New Hampshire Trust
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), New Hampshire Trust reported 174 stock positions worth $437.2 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 9.9% of the portfolio, followed by Apple (AAPL, 6.1%) and Microsoft (MSFT, 5.0%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 58 and reduced 95. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +2%) and the biggest sale Unitedhealth (UNH, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, NH
- CIK
- 0001961742
- Portfolio Value
- $437.2M (Q1 2025)
- SEC Filing
- 0001961742-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 174 stocks · $437.2M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 9.94% | 167,979 | $43.4M | Add +2.1% |
| AAPL Apple Inc. | 6.12% | 120,412 | $26.7M | Reduce -5.4% |
| MSFT Microsoft Corp. | 5.04% | 58,747 | $22.1M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 4.32% | 316,031 | $18.9M | Add +6.1% |
| NVDA Nvidia Corp. | 2.98% | 120,328 | $13.0M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 2.80% | 64,248 | $12.2M | Reduce -5.5% |
| VNQ Vanguard Real Estate ETF | 2.53% | 121,945 | $11.0M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 2.00% | 172,326 | $8.8M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.88% | 33,573 | $8.2M | Reduce -6.7% |
| GOOG Alphabet Inc. Class C | 1.83% | 51,240 | $8.0M | Reduce -7.7% |
| IJH iShares Core S&P Midcap ETF | 1.82% | 136,279 | $8.0M | Reduce -7.1% |
| ABBV Abbvie Inc. | 1.69% | 35,248 | $7.4M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 1.61% | 59,011 | $7.0M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.57% | 44,302 | $6.9M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 12,432 | $6.6M | Add +2.4% |
| MCD McDonald's Corp. | 1.42% | 19,818 | $6.2M | Reduce -1.6% |
| HD Home Depot Inc. | 1.35% | 16,083 | $5.9M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 1.27% | 32,689 | $5.6M | Add +0.2% |
| RTX RTX Corp. | 1.27% | 42,054 | $5.6M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.27% | 33,247 | $5.6M | Reduce -6.9% |
| COST Costco Wholesale Corp. | 1.23% | 5,684 | $5.4M | Reduce -6.2% |
| META Meta Platforms Inc. Class A | 1.15% | 8,752 | $5.0M | Reduce -13.4% |
| BKNG Booking Holdings Inc. | 1.14% | 1,086 | $5.0M | Reduce -6.0% |
| V Visa Inc. Class A | 1.12% | 13,919 | $4.9M | Reduce -5.1% |
| PEP Pepsico Inc. | 1.11% | 32,274 | $4.8M | Reduce -3.5% |
| MRK Merck & Co. Inc. | 1.08% | 52,803 | $4.7M | Add +6.9% |
| UNP Union Pacific Corp. | 1.01% | 18,719 | $4.4M | Add +1.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.97% | 54,315 | $4.3M | Reduce -3.7% |
| CB Chubb Ltd. | 0.97% | 14,098 | $4.3M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.97% | 68,966 | $4.3M | Reduce -3.5% |
| IEMG iShares Core MSCI Emerging | 0.96% | 77,490 | $4.2M | Reduce -25.3% |
| CAT Caterpillar Inc. | 0.90% | 11,962 | $3.9M | Reduce -0.7% |
| LLDYX Lord Abbett SHRT Dur Inc. Class I | 0.90% | 1,018,285 | $3.9M | Add +6.8% |
| WMT Walmart Inc. | 0.89% | 44,072 | $3.9M | Reduce -9.9% |
| ETN Eaton Corp. PLC | 0.85% | 13,715 | $3.7M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 6,681 | $3.3M | Add +4.9% |
| HON Honeywell International Inc. | 0.75% | 15,464 | $3.3M | Add +2.5% |
| CRM Salesforce Inc. | 0.74% | 11,982 | $3.2M | Add +0.1% |
| ECL Ecolab Inc. | 0.73% | 12,524 | $3.2M | Reduce -6.6% |
| AMP Ameriprise Financial Inc. | 0.72% | 6,517 | $3.2M | Reduce -6.7% |
| QCOM Qualcomm Inc. | 0.72% | 20,441 | $3.1M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.72% | 30,015 | $3.1M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.70% | 8,767 | $3.1M | Reduce -0.1% |
| COP Conocophillips | 0.70% | 29,113 | $3.1M | Add +6.2% |
| JNJ Johnson & Johnson | 0.68% | 18,010 | $3.0M | Reduce -3.4% |
| BIV Vanguard Intermediate-Term B | 0.66% | 37,458 | $2.9M | Reduce -28.9% |
| MA Mastercard Inc. Class A | 0.65% | 5,166 | $2.8M | Reduce -10.4% |
| NOC Northrop Grumman Corp. | 0.64% | 5,464 | $2.8M | Add +2.7% |
| IDXX Idexx Laboratories Inc. | 0.63% | 6,513 | $2.7M | No change |
| TSLA Tesla Inc. | 0.62% | 10,378 | $2.7M | Reduce -9.4% |
| DHR Danaher Corp. | 0.59% | 12,519 | $2.6M | Reduce -9.3% |
| ADP Automatic Data Processing | 0.58% | 8,357 | $2.6M | Reduce -6.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.56% | 32,108 | $2.4M | Add +26.5% |
| PYPL PayPal Holdings Inc. | 0.53% | 35,729 | $2.3M | Add +0.2% |
| PNC PNC Financial Services Group | 0.51% | 12,649 | $2.2M | Reduce -3.2% |
| ADBE Adobe Inc. | 0.45% | 5,109 | $2.0M | Add +4.9% |
| AMT American Tower Corp. | 0.45% | 8,969 | $2.0M | Add +2.5% |
| CVX Chevron Corp. | 0.43% | 11,216 | $1.9M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.42% | 26,143 | $1.9M | Reduce -8.7% |
| DOW Dow Inc. | 0.42% | 52,680 | $1.8M | Add +56.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.41% | 9,912 | $1.8M | No change |
| ABT Abbott Laboratories | 0.40% | 13,033 | $1.7M | Reduce -9.0% |
| ZTS Zoetis Inc. | 0.39% | 10,356 | $1.7M | Add +6.4% |
| DE Deere & Co. | 0.37% | 3,405 | $1.6M | Reduce -7.7% |
| APD Air Products & Chemicals Inc. | 0.35% | 5,200 | $1.5M | Reduce -8.2% |
| SCHG Schwab US Large-Cap Growth | 0.35% | 60,319 | $1.5M | Reduce -11.4% |
| LMT Lockheed Martin Corp. | 0.35% | 3,381 | $1.5M | Add +1.6% |
| SCHV Schwab US Large-Cap Value | 0.32% | 52,237 | $1.4M | Reduce -11.3% |
| WMB Williams Cos Inc. | 0.30% | 21,749 | $1.3M | Reduce -7.0% |
| ACN Accenture PLC Class A | 0.30% | 4,144 | $1.3M | Reduce -23.2% |
| AMGN Amgen Inc. | 0.29% | 4,036 | $1.3M | Reduce -13.4% |
| GVI iShares Intermediate Governm | 0.29% | 11,760 | $1.2M | Add +10.2% |
| PM Philip Morris International | 0.28% | 7,612 | $1.2M | Add +0.6% |
| ITW Illinois Tool Works | 0.26% | 4,527 | $1.1M | Reduce -6.3% |
| FTV Fortive Corp. | 0.24% | 14,104 | $1.0M | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 0.23% | 4,304 | $1.0M | Reduce -3.2% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 8,734 | $974K | Add +4.3% |
| KO The Coca-Cola Co. | 0.22% | 13,315 | $954K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 3,601 | $895K | No change |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,537 | $790K | Reduce -59.3% |
| AFL Aflac Inc. | 0.18% | 7,032 | $782K | No change |
| LOW Lowe's Cos Inc. | 0.18% | 3,282 | $765K | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.17% | 6,904 | $757K | Reduce -9.2% |
| INTU Intuit Inc. | 0.17% | 1,215 | $746K | Reduce -4.7% |
| ADI Analog Devices Inc. | 0.17% | 3,699 | $746K | Reduce -8.6% |
| SBUX Starbucks Corp. | 0.17% | 7,576 | $743K | Add +0.2% |
| MMM 3M Co. | 0.17% | 5,059 | $743K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.17% | 16,222 | $736K | Add +1.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.17% | 30,596 | $733K | Reduce -24.1% |
| SPGI S&P Global Inc. | 0.17% | 1,422 | $723K | Reduce -1.8% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 10,125 | $618K | Add +0.3% |
