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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
NVDANvidia Corp
Recent Activity
Decreased -1.35%
1.79%
$6.953M
51,774 shares@ $134.29 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -11.55%
1.71%
$6.629M
11,311 shares@ $586.09 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -1.72%
1.66%
$6.415M
53,101 shares@ $120.82 avg price
VGTVanguard Info Tech Etf
Recent Activity
Decreased -0.04%
1.61%
$6.232M
10,022 shares@ $621.81 avg price
SYKStryker Corp
Recent Activity
Increased 0.14%
1.52%
$5.895M
16,372 shares@ $360.06 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.3%
1.49%
$5.777M
6,305 shares@ $916.27 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 3.19%
1.44%
$5.58M
10,356 shares@ $538.81 avg price
MDYSpdr S&p Midcap 400 Etf
Recent Activity
Decreased -3.32%
1.39%
$5.374M
9,435 shares@ $569.58 avg price
JPSTJpmorgan Ultra-short Inc Etf
Recent Activity
Increased 19.43%
1.36%
$5.271M
104,648 shares@ $50.38 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.61%
1.32%
$5.118M
10,118 shares@ $505.86 avg price