Evid Invest
Holders — by stockHoldings — by fund

Hemenway Trust Co LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001494234

$1.43B

disclosed book value

135

positions

7.2%

largest position share

Positions, as of 2026-06-30

top 100 of 135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AMDADVANCED MICRO DEVICES176,678$102.6M7.2%
2GOOGLALPHABET INC CL A248,972$89.0M6.2%
3NVDANVIDIA CORP380,243$76.1M5.3%
4AAPLAPPLE253,994$73.5M5.1%
5ADIANALOG DEVICES154,062$61.2M4.3%
6AMATAPPLIED MATERIAL78,041$56.4M3.9%
7AMZNAMAZON.COM235,269$56.1M3.9%
8MSFTMICROSOFT142,454$53.1M3.7%
9TJXTJX COS307,733$46.6M3.3%
10MAMASTERCARD89,128$45.8M3.2%
11ROKROCKWELL AUTOMATION87,399$43.3M3%
12JNJJOHNSON AND JOHNSON166,020$42.2M2.9%
13RTXRTX CORPORATION215,098$40.8M2.9%
14SBGSYSCHNEIDER ELEC SA ADR619,162$40.4M2.8%
15HDHOME DEPOT106,166$37.4M2.6%
16LLYELI LILLY & CO29,397$35.3M2.5%
17PGPROCTER & GAMBLE216,708$31.8M2.2%
18ABTABBOTT LABS348,778$31.6M2.2%
19DHRDANAHER CORP161,945$30.8M2.2%
20ADPAUTOMATIC DATA PROCESSING137,589$30.8M2.2%
21VRTXVERTEX PHARMACEUTICALS55,995$27.8M1.9%
22XYLXYLEM INC230,183$27.2M1.9%
23ATRAPTARGROUP209,840$26.3M1.8%
24AXPAMERICAN EXPRESS74,193$25.1M1.8%
25CVXCHEVRON123,703$20.5M1.4%
26GQGIXGQG PARTNERS EMERGING MARKETS1.1M$20.0M1.4%
27ARIMXAMG RIVER ROAD SMALL-MID CAP V1.8M$19.5M1.4%
28SCHWCHARLES SCHWAB201,739$18.6M1.3%
29NEENEXTERA ENERGY208,603$18.3M1.3%
30UBERUBER TECHNOLOGIES INC246,765$17.8M1.2%
31CNICANADIAN NATL RAILWAY124,116$14.8M1%
32VFIAXVANGUARD 500 INDEX FD ADMIRAL21,310$14.7M1%
33AVGOBROADCOM INC35,129$13.3M0.9%
34WMWASTE MANAGEMENT INC49,086$10.9M0.8%
35BRK/ABERKSHIRE HATHAWAY CL A12$9.0M0.6%
36CRWDCROWDSTRIKE HOLDINGS INC11,508$8.8M0.6%
37WCNWASTE CONNECTIONS INC NEW42,113$7.0M0.5%
38UNPUNION PACIFIC25,310$6.9M0.5%
39CPCANADIAN PACIFIC KANSAS CITY L79,226$6.9M0.5%
40ABBVABBVIE22,641$5.7M0.4%
41ASML HOLDING NV2,464$4.8M0.3%
42SPYSPDR S&P 500 ETF6,317$4.7M0.3%
43FPACXFPA CRESCENT FUND95,538$4.3M0.3%
44BPIRXROBECO BOSTON PARTNERS LONG SH256,697$3.8M0.3%
45APHAMPHENOL20,429$3.6M0.3%
46WMTWAL-MART STORES31,677$3.6M0.3%
47JPMJPMORGAN CHASE10,040$3.3M0.2%
48UNHUNITEDHEALTH GROUP6,049$2.5M0.2%
49GOOGALPHABET INC CL C6,313$2.2M0.2%
50TMOTHERMO FISHER SCIENTIFIC4,425$2.2M0.2%
51VTSAXVANGUARD TOTAL STOCK MARKET IN11,863$2.1M0.1%
52ECLECOLAB INC7,635$2.1M0.1%
53CARRCARRIER GLOBAL28,109$2.1M0.1%
54FISVFISERV41,825$2.1M0.1%
55HONHONEYWELL INTL8,311$1.9M0.1%
56HONAHONEYWELL AEROSPACE INC8,311$1.8M0.1%
57EXMOCEXXON MOBIL13,026$1.8M0.1%
58VEAVANGUARD FTSE DEVELOPED MARKET21,537$1.5M0.1%
59NTAPNETAPP9,850$1.5M0.1%
60VWILXVANGUARD INTERNATIONAL GROWTH12,600$1.5M0.1%
61COSTCOSTCO WHOLESALE1,526$1.4M0.1%
62IWBISHARES RUSSELL 10002,689$1.1M0.1%
63BRK/BBERKSHIRE HATHAWAY CL B2,096$1.0M0.1%
64IVVISHARES S&P 5001,334$999,0190.1%
65SPYMSPDR SERIES TRUST10,085$886,2700.1%
66IBMINTL BUSINESS MACH3,147$884,9680.1%
67MRKMERCK6,860$881,5100.1%
68CHDCHURCH & DWIGHT8,390$812,8230.1%
69VVISA2,311$792,9720.1%
70INTCINTEL5,567$777,3200.1%
71IWFISHARES RUSSELL 1000 GROWTH6,184$767,8670.1%
72EOGEOG RESOURCES5,710$740,7580.1%
73SYKSTRYKER CORP2,265$713,1130%
74PMPHILIP MORRIS3,920$709,1670%
75IDXXIDEXX CORP1,189$625,9370%
76PEPPEPSICO4,545$615,3930%
77TDTORONTO DOMINION BANK4,875$591,9710%
78NVSNOVARTIS AG ADR3,700$579,8640%
79MKCMCCORMICK & CO11,070$558,1650%
80PRDGXT ROWE PRICE DIVIDEND GROWTH6,151$546,4980%
81RYROYAL BANK CANADA2,640$546,4010%
82MTDMETTLER TOLEDO415$530,1670%
83VIOOVANGUARD S&P SMALL-CAP 600 IND3,634$499,8200%
84RGENREPLIGEN CORP3,650$498,0060%
85IVOOVANGUARD S&P MID-CAP 400 INDEX3,660$477,2640%
86ITWILLINOIS TOOL WORKS1,725$466,5610%
87NSRGYNESTLE SA ADR4,441$456,0460%
88SMHVANECK ETF TRUST SEMICONDUCTR665$436,1670%
89CHUBB LIMITED1,260$429,3320%
90NVONOVO NORDISK A S ADR8,774$420,6260%
91GEGENERAL ELECTRIC1,112$415,5600%
92KOCOCA COLA5,035$409,1940%
93METAMETA PLATFORMS INC723$407,2590%
94AMTAMERICAN TOWER2,422$396,1670%
95BNSBANK OF NOVA SCOTIA4,280$371,6750%
96GEVGE VERNOVA INC COM307$360,6820%
97RIOTRIOT BLOCKCHAIN13,150$360,0470%
98IEFAISHARES CORE MSCI EAFE3,684$355,8010%
99DRIDARDEN RESTAURANTS1,723$354,9550%
100PGINXPAX GLOBAL ENVIRONMENTAL MKTS13,941$353,1280%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.