Ledyard National Bank 13F portfolio

Latest 13F filing: 2026-07-16. Reported holdings: 255, total reported value $1.2B. Data straight from SEC EDGAR.

New positions

StockValueSharesChange
Artisan Partners International Value FUND$30M491,986.0+100%
Cigna Group$7M24,645.0+100%
Honeywell Technologies$4M19,612.0+100%
Honeywell Aerospace INC$4M19,612.0+100%
GQG US Equity ETF$4M145,775.0+100%
Servicenow INC$3M33,585.0+100%
Sandisk CORP$2M970.0+100%
Micron Technology$2M1,493.0+100%
Taiwan Semiconductor Manufacturing ADR$551K1,153.0+100%
Seagate Technology Holdings$535K554.0+100%

Additions

StockValueSharesChange
Ishares CORE Dividend Growth ETF$88M1,162,346.0+2%
Federated Hermes MDT MKT Neutral FUND$31M1,393,304.0+10%
Schwab US Dividend Equity ETF$26M821,527.0+2%
DFA Short DURA REAL RET Portfolio FUND$24M2,221,386.0+1%
Victoryshares FREE CASH FLOW ETF$24M516,246.0+9%
Ishares MSCI EAFE MIN VOL Factor ETF$13M153,015.0+1%
Nvidia CORP$6M31,887.0+15%
Medtronic PLC$6M79,644.0+3%
Walmart Stores INC$6M48,873.0+0%
Masco CORP$5M55,356.0+5%

Exits

StockValueSharesChange
Honeywell INTL INC$0K0-100%
Fulton Financial CORP$0K0-100%
Sanofi ADR$0K0-100%
Ishares 5-10 YR INV Grade CORP BOND ETF$0K0-100%
Hologic INC$0K0-100%
Netflix INC$0K0-100%
Intercontinental Exchange INC$0K0-100%
Insulet CORP$0K0-100%
Lockheed Martin CORP$0K0-100%
Mettler-toledo INTL INC$0K0-100%

Trims

StockValueSharesChange
Ishares CORE S&P 500 ETF$75M100,495.0-3%
Apple INC$65M224,937.0-4%
Ishares CORE MSCI EAFE ETF$56M582,039.0-2%
Broadcom INC$43M113,272.0-5%
Microsoft CORP$40M106,951.0-1%
Dimensional Emerg CORE EQ MKT ETF$39M973,037.0-3%
Alphabet INC CL A$31M87,502.0-4%
Jpmorgan Chase & CO$23M70,775.0-4%
Goldman Sachs Activebeta INTL Equity ETF$22M486,622.0-2%
Invesco KBW BANK PORT ETF$22M234,330.0-3%

How to read this filing

A 13F is a snapshot of what a manager held on the last day of the quarter, filed up to 45 days later. So the positions above describe where Ledyard National Bank stood at the close of the reporting period, not where it stands today. New positions are usually the most informative line: an addition can be a rebalance, but a first-time stake is a decision to enter.

This filing lists 255 reported holdings worth $1.2B, filed 2026-07-16. Every row is parsed straight from the SEC EDGAR document; we do not estimate, fill gaps or model anything.

What a 13F leaves out

A 13F is deliberately narrow, and the gaps matter more than most summaries admit. It covers long positions in US-listed equities and some options, which means short positions, cash, bonds, commodities and non-US listings are simply absent. A fund that looks concentrated here can be hedged in ways the form never captures.

Managers can also request confidential treatment for sensitive positions, so a filing is not always the complete book. And because the 45-day lag applies to everyone, a widely held name is evidence of what a group of managers believed a quarter ago, and that is why we rank on breadth of ownership across funds rather than on any single filing.

Funds with overlapping positions

Two managers in the same names say more together than either does alone - that is exactly what the consensus ranking is built on.

DataSignals Lab publishes data and research. Informational only, not investment advice, not an offer or solicitation. Every figure links back to the official filing so you can verify it yourself.