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CIK: 0001961742
Total reported value
$530.2M
$530.2M
177 檔
28.9%
During the Q3 2025 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 177 reported positions.
In Q3 2025, New Hampshire Trust displayed an active expansion posture, initiating 9 new positions and adding to 90 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.23% | -0.83% | +3.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.90% | +0.39% | -0.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.86% | +0.03% | -0.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.31% | +0.19% | -0.57% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.33% | +0.14% | -23.23% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.14% | -0.24% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.36% | -1.69% | +3.83% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.30% | -3.50% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.07% | +0.27% | +1.15% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.40% | +0.42% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.05% | +0.07% | +1.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.18% | -3.30% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | — | -0.58% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.64% | +0.11% | +1.83% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -0.54% | +4.95% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.34% | -0.12% | -0.96% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | +0.18% | +10.47% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.03% | +4.72% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.11% | -0.56% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.18% | +0.92% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.11% | -0.03% | -1.49% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | +0.58% | -0.13% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.14% | +0.97% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.01% | +0.09% | +0.98% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.06% | +1.85% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.04% | +10.18% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.06% | +0.45% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.94% | +0.07% | -1.86% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.24% | -0.43% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | — | -0.07% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.17% | +2.76% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | +0.18% | +3.74% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.16% | -0.83% | |
| 34 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.83% | -0.10% | +4.40% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.80% | +0.06% | -10.50% | |
| 36 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.78% | -0.04% | -0.88% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.04% | +0.87% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | +0.20% | +50.07% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.70% | -0.02% | +24.80% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.15% | +2.59% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.04% | +6.63% | |
| 42 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.66% | -0.02% | +5.50% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.75% | EXIT | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.65% | — | -0.68% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | -0.22% | +0.18% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.05% | +2.19% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.05% | -9.60% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | +0.01% | +8.48% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.61% | +0.08% | +0.50% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.10% | +2.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -0.57% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | -0.29% | Trim |
| 3 | AVGO | Broadcom Inc | +0.8% | +1.15% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -3.50% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.30% | Trim |
| 6 | SCHG | Schwab US Large-cap Growth | +0.4% | +50.07% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.3% | +3.57% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | -0.07% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | -0.13% | Trim |
| 10 | IDXX | Idexx Laboratories Inc | +0.2% | +4.40% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +0.42% | Add |
| 12 | TMC | Tmc THE Metals Co Inc | +0.2% | -19.74% | Trim |
| 13 | ETN | Eaton Corporation plc | +0.2% | +0.98% | Add |
| 14 | SCHV | Schwab US Large-cap Value | +0.1% | +54.22% | Add |
| 15 | GVI | Ishares Intermediate Governm | +0.1% | +35.81% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -0.56% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +32.09% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -0.96% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.84% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.44% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.48% | Add |
| 22 | GLW | Corning Inc | +0.1% | +8.70% | Add |
| 23 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +58.61% | Add |
| 24 | BIV | Vanguard Intermediate-term B | 0% | +24.80% | Add |
| 25 | NVS | Novartis Ag-sponsored Adr | 0% | +7.43% | Add |
| 26 | HBAN | Huntington Bancshares Inc | 0% | +29.34% | Add |
| 27 | DLR | Digital Realty Trust Inc | 0% | +13.08% | Add |
| 28 | ENB | Enbridge Inc | 0% | +15.01% | Add |
| 29 | SCHO | Schwab Short-term US Treas | 0% | +31.86% | Add |
| 30 | VGT | Vanguard Info Tech ETF | 0% | +39.81% | Add |
| 31 | NFLX | Netflix Inc | 0% | +3.63% | Add |
| 32 | MDT | Medtronic plc | 0% | +15.74% | Add |
| 33 | CW | Curtiss-wright CORP | 0% | -5.29% | Trim |
| 34 | FITB | Fifth Third Bancorp | 0% | +18.86% | Add |
| 35 | ASML | ASML Holding N.V. | 0% | — | Add |
| 36 | SCHR | Schwab Intermediate-term US | 0% | +41.20% | Add |
| 37 | PLD | Prologis Inc | 0% | +16.25% | Add |
| 38 | TFC | Truist Financial CORP | 0% | +25.77% | Add |
| 39 | TRP | Tc Energy CORP | 0% | +13.98% | Add |
| 40 | MPWR | Monolithic Power Systems Inc | 0% | -1.56% | Unchanged |
| 41 | LMT | Lockheed Martin CORP | 0% | +7.44% | Add |
| 42 | DGX | Quest Diagnostics Inc | 0% | +9.94% | Add |
| 43 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 44 | ALL | Allstate CORP | 0% | +13.59% | Add |
| 45 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Add |
| 46 | SCHW | Schwab (charles) CORP | 0% | — | Trim |
| 47 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 48 | NOC | Northrop Grumman CORP | — | +0.18% | Add |
| 49 | NEE | Nextera Energy Inc | — | +10.58% | Add |
| 50 | WMB | Williams Cos Inc | — | +9.42% | Add |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 177 disclosed positions in Q3 2025.
During Q3 2025, New Hampshire Trust's top holdings by market value included VO (10.2%)、AAPL (5.9%)、MSFT (5.9%). 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, AAPL, MSFT) accounted for 28.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BX
市值: $3.2M
Top Position Liquidated / Trimmed
MMIT
前期市值: $733.4K
In Q3 2025, New Hampshire Trust made 160 total portfolio adjustments, initiating 9 new buys, adding to 90 positions, trimming 55 holdings, and fully liquidating 6 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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