| ALL Allstate Corp. | 0.14% | 2,972 | $615K | Add +0.3% |
| ENB Enbridge Inc. | 0.14% | 13,876 | $615K | Add +4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 14,667 | $612K | Reduce -4.3% |
| DGX Quest Diagnostics Inc. | 0.14% | 3,582 | $606K | Add +2.5% |
| MDY State Street SPDR S&P Midcap | 0.14% | 1,134 | $605K | No change |
| DON Wisdomtree US Midcap Dividen | 0.13% | 11,805 | $585K | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 5,917 | $584K | Reduce -78.3% |
| TGT Target Corp. | 0.13% | 5,586 | $583K | Reduce -4.2% |
| DLR Digital Realty Trust Inc. | 0.13% | 4,054 | $581K | Add +5.2% |
Portfolio Sells Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | Reduce -89.5% | 0.10% | −0.74 |
| AAPL Apple Inc. | Reduce -5.4% | 6.12% | −0.60 |
| DIS The Walt Disney Co. | Reduce -78.3% | 0.13% | −0.51 |
| AVGO Broadcom Inc. | Reduce -6.9% | 1.27% | −0.47 |
| NVDA Nvidia Corp. | Reduce -1.4% | 2.98% | −0.47 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 1.83% | −0.40 |
| TSLA Tesla Inc. | Reduce -9.4% | 0.62% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 2.80% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 1.57% | −0.26 |
| VOO Vanguard S&P 500 ETF | Reduce -59.3% | 0.18% | −0.25 |
| F Ford Motor Co. | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.04% | −0.20 |
| IEMG iShares Core MSCI Emerging | Reduce -25.3% | 0.96% | −0.18 |
| BIV Vanguard Intermediate-Term B | Reduce -28.9% | 0.66% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.1% | 1.82% | −0.11 |
| ACN Accenture PLC Class A | Reduce -23.2% | 0.30% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -13.4% | 1.15% | −0.09 |
| DHR Danaher Corp. | Reduce -9.3% | 0.59% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -6.0% | 1.14% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -3.7% | 0.97% | −0.06 |
| AMP Ameriprise Financial Inc. | Reduce -6.7% | 0.72% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -56.1% | 0.05% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.4% | 0.35% | −0.05 |
| WMT Walmart Inc. | Reduce -9.9% | 0.89% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.04 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -24.1% | 0.17% | −0.04 |
| TGT Target Corp. | Reduce -4.2% | 0.13% | −0.03 |
| FDX FedEx Corp. | Reduce -18.2% | 0.10% | −0.03 |
| EMR Emerson Electric Co. | Reduce -9.2% | 0.17% | −0.03 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -19.6% | 0.06% | −0.02 |
| PNC PNC Financial Services Group | Reduce -3.2% | 0.51% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -15.1% | 0.06% | −0.02 |
| CAT Caterpillar Inc. | Reduce -0.7% | 0.90% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -30.1% | 0.06% | −0.02 |
| USB US Bancorp | Reduce -9.9% | 0.08% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.72% | −0.01 |
| GLW Corning Inc. | Reduce -17.7% | 0.07% | −0.01 |
| ADI Analog Devices Inc. | Reduce -8.6% | 0.17% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -13.8% | 0.08% | −0.01 |
| CARR Carrier Global Corp. | Reduce -12.0% | 0.07% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -8.7% | 0.42% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -11.3% | 0.32% | −0.01 |
| DUK Duke Energy Corp. | Reduce -23.3% | 0.08% | −0.01 |
| CW Curtiss-Wright Corp. | Reduce -2.2% | 0.07% | −0.00 |
| PFE Pfizer Inc. | Reduce -6.4% | 0.11% | −0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -25.4% | 0.05% | −0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -1.8% | 0.12% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.1% | 9.94% | +0.78 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.51% | +0.35 |
