New Hampshire Trust
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), New Hampshire Trust reported 176 stock positions worth $478.7 million. Its top holding was Vngrd Mrngstr MD-Cap ETF-Usd (VO) at 10.2% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Apple (AAPL, 5.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 85 and reduced 53. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, NH
- CIK
- 0001961742
- Portfolio Value
- $478.7M (Q2 2025)
- SEC Filing
- 0001961742-25-000005 ↗ filed Jul 31, 2025
Holdings Value
Holdings 176 stocks · $478.7M
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 10.18% | 174,123 | $48.7M | Add +3.7% |
| MSFT Microsoft Corp. | 6.10% | 58,718 | $29.2M | Reduce -0.1% |
| AAPL Apple Inc. | 5.15% | 120,074 | $24.6M | Reduce -0.3% |
| DFAS Dimensional US Small Cap ETF | 4.37% | 328,629 | $20.9M | Add +4.0% |
| NVDA Nvidia Corp. | 3.98% | 120,458 | $19.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.96% | 64,506 | $14.2M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 2.39% | 128,495 | $11.4M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 2.08% | 174,330 | $9.9M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.03% | 33,566 | $9.7M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.88% | 50,719 | $9.0M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.85% | 32,095 | $8.8M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 1.75% | 135,004 | $8.4M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.65% | 44,899 | $7.9M | Add +1.4% |
| ABBV Abbvie Inc. | 1.40% | 36,011 | $6.7M | Add +2.2% |
| META Meta Platforms Inc. Class A | 1.36% | 8,816 | $6.5M | Add +0.7% |
| XOM Exxon Mobil Corp. | 1.34% | 59,542 | $6.4M | Add +0.9% |
| BKNG Booking Holdings Inc. | 1.30% | 1,077 | $6.2M | Reduce -0.8% |
| RTX RTX Corp. | 1.28% | 41,804 | $6.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 12,386 | $6.0M | Reduce -0.4% |
| HD Home Depot Inc. | 1.23% | 16,050 | $5.9M | Reduce -0.2% |
| MCD McDonald's Corp. | 1.21% | 19,783 | $5.8M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.17% | 5,675 | $5.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.09% | 32,620 | $5.2M | Reduce -0.2% |
| V Visa Inc. Class A | 1.07% | 14,376 | $5.1M | Add +3.3% |
| ETN Eaton Corp. PLC | 1.03% | 13,812 | $4.9M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.99% | 68,497 | $4.8M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.97% | 11,969 | $4.6M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.94% | 74,888 | $4.5M | Reduce -3.4% |
| UNP Union Pacific Corp. | 0.91% | 18,842 | $4.3M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.89% | 53,744 | $4.3M | Add +1.8% |
| PEP Pepsico Inc. | 0.88% | 32,066 | $4.2M | Reduce -0.6% |
| WMT Walmart Inc. | 0.88% | 43,231 | $4.2M | Reduce -1.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.87% | 52,440 | $4.2M | Reduce -3.5% |
| CB Chubb Ltd. | 0.85% | 13,979 | $4.0M | Reduce -0.8% |
| LLDYX Lord Abbett SHRT Dur Inc. Class I | 0.85% | 1,043,182 | $4.0M | Add +2.4% |
| HON Honeywell International Inc. | 0.76% | 15,567 | $3.6M | Add +0.7% |
| AMP Ameriprise Financial Inc. | 0.73% | 6,568 | $3.5M | Add +0.8% |
| IDXX Idexx Laboratories Inc. | 0.72% | 6,438 | $3.5M | Reduce -1.1% |
| ECL Ecolab Inc. | 0.70% | 12,442 | $3.4M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.69% | 10,461 | $3.3M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.69% | 20,755 | $3.3M | Add +1.5% |
| CRM Salesforce Inc. | 0.69% | 12,094 | $3.3M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 0.68% | 29,654 | $3.2M | Reduce -1.2% |
| SHW The Sherwin-Williams Co. | 0.61% | 8,465 | $2.9M | Reduce -3.4% |
| BIV Vanguard Intermediate-Term B | 0.60% | 36,936 | $2.9M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.59% | 5,025 | $2.8M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.58% | 33,315 | $2.8M | Add +3.8% |
| BX Blackstone Inc. | 0.57% | 18,377 | $2.7M | New |
| NOC Northrop Grumman Corp. | 0.57% | 5,458 | $2.7M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 6,713 | $2.7M | Add +0.5% |
| PYPL PayPal Holdings Inc. | 0.56% | 35,936 | $2.7M | Add +0.6% |
| JNJ Johnson & Johnson | 0.55% | 17,334 | $2.6M | Reduce -3.8% |
| COP Conocophillips | 0.55% | 29,088 | $2.6M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.53% | 8,187 | $2.5M | Reduce -2.0% |
| DHR Danaher Corp. | 0.51% | 12,281 | $2.4M | Reduce -1.9% |
| PNC PNC Financial Services Group | 0.49% | 12,681 | $2.4M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.49% | 79,988 | $2.3M | Add +32.6% |
| ADBE Adobe Inc. | 0.42% | 5,243 | $2.0M | Add +2.6% |
| AMT American Tower Corp. | 0.41% | 8,955 | $2.0M | Reduce -0.2% |
| TMC TMC the Metals Co. Inc. | 0.39% | 286,364 | $1.9M | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.39% | 9,727 | $1.9M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.38% | 26,256 | $1.8M | Add +0.4% |
| ABT Abbott Laboratories | 0.37% | 13,033 | $1.8M | No change |
| DE Deere & Co. | 0.36% | 3,417 | $1.7M | Add +0.3% |
| CVX Chevron Corp. | 0.35% | 11,578 | $1.7M | Add +3.2% |
| LMT Lockheed Martin Corp. | 0.34% | 3,469 | $1.6M | Add +2.6% |
| GVI iShares Intermediate Governm | 0.33% | 14,704 | $1.6M | Add +25.0% |
| ZTS Zoetis Inc. | 0.32% | 9,767 | $1.5M | Reduce -5.7% |
| DOW Dow Inc. | 0.32% | 56,991 | $1.5M | Add +8.2% |
| SCHV Schwab US Large-Cap Value | 0.31% | 52,860 | $1.5M | Add +1.2% |
| APD Air Products & Chemicals Inc. | 0.30% | 5,129 | $1.4M | Reduce -1.4% |
| WMB Williams Cos Inc. | 0.30% | 22,508 | $1.4M | Add +3.5% |
| PM Philip Morris International | 0.29% | 7,716 | $1.4M | Add +1.4% |
| ACN Accenture PLC Class A | 0.26% | 4,114 | $1.2M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.26% | 2,149 | $1.2M | Add +39.8% |
| AMGN Amgen Inc. | 0.24% | 4,111 | $1.1M | Add +1.9% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 9,483 | $1.1M | Add +8.6% |
| ITW Illinois Tool Works | 0.23% | 4,460 | $1.1M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 3,567 | $1.1M | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.21% | 3,941 | $1.0M | Reduce -8.4% |
| KO The Coca-Cola Co. | 0.20% | 13,689 | $968K | Add +2.8% |
| INTU Intuit Inc. | 0.20% | 1,215 | $957K | No change |
| EMR Emerson Electric Co. | 0.19% | 6,889 | $919K | Reduce -0.2% |
| ADI Analog Devices Inc. | 0.18% | 3,583 | $853K | Reduce -3.1% |
| SPGI S&P Global Inc. | 0.16% | 1,479 | $780K | Add +4.0% |
| MMM 3M Co. | 0.16% | 5,059 | $770K | No change |
| AFL Aflac Inc. | 0.15% | 7,032 | $742K | No change |
| DLR Digital Realty Trust Inc. | 0.15% | 4,251 | $741K | Add +4.9% |
| FTV Fortive Corp. | 0.15% | 14,156 | $738K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.15% | 16,919 | $732K | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.15% | 3,286 | $729K | Add +0.1% |
| SBUX Starbucks Corp. | 0.15% | 7,935 | $727K | Add +4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 14,667 | $694K | No change |
| DGX Quest Diagnostics Inc. | 0.14% | 3,733 | $671K | Add +4.2% |
| ENB Enbridge Inc. | 0.14% | 14,738 | $668K | Add +6.2% |
| MDY State Street SPDR S&P Midcap | 0.13% | 1,134 | $642K | No change |
| ALL Allstate Corp. | 0.13% | 3,112 | $626K | Add +4.7% |
| SCHO Schwab Short-Term US Treas | 0.13% | 25,278 | $616K | Add +6.8% |
| MDT Medtronic PLC | 0.13% | 6,996 | $610K | Add +8.4% |
| SYK Stryker Corp. | 0.13% | 1,519 | $601K | Add +5.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.3% | 5.15% | −0.97 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 1.26% | −0.26 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.88% | −0.22 |
| MCD McDonald's Corp. | Reduce -0.2% | 1.21% | −0.21 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.09% | −0.19 |
| COP Conocophillips | Reduce -0.1% | 0.55% | −0.15 |
| JNJ Johnson & Johnson | Reduce -3.8% | 0.55% | −0.13 |
| CB Chubb Ltd. | Reduce -0.8% | 0.85% | −0.13 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -69.0% | 0.05% | −0.12 |
| HD Home Depot Inc. | Reduce -0.2% | 1.23% | −0.12 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -3.5% | 0.87% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -3.4% | 0.61% | −0.09 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.09 |
| DHR Danaher Corp. | Reduce -1.9% | 0.51% | −0.08 |
| ZTS Zoetis Inc. | Reduce -5.7% | 0.32% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -0.1% | 0.57% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 1.75% | −0.07 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -52.7% | 0.07% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -1.4% | 0.60% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -2.7% | 0.59% | −0.06 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.53% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 1.17% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -1.4% | 0.30% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.7% | 0.10% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.68% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.26% | −0.04 |
