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Cydney Shapleigh

@New Hampshire Trust

Latest period2024 - Q4ReportedManaged Assets$474.62MTotal holdings175
Assets growth rate1.68%Assets growth rate (2-Q avg)4.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in New Hampshire Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of New Hampshire Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 474.62M in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Cydney Shapleigh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOVanguard Mid Cap Etf
Recent Activity
Increased 3.29%
9.16%
$43.443M
164,475 shares@ $264.13 avg price
AAPLApple Inc
Recent Activity
Increased 0.44%
6.72%
$31.889M
127,341 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.1%
5.25%
$24.91M
59,098 shares@ $421.51 avg price
DFASDimensional Us Small Cap Etf
Recent Activity
Increased 3.57%
4.09%
$19.384M
297,854 shares@ $65.08 avg price
NVDANvidia Corp
Recent Activity
Increased 0.28%
3.46%
$16.391M
122,056 shares@ $134.29 avg price
AMZNAmazon Inc
Recent Activity
Increased 1.7%
3.15%
$14.91M
67,960 shares@ $219.39 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Decreased -0.66%
2.23%
$10.566M
55,482 shares@ $190.44 avg price
VNQVanguard Reit Etf
Recent Activity
Decreased -1.14%
2.22%
$10.531M
118,215 shares@ $89.08 avg price
IJHIshares S&p 400 Midcap Index
Recent Activity
Increased 0.35%
1.93%
$9.143M
146,728 shares@ $62.32 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 2.92%
1.84%
$8.694M
45,925 shares@ $189.31 avg price