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Portfolio (Quarterly) Guide ↗

Ledyard National Bank

· CIK 0001310658
13F Portfolio $1.2B AUM 334 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New 43 Added 129 Reduced 9 Exited
Page 6 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EW EDWARDS LIFESCIENCES CORP Healthcare 16,262.0 $1.4M 0.12% +2K +13.4% $85.25 -2.4%
102 UTHR UNITED THERAPEUTICS CORP Healthcare 2,820.0 $1.4M 0.12% NEW $487.25 +15.7%
103 KO COCA COLA CO Consumer Defensive 19,274.0 $1.3M 0.12% $69.91 +16.1%
104 EFA ISHARES MSCI EAFE INDEX ETF 14,023.0 $1.3M 0.12% -257.0 -1.8% $96.03 +8.5%
105 MCD MCDONALDS CORP Consumer Cyclical 4,289.0 $1.3M 0.11% -156.0 -3.5% $305.63 -7.0%
106 IJH ISHARES CORE S&P MIDCAP ETF 19,748.0 $1.3M 0.11% -1K -5.9% $66.00 +10.5%
107 MMM 3M CO Industrials 8,073.0 $1.3M 0.11% -74.0 -0.9% $160.10 -5.3%
108 VGT VANGUARD INFO TECH ETF 1,556.0 $1.2M 0.10% $753.78 -84.8%
109 ALPHA ARCHITECT US EQUITY ETF 21,187.0 $1.2M 0.10% -2K -6.6% $55.11
110 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,383.0 $1.1M 0.10% -17.0 -0.7% $473.30 -73.7%
111 CMCSA COMCAST CORP Communication Services 37,275.0 $1.1M 0.10% -73K -66.2% $29.89 -16.1%
112 FAN FIRST TRUST GLOBAL WIND ENERGY ETF 52,062.0 $1.1M 0.09% -4K -7.4% $20.47 +28.1%
113 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR E 6,779.0 $1.0M 0.09% $154.80 -4.3%
114 BLK BLACKROCK INC Financial Services 974.0 $1.0M 0.09% -76.0 -7.2% $1070.34 -0.6%
115 QQQ INVESCO QQQ TRUST SERIES 1 ETF Financial Services 1,642.0 $1.0M 0.09% -45.0 -2.7% $614.31 +16.3%
116 AMT AMERICAN TOWER CORP Real Estate 5,609.0 $985K 0.09% +90.0 +1.6% $175.57 +4.7%
117 VTIP VANGUARD SHORT TERM TIPS ETF 19,626.0 $971K 0.08% $49.46 +1.6%
118 ADI ANALOG DEVICES INC Technology 3,539.0 $960K 0.08% +2K +104.3% $271.20 +41.7%
119 BMY BRISTOL MYERS SQUIBB CO Healthcare 17,296.0 $933K 0.08% -351.0 -2.0% $53.94 +10.4%
120 ITW ILLINOIS TOOL WORKS INC Industrials 3,768.0 $928K 0.08% +33.0 +0.9% $246.30 +1.5%
Page 6 of 12  ·  240 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Healthcare 12.8%
Financial Services 11.8%
Consumer Cyclical 9.4%
Communication Services 8.5%
Industrials 8.3%
Consumer Defensive 6.8%
Utilities 3.1%
Energy 1.8%
Basic Materials 0.7%