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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
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.34%
1.17%
$5.506M
12,147 shares@ $453.28 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
PEPPepsico Inc
Recent Activity
Decreased -0.87%
1.08%
$5.087M
33,451 shares@ $152.06 avg price
RTXRaytheon Technologies Corp
Recent Activity
Increased 0.86%
1.05%
$4.966M
42,910 shares@ $115.72 avg price
SLYVSpdr S&p 600 Smallcap Val
Recent Activity
Decreased -1.22%
1.04%
$4.92M
56,386 shares@ $87.26 avg price
MRKMerck & Co Inc New
Recent Activity
Increased 1.72%
1.04%
$4.912M
49,376 shares@ $99.48 avg price
VVisa Inc
Recent Activity
Increased 1.94%
0.98%
$4.634M
14,663 shares@ $316.05 avg price
TSLATesla Inc
Recent Activity
Decreased -3.25%
0.98%
$4.627M
11,458 shares@ $403.85 avg price
ETNEaton Corp Plc Adr
Recent Activity
Increased 0.48%
0.94%
$4.458M
13,434 shares@ $331.88 avg price