Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ledyard National Bank (CIK 1310658) reported $1.15B across 233 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($80.2M, 6.95%), IVV ($67.8M, 5.88%), AAPL ($59.6M, 5.17%), IEFA ($53.6M, 4.64%), MSFT ($40.1M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $80.2M | 6.95% | 1.1M | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $67.8M | 5.88% | 103,789 | Trimmed |
| 3 | AAPL | APPLE INC | $59.6M | 5.17% | 234,913 | Trimmed |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | $53.6M | 4.64% | 591,794 | Added |
| 5 | MSFT | MICROSOFT CORP | $40.1M | 3.48% | 108,300 | Trimmed |
| 6 | AVGO | BROADCOM INC | $37.0M | 3.21% | 119,552 | Trimmed |
| 7 | DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | $33.9M | 2.94% | 1.0M | Added |
| 8 | QQMNX | FEDERATED HERMES MDT MKT NEUTRAL FUND | $28.1M | 2.44% | 1.3M | New |
| 9 | GOOGL | ALPHABET INC CL A | $26.2M | 2.27% | 91,006 | Trimmed |
| 10 | MUB | ISHARES NATL MUNI BOND ETF | $25.3M | 2.19% | 238,263 | Added |
| 11 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $24.6M | 2.13% | 802,161 | Added |
| 12 | DFAIX | DFA SHORT DURA REAL RET PORTFOLIO FUND | $23.3M | 2.02% | 2.2M | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $21.7M | 1.88% | 73,715 | Trimmed |
| 14 | GSIE | GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF | $21.4M | 1.86% | 497,236 | Trimmed |
| 15 | IQLT | ISHARES MSCI INTL QUAL FACTOR ETF | $20.2M | 1.76% | 437,927 | Added |
| 16 | KBWB | INVESCO KBW BANK PORT ETF | $19.1M | 1.66% | 241,726 | Trimmed |
| 17 | VOE | VANGUARD MID CAP VALUE ETF | $19.1M | 1.66% | 103,675 | Added |
| 18 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $18.7M | 1.62% | 474,117 | Added |
| 19 | AMZN | AMAZON COM INC | $15.8M | 1.37% | 75,935 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC B | $15.0M | 1.30% | 31,237 | Added |
| 21 | CSCO | CISCO SYSTEMS INC | $14.4M | 1.25% | 185,702 | Trimmed |
| 22 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $13.9M | 1.20% | 152,033 | Added |
| 23 | KR | KROGER CO | $13.8M | 1.19% | 190,334 | Trimmed |
| 24 | V | VISA INC | $13.3M | 1.16% | 44,091 | Trimmed |
| 25 | GSLC | GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF | $12.9M | 1.12% | 103,060 | Added |
Source: SEC Form 13F filings · as of 2026-03-31