| FDX FedEx Corp. | Reduce -27.1% | 0.06% | −0.04 |
| AMT American Tower Corp. | Reduce -0.2% | 0.41% | −0.03 |
| ITW Illinois Tool Works | Reduce -1.5% | 0.23% | −0.03 |
| ECL Ecolab Inc. | Reduce -0.7% | 0.70% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -8.4% | 0.21% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -3.4% | 0.94% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -10.0% | 0.06% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.1% | 0.08% | −0.01 |
| MTB M & T Bank Corp. | Reduce -1.9% | 0.39% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -18.9% | 0.07% | −0.01 |
| DOV Dover Corp. | Reduce -2.4% | 0.12% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.2% | 0.08% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -4.0% | 0.11% | −0.00 |
| WMT Walmart Inc. | Reduce -1.9% | 0.88% | −0.00 |
| ACLC American Century Large Cap E | Reduce -0.3% | 0.07% | +0.00 |
| RTX RTX Corp. | Reduce -0.6% | 1.28% | +0.00 |
| SCHW Schwab (charles) Corp. | Reduce -0.6% | 0.12% | +0.01 |
| ADI Analog Devices Inc. | Reduce -3.1% | 0.18% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.9% | 0.22% | +0.01 |
| EMR Emerson Electric Co. | Reduce -0.2% | 0.19% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.99% | +0.02 |
| CW Curtiss-Wright Corp. | Reduce -0.5% | 0.10% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.1% | 3.98% | +0.99 |
| BX Blackstone Inc. | New | 0.57% | +0.57 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.7% | 10.18% | +0.24 |
| META Meta Platforms Inc. Class A | Add +0.7% | 1.36% | +0.21 |
| ETN Eaton Corp. PLC | Add +0.7% | 1.03% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.4% | 2.96% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +32.6% | 0.49% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 1.65% | +0.09 |
| TSLA Tesla Inc. | Add +0.8% | 0.69% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +39.8% | 0.26% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 2.08% | +0.07 |
| CAT Caterpillar Inc. | Add +0.1% | 0.97% | +0.07 |
| SCHB Schwab US Broad Market ETF | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | New | 0.06% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +4.0% | 4.37% | +0.05 |
| KKR KKR & Co. Inc. | New | 0.05% | +0.05 |
| GVI iShares Intermediate Governm | Add +25.0% | 0.33% | +0.04 |
| MS Morgan Stanley | Add +51.5% | 0.11% | +0.04 |
| NFLX Netflix Inc. | Add +15.4% | 0.12% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.8% | 0.58% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +0.6% | 0.56% | +0.02 |
| DLR Digital Realty Trust Inc. | Add +4.9% | 0.15% | +0.02 |
| PM Philip Morris International | Add +1.4% | 0.29% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +8.6% | 0.24% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.1% | 0.07% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +23.4% | 0.11% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +0.8% | 0.73% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +13.2% | 0.09% | +0.01 |
| HAS Hasbro Inc. | Add +5.2% | 0.08% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +11.0% | 0.07% | +0.01 |
| GLW Corning Inc. | Add +6.9% | 0.08% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +1.6% | 0.06% | +0.01 |
| HON Honeywell International Inc. | Add +0.7% | 0.76% | +0.01 |
| SNPS Synopsys Inc. | Add +3.9% | 0.07% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +17.3% | 0.09% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +3.1% | 0.12% | +0.01 |
| USB US Bancorp | Add +8.3% | 0.09% | +0.01 |
| UPS United Parcel Service Class B | Add +28.4% | 0.06% | +0.00 |
| SYK Stryker Corp. | Add +5.4% | 0.13% | +0.00 |
| FITB Fifth Third Bancorp | Add +7.6% | 0.09% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +4.2% | 0.14% | +0.00 |
| TFC Truist Financial Corp. | Add +6.7% | 0.08% | +0.00 |
| SO The Southern Co. | Add +11.1% | 0.08% | +0.00 |
| IAU iShares Gold Trust | Add +4.2% | 0.06% | +0.00 |
| TRP TC Energy Corp. | Add +5.7% | 0.09% | −0.00 |
| ENB Enbridge Inc. | Add +6.2% | 0.14% | −0.00 |
| TRV The Travelers Cos Inc. | Add +6.3% | 0.08% | −0.00 |
| WMB Williams Cos Inc. | Add +3.5% | 0.30% | −0.00 |
| SPGI S&P Global Inc. | Add +4.0% | 0.16% | −0.00 |
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 |