1y return+19.8%S&P 500 +20.9%
3y return+46.4%S&P 500 +68.5%
5y return+45.2%S&P 500 +74.5%
10y return+194.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $295 against $357 in the S&P 500.2
Hemenway Trust Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMDAdvanced Micro Devices | $102.6M | 7.2% | −9.1% |
| GOOGLAlphabet Inc Cl A | $89.0M | 6.2% | −5.0% |
| NVDANvidia Corp | $76.1M | 5.3% | −1.3% |
| AAPLApple | $73.5M | 5.1% | |
| ADIAnalog Devices | $61.2M | 4.3% | −6.6% |
| AMATApplied Material | $56.4M | 3.9% | +1.5% |
| AMZNAmazon.com | $56.1M | 3.9% | |
| MSFTMicrosoft | $53.1M | 3.7% | +2.3% |
| TJXTjx Cos | $46.6M | 3.3% | |
| MAMastercard | $45.8M | 3.2% | +1.6% |
| ROKRockwell Automation | $43.3M | 3.0% | −2.8% |
| JNJJohnson And Johnson | $42.2M | 2.9% | |
| RTXRtx Corporation | $40.8M | 2.9% | |
| SBGSYSchneider Elec Sa Adr | $40.4M | 2.8% | |
| HDHome Depot | $37.4M | 2.6% | +1.3% |
| LLYEli Lilly & Co | $35.3M | 2.5% | +8.2% |
| PGProcter & Gamble | $31.8M | 2.2% | |
| ABTAbbott Labs | $31.6M | 2.2% | +3.3% |
| DHRDanaher Corp | $30.8M | 2.2% | |
| ADPAutomatic Data Processing | $30.8M | 2.2% | |
| VRTXVertex Pharmaceuticals | $27.8M | 1.9% | +8.7% |
| XYLXylem Inc | $27.2M | 1.9% | +5.3% |
| ATRAptargroup | $26.3M | 1.8% | −3.7% |
| AXPAmerican Express | $25.1M | 1.8% | +25.6% |
| CVXChevron | $20.5M | 1.4% | −16.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $76.1M |
| GOOGLAlphabet Inc Cl A | June 30, 2020 | +404.0% | $89.0M |
| AMDAdvanced Micro Devices | December 31, 2021 | +303.7% | $102.6M |
| AMATApplied Material | June 30, 2025 | +294.9% | $56.4M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $13.3M |
| ADIAnalog Devices | June 30, 2020 | +223.9% | $61.2M |
| AAPLApple | June 30, 2020 | +217.3% | $73.5M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $40.8M |
| TJXTjx Cos | June 30, 2020 | +199.6% | $46.6M |
| SBGSYSchneider Elec Sa Adr | June 30, 2022 | +176.1% | $40.4M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $3.7M
- CRMSalesforce.com was $934K
- PHYSSprott Physical Gold Trust was $233K
- EEni Spa Sponsored Adr was $226K
- GDXVaneck Gold Miners Etf was $220K
- UHSUniversal Health Services Cl B was $215K
- TTSIXT Rowe Price Tax Free Shrt Int was $194K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.9% | +14.8% |
| March 31, 2026 | −4.5% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −5.2% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hemenway Trust Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1494234&type=13F-HR&dateb=&owner=include&count=40CIK 1494234
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1494234/000149423426000006/Filed August 11, 2026 · accession 0001494234-26-000006