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CIK: 0001961742
Total reported value
$532.1M
$532.1M
175 檔
25.6%
In Q4 2024, New Hampshire Trust's U.S. equity holdings reached a combined market value of $532.1M, distributed across 175 disclosed stock positions.
In Q4 2024, New Hampshire Trust adopted a defensive or profit-taking posture, trimming 88 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VO, AAPL, MSFT) accounted for 25.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.15% | -0.44% | +3.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.72% | +0.82% | +0.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | +1.51% | +1.09% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.08% | -0.32% | +3.56% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.45% | +0.51% | +0.28% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.14% | +0.06% | +1.70% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | -0.10% | -0.66% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.22% | -0.13% | -1.15% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.93% | -0.13% | +0.35% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | -0.09% | +2.91% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | -0.03% | +0.87% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | -0.04% | +20.33% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | -0.22% | +1.88% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.03% | +0.27% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.18% | +0.66% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.31% | -1.57% | EXIT | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | +0.51% | +0.06% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.13% | +0.66% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.21% | -0.08% | +1.23% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.03% | +1.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | +0.30% | -1.34% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.01% | +0.57% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | -0.06% | +16.55% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.04% | -0.87% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.03% | +0.86% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.04% | -0.06% | -1.22% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.03% | +0.09% | +1.72% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.03% | +1.93% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | -0.09% | -3.26% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | -0.01% | +0.47% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.07% | +0.57% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | -0.66% | +2.08% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | -0.19% | +0.62% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | -0.06% | +0.41% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.84% | +0.16% | +1.52% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | — | -5.73% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.83% | -0.05% | +1.05% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.83% | +0.13% | +103.52% | |
| 39 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.78% | +0.03% | +2.36% | |
| 40 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.78% | -0.03% | -0.57% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | -0.06% | -8.71% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | — | +1.20% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | +0.23% | +0.73% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | -0.02% | -0.58% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | +0.06% | +0.30% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.66% | -0.01% | -0.30% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.64% | — | -0.28% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | +0.03% | -4.90% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | — | -4.03% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.63% | -0.21% | -0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +1.70% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | +1.88% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.4% | +103.52% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +0.44% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | -3.26% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +255.26% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +0.28% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.91% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.66% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +0.87% | Add |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | NEW | New buy |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +1.23% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.2% | +3.29% | Add |
| 14 | CRM | Salesforce Inc | +0.2% | +1.52% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.93% | Add |
| 16 | SCHV | Schwab US Large-cap Value | +0.1% | +438.97% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +20.33% | Add |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 19 | AMP | Ameriprise Financial Inc | +0.1% | +2.36% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +0.57% | Add |
| 21 | RWR | Ss Spdr Dow Jones Reit ETF | +0.1% | NEW | New buy |
| 22 | DFAS | Dimensional US Small Cap ETF | +0.1% | +3.56% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +0.62% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | +0.1% | +381.08% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 26 | HON | Honeywell International Inc | +0.1% | +1.20% | Add |
| 27 | DIS | Walt Disney Co/the | +0.1% | -4.03% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +30.77% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.55% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 31 | PYPL | Paypal Holdings Inc | 0% | -0.28% | Trim |
| 32 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 33 | WMB | Williams Cos Inc | 0% | -1.23% | Trim |
| 34 | COST | Costco Wholesale CORP | 0% | +1.08% | Add |
| 35 | SCHR | Schwab Intermediate-term US | 0% | +260.53% | Add |
| 36 | PNC | Pnc Financial Services Group | 0% | +1.70% | Add |
| 37 | ADP | Automatic Data Processing | 0% | -0.11% | Trim |
| 38 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 39 | EEM | Ishares Msci Emerging Market | 0% | +35.44% | Add |
| 40 | META | Meta Platforms Inc-class A | 0% | +0.06% | Add |
| 41 | NOW | Servicenow Inc | 0% | -0.89% | Trim |
| 42 | NFLX | Netflix Inc | 0% | -0.92% | Trim |
| 43 | EMR | Emerson Electric Co | 0% | -5.98% | Trim |
| 44 | DLR | Digital Realty Trust Inc | 0% | -0.77% | Trim |
| 45 | SCHW | Schwab (charles) CORP | 0% | -1.11% | Trim |
| 46 | BAC | Bank Of America CORP | 0% | -1.86% | Trim |
| 47 | MS | Morgan Stanley | 0% | +2.24% | Add |
| 48 | HBAN | Huntington Bancshares Inc | 0% | -1.31% | Trim |
| 49 | BMY | Bristol-myers Squibb Co | 0% | -1.83% | Trim |
| 50 | SCHO | Schwab Short-term US Treas | 0% | +113.58% | Add |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $532.1M across 175 disclosed positions in Q4 2024.
During Q4 2024, New Hampshire Trust's top holdings by market value included VO (9.2%)、AAPL (6.7%)、MSFT (5.3%). The largest single position, VO, represented 9.2% of total portfolio value.
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.
Top New Position Initiated
MMIT
市值: $967.2K
Top Position Liquidated / Trimmed
TEL
前期市值: $2.0M
In Q4 2024, New Hampshire Trust made 164 total portfolio adjustments, initiating 6 new buys, adding to 62 positions, trimming 88 holdings, and fully liquidating 8 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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