StockDriftsStockDriftsTop 50 Hemenway Trust Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | 7.17% | 176.7K | $102.6M | -9.13%(-17.75K) | $123.16(+278.41%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 6.22% | 249.0K | $89.0M | -4.96%(-12.98K) | $46.98(+648.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 5.32% | 380.2K | $76.1M | -1.25%(-4.82K) | $15.40(+1331.82%) | 2026-06-30 | |
| AAPL | APPLE | 5.14% | 254.0K | $73.5M | -0.42%(-1.07K) | $33.47(+816.16%) | 2026-06-30 | |
| ADI | ANALOG DEVICES | 4.28% | 154.1K | $61.2M | -6.56%(-10.82K) | $94.35(+314.42%) | 2026-06-30 | |
| AMAT | APPLIED MATERIAL | 3.94% | 78.0K | $56.4M | +1.45%(+1.12K) | $205.75(+159.31%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 3.92% | 235.3K | $56.1M | +0.08%(+198) | $109.62(+150.81%) | 2026-06-30 | |
| MSFT | MICROSOFT | 3.71% | 142.5K | $53.1M | +2.26%(+3.15K) | $98.92(+408.26%) | 2026-06-30 | |
| TJX | TJX COS | 3.26% | 307.7K | $46.6M | -0.09%(-286) | $69.42(+128.12%) | 2026-06-30 | |
| MA | MASTERCARD | 3.2% | 89.1K | $45.8M | +1.62%(+1.43K) | $133.59(+322.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.50% | +9.79% | +59.55% |
| Top 20 Holdings Unweighted | +16.68% | +58.85% | +9.83% | +59.83% |
Hemenway Trust Co LLC reports $1.43B in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are AMD (7.2%), GOOGL (6.2%) and NVDA (5.3%). The top 20 holdings account for 71.62% of reported assets. Its disclosed equity book has returned +59.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hemenway Trust Co LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1494234). View Hemenway Trust Co LLC’s 13F filings on SEC