§ 13F · FUND PROFILE
Ledyard National Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1059.0T (13F)Positions · 307Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 1.22M | $84.8T | 7.3% | +8% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 117K | $80.2T | 6.9% | −2% |
| 3 | AAPL | APPLE INC | 233K | $63.2T | 5.4% | −2% |
| 4 | MSFT | MICROSOFT CORP | 110K | $53.3T | 4.6% | — |
| 5 | IEFA | ISHARES CORE MSCI EAFE ETF | 590K | $52.8T | 4.5% | −1% |
| 6 | AVGO | BROADCOM INC | 125K | $43.4T | 3.7% | −7% |
| 7 | DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | 992K | $32.3T | 2.8% | −1% |
| 8 | GOOGL | ALPHABET INC CL A | 96K | $30.0T | 2.6% | −3% |
| 9 | JPM | JPMORGAN CHASE & CO | 77K | $24.7T | 2.1% | — |
| 10 | MUB | ISHARES NATL MUNI BOND ETF | 226K | $24.2T | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEDYARD SIGNAL
AC read
Ledyard National Bank is a Dealer / Bank fund managing $1058991.3 trillion in assets. The fund runs a broad portfolio of 307 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed