Top 50 New Hampshire Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | Vanguard Mid Cap ETF | 9.51% | 626.0K | $50.4M | -12.37%(-88.37K) | $51.73(+63.01%) | 2026-06-30 | |
| AAPL | Apple Inc | 6.25% | 114.4K | $33.1M | -0.00%(-5) | $134.57(+126.92%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.33% | 61.6K | $23.0M | +6.85%(+3.94K) | $248.69(+95.45%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 4% | 105.9K | $21.2M | -2.35%(-2.55K) | $14.05(+1508.56%) | 2026-06-30 | |
| DFAS | Dimensional US Small Cap ETF | 3.5% | 225.4K | $18.6M | -3.64%(-8.52K) | $57.29(+46.91%) | 2026-06-30 | |
| AMZN | Amazon Inc | 2.8% | 62.3K | $14.9M | -1.71%(-1.09K) | $104.94(+150.19%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cl C | 2.77% | 41.6K | $14.7M | -2.64%(-1.13K) | $92.46(+270.60%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 2.42% | 36.0K | $12.9M | -7.03%(-2.72K) | $100.79(+242.01%) | 2026-06-30 | |
| JPM | J P Morgan Chase & Co | 2.32% | 37.6K | $12.3M | +16.12%(+5.22K) | $146.82(+148.41%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 2.21% | 11.0K | $11.7M | -3.83%(-437) | $209.30(+315.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.33% | +65.68% | โ | โ | +84.98% |
| Top 20 Holdings Unweighted | +20.78% | +76.21% | โ | โ | +93.00% |
New Hampshire Trust reports $530.19M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are VO (9.5%), AAPL (6.3%) and MSFT (4.3%). The top 20 holdings account for 56.49% of reported assets. Its disclosed equity book has returned +65.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Hampshire Trustโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961742). View New Hampshire Trustโs 13F filings on SEC