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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
MMITIq Mackay Municipal Intermediat
Recent Activity
New Position
0.21%
$967,195
40,283 shares@ $24.02 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.11%
$520,255
19,043 shares@ $27.33 avg price
RWRSpdr Dj Wilshire Reit
Recent Activity
New Position
0.09%
$410,961
4,157 shares@ $98.86 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.07%
$330,255
646 shares@ $511.24 avg price
ASMLAsml Hldgs Nv Ny Adr
Recent Activity
New Position
0.05%
$229,410
331 shares@ $693.09 avg price
APHAmphenol Corp
Recent Activity
New Position
0.05%
$200,016
2,880 shares@ $69.45 avg price