New Hampshire Trust Top Holdings and 13F Report (2025) About New Hampshire TrustInvestment ActivityNew Hampshire Trust has $437.20 million in total holdings as of March 31, 2025.New Hampshire Trust owns shares of 174 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 1.67% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, New Hampshire Trust has purchased 175 new stocks and bought additional shares in 58 stocks.New Hampshire Trust sold shares of 95 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $43,442,729Apple $26,747,118Microsoft $22,053,036Dimensional U.S. Small Cap ETF $18,882,853NVIDIA $13,041,149 Largest New Holdings this Quarter 464287499 - iShares Russell Mid-Cap ETF $431,220 Holding922908736 - Vanguard Growth ETF $277,003 Holding464285204 - iShares Gold Trust $242,620 Holding501889208 - LKQ $210,445 Holding Largest Purchases this Quarter Dimensional U.S. Small Cap ETF 18,177 shares (about $1.09M)Vanguard Mid-Cap ETF 3,504 shares (about $906.20K)DOW 19,064 shares (about $665.72K)iShares Core MSCI EAFE ETF 6,719 shares (about $508.29K)iShares Russell Mid-Cap ETF 5,069 shares (about $431.22K) Largest Sales this Quarter UnitedHealth Group 7,029 shares (about $3.68M)Walt Disney 21,328 shares (about $2.11M)Apple 6,929 shares (about $1.54M)iShares Core MSCI Emerging Markets ETF 26,230 shares (about $1.42M)Vanguard Intermediate-Term Bond ETF 15,215 shares (about $1.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Hampshire Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$43,442,729$906,204 ▲2.1%167,9799.9%ETFAAPLApple$26,747,118$1,539,139 ▼-5.4%120,4126.1%Computer and TechnologyMSFTMicrosoft$22,053,036$131,762 ▼-0.6%58,7475.0%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$18,882,853$1,086,076 ▲6.1%316,0314.3%ETFNVDANVIDIA$13,041,149$187,281 ▼-1.4%120,3283.0%Computer and TechnologyAMZNAmazon.com$12,223,824$706,245 ▼-5.5%64,2482.8%Retail/WholesaleVNQVanguard Real Estate ETF$11,040,901$337,714 ▲3.2%121,9452.5%ETFVEAVanguard FTSE Developed Markets ETF$8,759,331$76,296 ▼-0.9%172,3262.0%ETFJPMJPMorgan Chase & Co.$8,235,457$594,117 ▼-6.7%33,5731.9%FinanceGOOGAlphabet$8,005,226$662,728 ▼-7.6%51,2401.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$7,951,880$609,699 ▼-7.1%136,2791.8%ETFABBVAbbVie$7,385,161$202,396 ▼-2.7%35,2481.7%MedicalXOMExxon Mobil$7,018,179$147,116 ▲2.1%59,0111.6%EnergyGOOGLAlphabet$6,850,861$250,981 ▼-3.5%44,3021.6%Computer and TechnologyBRK.BBerkshire Hathaway$6,621,034$151,785 ▲2.3%12,4321.5%FinanceMCDMcDonald's$6,190,549$97,459 ▼-1.5%19,8181.4%Retail/WholesaleHDHome Depot$5,894,258$130,837 ▼-2.2%16,0831.3%Retail/WholesalePGProcter & Gamble$5,570,859$11,077 ▲0.2%32,6891.3%Consumer