Hemenway Trust Co LLC
•CIK: 1494234•Filing: Q4 2025
**Hemenway Trust Co LLC** manages $1.3B across a diversified portfolio of 127 positions. The fund maintains significant exposure to mega-cap technology leaders, highlighted by top holdings including GOOGL at $86.1M and NVDA at $72.9M. Further concentration is evident in AAPL ($70.6M), MSFT ($66.3M), and AMZN ($54.1M). This structure suggests a core investment thesis focused on established, market-leading technology and consumer staples names.
Total AUM
$1.3B
QoQ Performance
+0.0%
Positions
127
Top 10 Concentration
44.5%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
NVDA
AAPL
MSFT
GOOGL6.6%
NVDA5.6%
AAPL5.4%
MSFT5.1%
AMZN4.1%
MA3.8%
ADI3.7%
TJX3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.4%
Technology26.7%
Healthcare12.9%
Consumer8.4%
Financial6.4%
Industrial3.9%
Energy1.9%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑33 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022