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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
SCHOSchwab Short Term Us Treas Etf
Recent Activity
Increased 113.59%
0.12%
$545,993
22,693 shares@ $24.06 avg price
DGXQuest Diagnostics Inc
Recent Activity
Increased 0.29%
0.12%
$527,407
3,496 shares@ $150.87 avg price
PRUPrudential Financial Inc
Recent Activity
Increased 0.19%
0.1%
$461,200
3,891 shares@ $118.53 avg price
ISRGIntuitive Surgical
Recent Activity
Increased 0.25%
0.09%
$425,919
816 shares@ $521.96 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 14%
0.09%
$424,819
3,943 shares@ $107.75 avg price
SCHRSchwab Intermediate-term Us Tre
Recent Activity
Increased 260.54%
0.09%
$392,939
16,177 shares@ $24.29 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 0.1%
0.08%
$371,334
5,440 shares@ $68.26 avg price
EEMIshares Trust Msci Emerging Mar
Recent Activity
Increased 35.45%
0.08%
$356,557
8,526 shares@ $41.82 avg price
TFCTruist Finl Corp
Recent Activity
Increased 1.83%
0.08%
$353,243
8,143 shares@ $43.38 avg price
SPSBSpdr Portfolio Short Term Corp
Recent Activity
Increased 5.53%
0.07%
$307,737
10,306 shares@ $29.86 avg price