Ledyard National Bank
SEC Form 13F institutional filer · CIK 0001310658
13F-HR · 150 reported holdings · 2026-03-31
Reported long-US-equity value
$0.86B
Top-10 concentration
56.7%
Ledyard National Bank — $855M AUM allocation strategy
Ledyard National Bank files SEC Form 13F and reports $855M of long US equity value across 150 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.7%, followed by Financials 15.2% and Consumer Discretionary 4.5%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ledyard National Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$855M
total across 150 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +42.3K sh · +$3.73M+$TROW +10.6K sh · −$230K+$PFE +4K sh · +$680K
Biggest trims (shares)
−$IVV −96.8K sh · −$16.8M−$CMCSA −16.7K sh · −$523K−$CSCO −8.47K sh · −$549K
Exited to nil (held last quarter, gone now)
$DXCM ($279K last qtr)$JKHY ($232K last qtr)$APD ($231K last qtr)$PAYX ($230K last qtr)$CTVA ($229K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage7.0%—
- Technology Hardware, Storage & Peripherals6.9%—
- Systems Software4.7%—
- Semiconductors4.3%—
- Interactive Media & Services3.0%—
- Diversified Banks2.5%—
- Asset Management & Custody Banks2.3%—
- Broadline Retail1.8%—
- Other holdings67.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 235K | $59.6M | -946 | 7.0% |
| $MSFT | Microsoft Corporation | 108K | $40.1M | -3.43K | 4.7% |
| $AVGO | Broadcom Inc | 120K | $37M | -8K | 4.3% |
| $GS | Goldman Sachs Group Inc | 601K | $34.7M | +473 | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 91K | $26.2M | -5.77K | 3.1% |
| $SCHW | Charles Schwab Corporation | 808K | $25.2M | +42.3K | 2.9% |
| $JPM | JP Morgan Chase & Co | 73.7K | $21.7M | -3.16K | 2.5% |
| $IVZ | Invesco Ltd | 254K | $20.3M | -4.3K | 2.4% |
| $AMZN | Amazon.com Inc | 75.9K | $15.8M | -5.84K | 1.8% |
…and 141 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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