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New Hampshire Trust

New Hampshire Trust is an institution, managing $513.9M across 175 long positions as of Q3 2025 with VO as the largest holding (10% allocation).

Portfolio Value
$513.9M
Positions
175
Top Holding
VO at 10.31%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in New Hampshire Trust's portfolio (41.5% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$53.0M
10.31%
+$1.8M
Bought
180.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$30.6M
5.95%
-$19.9K
Sold
0.00%
120.0K shares
Software - Infrastructure
Technology
$30.3M
5.90%
-$88.1K
Sold
0.00%
58.5K shares
4
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$22.3M
4.35%
-$128.7K
Sold
0.00%
119.8K shares
ETF
ETF
$17.3M
3.36%
-$5.2M
Sold
252.3K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$14.1M
2.75%
-$33.4K
Sold
0.00%
64.4K shares
ETF
ETF
$12.2M
2.37%
+$449.8K
Bought
133.4K shares
Internet Content & Information
Communication Services
$11.9M
2.32%
-$432.1K
Sold
0.00%
48.9K shares
Semiconductors
Technology
$10.7M
2.08%
+$121.4K
Bought
0.00%
32.5K shares
Banks - Diversified
Financial Services
$10.6M
2.07%
+$44.2K
Bought
0.00%
33.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in New Hampshire Trust's latest filing

See all changes
Market Value
$513.9M
Prior: $474.6M
Q/Q Change
+8.27%
+$39.2M
Net Flows % of MV
+0.833%
Turnover Ratio
2.38%
New Purchases
2 stocks
$725.1K
Added To
85 stocks
+$13.4M
Sold Out Of
4 stocks
$1.1M
Reduced Holdings
50 stocks
-$8.8M

Increased Positions

PositionShares Δ
New
New
+58.61%
+54.22%
+50.07%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
-35.54%

Analytics

Portfolio insights and performance metrics for New Hampshire Trust

View analytics

Sector Allocation

ETF: 26.90%ETFTechnology: 22.20%TechnologyFinancial Services: 10.20%Financial ServicesIndustrials: 8.30%Consumer Cyclical: 7.80%Healthcare: 7.00%Communication Services: 5.90%Consumer Defensive: 4.60%Energy: 2.90%Basic Materials: 2.10%Utilities: 0.90%Real Estate: 0.60%
ETF
26.90%
Technology
22.20%
Financial Services
10.20%
Industrials
8.30%
Consumer Cyclical
7.80%
Healthcare
7.00%
Communication Services
5.90%
Consumer Defensive
4.60%
Energy
2.90%
Basic Materials
2.10%
Utilities
0.90%
Real Estate
0.60%

Market Cap Distribution

Mega Cap (> $200B): 48.55%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.48%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.43%Small Cap ($300M - $2B): 0.06%N/A (ETF or Unknown): 27.48%N/A (ETF or Unknown)
Mega Cap (> $200B)
48.55%
Large Cap ($10B - $200B)
23.48%
Mid Cap ($2B - $10B)
0.43%
Small Cap ($300M - $2B)
0.06%
N/A (ETF or Unknown)
27.48%

Portfolio Concentration

Top 10 Holdings %
41.46%
Top 20 Holdings %
56.75%
Top 50 Holdings %
80.85%
Top 100 Holdings %
94.16%

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