Hemenway Trust Co LLC Top Holdings and 13F Report (2024) → POTUS in ‘25 Not Biden/Trump, But (From The Freeport Society) (Ad) About Hemenway Trust Co LLCInvestment ActivityHemenway Trust Co LLC has $1.15 billion in total holdings as of March 31, 2024.Hemenway Trust Co LLC owns shares of 132 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Hemenway Trust Co LLC has purchased 132 new stocks and bought additional shares in 43 stocks.Hemenway Trust Co LLC sold shares of 58 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $56,555,882NVIDIA $49,903,785Alphabet $48,921,696Advanced Micro Devices $48,199,010Apple $48,017,146 Largest New Holdings this Quarter Ball $6,786,924 HoldingCarrier Global $6,287,922 HoldingGilead Sciences $487,112 HoldingCHAMPLAIN MID CAP ADVISOR $329,330 HoldingAstraZeneca $323,167 Holding Largest Purchases this Quarter Ball 100,756 shares (about $6.79M)Carrier Global 108,170 shares (about $6.29M)Schneider Electric S.E. 102,567 shares (about $4.65M)Vertex Pharmaceuticals 10,835 shares (about $4.53M)Chevron 27,099 shares (about $4.27M) Largest Sales this Quarter Novartis 72,114 shares (about $6.98M)Advanced Micro Devices 20,806 shares (about $3.76M)CVS Health 40,393 shares (about $3.22M)NVIDIA 2,751 shares (about $2.49M)NetApp 16,000 shares (about $1.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHemenway Trust Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$56,555,882$1,212,940 ▼-2.1%134,4264.9%Computer and TechnologyNVDANVIDIA$49,903,785$2,485,702 ▼-4.7%55,2304.3%Computer and TechnologyGOOGLAlphabet$48,921,696$322,085 ▼-0.7%324,1354.2%Computer and TechnologyAMDAdvanced Micro Devices$48,199,010$3,755,279 ▼-7.2%267,0454.2%Computer and TechnologyAAPLApple$48,017,146$536,561 ▲1.1%280,0164.2%Computer and TechnologyMAMastercard$47,900,516$14,929 ▼0.0%99,4674.1%Business ServicesFIFiserv$45,404,814$61,211 ▼-0.1%284,1003.9%Business ServicesAMZNAmazon.com$41,959,094$608,783 ▲1.5%232,6153.6%Retail/WholesaleADPAutomatic Data Processing$39,860,666$738,480 ▼-1.8%159,6093.5%Business ServicesADIAnalog Devices$39,482,524$227,261 ▼-0.6%199,6183.4%Computer and TechnologyABTAbbott Laboratories$38,981,204$963,497 ▲2.5%342,9633.4%MedicalDHRDanaher$38,640,561$1,218,880 ▲3.3%154,7363.3%Multi-Sector ConglomeratesHDHome Depot$38,433,620$751,855 ▲2.0%100,1923.3%Retail/WholesaleCNICanadian National Railway$37,450,515$1,204,223 ▼-3.1%284,3413.2%TransportationPGProcter & Gamble$34,575,876$456,573 ▲1.3%213,1023.0%Consumer StaplesJNJJohnson & Johnson$33,562,993$385,192 ▲1.2%212,1692.9%MedicalATRAptarGroup$33,312,234$660,311 ▲2.0%231,5122.9%Industrial ProductsTJXTJX Companies$32,179,366$493,003 ▲1.6%317,2882.8%Retail/WholesaleROKRockwell Automation$31,057,896$453,019 ▲1.5%106,6072.7%Industrial ProductsXYLXylem$27,648,465$29,596 ▲0.1%213,9312.4%Industrial ProductsNSRGYNestlé$27,310,817$708,354 ▲2.7%257,1642.4%Consumer StaplesRTXRTX$24,789,331$226,855 ▼-0.9%254,1712.1%AerospaceUNHUnitedHealth Group$24,664,217$1,056,677 ▲4.5%49,8572.1%MedicalCVXChevron$22,815,182$4,274,593 ▲23.1%144,6382.0%Oils/EnergySBGSYSchneider Electric S.E.