AMGN | AMGEN INC | Healthcare | $10.5M | 0.8% | 25K | -2% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $10.3M | 0.8% | 71K | -1% | |||
| 35 | — | NORTHERN TR MORNINGSTAR GLBL NAT RES ETF - Com | — | $10.0M | 0.8% | 190K | -1% | |||
| 36 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $9.7M | 0.8% | 74K | -4% | |||
| 37 | $TTE | TotalEnergies SE | Energy | $9.7M | 0.8% | 113K | -3% | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.7M | 0.7% | 31K | -1% | |||
| 39 | $GOOG | Alphabet Inc. | Technology | $7.8M | 0.6% | 23K | -6% | |||
| 40 | $ETN | Eaton Corp plc | Industrials | $7.3M | 0.6% | 17K | -5% | |||
| 41 | $MDT | Medtronic plc | Healthcare | $6.9M | 0.5% | 80K | +0.6% | |||
| 42 | $CI | Cigna Group | Healthcare | $6.6M | 0.5% | 24K | -0.8% | |||
| 43 | $NVDA | NVIDIA CORP | Technology | $6.6M | 0.5% | 29K | -10% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.3M | 0.5% | 38K | -1% | |||
| 45 | — | ALPHA ARCHITECT US EQUITY 4 ETF - Com | — | $6.2M | 0.5% | 122K | New | |||
| 46 | — | VANGUARD DIVIDEND APPREC ETF - Com | — | $6.2M | 0.5% | 27K | -6% | |||
| 47 | — | SPDR TECHNOLOGY SELECT SECTOR ETF - Com | — | $5.7M | 0.5% | 29K | -4% | |||
| 48 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.4M | 0.4% | 30K | -0.2% | |||
| 49 | — | ALPHA ARCHITECT US EQUITY 3 ETF - Com | — | $5.4M | 0.4% | 92K | — | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $5.1M | 0.4% | 49K | -0.3% | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $5.0M | 0.4% | 4,358 | +2% | |||
| 52 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $5.0M | 0.4% | 42K | -1% | |||
| 53 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.8M | 0.4% | 6,273 | -7% | |||
| 54 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $4.8M | 0.4% | 6,272 | -0.3% | |||
| 55 | $ABBV | AbbVie Inc. | Healthcare | $4.6M | 0.4% | 18K | +4% | |||
| 56 | $HONA | Honeywell Aerospace Inc. | Industrials | $4.5M | 0.4% | 29K | +48% | |||
| 57 | $NOW | ServiceNow, Inc. | Technology | $4.5M | 0.3% | 33K | -0.3% | |||
| 58 | $MET | METLIFE INC | Financials | $4.4M | 0.3% | 47K | -2% | |||
| 59 | $EOG | EOG RESOURCES INC | Energy | $4.3M | 0.3% | 31K | -2% | |||
| 60 | $UNP | UNION PACIFIC CORP | Industrials | $4.1M | 0.3% | 15K | +0.1% | |||
| 61 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $4.1M | 0.3% | 19K | -1% | |||
| 62 | — | VANGUARD FTSE EUROPE ETF - Com | — | $4.1M | 0.3% | 47K | -3% | |||
| 63 | $KO | COCA COLA CO | Consumer Staples | $3.8M | 0.3% | 44K | +6% | |||
| 64 | $CAT | CATERPILLAR INC | Industrials | $3.8M | 0.3% | 4,712 | -5% | |||
| 65 | $MAS | MASCO CORP /DE/ | Industrials | $3.8M | 0.3% | 56K | +0.8% | |||
| 66 | — | ALPHA ARCHITECT US EQUITY 2 ETF - Com | — | $3.6M | 0.3% | 65K | — | |||
| 67 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.5M | 0.3% | 16K | +1% | |||
| 68 | $NEE | NEXTERA ENERGY INC | Utilities | $3.5M | 0.3% | 46K | -3% | |||
| 69 | — | SPDR FINANCIAL SELECT SECTOR ETF - Com | — | $3.4M | 0.3% | 64K | -3% | |||
| 70 | — | VANGUARD ESG INTL STOCK ETF - Com | — | $3.4M | 0.3% | 42K | -5% | |||
| 71 | — | ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF - Com | — | $3.2M | 0.3% | 21K | -7% | |||
| 72 | — | VANGUARD FTSE PACIFIC ETF - Com | — | $3.2M | 0.3% | 28K | -3% | |||
| 73 | $ACN | Accenture plc | Technology | $3.2M | 0.3% | 17K | -10% | |||
| 74 | $CAC | CAMDEN NATIONAL CORP | Financials | $3.0M | 0.2% | 54K | +601% | |||
| 75 | $CRM | Salesforce, Inc. | Technology | $2.9M | 0.2% | 13K | +2% | |||
| 76 | — | VANGUARD MORNINGSTAR TTL STK MKT ETF - Com | — | $2.9M | 0.2% | 7,668 | -15% | |||
| 77 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $2.8M | 0.2% | 10K | -2% | |||
| 78 | — | VANGUARD INDUSTRIALS ETF - Com | — | $2.7M | 0.2% | 8,315 | -5% | |||
| 79 | $COR | Cencora, Inc. | Consumer Staples | $2.6M | 0.2% | 8,714 | -0.5% | |||
| 80 | $RTX | RTX Corp | Industrials | $2.6M | 0.2% | 14K | +4% | |||
