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CIK: 0001870761
Total reported value
$479.2M
$479.2M
465 檔
14.7%
According to the latest 13F quarterly dataset, Bank of New Hampshire managed an equity portfolio of $479.2M at the end of Q2 2025, spanning 465 distinct U.S. exchange-listed positions.
During Q2 2025, Bank of New Hampshire performed routine portfolio adjustments (2 new buys, 23 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 465 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.24% | -5.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.07% | -5.31% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 3.66% | -0.96% | -0.68% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.62% | -1.25% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.80% | -0.10% | -3.03% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.08% | +10.36% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-Other | 2.09% | -0.39% | +8.73% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | -0.14% | -0.44% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.01% | -4.70% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.95% | -0.17% | +1.83% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.18% | -11.82% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.12% | -3.06% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.02% | -4.36% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.54% | -0.17% | -3.31% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.52% | -0.25% | -5.37% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.48% | +0.37% | -6.94% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.44% | +0.04% | +2.09% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.20% | -5.16% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.38% | -0.24% | -6.63% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.28% | -0.11% | -0.11% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.14% | — | +23.46% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.14% | -0.13% | +1305.28% | |
| 23 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.06% | -0.01% | -0.05% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.23% | -5.24% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | +0.03% | -1.97% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.01% | -0.25% | -1.70% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.64% | -0.20% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.87% | -0.01% | +0.10% | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 0.86% | -0.39% | -5.52% | |
| 30 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.84% | +0.01% | -16.81% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | +0.04% | +12.74% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.78% | -0.02% | -1.27% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.04% | -7.00% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.10% | -5.36% | |
| 35 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.77% | -0.05% | +13.71% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | -0.02% | +1.77% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | -0.04% | -5.99% | |
| 38 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.74% | +0.05% | +3.16% | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.74% | -0.03% | +1.24% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.07% | +9.95% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | +12.59% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.71% | +0.02% | +2.29% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.70% | -0.11% | -3.33% | |
| 44 | GE | General Electric | Stock-Industrials | 0.69% | +0.16% | +20.31% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.03% | -5.43% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.15% | +11.35% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.04% | -38.36% | |
| 48 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.64% | +0.05% | -1.14% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.64% | +0.02% | +8.03% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.08% | -3.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -5.34% | Trim |
| 2 | NVDA | Nvidia CORP | +0.6% | -0.44% | Trim |
| 3 | DFIV | Dimensional International Va | +0.5% | NEW | New buy |
| 4 | BSX | Boston Scientific CORP | +0.5% | +552.03% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +10.36% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +11.35% | Add |
| 7 | CTAS | Cintas CORP | +0.3% | +173.79% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +17.13% | Add |
| 9 | CEG | Constellation Energy | +0.2% | -3.33% | Trim |
| 10 | GE | General Electric | +0.2% | +20.31% | Add |
| 11 | ETN | Eaton Corporation plc | +0.2% | +9.95% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +12.59% | Add |
| 13 | ADP | Automatic Data Processing | +0.2% | +23.46% | Add |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +12.74% | Add |
| 15 | TT | Trane Technologies plc | +0.2% | +8.03% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.70% | Trim |
| 17 | FN | Fabrinet | +0.1% | +2.97% | Add |
| 18 | AVIG | Avantis Core Fixed Income | +0.1% | NEW | New buy |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.25% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.83% | Add |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +197.76% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.09% | Add |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | -6.94% | Trim |
| 24 | AXP | American Express Co | +0.1% | +2.29% | Add |
| 25 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +39.81% | Add |
| 26 | CASY | Casey's General Stores Inc | +0.1% | -1.70% | Trim |
| 27 | LYV | Live Nation Entertainment In | +0.1% | +3.16% | Add |
| 28 | RL | Ralph Lauren CORP | +0.1% | -1.14% | Trim |
| 29 | AMD | Advanced Micro Devices | +0.1% | -1.86% | Trim |
| 30 | NOW | Servicenow Inc | +0.1% | +6.18% | Add |
| 31 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +39.96% | Add |
| 32 | GVI | Ishares Intermediate Governm | +0.1% | +8.73% | Add |
| 33 | AMZN | Amazon.com Inc | +0.1% | -4.36% | Trim |
| 34 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +13.71% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | -0.68% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | 0% | -3.03% | Trim |
| 37 | PEP | Pepsico Inc | -0.2% | -25.43% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -0.20% | Trim |
| 39 | ABBV | Abbvie Inc | -0.2% | -5.43% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -7.00% | Trim |
| 41 | DCI | Donaldson Co Inc | -0.2% | -81.23% | Trim |
| 42 | ORCL | Oracle CORP | -0.2% | -48.60% | Trim |
| 43 | GGAL | Grupo Financiero Galicia-adr | -0.2% | -75.54% | Trim |
| 44 | ORLY | O'reilly Automotive Inc | -0.2% | +1305.28% | Add |
| 45 | CCJ | Cameco CORP | -0.3% | -74.65% | Trim |
| 46 | BAC | Bank Of America CORP | -0.3% | -38.36% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -3.06% | Trim |
| 48 | OC | Owens Corning | -0.4% | -89.02% | Trim |
| 49 | AAPL | Apple Inc | -0.8% | -5.31% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1.4% | -97.10% | 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 465 disclosed positions in Q2 2025.
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 MSFT, AAPL, GLD) accounted for 14.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFIV
市值: $1.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $17.3M
During Q2 2025, Bank of New Hampshire's top holdings by market value included MSFT (4.1%)、AAPL (3.8%)、GLD (3.7%). The largest single position, MSFT, represented 4.1% of total portfolio value.
In Q2 2025, Bank of New Hampshire made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 25 holdings, and fully liquidating 0 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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