$385 Million is the total value of New Hampshire Trust's 293 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- FCI Advisors #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Mid Cap ETF | 4 | Q3 2023 | 8.5% |
| Apple Inc | 4 | Q3 2023 | 7.2% |
| SPDR S&P 600 SmallCap Val | 4 | Q3 2023 | 5.1% |
| Microsoft Corp | 4 | Q3 2023 | 5.5% |
| Vanguard REIT ETF | 4 | Q3 2023 | 3.4% |
| Amazon Inc | 4 | Q3 2023 | 2.6% |
| iShares S&P 400 Midcap Index | 4 | Q3 2023 | 2.2% |
| Alphabet Inc Cl C | 4 | Q3 2023 | 2.2% |
| Pepsico Inc | 4 | Q3 2023 | 1.8% |
| McDonald's Corp | 4 | Q3 2023 | 1.7% |
View New Hampshire Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
View New Hampshire Trust's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.