| VNQ Vanguard Real Estate ETF | Add +3.2% | 2.53% | +0.31 |
| XOM Exxon Mobil Corp. | Add +2.1% | 1.61% | +0.30 |
| DFAS Dimensional US Small Cap ETF | Add +6.1% | 4.32% | +0.23 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.5% | 0.56% | +0.18 |
| DOW Dow Inc. | Add +56.7% | 0.42% | +0.14 |
| COP Conocophillips | Add +6.2% | 0.70% | +0.13 |
| LLDYX Lord Abbett SHRT Dur Inc. Class I | Add +6.8% | 0.90% | +0.13 |
| PG The Procter & Gamble Co. | Add +0.2% | 1.27% | +0.12 |
| UNP Union Pacific Corp. | Add +1.0% | 1.01% | +0.12 |
| NOC Northrop Grumman Corp. | Add +2.7% | 0.64% | +0.11 |
| AMT American Tower Corp. | Add +2.5% | 0.45% | +0.11 |
| IWR iShares Russell Mid-Cap ETF | New | 0.10% | +0.10 |
| PM Philip Morris International | Add +0.6% | 0.28% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.06% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +4.9% | 0.76% | +0.06 |
| ZTS Zoetis Inc. | Add +6.4% | 0.39% | +0.06 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +4.3% | 0.22% | +0.05 |
| GVI iShares Intermediate Governm | Add +10.2% | 0.29% | +0.05 |
| MRK Merck & Co. Inc. | Add +6.9% | 1.08% | +0.05 |
| LKQ LKQ Corp. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +0.2% | 0.22% | +0.04 |
| PLD Prologis Inc. | Add +34.3% | 0.11% | +0.04 |
| MDT Medtronic PLC | Add +14.9% | 0.13% | +0.04 |
| VZ Verizon Communications Inc. | Add +1.7% | 0.17% | +0.03 |
| MMM 3M Co. | Add +0.1% | 0.17% | +0.03 |
| HON Honeywell International Inc. | Add +2.5% | 0.75% | +0.03 |
| DGX Quest Diagnostics Inc. | Add +2.5% | 0.14% | +0.03 |
| SBUX Starbucks Corp. | Add +0.2% | 0.17% | +0.02 |
| TRP TC Energy Corp. | Add +19.6% | 0.09% | +0.02 |
| ENB Enbridge Inc. | Add +4.0% | 0.14% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.14% | +0.02 |
| HAS Hasbro Inc. | Add +19.2% | 0.07% | +0.02 |
| ALL Allstate Corp. | Add +0.3% | 0.14% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +19.4% | 0.08% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +4.3% | 0.13% | +0.02 |
| SYK Stryker Corp. | Add +1.8% | 0.12% | +0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Add +3.1% | 0.08% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +6.0% | 0.09% | +0.01 |
| SO The Southern Co. | Add +1.3% | 0.07% | +0.01 |
| CTAS Cintas Corp. | Add +0.5% | 0.07% | +0.01 |
| DON Wisdomtree US Midcap Dividen | Add +3.5% | 0.13% | +0.01 |
| SLB SLB Ltd. | Add +0.3% | 0.07% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.0% | 0.06% | +0.01 |
| UPS United Parcel Service Class B | Add +25.9% | 0.05% | +0.01 |
| FITB Fifth Third Bancorp | Add +7.4% | 0.09% | +0.01 |
| PRU Prudential Financial Inc. | Add +4.0% | 0.10% | +0.01 |
| DES Wisdomtree US Smallcap Divid | Add +4.5% | 0.10% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 176 | $530.2M | VO, AAPL, MSFT, NVDA, DFAS |
| Q1 2026 | 156 | $495.8M | VO, AAPL, MSFT, NVDA, DFAS |
| Q4 2025 | 173 | $513.9M | VO, AAPL, MSFT, NVDA, DFAS |
| Q3 2025 | 176 | $517.9M | VO, AAPL, MSFT, NVDA, DFAS |
| Q2 2025 | 176 | $478.7M | VO, MSFT, AAPL, DFAS, NVDA |
| Q1 2025 | 174 | $437.2M | VO, AAPL, MSFT, DFAS, NVDA |
| Q4 2024 | 175 | $474.6M | VO, AAPL, MSFT, DFAS, NVDA |
| Q3 2024 | 177 | $466.8M | VO, AAPL, MSFT, DFAS, NVDA |
| Q2 2024 | 172 | $438.3M | VO, AAPL, MSFT, DFAS, NVDA |
| Q1 2024 | 170 | $427.7M | VO, MSFT, AAPL, DFAS, AMZN |