You're signed outSign in or to get full access.
Canton Hathaway, LLC
Canton Hathaway, LLC is a boutique SEC Registered Investment Adviser headquartered in Providence, Rhode Island. Founded in 2018, the firm specializes in managing generational wealth primarily for the Chace and Procaccianti families, as well as other high-net-worth individuals, trusts, family groups, and charitable organizations. With approximately 6 employees and over $651 million in assets under management, Canton Hathaway offers tailored investment management and financial planning services to about 88 clients.
Investment Strategy
Canton Hathaway, LLC provides personalized investment advisory services, focusing on long-term wealth preservation and growth for families and high-net-worth individuals. The firm builds concentrated, actively managed portfolios with significant allocations to core long-term holdings. Reported sector allocations and holdings, such as a large percentage in Berkshire Hathaway Inc. and major S&P 500 ETFs, signal a disciplined value-oriented equity strategy combined with diversified ETF and mutual fund investments for risk management.
Latest 13F Filing Activity
Canton Hathaway, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 267 equity positions with a total 13F market value of $521M. The fund increased holdings in Bloom Energy Corp. Class A, Alphabet Inc., Vanguard 500 Etf among other positions. Canton Hathaway, LLC reduced exposure to Brookline Bancorp Inc., Spotify Technology SA, Nokia Oyj among others.
Top Holdings
Equity Positions (267)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc A | 43.75% | $227.8M | 302 | $364969.75 | $754200.00 | +$1.8M | |
V VOO | Vanguard 500 ETF | 6.04% | $31.4M | 51,355 | $308.97 | $612.38 | +$2.3M |
M MSFT | Microsoft Corp | 2.41% | $12.6M | 24,267 | $203.98 | $517.95 | +$509.0K |
G GLD | Spdr Gold Tr Gold Shs | 2.13% | $11.1M | 31,163 | $175.79 | $355.47 | -$464.0K |
E EFA | Ishares Msci Eafe Etf | 2.07% | $10.8M | 115,649 | $71.52 | $93.37 | +$460.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more