New Hampshire Trust

Q4 2025 13F-HR Holdings

Location
Concord, NH
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$513,866
Net value change ($000)
-4,043 (-0.8%)
New positions
7
Sold out positions
10
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHG 3,668 95.8%
BIV 2,540 70.6%
SCHV 2,476 104.3%
GVI 1,993 92.9%
GOOGL 1,757 14.7%
GOOGL 1,550 14.7%
VOO 1,447 110.9%
AAPL 922 3.0%
CAT 905 15.9%
MRK 902 18.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,795 -9.2%
VO -1,815 -3.4%
NVDA -1,675 -7.5%
META -1,542 -24.0%
HD -1,167 -17.1%
IJH -1,014 -11.6%
ETN -937 -18.0%
DFAS -734 -4.2%
ABBV -669 -7.9%
ZTS -599 -39.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type