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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SYKStryker Corp
Recent Activity
Increased 0.14%
1.52%
$5.895M
16,372 shares@ $360.06 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 3.19%
1.44%
$5.58M
10,356 shares@ $538.81 avg price
JPSTJpmorgan Ultra-short Inc Etf
Recent Activity
Increased 19.43%
1.36%
$5.271M
104,648 shares@ $50.38 avg price
WMTWalmart Inc
Recent Activity
Increased 13.73%
1.12%
$4.332M
47,949 shares@ $90.35 avg price
IJHIshares Core S&p Midcap Etf
Recent Activity
Increased 0.15%
0.79%
$3.045M
48,872 shares@ $62.32 avg price
SCHISchwab 5 -10 Year Corporate B Etf
Recent Activity
Increased 114.4%
0.58%
$2.254M
102,133 shares@ $22.07 avg price
KBHKb Home
Recent Activity
Increased 3.06%
0.57%
$2.191M
33,343 shares@ $65.73 avg price
TTTrane Technologies Plc
Recent Activity
Increased 27.35%
0.55%
$2.109M
5,709 shares@ $369.35 avg price
IBMInternational Business Machines
Recent Activity
Increased 8.76%
0.53%
$2.053M
9,337 shares@ $219.84 avg price
NTAPNetapp Inc
Recent Activity
Increased 2.17%
0.44%
$1.71M
14,734 shares@ $116.09 avg price