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CIK: 0001961742
Total reported value
$530.2M
$530.2M
170 檔
21.4%
In Q1 2024, New Hampshire Trust's U.S. equity holdings reached a combined market value of $530.2M, distributed across 170 disclosed stock positions.
During Q1 2024, New Hampshire Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.96% | -0.83% | +0.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | +0.03% | -3.58% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.39% | -6.62% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.94% | +0.14% | +2.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.14% | -11.52% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.19% | -2.50% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.35% | -1.69% | +0.46% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.08% | — | +393.16% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.30% | -4.68% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.40% | -0.62% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | +0.07% | -3.09% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | +0.11% | +3.10% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.18% | +0.26% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.54% | +11.58% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.50% | -0.04% | -1.92% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.03% | -0.86% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.42% | -0.17% | -1.48% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.39% | -0.18% | +0.64% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.06% | -4.57% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.23% | -0.02% | -52.37% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | +0.18% | +7.23% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.18% | +0.06% | -4.72% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | +0.11% | +2.09% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.07% | -12.43% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | +0.18% | -2.08% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.27% | -15.43% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.14% | -1.67% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.58% | -2.33% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.97% | +0.09% | -3.32% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.12% | +9.96% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.96% | -0.03% | -1.57% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.05% | NEW | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.06% | +0.14% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.15% | -1.42% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.86% | -0.04% | -1.01% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.05% | -0.67% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.04% | +1.11% | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.85% | -0.10% | -3.11% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.10% | -19.12% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.24% | -2.52% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.81% | -0.02% | -0.40% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | — | +6.99% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.05% | -7.62% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.76% | -0.21% | -1.16% | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.73% | — | -3.27% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.72% | +0.01% | -0.11% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.02% | -2.34% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.75% | EXIT | |
| 49 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.69% | -0.02% | -3.02% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.16% | +203.39% |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 170 disclosed positions in Q1 2024.
During Q1 2024, New Hampshire Trust's top holdings by market value included VO (9.0%)、MSFT (5.8%)、AAPL (5.1%). The largest single position, VO, represented 9.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VO, MSFT, AAPL) accounted for 21.4% of total reported equity market value during Q1 2024.
In Q1 2024, New Hampshire Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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