Hemenway Trust Co Llc Portfolio Stock Holdings

Hemenway Trust Co Llc disclosed 135 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC CL A, NVIDIA CORP, and APPLE. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.

Report Period
March 31, 2026
No. of Stocks
135
Portfolio Value
$1.2B
Holdings by Sector
Hemenway Trust Co Llc Portfolio Holdings in Q1 2026

121 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CL AGOOGLCommunication Services6.06%261,957-13,138-4.78%$75,328,446
NVIDIA CORPNVDATechnology5.40%385,065-5,658-1.45%$67,155,398
APPLEAAPLTechnology5.21%255,066-4,638-1.79%$64,733,241
ANALOG DEVICESADITechnology4.22%164,880-12,556-7.08%$52,455,004
MICROSOFTMSFTTechnology4.15%139,303+2,223+1.62%$51,565,613
TJX COSTJXConsumer Cyclical3.96%308,019-3,748-1.20%$49,190,691
AMAZON.COMAMZNConsumer Cyclical3.94%235,071+497+0.21%$48,958,237
MASTERCARDMAFinancial Services3.53%87,703+816+0.94%$43,821,704
RTX CORPORATIONRTXIndustrials3.37%216,956-7,656-3.41%$41,850,896
JOHNSON AND JOHNSONJNJHealthcare3.27%166,241-9,895-5.62%$40,636,010
ADVANCED MICRO DEVICESAMDTechnology3.18%194,431-9,032-4.44%$39,553,168
ABBOTT LABSABTHealthcare2.79%337,725+884+0.26%$34,674,180
HOME DEPOTHDConsumer Cyclical2.77%104,792-88-0.08%$34,465,045
SCHNEIDER ELEC SA ADRSBGSYIndustrials2.70%616,969-1,060-0.17%$33,581,623
ROCKWELL AUTOMATIONROKIndustrials2.60%89,879-2,359-2.56%$32,255,934
PROCTER & GAMBLEPGConsumer Defensive2.51%215,755+3,348+1.58%$31,163,645
DANAHER CORPDHRHealthcare2.49%163,343+1,127+0.69%$30,969,754
CHEVRONCVXEnergy2.48%148,927-2,755-1.82%$30,812,923
AUTOMATIC DATA PROCESSINGADPTechnology2.24%136,950-2,940-2.10%$27,825,590
APTARGROUPATRHealthcare2.21%217,872-19,707-8.29%$27,456,218
APPLIED MATERIALAMATTechnology2.12%76,922+3,732+5.10%$26,291,177
XYLEM INCXYLIndustrials2.10%218,587+225+0.10%$26,121,139
ELI LILLY & COLLYHealthcare2.01%27,160+3,083+12.80%$24,981,241
VERTEX PHARMACEUTICALSVRTXHealthcare1.85%51,499+482+0.94%$22,996,363
GQG PARTNERS EMERGING MARKETS GQGIXOther1.56%1,067,352+6,983+0.66%$19,415,132
AMERICAN EXPRESSAXPFinancial Services1.44%59,068+15,252+34.81%$17,866,925
CHARLES SCHWABSCHWFinancial Services1.39%184,295+49,637+36.86%$17,320,040
UBER TECHNOLOGIES INCUBERTechnology1.36%234,824+52,220+28.60%$16,890,890
NEXTERA ENERGYNEEUtilities1.15%153,453+38,391+33.37%$14,252,684
VANGUARD 500 INDEX FD ADMIRAL VFIAXOther1.03%21,310--$12,838,561
CANADIAN NATL RAILWAYCNIIndustrials1.03%124,717-8,908-6.67%$12,817,168
WASTE MANAGEMENT INCWMIndustrials0.91%49,021+25+0.05%$11,264,536
BERKSHIRE HATHAWAY CL ABRK-AFinancial Services0.87%15-4-21.05%$10,772,100
BROADCOM INCAVGOTechnology0.64%25,522+17,452+216.26%$7,899,314
FISERVFITechnology0.63%141,132-51,000-26.54%$7,875,166
CARRIER GLOBALCARRIndustrials0.63%138,359-13,820-9.08%$7,791,008
UNITEDHEALTH GROUPUNHHealthcare0.57%26,135-26,114-49.98%$7,071,958
UNION PACIFICUNPIndustrials0.49%25,297--$6,137,558
CANADIAN PACIFIC KANSAS CITY LCPIndustrials0.44%68,992+5,977+9.49%$5,426,911
ABBVIEABBVHealthcare0.40%22,851+59+0.26%$4,969,864
CROWDSTRIKE HOLDINGS INCCRWDTechnology0.35%11,206+380+3.51%$4,374,934
SPDR S&P 500 ETFSPYOther0.33%6,364+3,431+116.98%$4,138,764
WAL-MART STORESWMTConsumer Defensive0.32%32,053-704-2.15%$3,983,499
HONEYWELL INTLHONIndustrials0.30%16,445-181-1.09%$3,717,049
