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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
DCIDonaldson Co Inc
Recent Activity
Increased 0.65%
0.2%
$747,046
11,092 shares@ $67.35 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 201.11%
0.2%
$745,290
27,280 shares@ $27.33 avg price
IBDVIshares Ibonds Dec 2030 Corp
Recent Activity
Increased 137.48%
0.18%
$696,443
32,605 shares@ $21.37 avg price
IBDUIshares Ibonds Dec 2029 Term
Recent Activity
Increased 112.79%
0.18%
$688,902
30,215 shares@ $22.8 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.08%
0.16%
$589,609
1,007 shares@ $585.52 avg price
LLYLilly Eli & Co
Recent Activity
Increased 0.27%
0.16%
$586,720
760 shares@ $772.0 avg price
CTASCintas Corp
Recent Activity
Increased 2.84%
0.14%
$530,561
2,904 shares@ $182.71 avg price
VCSHVanguard Short Term Corp Bond Etf
Recent Activity
Increased 9.7%
0.13%
$494,271
6,336 shares@ $78.01 avg price
CBChubb Limited
Recent Activity
Increased 4.13%
0.12%
$453,685
1,642 shares@ $276.31 avg price
IJRIshares Core S&p Small Cap Etf Tr
Recent Activity
Increased 2.42%
0.12%
$429,425
3,727 shares@ $115.23 avg price