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CIK: 0001961742
Total reported value
$530.2M
$530.2M
172 檔
23.4%
During the Q2 2024 filing period, New Hampshire Trust (CIK: 0001961742) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $530.2M across 172 reported positions.
During Q2 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 | 8.74% | -0.83% | +3.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.15% | +0.39% | -0.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | +0.03% | -0.28% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.89% | +0.14% | +5.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | +0.19% | +873.43% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.14% | +1.44% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | +0.30% | -0.87% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.27% | -1.69% | +2.33% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | — | -0.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.18% | +2.66% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | +0.40% | +0.30% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | +0.07% | +1.40% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.54% | +5.01% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.42% | +0.11% | -0.12% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | -0.04% | +0.32% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | -0.03% | +0.79% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.17% | -0.17% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.27% | +0.32% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.18% | +1.25% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.06% | -1.98% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.11% | +0.52% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.14% | +0.40% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | +0.18% | +1.73% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.08% | +0.06% | -1.06% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | +0.07% | -0.06% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.04% | -0.03% | +2.48% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.12% | +0.77% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.05% | NEW | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.97% | +0.15% | -4.87% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | +0.18% | +0.40% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | +0.09% | -1.03% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | +0.58% | +1.92% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.06% | +2.03% | |
| 34 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.85% | -0.04% | +5434.98% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.83% | -0.04% | +0.46% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.05% | -0.30% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.04% | +1.37% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | -0.02% | -0.41% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.24% | +1.34% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.16% | +2.30% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.74% | — | +0.86% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.73% | -0.10% | -2.82% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.72% | -0.21% | +9.09% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.75% | EXIT | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.10% | +1.22% | |
| 46 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.66% | -0.02% | +0.72% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.05% | -8.19% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | — | +1.24% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.04% | +1.08% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.02% | -4.53% |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 172 disclosed positions in Q2 2024.
During Q2 2024, New Hampshire Trust's top holdings by market value included VO (8.7%)、AAPL (6.2%)、MSFT (6.0%). The largest single position, VO, represented 8.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VO, AAPL, MSFT) accounted for 23.4% of total reported equity market value during Q2 2024.
In Q2 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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