$20,798,136$4,646,285 ▲28.8%459,1201.8%Industrial ProductsMDTMedtronic$16,214,844$475,751 ▲3.0%186,0571.4%MedicalBDXBecton, Dickinson and Company$15,701,961$79,184 ▲0.5%63,4551.4%MedicalGQG PARTNERS EMERGING MARKETS$15,248,127$1,009,120 ▲7.1%871,8201.3%Equity Mutual FuNKENIKE$14,821,000$21,991 ▼-0.1%157,7041.3%Consumer DiscretionaryAMG RIVER ROAD SMALL-MID CAP V$13,939,286$4,262,034 ▲44.0%1,327,5511.2%Equity Mutual FuWMWaste Management$12,334,138$959,175 ▼-7.2%57,8661.1%Business ServicesNVSNovartis$8,677,756$6,975,596 ▼-44.6%89,7110.8%MedicalBALLBall$6,786,924$6,786,924 ▲New Holding100,7560.6%Industrial ProductsUNPUnion Pacific$6,490,830$20,904 ▼-0.3%26,3930.6%TransportationVRTXVertex Pharmaceuticals$6,486,679$4,529,138 ▲231.4%15,5180.6%MedicalCARRCarrier Global$6,287,922$6,287,922 ▲New Holding108,1700.5%Computer and TechnologyCVSCVS Health$5,845,593$3,221,736 ▼-35.5%73,2900.5%Retail/WholesaleABBVAbbVie$5,799,486$632,247 ▲12.2%31,8480.5%MedicalNEENextEra Energy$5,432,675$1,005,241 ▲22.7%85,0050.5%UtilitiesHONHoneywell International$4,465,093$207,717 ▼-4.4%21,7540.4%Multi-Sector ConglomeratesAPTVAptiv$4,457,851$897,655 ▲25.2%55,9680.4%Business ServicesNTAPNetApp$3,595,222$1,679,520 ▼-31.8%34,2500.3%Computer and TechnologyTMOThermo Fisher Scientific$3,470,986$16,855 ▼-0.5%5,9720.3%MedicalADBEAdobe$3,043,243$642,356 ▲26.8%6,0310.3%Computer and TechnologyWMTWalmart$2,541,039$1,683,797 ▲196.4%42,2310.2%Retail/WholesalePEPPepsiCo$2,332,358$42,002 ▲1.8%13,3270.2%Consumer StaplesJPMJPMorgan Chase & Co.$2,200,095$163,244 ▲8.0%10,9840.2%FinanceCHDChurch & Dwight$2,170,795$393,562 ▼-15.3%20,8110.2%Consumer StaplesECLEcolab$2,024,993$53,107 ▼-2.6%8,7700.2%Basic MaterialsAPHAmphenol$1,874,899$107,852 ▼-5.4%16,2540.2%Computer and TechnologyXOMExxon Mobil$1,859,491$35,686 ▲2.0%15,9970.2%Oils/EnergyTPXTempur Sealy International$1,791,648$568,200 ▼-24.1%31,5320.2%Retail/WholesaleFPA CRESCENT FUND$1,701,9870.0%41,5930.1%Equity Mutual FuNVONovo Nordisk A/S$1,462,2190.0%11,3880.1%MedicalROBECO BOSTON PARTNERS LONG SH$1,395,6450.0%96,9870.1%Equity Mutual FuBRK.BBerkshire Hathaway$1,371,736$59,714 ▼-4.2%3,2620.1%FinanceAMTAmerican Tower$1,340,451$198,578 ▼-12.9%6,7840.1%FinanceGOOGAlphabet$1,240,158$3,045 ▲0.2%8,1450.1%Computer and TechnologyMRKMerck & Co., Inc.