| 81 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.6M | 0.2% | 5,030 | -5% | |||
| 82 | $EMR | EMERSON ELECTRIC CO | Industrials | $2.6M | 0.2% | 17K | -5% | |||
| 83 | $CVX | CHEVRON CORP | Energy | $2.6M | 0.2% | 13K | +24% | |||
| 84 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.2% | 4,120 | +85% | |||
| 85 | $EVRG | Evergy, Inc. | Utilities | $2.4M | 0.2% | 31K | -41% | |||
| 86 | $GSK | GSK plc | Healthcare | $2.4M | 0.2% | 50K | +3% | |||
| 87 | $LIN | LINDE PLC | Materials | $2.4M | 0.2% | 4,967 | -3% | |||
| 88 | $INTC | INTEL CORP | Technology | $2.3M | 0.2% | 19K | +0.1% | |||
| 89 | $MA | Mastercard Inc | Financials | $2.3M | 0.2% | 4,138 | -16% | |||
| 90 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $2.3M | 0.2% | 30K | +2% | |||
| 91 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.2M | 0.2% | 8,518 | +16% | |||
| 92 | — | ISHARES RUSSELL 3000 ETF - Com | — | $2.0M | 0.2% | 4,589 | -5% | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $2.0M | 0.1% | 15K | -2% | |||
| 94 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.0M | 0.1% | 2,645 | -6% | |||
| 95 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.1% | 68K | -63% | |||
| 96 | $TT | Trane Technologies plc | Technology | $1.9M | 0.1% | 4,187 | -17% | |||
| 97 | — | NUVEEN ESG LGE CAP VALUE ETF - Com | — | $1.8M | 0.1% | 35K | +2% | |||
| 98 | $EXC | EXELON CORP | Utilities | $1.8M | 0.1% | 45K | -1% | |||
| 99 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR S - Com | — | $1.7M | 0.1% | 21K | — | |||
| 100 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.6M | 0.1% | 9,520 | +3% | |||
| 101 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.5M | 0.1% | 15K | +6% | |||
| 102 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $1.5M | 0.1% | 2,745 | — | |||
| 103 | — | ISHARES RUSSELL 1000 GROWTH ETF - Com | — | $1.5M | 0.1% | 12K | — | |||
| 104 | — | ISHARES NATL MUNI BOND ETF - Com | — | $1.4M | 0.1% | 14K | -20% | |||
| 105 | $T | AT&T INC. | Communication Services | $1.4M | 0.1% | 58K | -70% | |||
| 106 | $AXP | AMERICAN EXPRESS CO | Financials | $1.4M | 0.1% | 4,657 | -0.0% | |||
| 107 | — | NUVEEN ESG INTL DEV MKTS EQ ETF - Com | — | $1.4M | 0.1% | 35K | -8% | |||
| 108 | — | ISHARES CORE S&P MIDCAP ETF - Com | — | $1.4M | 0.1% | 19K | — | |||
| 109 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.1% | 9,833 | -10% | |||
| 110 | — | ISHARES CORE TOT AGGR US BOND ETF - Com | — | $1.3M | 0.1% | 14K | +75% | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.1% | 1,224 | -18% | |||
| 112 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.3M | 0.1% | 1,926 | -30% | |||
| 113 | — | SPDR S&P DIVIDEND ETF - Com | — | $1.3M | 0.1% | 8,803 | -4% | |||
| 114 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.3M | 0.1% | 3,491 | -6% | |||
| 115 | — | SPDR CONS DISC SELECT SECTOR ETF - Com | — | $1.3M | 0.1% | 12K | -10% | |||
| 116 | $EW | Edwards Lifesciences Corp | Healthcare | $1.3M | 0.1% | 15K | -10% | |||
| 117 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.3M | 0.1% | 1,383 | -10% | |||
| 118 | $MMM | 3M CO | Healthcare | $1.2M | 0.1% | 7,450 | -8% | |||
| 119 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.1% | 5,333 | -4% | |||
| 120 | — | ISHARES MSCI EAFE INDEX ETF - Com | — | $1.2M | 0.1% | 11K | -0.2% | |||
| 121 | — | ALPHA ARCHITECT US EQUITY ETF - Com | — | $1.2M | 0.1% | 19K | -3% | |||
| 122 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.1% | 18K | +5% | |||
| 123 | — | VANGUARD INFO TECH ETF - Com | — | $1.1M | 0.1% | 8,760 | -26% | |||
| 124 | — | SPDR HEALTH CARE SELECT SECTOR ETF - Com | — | $1.1M | 0.1% | 6,429 | -10% | |||
| 125 | $INTU | INTUIT INC. | Technology | $1.0M | 0.1% | 3,696 | +4% | |||
| 126 | — | AVANTIS RESPONSIBLE INTL EQUITY ETF - Com | — | $1.0M | 0.1% | 13K | New | |||
| 127 | $ADI | ANALOG DEVICES INC | Technology | $981K | 0.1% | 2,473 | -3% | |||
| 128 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $966K | 0.1% | 3,755 | -0.5% | |||
