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CIK: 0001961742
Total reported value
$530.2M
$530.2M
174 檔
23.4%
The Q1 2025 SEC filing reveals that New Hampshire Trust held a total portfolio value of $530.2M, covering 174 public equity positions.
In Q1 2025, New Hampshire Trust adopted a defensive or profit-taking posture, trimming 95 positions and completely liquidating 5 holdings to manage risk exposure.
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 Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.94% | -0.83% | +2.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.12% | +0.39% | -5.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | +0.03% | -0.59% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.32% | +0.14% | +6.10% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | +0.19% | -1.42% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.14% | -5.46% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.53% | -1.69% | +3.16% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | +0.07% | -0.86% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | +0.40% | -6.73% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.30% | -7.65% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.82% | — | -7.12% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.11% | -2.67% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -0.54% | +2.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.18% | -3.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | +0.18% | +2.35% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.42% | -0.18% | -1.55% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.03% | -2.17% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.06% | +0.20% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.27% | -0.12% | -1.99% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.27% | -6.92% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.14% | -6.22% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | +0.11% | -13.40% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.14% | -0.03% | -5.97% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.12% | +0.06% | -5.07% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.17% | -3.52% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.08% | -0.04% | +6.94% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.01% | +0.18% | +1.01% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.97% | +0.06% | -3.67% | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.97% | -0.04% | -1.67% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.24% | -3.55% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.07% | -25.29% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | +0.58% | -0.71% | |
| 33 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.90% | -0.04% | +6.77% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.16% | -9.94% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.85% | +0.09% | +2.09% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.04% | +4.93% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.75% | EXIT | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.10% | +0.14% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.73% | — | -6.62% | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.72% | -0.02% | -6.74% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | +0.15% | -1.45% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.05% | -0.26% | |
| 43 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.70% | +0.01% | -0.10% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.70% | -0.21% | +6.17% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.05% | -3.35% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | -0.02% | -28.89% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.02% | -10.36% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | -0.22% | +2.67% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.63% | -0.10% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | -9.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.8% | +2.13% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.35% | Add |
| 3 | ABBV | Abbvie Inc | +0.3% | -2.67% | Trim |
| 4 | VNQ | Vanguard Real Estate ETF | +0.3% | +3.16% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +2.14% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | -0.86% | Trim |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.2% | +6.10% | Add |
| 8 | RTX | Rtx CORP | +0.2% | -1.99% | Trim |
| 9 | MCD | Mcdonald's CORP | +0.2% | -1.55% | Trim |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +26.46% | Add |
| 11 | DOW | Dow Inc | +0.1% | +56.71% | Add |
| 12 | CB | Chubb Limited | +0.1% | -1.67% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | -5.07% | Trim |
| 14 | COP | Conocophillips | +0.1% | +6.17% | Add |
| 15 | LLDYX | Lord Abbett Shrt Dur Inc-i | +0.1% | +6.77% | Add |
| 16 | UNP | Union Pacific CORP | +0.1% | +1.01% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +0.20% | Add |
| 18 | AMT | American Tower CORP | +0.1% | +2.51% | Add |
| 19 | NOC | Northrop Grumman CORP | +0.1% | +2.67% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | -3.35% | Trim |
| 21 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 22 | PM | Philip Morris International | +0.1% | +0.63% | Add |
| 23 | CVX | Chevron CORP | +0.1% | -1.88% | Trim |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -3.55% | Trim |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | -0.10% | Trim |
| 26 | ECL | Ecolab Inc | +0.1% | -6.62% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -6.73% | Trim |
| 28 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 29 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 30 | COST | Costco Wholesale CORP | +0.1% | -6.22% | Trim |
| 31 | GVI | Ishares Intermediate Governm | +0.1% | +10.24% | Add |
| 32 | ZTS | Zoetis Inc | +0.1% | +6.36% | Add |
| 33 | ABT | Abbott Laboratories | +0.1% | -9.03% | Trim |
| 34 | IDXX | Idexx Laboratories Inc | +0.1% | — | Unchanged |
| 35 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.93% | Add |
| 36 | LKQ | Lkq CORP | +0.1% | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | +0.1% | +6.94% | Add |
| 38 | NVS | Novartis Ag-sponsored Adr | +0.1% | +4.30% | Add |
| 39 | KO | Coca-cola Co/the | +0.1% | +0.24% | Add |
| 40 | QCOM | Qualcomm Inc | +0.1% | -1.45% | Trim |
| 41 | PEP | Pepsico Inc | 0% | -3.52% | Trim |
| 42 | PLD | Prologis Inc | 0% | +34.28% | Add |
| 43 | MDT | Medtronic plc | 0% | +14.91% | Add |
| 44 | VZ | Verizon Communications Inc | 0% | +1.72% | Add |
| 45 | DE | Deere & Co | 0% | -7.65% | Trim |
| 46 | TMC | Tmc THE Metals Co Inc | 0% | -10.23% | Trim |
| 47 | HON | Honeywell International Inc | 0% | +2.51% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 49 | MMM | 3m Co | 0% | +0.12% | Add |
| 50 | DGX | Quest Diagnostics Inc | 0% | +2.46% | Add |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 174 disclosed positions in Q1 2025.
During Q1 2025, New Hampshire Trust's top holdings by market value included VO (9.9%)、AAPL (6.1%)、MSFT (5.0%). The largest single position, VO, represented 9.9% 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
IWR
市值: $431.2K
Top Position Liquidated / Trimmed
F
前期市值: $997.3K
In Q1 2025, New Hampshire Trust made 162 total portfolio adjustments, initiating 4 new buys, adding to 58 positions, trimming 95 holdings, and fully liquidating 5 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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