§ 13F · FUND PROFILE
Ledyard National Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1.1B (13F)Positions · 317Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 1.14M | $80M | 6.9% | −7% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 104K | $68M | 5.9% | −11% |
| 3 | AAPL | APPLE INC | 232K | $59M | 5.1% | ±0% |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | 591K | $53M | 4.6% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 107K | $40M | 3.4% | −3% |
| 6 | AVGO | BROADCOM INC | 118K | $36M | 3.2% | −6% |
| 7 | DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | 999K | $34M | 2.9% | +1% |
| 8 | QQMNX | FEDERATED HERMES MDT MKT NEUTRAL FUND | 1.26M | $28M | 2.4% | NEW |
| 9 | GOOGL | ALPHABET INC CL A | 90K | $26M | 2.2% | −6% |
| 10 | MUB | ISHARES NATL MUNI BOND ETF | 235K | $25M | 2.2% | +4% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 317 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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