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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
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
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.34%
1.17%
$5.506M
12,147 shares@ $453.28 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.87%
1.08%
$5.087M
33,451 shares@ $152.06 avg price
SLYVSpdr S&p 600 Smallcap Val
Recent Activity
Decreased -1.22%
1.04%
$4.92M
56,386 shares@ $87.26 avg price
TSLATesla Inc
Recent Activity
Decreased -3.25%
0.98%
$4.627M
11,458 shares@ $403.85 avg price
UNHUnited Health Group Inc
Recent Activity
Decreased -5.72%
0.84%
$3.971M
7,850 shares@ $505.86 avg price
LLDYXLord Abbett Short Duration Inco
Recent Activity
Decreased -0.57%
0.78%
$3.681M
953,719 shares@ $3.86 avg price
IJRIshares Trust S&p Sm Cap 600 In
Recent Activity
Decreased -8.71%
0.74%
$3.467M
30,093 shares@ $115.22 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.57%
0.68%
$3.186M
20,741 shares@ $153.63 avg price