StaplesRTXRTX$5,570,473$113,386 ▼-2.0%42,0541.3%AerospaceAVGOBroadcom$5,566,545$413,720 ▼-6.9%33,2471.3%Computer and TechnologyCOSTCostco Wholesale$5,375,813$356,559 ▼-6.2%5,6841.2%Retail/WholesaleMETAMeta Platforms$5,044,303$780,391 ▼-13.4%8,7521.2%Computer and TechnologyBKNGBooking$5,003,104$317,877 ▼-6.0%1,0861.1%Retail/WholesaleVVisa$4,878,052$260,742 ▼-5.1%13,9191.1%Business ServicesPEPPepsiCo$4,839,163$176,479 ▼-3.5%32,2741.1%Consumer StaplesMRKMerck & Co., Inc.$4,739,597$307,608 ▲6.9%52,8031.1%MedicalUNPUnion Pacific$4,422,177$44,177 ▲1.0%18,7191.0%TransportationSLYVSPDR S&P 600 Small Cap Value ETF$4,258,296$162,366 ▼-3.7%54,3151.0%ETFCBChubb$4,257,455$72,478 ▼-1.7%14,0981.0%FinanceCSCOCisco Systems$4,255,892$156,867 ▼-3.6%68,9661.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$4,182,136$1,415,633 ▼-25.3%77,4901.0%ETFCATCaterpillar$3,945,068$28,363 ▼-0.7%11,9620.9%IndustrialsLord Abbett Short Duration Inco$3,940,771$249,871 ▲6.8%1,018,2850.9%Mutual FundsWMTWalmart$3,869,081$427,011 ▼-9.9%44,0720.9%Retail/WholesaleETNEaton$3,728,148$76,384 ▲2.1%13,7150.9%IndustrialsTMOThermo Fisher Scientific$3,324,466$156,246 ▲4.9%6,6810.8%MedicalHONHoneywell International$3,274,502$80,042 ▲2.5%15,4640.7%Multi-Sector ConglomeratesCRMSalesforce$3,215,490$4,562 ▲0.1%11,9820.7%Computer and TechnologyECLEcolab$3,175,084$225,126 ▼-6.6%12,5240.7%Basic MaterialsAMPAmeriprise Financial$3,154,944$228,016 ▼-6.7%6,5170.7%FinanceQCOMQUALCOMM$3,139,942$46,083 ▼-1.4%20,4410.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,138,669$8,156 ▼-0.3%30,0150.7%ETFSHWSherwin-Williams$3,061,349$3,143 ▼-0.1%8,7670.7%Basic MaterialsCOPConocoPhillips$3,057,448$177,589 ▲6.2%29,1130.7%EnergyJNJJohnson & Johnson$2,986,778$103,650 ▼-3.4%18,0100.7%MedicalBIVVanguard Intermediate-Term Bond ETF$2,868,159$1,165,013 ▼-28.9%37,4580.7%ETFMAMastercard$2,831,588$327,228 ▼-10.4%5,1660.6%Business ServicesNOCNorthrop Grumman$2,797,622$72,705 ▲2.7%5,4640.6%AerospaceIDXXIDEXX Laboratories$2,735,1340.0%6,5130.6%MedicalTSLATesla$2,689,562$279,893 ▼-9.4%10,3780.6%Auto/Tires/TrucksDHRDanaher$2,566,395$263,425 ▼-9.3%12,5190.6%MedicalADPAutomatic Data Processing$2,553,314$173,541 ▼-6.4%8,3570.6%Business ServicesIEFAiShares Core MSCI EAFE ETF$2,428,970$508,292 ▲26.5%32,1080.6%ETFPYPLPayPal$2,331,318$3,915 ▲0.2%35,7290.5%Computer and TechnologyPNCThe PNC Financial Services Group$2,223,315$73,120 ▼-3.2%12,6490.5%FinanceADBEAdobe$1,959,454$90,897 ▲4.9%5,1090.4%Computer and TechnologyAMTAmerican Tower$1,951,655$47,872 ▲2.5%8,9690.4%FinanceCVXChevron$1,876,325$35,967 ▼-1.9%11,2160.4%EnergyNEENextEra Energy$1,853,277$175,453 ▼-8.6%26,1430.4%UtilitiesDOWDOW$1,839,586$665,715 ▲56.7%52,6800.4%Basic MaterialsMTBM&T Bank$1,771,7700.0%9,9120.4%FinanceABTAbbott Laboratories$1,728,828$171,649 ▼-9.0%13,0330.4%MedicalZTSZoetis$1,705,116$101,918 ▲6.4%10,3560.4%MedicalDEDeere & Company$1,598,137$132,357 ▼-7.6%3,4050.4%IndustrialsAPDAir Products and Chemicals$1,533,584$137,728 ▼-8.2%5,2000.4%Basic MaterialsSCHGSchwab U.S. Large-Cap Growth ETF$1,510,388$195,012 ▼-11.4%60,3190.3%ETFLMTLockheed Martin$1,510,327$23,676 ▲1.6%3,3810.3%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$1,388,459$177,076 ▼-11.3%52,2370.3%ETFWMBWilliams Companies$1,299,721$97,050 ▼-6.9%21,7490.3%EnergyACNAccenture$1,293,093$390,050 ▼-23.2%4,1440.3%Computer and TechnologyAMGNAmgen$1,257,416$195,030 ▼-13.4%4,0360.3%MedicalGVIiShares Intermediate Government/Credit Bond ETF$1,246,795$115,774 ▲10.2%11,7600.3%ETFPMPhilip Morris International$1,208,253$7,619 ▲0.6%7,6120.3%Consumer StaplesITWIllinois Tool Works$1,122,741$75,891 ▼-6.3%4,5270.3%IndustrialsFTVFortive$1,032,131$5,635 ▼-0.5%14,1040.2%Computer and TechnologyNSCNorfolk Southern$1,019,403$34,106 ▼-3.2%4,3040.2%TransportationNVSNovartis$973,666$40,133 ▲4.3%8,7340.2%MedicalKOCoca-Cola$953,620$2,292 ▲0.2%13,3150.2%Consumer StaplesIBMInternational Business Machines$895,4240.0%3,6010.2%Computer and TechnologyVOOVanguard S&P 500 ETF$789,880$1,152,701 ▼-59.3%1,5370.2%ETFAFLAflac$781,8880.0%7,0320.2%FinanceLOWLowe's Companies$765,461$20,757 ▼-2.6%3,2820.2%Retail/WholesaleEMREmerson Electric$756,954$76,200 ▼-9.1%6,9040.2%IndustrialsINTUIntuit$745,998$36,839 ▼-4.7%1,2150.2%Computer and TechnologyADIAnalog Devices$745,977$69,979 ▼-8.6%3,6990.2%Computer and TechnologySBUXStarbucks$743,130$1,569 ▲0.2%7,5760.2%Retail/WholesaleMMM3M$742,965$881 ▲0.1%5,0590.2%Multi-Sector ConglomeratesVZVerizon Communications$735,830$12,429 ▲1.7%16,2220.2%Computer and TechnologyMMITNYLI MacKay Shields Municipal Intermediate ETF$733,386$232,197 ▼-24.0%30,5960.2%ETFSPGIS&P Global$722,518$13,211 ▼-1.8%1,4220.2%Business ServicesBMYBristol-Myers Squibb$617,524$1,830 ▲0.3%10,1250.1%MedicalALLAllstate$615,412$1,657 ▲0.3%2,9720.1%FinanceENBEnbridge$614,846$23,529 ▲4.0%13,8760.1%EnergyBACBank of America$612,054$27,291 ▼-4.3%14,6670.1%FinanceDGXQuest Diagnostics$606,074$14,551 ▲2.5%3,5820.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$604,9660.0%1,1340.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$584,583$20,056 ▲3.6%11,8050.1%FinanceDISWalt Disney$584,008$2,105,074 ▼-78.3%5,9170.1%Consumer DiscretionaryTGTTarget$582,955$25,464 ▼-4.2%5,5860.1%Retail/WholesaleDLRDigital Realty Trust$580,898$28,658 ▲5.2%4,0540.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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