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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
RSPInvesco Exchange Traded Fd Tr S&p500 Eql Wgt
Recent Activity
Increased 4.02%
0.1%
$367,983
2,100 shares@ $175.23 avg price
IBDTIshares Ibonds Dec 2028 Etf
Recent Activity
Increased 6.88%
0.08%
$303,780
12,200 shares@ $24.9 avg price
BSXBoston Scientific Corp
Recent Activity
Increased 14.77%
0.06%
$229,106
2,565 shares@ $89.33 avg price
PSXPhillips 66
Recent Activity
Increased 5.58%
0.06%
$226,379
1,987 shares@ $113.94 avg price
AVGOBroadcom Inc
Recent Activity
Increased 41.38%
0.05%
$190,109
820 shares@ $231.85 avg price
USBUs Bancorp Del
Recent Activity
Increased 8.95%
0.05%
$174,675
3,652 shares@ $47.83 avg price
TDToronto Dominion Bk Ont
Recent Activity
Increased 499.2%
0.05%
$159,507
2,996 shares@ $53.24 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 25.94%
0.04%
$152,394
2,015 shares@ $75.63 avg price
SCHMSchwab Strategic Tr Us Mid Cap Etf
Recent Activity
Increased 200%
0.04%
$141,737
5,115 shares@ $27.72 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 8%
0.04%
$139,147
243 shares@ $572.63 avg price