$1,216,975$51,988 ▲4.5%9,2230.1%MedicalCOSTCostco Wholesale$1,198,583$23,444 ▼-1.9%1,6360.1%Retail/WholesaleNEUBERGER BERMAN ALTERN LONG S$1,189,7160.0%66,8000.1%Equity Mutual FuASMLASML$1,046,167$131,013 ▲14.3%1,0780.1%Computer and TechnologyIDXXIDEXX Laboratories$986,452$30,776 ▼-3.0%1,8270.1%MedicalT ROWE PRICE DIVIDEND GROWTH$962,142$15,807 ▼-1.6%12,6000.1%Equity Mutual FuEOGEOG Resources$960,135$35,030 ▼-3.5%7,5100.1%Oils/EnergyCPCanadian Pacific Kansas City$957,526$55,812 ▼-5.5%10,8600.1%TransportationSPYSPDR S&P 500 ETF Trust$927,926$185,690 ▲25.0%1,7740.1%FinanceSYKStryker$924,378$19,683 ▼-2.1%2,5830.1%MedicalIWBiShares Russell 1000 ETF$866,9700.0%3,0100.1%ETFSPLGSPDR Portfolio S&P 500 ETF$834,962$13,229 ▲1.6%13,5700.1%ETFRGENRepligen$781,660$45,980 ▼-5.6%4,2500.1%MedicalVVisa$773,610$95,724 ▼-11.0%2,7720.1%Business ServicesVANGUARD DIVIDEND GROWTH$773,293$273 ▲0.0%19,8180.1%Equity Mutual FuMRNAModerna$771,814$129,257 ▲20.1%7,2430.1%MedicalMTDMettler-Toledo International$764,1600.0%5740.1%Computer and TechnologyIVViShares Core S&P 500 ETF$723,778$374,241 ▲107.1%1,3770.1%ETFEWEdwards Lifesciences$678,285$1,183,224 ▼-63.6%7,0980.1%MedicalIBMInternational Business Machines$677,144$79,248 ▲13.3%3,5460.1%Computer and TechnologyLFGPLedyard Financial Group$663,240$42,243 ▼-6.0%43,3490.1%Financial ServicesITWIllinois Tool Works$608,0360.0%2,2660.1%Industrial ProductsPFEPfizer$575,119$35,381 ▼-5.8%20,7250.0%MedicalRHHBYRoche$573,954$266,373 ▲86.6%17,9810.0%MedicalVEAVanguard FTSE Developed Markets ETF$573,844$348,079 ▲154.2%11,4380.0%ETFKOCoca-Cola$572,2780.0%9,3540.0%Consumer StaplesGISGeneral Mills$570,0460.0%8,1470.0%Consumer StaplesCLColgate-Palmolive$543,812$43,224 ▼-7.4%6,0390.0%Consumer StaplesCBChubb$538,990$36,278 ▼-6.3%2,0800.0%FinanceINTCIntel$537,529$88 ▲0.0%12,1700.0%Computer and TechnologyVANGUARD INTERNATIONAL GROWTH$536,0000.0%5,0000.0%Equity Mutual FuMDLZMondelez International$528,360$35,000 ▼-6.2%7,5480.0%Consumer StaplesCRMSalesforce$525,559$63,248 ▲13.7%1,7450.0%Computer and TechnologyPMPhilip Morris International$504,368$43,794 ▼-8.0%5,5050.0%Consumer StaplesVEEVVeeva Systems$487,9390.0%2,1060.0%Computer and TechnologyGILDGilead Sciences$487,112$487,112 ▲New Holding6,6500.0%MedicalDEDeere & Company$409,919$8,215 ▼-2.0%9980.0%Industrial ProductsVTVVanguard Value ETF$407,1500.0%2,5000.0%ETFPRIMECAP ODYSSEY AGGRESSIVE GR$404,190$44,910 ▼-10.0%9,0000.0%Equity Mutual FuTDToronto-Dominion Bank$402,433$36,953 ▼-8.4%6,6650.0%FinanceCSCOCisco Systems$395,545$22,360 ▼-5.4%7,9250.0%Computer and TechnologyRYRoyal Bank of Canada$383,344$29,760 ▼-7.2%3,8000.0%FinanceShowing largest 100 holdings. 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