Hemenway Trust Co LLC

CIK: 0001494234SEC EDGAR →

Portfolio Value

$1.3B

Holdings

127

As of

Q4 2025

New Positions

3

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC CL A

275,095$86.1M
6.59%
2

NVIDIA CORP

390,723$72.9M
5.57%
3

APPLE

259,704$70.6M
5.40%
4

MICROSOFT

137,080$66.3M
5.07%
5

AMAZON.COM

234,574$54.1M
4.14%
6

MASTERCARD

86,887$49.6M
3.79%
7

ANALOG DEVICES

177,436$48.1M
3.68%
8

TJX COS

311,767$47.9M
3.66%
9

ADVANCED MICRO DEVICES

203,463$43.6M
3.33%
10

ABBOTT LABS

336,841$42.2M
3.23%

Quarterly Changes

Top Buys

LLY↑ Increased
$12.4M
AMAT↑ Increased
$8.5M
HD↑ Increased
$6.3M
AXP↑ Increased
$5.8M
SCHW↑ Increased
$5.3M

Top Sells

FISV↓ Decreased
$17.9M
GOOGL↓ Decreased
$15.6M
CARR↓ Decreased
$14.8M
CRM↓ Decreased
$9.9M
AMD↓ Decreased
$7.3M

New Positions (5)

$324K · 4K shares
$259K · 1K shares
$205K · 2K shares
NOVOZYMES A S DKK 2.0
$204K · 3K shares
$132K · 10K shares

Closed Positions (3)

$515K · 1K shares
$297K · 485 shares
$161K · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Technology20$367.6M28.1%
Healthcare21$225.6M17.3%
Industrials13$176.6M13.5%
Consumer Cyclical5$138.7M10.6%
Unknown21$115.5M8.8%
Financial Services26$103.0M7.9%
Communication Services4$91.2M7.0%
Energy5$38.9M3.0%
Consumer Defensive9$38.2M2.9%
Utilities1$9.2M0.7%
Basic Materials1$2.1M0.2%
Real Estate1$481K0.0%