| 129 | — | VANGUARD SHORT TERM TIPS ETF - Com | — | $957K | 0.1% | 19K | -0.9% | |||
| 130 | $BLK | BlackRock, Inc. | Financials | $942K | 0.1% | 890 | +2% | |||
| 131 | — | VANGUARD FTSE DEV MKT ETF - Com | — | $932K | 0.1% | 13K | +38% | |||
| 132 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $862K | 0.1% | 16K | +50% | |||
| 133 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $848K | 0.1% | 5,183 | -6% | |||
| 134 | — | PRINCIPAL GLOBAL LISTED INF INST - Com | — | $826K | 0.1% | 73K | -2% | |||
| 135 | — | ISHARES MSCI KLD 400 SOCIAL ETF - Com | — | $816K | 0.1% | 5,584 | — | |||
| 136 | $GE | GENERAL ELECTRIC CO | Industrials | $803K | 0.1% | 2,571 | -1% | |||
| 137 | $META | Meta Platforms, Inc. | Technology | $785K | 0.1% | 1,082 | -11% | |||
| 138 | $CSX | CSX CORP | Industrials | $770K | 0.1% | 17K | +2% | |||
| 139 | $GLD | SPDR GOLD TRUST | Financials | $757K | 0.1% | 1,987 | — | |||
| 140 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $755K | 0.1% | 2,118 | +0.8% | |||
| 141 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 142 | $MCD | MCDONALDS CORP | Consumer Discretionary | $722K | 0.1% | 3,125 | -3% | |||
| 143 | $PM | Philip Morris International Inc. | Consumer Staples | $718K | 0.1% | 3,764 | +0.1% | |||
| 144 | — | ISHARES EDGE MSCI MIN VOL USA ETF - Com | — | $704K | 0.1% | 7,228 | +27% | |||
| 145 | — | ISHARES CORE S&P SMALL CAP ETF - Com | — | $703K | 0.1% | 5,166 | -11% | |||
| 146 | $DE | DEERE & CO | Industrials | $684K | 0.1% | 1,019 | +0.1% | |||
| 147 | $ED | CONSOLIDATED EDISON INC | Utilities | $674K | 0.1% | 6,591 | — | |||
| 148 | $ASML | ASML HOLDING NV | Technology | $659K | 0.1% | 364 | -2% | |||
| 149 | — | VANGUARD HIGH DIVIDEND YIELD ETF - Com | — | $646K | 0.1% | 4,162 | -2% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $643K | 0.1% | 3,090 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 14 new, 71 added to, 140 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- ALPHA ARCHITECT US EQUITY 4 ETF - Com$6.2M
first bought this quarter
- AVANTIS RESPONSIBLE INTL EQUITY ETF - Com$1.0M
first bought this quarter
- JPMORGAN CORE PLUS BOND ETF - Com$491K
first bought this quarter
- VANGUARD INTERM TREASURY ETF - Com$371K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$283K
first bought this quarter
- JPMORGAN INT'L RES ENHANCED EQUITY ETF - Com$243K
first bought this quarter
+8 more in the Excel export
Added to (71)
- GQG US EQUITY ETF - Com+193%
now $11.3M
- ISHARES CORE DIVIDEND GROWTH ETF - Com+5%
now $92.3M
- SCHWAB US DIVIDEND EQUITY ETF - Com+16%
now $31.1M
$CACCAMDEN NATIONAL CORP+601%
now $3.0M · held 7 qtrs
$HONAHoneywell Aerospace Inc.+48%
now $4.5M · held 2 qtrs, 2 adds in a row
- VICTORYSHARES FREE CASH FLOW ETF - Com+5%
now $27.8M
+65 more in the Excel export
Trimmed (140)
$TAT&T INC.-70%
now $1.4M · held 11+ qtrs, 2 trims in a row
$PFEPFIZER INC-63%
now $1.9M · held 11+ qtrs
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+134 more in the Excel export
Holdings by quarter
Every 13F Ledyard National Bank has filed, 42 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ledyard National Bank's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 17% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ledyard National Bank disclosed 247 positions worth $1.3B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 14 new positions and exited 20 and a full exit from $SNDK. The portfolio is most concentrated in Other (48.6% of disclosed assets). All figures are sourced directly from Ledyard National Bank’s Form 13F-HR filing with the SEC under CIK 1310658.
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AI-Powered Hedge Fund Analysis: Ledyard National Bank
13F Pro is an AI hedge fund tracker and stock research platform. For Ledyard National Bank (SEC CIK: 1310658), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ledyard National Bank's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.