New Hampshire Trust

CIK: 0001961742SEC EDGAR →

Portfolio Value

$513.9M

Holdings

173

As of

Q4 2025

New Positions

173

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Vanguard Mid Cap ETF

176,265$51.2M
9.95%
2

Apple Inc

115,785$31.5M
6.13%
3

Microsoft Corp

56,924$27.5M
5.36%
4

Nvidia Corp

110,835$20.7M
4.02%
5

Dimensional US Small Cap ETF

237,356$16.5M
3.22%
6

Amazon Inc

62,427$14.4M
2.80%
7

Alphabet Inc Cl C

43,587$13.7M
2.66%
8

Alphabet Inc Cl A

38,674$12.1M
2.36%
9

Vanguard REIT ETF

132,871$11.8M
2.29%
10

Vanguard FTSE Developed Mkt

169,283$10.6M
2.06%

Quarterly Changes

Top Buys

VONEW
$51.2M
AAPLNEW
$31.5M
MSFTNEW
$27.5M
NVDANEW
$20.7M
DFASNEW
$16.5M

Top Sells

No sells this quarter

New Positions (173)

$51.2M · 176K shares
$31.5M · 116K shares
$27.5M · 57K shares
$20.7M · 111K shares
$16.5M · 237K shares
$14.4M · 62K shares
$13.7M · 44K shares
$12.1M · 39K shares
$11.8M · 133K shares
$10.6M · 169K shares
$10.5M · 30K shares
$10.5M · 32K shares
$7.8M · 34K shares
$7.7M · 117K shares
$7.5M · 230K shares
$7.5M · 62K shares
$7.2M · 39K shares
$6.6M · 13K shares
$6.6M · 12K shares
$6.1M · 79K shares
$6.0M · 20K shares
$5.9M · 56K shares
$5.6M · 16K shares
$5.3M · 997 shares
$4.9M · 7K shares
$4.8M · 164K shares
$4.8M · 14K shares
$4.8M · 6K shares
$4.7M · 33K shares
$4.7M · 61K shares
$4.7M · 33K shares
$4.5M · 7K shares
$4.5M · 40K shares
$4.4M · 19K shares
$4.3M · 65K shares
$4.3M · 13K shares
$4.3M · 47K shares
$4.2M · 9K shares
$4.1M · 39K shares
$4.1M · 13K shares
$4.0M · 1.0M shares
$4.0M · 7K shares
$3.9M · 43K shares
$3.6M · 7K shares
$3.3M · 16K shares
$3.3M · 27K shares
$3.2M · 19K shares
$3.2M · 16K shares
$3.1M · 12K shares
$3.0M · 11K shares
$3.0M · 5K shares
$2.8M · 18K shares
$2.8M · 4K shares
$2.7M · 8K shares
$2.7M · 5K shares
$2.6M · 12K shares
$2.6M · 13K shares
$2.6M · 28K shares
$2.2M · 28K shares
$2.0M · 34K shares
$1.9M · 7K shares
$1.9M · 9K shares
$1.7M · 4K shares
$1.6M · 10K shares
$1.6M · 12K shares
$1.5M · 4K shares
$1.5M · 49K shares
$1.4M · 8K shares
$1.3M · 3K shares
$1.3M · 52K shares
$1.2M · 20K shares
$1.2M · 50K shares
$1.2M · 5K shares
$1.1M · 7K shares
$1.1M · 184K shares
$1.1M · 8K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.0M · 3K shares
$1.0M · 946 shares
$905K · 4K shares
$904K · 7K shares
$878K · 35K shares
$867K · 12K shares
$860K · 16K shares
$846K · 15K shares
$839K · 3K shares
$835K · 3K shares
$807K · 5K shares
$777K · 16K shares
$775K · 7K shares
$774K · 1K shares
$767K · 1K shares
$739K · 18K shares
$712K · 4K shares
$709K · 7K shares
$701K · 5K shares
$691K · 8K shares
$687K · 40K shares
$684K · 1K shares
$683K · 3K shares
$660K · 5K shares
$658K · 5K shares
$632K · 7K shares
$625K · 4K shares
$608K · 12K shares
$586K · 3K shares
$581K · 3K shares
$535K · 10K shares
$531K · 6K shares
$528K · 16K shares
$527K · 2K shares
$521K · 5K shares
$516K · 4K shares
$501K · 10K shares
$498K · 11K shares
$493K · 9K shares
$487K · 5K shares
$479K · 5K shares
$471K · 10K shares
$462K · 4K shares
$453K · 5K shares
$431K · 17K shares
$429K · 13K shares
$424K · 17K shares
$417K · 5K shares
$411K · 728 shares
$396K · 646 shares
$386K · 3K shares
$381K · 4K shares
$375K · 2K shares
$364K · 747 shares
$356K · 2K shares
$340K · 1K shares
$337K · 1K shares
$334K · 4K shares
$332K · 2K shares
$329K · 2K shares
$328K · 4K shares
$327K · 5K shares
$314K · 347 shares
$313K · 294 shares
$313K · 6K shares
$308K · 6K shares
$285K · 8K shares
$277K · 1K shares
$277K · 368 shares
$274K · 1K shares
$272K · 3K shares
$270K · 2K shares
$267K · 922 shares
$261K · 2K shares
$256K · 1K shares
$254K · 462 shares
$248K · 3K shares
$246K · 5K shares
$246K · 3K shares
$242K · 4K shares
$237K · 870 shares
$229K · 2K shares
$227K · 6K shares
$226K · 1K shares
$225K · 2K shares
$220K · 4K shares
$219K · 3K shares
$214K · 3K shares
$212K · 647 shares
$207K · 2K shares
$206K · 4K shares
$202K · 432 shares
$133K · 13K shares
$58K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services57$184.9M36.0%
Technology22$110.1M21.4%
Industrials20$39.9M7.8%
Consumer Cyclical8$37.4M7.3%
Healthcare18$36.1M7.0%
Communication Services5$31.3M6.1%
Unknown15$24.1M4.7%
Consumer Defensive7$20.0M3.9%
Energy7$14.4M2.8%
Basic Materials5$9.3M1.8%
Utilities7$4.2M0.8%
Real Estate2$2.0M0.4%