§ 13F · FUND PROFILE
Ledyard National Bank.
AUM · $1.2B (13F)Positions · 344Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 1.16M | $88M | 7.1% | +2% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 100K | $75M | 6.0% | −3% |
| 3 | AAPL | APPLE INC | 223K | $65M | 5.2% | −4% |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | 581K | $56M | 4.5% | −2% |
| 5 | AVGO | BROADCOM INC | 111K | $42M | 3.4% | −5% |
| 6 | MSFT | MICROSOFT CORP | 105K | $39M | 3.2% | −1% |
| 7 | DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | 972K | $39M | 3.1% | −3% |
| 8 | GOOGL | ALPHABET INC CL A | 87K | $31M | 2.5% | −4% |
| 9 | QQMNX | FEDERATED HERMES MDT MKT NEUTRAL FUND | 1.39M | $31M | 2.5% | +10% |
| 10 | APHKX | ARTISAN PARTNERS INTERNATIONAL VALUE FUND | 492K | $30M | 2.4% | NEW |
§ 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 $1.2 billion in assets. The fund runs a broad portfolio of 344 positions.
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