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CIK: 0001961742
Total reported value
$530.2M
$530.2M
173 檔
27.8%
According to the latest 13F quarterly dataset, New Hampshire Trust managed an equity portfolio of $530.2M at the end of Q4 2025, spanning 173 distinct U.S. exchange-listed positions.
In Q4 2025, New Hampshire Trust adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.96% | -0.83% | -2.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.13% | +0.39% | -3.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | +0.03% | -2.77% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.02% | +0.19% | -7.46% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.22% | +0.14% | -5.92% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.14% | -2.99% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | +0.30% | -10.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.36% | +0.18% | -10.93% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.29% | -1.69% | -0.41% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.06% | +0.07% | -4.27% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | +0.27% | -6.47% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | +0.40% | -3.62% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.52% | +0.11% | -6.66% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | — | -12.57% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.46% | +0.20% | +91.50% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | -0.54% | -0.65% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.40% | -0.12% | -4.99% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | +0.18% | -3.57% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.29% | +0.58% | -3.49% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.19% | -0.02% | +71.03% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.18% | -2.31% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.04% | -5.80% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.03% | -2.43% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.04% | -0.03% | -6.03% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | +0.11% | -15.40% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.94% | +0.10% | +100.90% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.06% | -4.56% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.14% | -3.23% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.06% | -1.53% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.24% | -10.95% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.91% | -0.17% | -1.14% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.88% | -0.10% | -0.01% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.16% | -5.81% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.18% | -2.50% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | +0.07% | -12.05% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.83% | +0.09% | -3.58% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.83% | +0.06% | -0.08% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | — | -11.59% | |
| 39 | GVI | Ishares Intermediate Governm | ETF-Other | 0.81% | -0.04% | +93.09% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.04% | -6.74% | |
| 41 | LLDYX | Lord Abbett Shrt Dur Inc-i | Stock-Other | 0.78% | -0.04% | -0.81% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.04% | -4.30% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | +0.01% | +19.58% | |
| 44 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.69% | -0.02% | +4.60% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.05% | -8.71% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.05% | +1.50% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.15% | -11.32% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.75% | EXIT | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.61% | — | -3.60% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.10% | -7.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.7% | +91.50% | Add |
| 2 | BIV | Vanguard Intermediate-term B | +0.5% | +71.03% | Add |
| 3 | SCHV | Schwab US Large-cap Value | +0.5% | +100.90% | Add |
| 4 | GVI | Ishares Intermediate Governm | +0.4% | +93.09% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -10.95% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -10.93% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +105.96% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -3.51% | Trim |
| 9 | CAT | Caterpillar Inc | +0.2% | -3.49% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.2% | -5.80% | Trim |
| 11 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +112.27% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +19.58% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.30% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | +28.71% | Add |
| 15 | SCHO | Schwab Short-term US Treas | +0.1% | +55.60% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.65% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | -2.99% | Trim |
| 18 | SCHR | Schwab Intermediate-term US | +0.1% | +60.38% | Add |
| 19 | RTX | Rtx CORP | +0.1% | -4.99% | Trim |
| 20 | IDXX | Idexx Laboratories Inc | +0.1% | -0.01% | Trim |
| 21 | DHR | Danaher CORP | 0% | -7.21% | Trim |
| 22 | AMP | Ameriprise Financial Inc | 0% | +4.60% | Add |
| 23 | CB | Chubb Limited | 0% | -6.74% | Trim |
| 24 | ACN | Accenture plc | 0% | +2.92% | Add |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -0.08% | Trim |
| 26 | WMT | Walmart Inc | 0% | -5.81% | Trim |
| 27 | BAC | Bank Of America CORP | 0% | +6.61% | Add |
| 28 | FTV | Fortive CORP | 0% | +0.25% | Add |
| 29 | CRM | Salesforce Inc | 0% | -7.86% | Trim |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +1.50% | Add |
| 31 | LOW | Lowe's Cos Inc | 0% | +14.47% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | -8.71% | Trim |
| 33 | PEP | Pepsico Inc | 0% | -1.14% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | 0% | -0.30% | Trim |
| 35 | DOV | Dover CORP | 0% | — | Unchanged |
| 36 | ACLC | American Century Large Cap E | 0% | +18.20% | Add |
| 37 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 38 | ISRG | Intuitive Surgical Inc | 0% | -11.33% | Trim |
| 39 | SPGI | S&p Global Inc | 0% | -1.13% | Trim |
| 40 | PNC | Pnc Financial Services Group | 0% | -2.26% | Trim |
| 41 | FDX | Fedex CORP | 0% | -9.56% | Trim |
| 42 | IBM | Intl Business Machines CORP | 0% | -2.01% | Trim |
| 43 | MMM | 3m Co | 0% | -0.24% | Trim |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | -4.27% | Trim |
| 45 | NEE | Nextera Energy Inc | 0% | -5.11% | Trim |
| 46 | CSCO | Cisco Systems Inc | 0% | -10.95% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 48 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 49 | MDLZ | Mondelez International Inc-a | — | — | Unchanged |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | — | +10.47% | Add |
According to official SEC Form 13F filings, New Hampshire Trust reported a total U.S. public equity portfolio value of $530.2M across 173 disclosed positions in Q4 2025.
During Q4 2025, New Hampshire Trust's top holdings by market value included VO (10.0%)、AAPL (6.1%)、MSFT (5.4%). The largest single position, VO, represented 10.0% 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 27.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
MMIT
市值: $425.0K
Top Position Liquidated / Trimmed
CASY
前期市值: $351.1K
In Q4 2025, New Hampshire Trust made 160 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 119 holdings, and fully liquidating 11 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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