WASTE CONNECTIONS INC NEWWCNIndustrials0.27%20,519+20,519+100.00%$3,333,106
ASML HOLDING NVASMLOther0.25%2,336+58+2.55%$3,085,459
JPMORGAN CHASEJPMFinancial Services0.24%10,097+56+0.56%$2,970,134
AMPHENOLAPHTechnology0.21%20,879-1,856-8.16%$2,638,062
THERMO FISHER SCIENTIFICTMOHealthcare0.18%4,595-188-3.93%$2,258,580
EXXON MOBILXOMEnergy0.18%13,064-45-0.34%$2,216,493
ECOLAB INCECLBasic Materials0.16%7,610-394-4.92%$2,024,412
ALPHABET INC CL CGOOGCommunication Services0.15%6,610-630-8.70%$1,896,145
VANGUARD TOTAL STOCK MARKET INVTSAXOther0.15%11,863--$1,853,414
MCCORMICK & COMKCConsumer Defensive0.15%35,737-107,830-75.11%$1,802,590
RELX PLCRELXIndustrials0.13%48,815-13,164-21.24%$1,618,203
COSTCO WHOLESALECOSTConsumer Defensive0.12%1,526--$1,520,552
BERKSHIRE HATHAWAY CL BBRK-BFinancial Services0.11%2,957-1,480-33.36%$1,416,994
VANGUARD FTSE DEVELOPED MARKETVEAOther0.11%21,458+10,000+87.28%$1,375,029
NETAPPNTAPTechnology0.08%10,250-2,000-16.33%$1,049,497
ISHARES RUSSELL 1000IWBOther0.08%2,689+99+3.82%$958,790
SALESFORCE.COMCRMTechnology0.08%5,001-3,372-40.27%$933,549
ISHARES S&P 500IVVOther0.07%1,334--$871,382
CHURCH & DWIGHTCHDConsumer Defensive0.07%9,060-431-4.54%$845,479
EOG RESOURCESEOGEnergy0.07%5,735-1,010-14.97%$829,109
MERCKMRKHealthcare0.07%6,880-220-3.10%$827,595
INTL BUSINESS MACHIBMTechnology0.06%3,215-200-5.86%$779,284
SPDR SERIES TRUSTSPLGOther0.06%10,085--$771,906
STRYKER CORPSYKHealthcare0.06%2,275-50-2.15%$747,542
PEPSICOPEPConsumer Defensive0.06%4,580-77-1.65%$711,228
VISAVFinancial Services0.06%2,333+82+3.64%$705,206
PHILIP MORRISPMConsumer Defensive0.05%4,120--$681,201
IDEXX CORPIDXXHealthcare0.05%1,189-100-7.76%$668,087
ISHARES RUSSELL 1000 GROWTHIWFOther0.05%1,551+1,551+100.00%$661,346
NOVARTIS AG ADRNVSHealthcare0.05%3,700-230-5.85%$565,175
METTLER TOLEDOMTDHealthcare0.04%415-80-16.16%$523,398
TORONTO DOMINION BANKTDFinancial Services0.04%4,985-390-7.26%$465,150
REPLIGEN CORPRGENHealthcare0.04%3,850--$453,607
NESTLE SA ADRNSRGYConsumer Defensive0.04%4,576-400-8.04%$453,482
ILLINOIS TOOL WORKSITWIndustrials0.04%1,725--$449,000
NOVO NORDISK A S ADRNVOHealthcare0.04%11,999-6,091-33.67%$440,963
ROYAL BANK CANADARYFinancial Services0.03%2,655-160-5.68%$429,526
AMERICAN TOWERAMTReal Estate0.03%2,472-270-9.85%$426,618
VANGUARD S&P MID-CAP 400 INDEXIVOOOther0.03%3,660--$418,411
VANGUARD S&P SMALL-CAP 600 INDVIOOOther0.03%3,634--$417,292
CHUBB LIMITEDCBFinancial Services0.03%1,280-50-3.76%$417,190
VANECK JUNIOR GOLD MINERS ETFGDXJOther0.03%3,300--$396,132
GENERAL MILLSGISConsumer Defensive0.03%10,564-963-8.35%$393,192
COCA COLAKOConsumer Defensive0.03%5,009-40-0.79%$380,934
META PLATFORMS INCMETACommunication Services0.03%648+92+16.55%$370,740
DARDEN RESTAURANTSDRIConsumer Cyclical0.03%1,833+95+5.47%$359,341
AMGEN INCAMGNHealthcare0.03%953--$335,313
ISHARES CORE MSCI EAFEIEFAOther0.03%3,684+55+1.52%$333,513
ORACLEORCLTechnology0.03%2,266-100-4.23%$333,351
GENERAL ELECTRICGEIndustrials0.03%1,112--$315,532
PFIZERPFEHealthcare0.02%11,000--$308,880
ALTRIA GROUPMOConsumer Defensive0.02%4,600--$303,554
INTUITIVE SURGICALISRGHealthcare0.02%647-5-0.77%$298,261
BANK OF NOVA SCOTIABNSFinancial Services0.02%4,280-410-8.74%$296,647
VANGUARD VALUE ETFVTVOther0.02%1,500--$294,300
ISHARES MSCI EAFE SMALL CAPSCZOther0.02%3,700+3,700+100.00%$290,117