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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
WMTWal-mart Inc
Recent Activity
Increased 0.57%
0.94%
$4.421M
48,936 shares@ $90.36 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.08%
0.93%
$4.371M
12,048 shares@ $362.76 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 0.62%
0.9%
$4.233M
71,508 shares@ $59.21 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 0.41%
0.9%
$4.226M
18,532 shares@ $228.04 avg price
CRMSalesforce.com Inc
Recent Activity
Increased 1.52%
0.85%
$4M
11,965 shares@ $334.33 avg price
UNHUnited Health Group Inc
Recent Activity
Decreased -5.72%
0.84%
$3.971M
7,850 shares@ $505.86 avg price
CBChubb Ltd Ord Adr
Recent Activity
Increased 1.06%
0.84%
$3.962M
14,338 shares@ $276.3 avg price
BIVVanguard Intermediate-term Bond
Recent Activity
Increased 103.52%
0.83%
$3.936M
52,673 shares@ $74.73 avg price
AMPAmeriprise Financial Inc
Recent Activity
Increased 2.36%
0.79%
$3.721M
6,988 shares@ $532.44 avg price
LLDYXLord Abbett Short Duration Inco
Recent Activity
Decreased -0.57%
0.78%
$3.681M
953,719 shares@ $3.86 avg price