Ledyard National Bank
•CIK: 1310658•Filing: Q4 2025
**Ledyard National Bank** manages $1.2B across a diversified portfolio of 240 positions. The fund exhibits significant allocations to established tech and dividend growth names, notably holding DGRO at $84.9M and IVV at $80.2M. Top concentration includes AAPL ($64.1M), MSFT ($54.0M), and IEFA ($52.8M), suggesting a core focus on large-cap quality and global equity exposure. This structure indicates a systematic, multi-sector approach anchored by market leaders.
Total AUM
$1.2B
QoQ Performance
+4.0%
Positions
240
Top 10 Concentration
42.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO
IVV
AAPL
DGRO7.3%
IVV6.9%
AAPL5.5%
MSFT4.7%
IEFA4.6%
AVGO3.8%
DFAE2.8%
GOOGL2.6%
📈 Biggest Buys
DFAIX
DFA SHORT DURA REAL RET PORTFOLIO FUND
NEW
1.8% of portfolio
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+138.5%
1.4% of portfolio
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+8.0%
7.3% of portfolio
AAEQ
ALPHA ARCHITECT US EQUITY 2 ETF
NEW
0.3% of portfolio
XLK
State Street Technology Select Sector SPDR
+96.4%
0.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other50.6%
Technology21.7%
ETF7.4%
Financial5.6%
Healthcare5.3%
Consumer4.1%
Industrial2.0%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
+33 more exited positions
Changes from Q3 2025
NEW12 new positions
↑52 increased
↓118 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023