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CIK: 0001870761
Total reported value
$479.2M
$479.2M
458 檔
14.7%
During the Q4 2024 filing period, Bank of New Hampshire (CIK: 0001870761) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $479.2M across 458 reported positions.
In Q4 2024, Bank of New Hampshire adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 458 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.18% | +0.07% | -3.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.24% | -1.40% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.20% | +0.62% | -3.22% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.05% | -0.96% | -2.16% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.85% | -0.10% | -2.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +0.18% | -1.77% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.12% | -2.24% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.02% | -2.89% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 1.93% | -0.39% | -6.08% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | -0.01% | -1.29% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.14% | -1.35% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.17% | -11.56% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.65% | -0.25% | -1.72% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.60% | +0.37% | -0.05% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.52% | -0.17% | +0.13% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.20% | -0.30% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.08% | +3.19% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.38% | -0.11% | -3.32% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.36% | -0.24% | +19.42% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | — | -2.62% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | +0.04% | -1.79% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.15% | -0.01% | — | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -0.13% | -1.37% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.23% | +13.72% | |
| 25 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.05% | -0.01% | -2.69% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | +0.04% | -0.19% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.64% | -4.60% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.04% | -1.26% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.93% | — | -0.04% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.04% | -1.71% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.10% | -2.74% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | +0.03% | -3.17% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.05% | -3.66% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.25% | -3.95% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.82% | -0.02% | -4.41% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.02% | +0.15% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.77% | -0.39% | -3.30% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.08% | -4.17% | |
| 39 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.74% | +0.01% | -2.32% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.03% | -3.91% | |
| 41 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.73% | -0.03% | -0.52% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | -0.04% | -4.06% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.68% | +0.02% | -1.63% | |
| 44 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.68% | -0.05% | -5.32% | |
| 45 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.67% | +0.05% | -4.18% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.64% | +0.07% | -3.18% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +0.12% | -8.99% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.61% | +0.23% | -4.28% | |
| 49 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.59% | +0.05% | -0.08% | |
| 50 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.59% | -0.03% | -3.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RJF | Raymond James Financial Inc | +0.4% | +99290.00% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.77% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | -3.37% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.3% | -2.89% | Trim |
| 5 | WMT | Walmart Inc | +0.3% | +13.72% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.3% | +19.42% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.29% | Trim |
| 8 | NVDA | Nvidia CORP | +0.2% | -1.35% | Trim |
| 9 | GGAL | Grupo Financiero Galicia-adr | +0.2% | +43.55% | Add |
| 10 | BAC | Bank Of America CORP | +0.1% | -0.19% | Trim |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | -0.05% | Trim |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +14.48% | Add |
| 13 | RL | Ralph Lauren CORP | +0.1% | -0.08% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.19% | Add |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +137.47% | Add |
| 16 | TT | Trane Technologies plc | +0.1% | +27.35% | Add |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +112.78% | Add |
| 18 | LYV | Live Nation Entertainment In | +0.1% | -4.18% | Trim |
| 19 | GLD | Spdr Gold Shares | — | -2.16% | Trim |
| 20 | MSFT | Microsoft CORP | 0% | -1.40% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.24% | Trim |
| 22 | UPS | United Parcel Service-cl B | -0.1% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | -0.1% | -4.00% | Trim |
| 24 | ICE | Intercontinental Exchange In | -0.1% | -3.30% | Trim |
| 25 | ADBE | Adobe Inc | -0.1% | -3.78% | Trim |
| 26 | MTG | Mgic Investment CORP | -0.1% | -6.27% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -3.17% | Trim |
| 28 | AFL | Aflac Inc | -0.1% | -4.41% | Trim |
| 29 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -4.06% | Trim |
| 30 | DHR | Danaher CORP | -0.1% | -8.26% | Trim |
| 31 | XYZ | Block Inc | -0.1% | -76.80% | Trim |
| 32 | AMX | America Movil Sab De Cv | -0.1% | -90.15% | Trim |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -2.74% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -3.91% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -5.06% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | -30.66% | Trim |
| 37 | AMD | Advanced Micro Devices | -0.1% | +1.53% | Add |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -4.60% | Trim |
| 39 | PEP | Pepsico Inc | -0.1% | -3.66% | Trim |
| 40 | URI | United Rentals Inc | -0.1% | -4.28% | Trim |
| 41 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 42 | GVI | Ishares Intermediate Governm | -0.1% | -6.08% | Trim |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.79% | Trim |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -2.27% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.56% | Trim |
| 46 | MCD | Mcdonald's CORP | -0.1% | -22.98% | Trim |
| 47 | KBH | Kb Home | -0.1% | +3.06% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -2.62% | Trim |
| 49 | PHG | Koninklijke Philips Nvr- Ny | -0.2% | -5.32% | Trim |
| 50 | BP | Bp Plc-spons Adr | -0.4% | -97.99% | Trim |
According to official SEC Form 13F filings, Bank of New Hampshire reported a total U.S. public equity portfolio value of $479.2M across 458 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 14.7% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $440.6K
During Q4 2024, Bank of New Hampshire's top holdings by market value included AAPL (5.2%)、MSFT (3.8%)、IVV (3.2%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 2024, Bank of New Hampshire made 49 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 37 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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