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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
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
HONHoneywell Intl Inc
Recent Activity
Increased 1.21%
0.72%
$3.408M
15,086 shares@ $225.89 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.73%
0.7%
$3.312M
6,367 shares@ $520.24 avg price
DHRDanaher Corp
Recent Activity
Increased 0.3%
0.67%
$3.169M
13,804 shares@ $229.55 avg price
COPConocophillips
Recent Activity
Increased 0.95%
0.58%
$2.719M
27,422 shares@ $99.17 avg price
PNCPnc Finl Svcs Group
Recent Activity
Increased 1.7%
0.54%
$2.52M
13,065 shares@ $192.85 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 1.67%
0.53%
$2.498M
5,322 shares@ $469.29 avg price
VOOVanguard Index Fds S&p Etf
Recent Activity
Increased 255.27%
0.43%
$2.037M
3,780 shares@ $538.82 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Increased 381.09%
0.4%
$1.898M
68,107 shares@ $27.87 avg price