Therese C.D. Linden
@Bank Of New Hampshire
Latest period2024 - Q4ReportedManaged Assets$388.732MTotal holdings458
Assets growth rate-2.54%Assets growth rate (2-Q avg)0.58%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Bank Of New Hampshire's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 458 positions.
Assets under management
The assets under management (AUM) of Bank Of New Hampshire over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 388.732M in assets, with a quarterly growth rate of -2.54% and a 2-quarter average growth rate of 0.58%. The portfolio is managed by Therese C.D. Linden, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 5.18% | $20.135M 80,403 shares@ $250.42 avg price | Decreased -3.37% |
MSFTMicrosoft Corp
| 3.82% | $14.839M 35,205 shares@ $421.51 avg price | Decreased -1.4% |
IVVIshares Core S&p 500 Etf
| 3.2% | $12.432M 21,118 shares@ $588.67 avg price | Decreased -3.21% |
GLDSpdr Gold Trust
| 3.05% | $11.843M 48,913 shares@ $242.14 avg price | Decreased -2.16% |
VOVanguard Mid Cap Etf
| 2.86% | $11.08M 41,950 shares@ $264.14 avg price | Decreased -2.31% |
GOOGLAlphabet Inc Cl A
| 2.49% | $9.664M 51,053 shares@ $189.31 avg price | Decreased -1.77% |
BRK.BBerkshire Hathaway Inc Del
| 2.01% | $7.786M 17,177 shares@ $453.29 avg price | Decreased -2.23% |
AMZNAmazon Com Inc
| 1.94% | $7.538M 34,361 shares@ $219.4 avg price | Decreased -2.88% |
GVIIshares Intermediate Govt Credit Etf
| 1.93% | $7.485M 71,814 shares@ $104.24 avg price | Decreased -6.07% |
JPMJpmorgan Chase & Co
| 1.85% | $7.188M 29,988 shares@ $239.71 avg price | Decreased -1.28% |