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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
EMREmerson Electric Co
Recent Activity
Decreased -5.97%
0.2%
$941,744
7,599 shares@ $123.93 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.98%
0.2%
$910,328
7,564 shares@ $120.36 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -23.74%
0.19%
$859,613
4,046 shares@ $212.46 avg price
LOWLowe's Companies Inc
Recent Activity
Decreased -2.17%
0.18%
$831,963
3,371 shares@ $246.81 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.32%
0.18%
$826,999
13,283 shares@ $62.26 avg price
NVSNovartis Ag Adr
Recent Activity
Decreased -1.6%
0.18%
$814,874
8,374 shares@ $97.32 avg price
INTUIntuit
Recent Activity
Increased 1.28%
0.17%
$801,338
1,275 shares@ $628.51 avg price
IBMIntl Business Machines
Recent Activity
0.17%
$791,608
3,601 shares@ $219.84 avg price
TGTTarget Corp
Recent Activity
Decreased -4.92%
0.17%
$788,099
5,830 shares@ $135.18 avg price
AFLAflac Inc
Recent Activity
Decreased -1.88%
0.16%
$727,390
7,032 shares@ $103.44 avg price