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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
IJRIshares Trust S&p Sm Cap 600 In
Recent Activity
Decreased -8.71%
0.74%
$3.467M
30,093 shares@ $115.22 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
QCOMQualcomm Inc
Recent Activity
Decreased -0.57%
0.68%
$3.186M
20,741 shares@ $153.63 avg price
DHRDanaher Corp
Recent Activity
Increased 0.3%
0.67%
$3.169M
13,804 shares@ $229.55 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.3%
0.67%
$3.143M
13,412 shares@ $234.33 avg price
PYPLPaypal Holdings Inc
Recent Activity
Decreased -0.28%
0.65%
$3.044M
35,669 shares@ $85.36 avg price
MAMastercard Inc
Recent Activity
Decreased -4.9%
0.64%
$3.035M
5,763 shares@ $526.58 avg price
DISDisney (walt)
Recent Activity
Decreased -4.03%
0.64%
$3.034M
27,245 shares@ $111.36 avg price
SHWSherwin Williams
Recent Activity
Decreased -0.19%
0.63%
$2.983M
8,776 shares@ $339.94 avg price