Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hemenway Trust Co LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Hemenway Trust Co LLC (CIK 1494234) reported $1.43B across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($102.6M, 7.17%), GOOGL ($89.0M, 6.22%), NVDA ($76.1M, 5.32%), AAPL ($73.5M, 5.14%), ADI ($61.2M, 4.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMDADVANCED MICRO DEVICES$102.6M7.17%176,678Trimmed
2GOOGLALPHABET INC CL A$89.0M6.22%248,972Trimmed
3NVDANVIDIA CORP$76.1M5.32%380,243Trimmed
4AAPLAPPLE$73.5M5.14%253,994Trimmed
5ADIANALOG DEVICES$61.2M4.28%154,062Trimmed
6AMATAPPLIED MATERIAL$56.4M3.94%78,041Added
7AMZNAMAZON.COM$56.1M3.92%235,269Added
8MSFTMICROSOFT$53.1M3.71%142,454Added
9TJXTJX COS$46.6M3.26%307,733Trimmed
10MAMASTERCARD$45.8M3.20%89,128Added
11ROKROCKWELL AUTOMATION$43.3M3.02%87,399Trimmed
12JNJJOHNSON AND JOHNSON$42.2M2.95%166,020Trimmed
13RTXRTX CORPORATION$40.8M2.85%215,098Trimmed
14SBGSYSCHNEIDER ELEC SA ADR$40.4M2.82%619,162Added
15HDHOME DEPOT$37.4M2.62%106,166Added
16LLYELI LILLY & CO$35.3M2.46%29,397Added
17PGPROCTER & GAMBLE$31.8M2.22%216,708Added
18ABTABBOTT LABS$31.6M2.21%348,778Added
19DHRDANAHER CORP$30.8M2.16%161,945Trimmed
20ADPAUTOMATIC DATA PROCESSING$30.8M2.15%137,589Added
21VRTXVERTEX PHARMACEUTICALS$27.8M1.94%55,995Added
22XYLXYLEM INC$27.2M1.90%230,183Added
23ATRAPTARGROUP$26.3M1.84%209,840Trimmed
24AXPAMERICAN EXPRESS$25.1M1.75%74,193Added
25CVXCHEVRON$20.5M1.43%123,703Trimmed

Source: SEC Form 13F filings · as of 2026-06-30