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CIK: 0001961742
Total reported value
$530.2M
$530.2M
176 檔
26.9%
According to the latest 13F quarterly dataset, New Hampshire Trust managed an equity portfolio of $530.2M at the end of Q2 2025, spanning 176 distinct U.S. exchange-listed positions.
In Q2 2025, New Hampshire Trust displayed an active expansion posture, initiating 5 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.18% | -0.83% | +3.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | +0.03% | -0.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.15% | +0.39% | -0.28% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.37% | +0.14% | +3.99% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.19% | +0.11% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | +0.14% | +0.40% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.39% | -1.69% | +5.37% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.08% | +0.07% | +1.16% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | +0.40% | -0.02% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.30% | -1.02% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | +0.27% | -3.46% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | — | -0.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.18% | +1.35% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | +0.11% | +2.16% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | +0.11% | +0.73% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.54% | +0.90% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.30% | -0.03% | -0.83% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.28% | -0.12% | -0.59% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | +0.18% | -0.37% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -0.03% | -0.21% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.18% | -0.18% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.14% | -0.16% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.06% | -0.21% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.06% | +3.28% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | +0.09% | +0.71% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.24% | -0.68% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | +0.58% | +0.06% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.94% | +0.07% | -3.36% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.91% | +0.18% | +0.66% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.04% | +1.78% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.17% | -0.64% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.16% | -1.91% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.87% | +0.06% | -3.45% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.85% | -0.04% | -0.84% | |
| 35 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.85% | -0.04% | +2.44% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.75% | EXIT | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.73% | -0.02% | +0.78% | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.72% | -0.10% | -1.15% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.70% | — | -0.65% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | — | +0.80% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.15% | +1.54% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.10% | +0.93% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.05% | -1.20% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | +0.01% | -3.44% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.60% | -0.02% | -1.39% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.02% | -2.73% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | +0.01% | +3.76% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.57% | +0.08% | — | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.57% | -0.22% | -0.11% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.04% | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -0.05% | Trim |
| 2 | NVDA | Nvidia CORP | +1% | +0.11% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | -3.46% | Trim |
| 4 | BX | Blackstone Inc | +0.6% | NEW | New buy |
| 5 | TMC | Tmc THE Metals Co Inc | +0.3% | — | Unchanged |
| 6 | VO | Vanguard Mid-cap ETF | +0.2% | +3.66% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +0.73% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +0.71% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.40% | Add |
| 10 | BKNG | Booking Holdings Inc | +0.2% | -0.83% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.02% | Trim |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | +32.61% | Add |
| 13 | IDXX | Idexx Laboratories Inc | +0.1% | -1.15% | Trim |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.16% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.35% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +39.82% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.06% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +0.80% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | +0.1% | NEW | New buy |
| 20 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 21 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 22 | DFAS | Dimensional US Small Cap ETF | +0.1% | +3.99% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -1.02% | Trim |
| 24 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 25 | MS | Morgan Stanley | +0.1% | +51.48% | Add |
| 26 | GVI | Ishares Intermediate Governm | 0% | +25.03% | Add |
| 27 | NFLX | Netflix Inc | 0% | +15.45% | Add |
| 28 | PYPL | Paypal Holdings Inc | 0% | +0.58% | Add |
| 29 | INTU | Intuit Inc | 0% | — | Unchanged |
| 30 | CW | Curtiss-wright CORP | 0% | -0.53% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | -0.68% | Trim |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.76% | Add |
| 33 | NVS | Novartis Ag-sponsored Adr | 0% | +8.58% | Add |
| 34 | EMR | Emerson Electric Co | 0% | -0.22% | Trim |
| 35 | DLR | Digital Realty Trust Inc | 0% | +4.86% | Add |
| 36 | IBM | Intl Business Machines CORP | 0% | -0.94% | Trim |
| 37 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 38 | SDY | Ss Spdr S&p Dividend ETF | 0% | +23.39% | Add |
| 39 | RTX | Rtx CORP | 0% | -0.59% | Trim |
| 40 | HON | Honeywell International Inc | 0% | +0.67% | Add |
| 41 | AMP | Ameriprise Financial Inc | 0% | +0.78% | Add |
| 42 | PM | Philip Morris International | 0% | +1.37% | Add |
| 43 | ADI | Analog Devices Inc | 0% | -3.14% | Trim |
| 44 | TTEK | Tetra Tech Inc | 0% | — | Unchanged |
| 45 | ASML | ASML Holding N.V. | 0% | +14.06% | Add |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +13.23% | Add |
| 47 | HAS | Hasbro Inc | 0% | +5.24% | Add |
| 48 | SCHW | Schwab (charles) CORP | 0% | -0.59% | Trim |
| 49 | GLW | Corning Inc | 0% | +6.93% | Add |
| 50 | CMG | Chipotle Mexican Grill Inc | 0% | +11.01% | Add |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 176 disclosed positions in Q2 2025.
During Q2 2025, New Hampshire Trust's top holdings by market value included VO (10.2%)、MSFT (6.1%)、AAPL (5.2%). The largest single position, VO, represented 10.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including VO, MSFT, AAPL) accounted for 26.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BX
市值: $2.7M
Top Position Liquidated / Trimmed
RWR
前期市值: $383.0K
In Q2 2025, New Hampshire Trust made 146 total portfolio adjustments, initiating 5 new buys, adding to 85 positions, trimming 53 holdings, and fully liquidating 3 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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