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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
AAPLApple Inc
Recent Activity
Decreased -3.37%
5.18%
$20.135M
80,403 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.4%
3.82%
$14.839M
35,205 shares@ $421.51 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -3.21%
3.2%
$12.432M
21,118 shares@ $588.67 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -2.16%
3.05%
$11.843M
48,913 shares@ $242.14 avg price
VOVanguard Mid Cap Etf
Recent Activity
Decreased -2.31%
2.86%
$11.08M
41,950 shares@ $264.14 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -1.77%
2.49%
$9.664M
51,053 shares@ $189.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.23%
2.01%
$7.786M
17,177 shares@ $453.29 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.88%
1.94%
$7.538M
34,361 shares@ $219.4 avg price
GVIIshares Intermediate Govt Credit Etf
Recent Activity
Decreased -6.07%
1.93%
$7.485M
71,814 shares@ $104.24 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.28%
1.85%
$7.188M
29,988 shares@ $239.71 avg price