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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
SCHVSchwab Us Large Cap Value Etf
Recent Activity
Increased 438.98%
0.33%
$1.535M
58,899 shares@ $26.08 avg price
DOWDow Inc
Recent Activity
Decreased -26.16%
0.29%
$1.349M
33,616 shares@ $40.14 avg price
WMBWilliams Companies Inc
Recent Activity
Decreased -1.23%
0.27%
$1.265M
23,373 shares@ $54.13 avg price
ITWIllinois Tool Works Inc
Recent Activity
Decreased -5.27%
0.26%
$1.225M
4,833 shares@ $253.56 avg price
AMGNAmgen Inc
Recent Activity
Increased 3.51%
0.26%
$1.215M
4,662 shares@ $260.64 avg price
GVIIshs Barclays Int Govt Cred Bon
Recent Activity
Increased 2.73%
0.24%
$1.112M
10,668 shares@ $104.23 avg price
FTVFortive Corp
Recent Activity
Increased 2.7%
0.23%
$1.064M
14,181 shares@ $75.0 avg price
NSCNorfolk Southern Corp
Recent Activity
Decreased -5.03%
0.22%
$1.044M
4,448 shares@ $234.71 avg price
FFord Motor Co
Recent Activity
Decreased -7.24%
0.22%
$997,326
100,740 shares@ $9.9 avg price
MMITIq Mackay Municipal Intermediat
Recent Activity
New Position
0.21%
$967,195
40,283 shares@ $24.02 avg price