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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
AVGOBroadcom Inc
Recent Activity
Increased 1.89%
1.75%
$8.281M
35,718 shares@ $231.84 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.28%
1.36%
$6.435M
36,214 shares@ $177.71 avg price
HDThe Home Depot Inc
Recent Activity
Increased 0.67%
1.35%
$6.395M
16,440 shares@ $389.0 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.25%
1.31%
$6.215M
57,774 shares@ $107.57 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.06%
1.25%
$5.917M
10,106 shares@ $585.51 avg price
MCDMcdonald's Corp
Recent Activity
Increased 0.67%
1.23%
$5.835M
20,130 shares@ $289.9 avg price
BKNGBooking Hldgs Inc
Recent Activity
Increased 1.23%
1.21%
$5.739M
1,155 shares@ $4968.42 avg price
COSTCostco Wholesale Corp New
Recent Activity
Increased 1.09%
1.18%
$5.554M
6,061 shares@ $916.27 avg price
PGProcter & Gamble Co
Recent Activity
Increased 0.58%
1.16%
$5.469M
32,624 shares@ $167.66 avg price
IEMGIshares Core Msci Emerging Mkts
Recent Activity
Increased 16.56%
1.15%
$5.416M
103,720 shares@ $52.22 avg price