Filed: 10/16/2025ACC: 0001961742-25-000007
📋 What this filing means
NEW HAMPSHIRE TRUST filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $517.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$517.91M
Total AUM (reported)
4.70M
Total Shares
Allocation by class
EQUITIES$513.88M99.2%
MUTUAL FUNDS$4.02M0.8%
FIXED INCOME$10.0K0.0%
Portfolio Concentration
Top 3$113.85M22.0%
4–10$99.21M19.2%
11–25$105.63M20.4%
Rest$199.22M38.5%
Top 3 weight
22.0%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Sole
Full voting authority
4.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole59
Shared0
Other118
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings177
Rows:
Vanguard Mid Cap ETF
DFNDShares180.33K
TypeSH
Market value$52.97M
10.23%
Sole
180.33K
Shared
0.00
None
0.00
Apple Inc
DFNDShares120K
TypeSH
Market value$30.55M
5.90%
Sole
120K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares58.55K
TypeSH
Market value$30.32M
5.86%
Sole
58.55K
Shared
0.00
None
0.00
Nvidia Corp
DFNDShares119.77K
TypeSH
Market value$22.35M
4.31%
Sole
119.77K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
DFNDShares252.28K
TypeSH
Market value$17.27M
3.33%
Sole
252.28K
Shared
0.00
None
0.00
Amazon Inc
DFNDShares64.35K
TypeSH
Market value$14.13M
2.73%
Sole
64.35K
Shared
0.00
None
0.00
Vanguard REIT ETF
DFNDShares133.41K
TypeSH
Market value$12.20M
2.36%
Sole
133.41K
Shared
0.00
None
0.00
Alphabet Inc Cl C
DFNDShares48.95K
TypeSH
Market value$11.92M
2.30%
Sole
48.95K
Shared
0.00
None
0.00
Broadcom Inc
DFNDShares32.46K
TypeSH
Market value$10.71M
2.07%
Sole
32.46K
Shared
0.00
None
0.00
J P Morgan Chase & Co
DFNDShares33.71K
TypeSH
Market value$10.63M
2.05%
Sole
33.71K
Shared
0.00
None
0.00
Vanguard FTSE Developed Mkt
DFNDShares176.84K
TypeSH
Market value$10.60M
2.05%
Sole
176.84K
Shared
0.00
None
0.00
Alphabet Inc Cl A
DFNDShares43.42K
TypeSH
Market value$10.55M
2.04%
Sole
43.42K
Shared
0.00
None
0.00
iShares S&P 400 Midcap Index
DFNDShares134.22K
TypeSH
Market value$8.76M
1.69%
Sole
134.22K
Shared
0.00
None
0.00
Abbvie Inc
DFNDShares36.67K
TypeSH
Market value$8.49M
1.64%
Sole
36.67K
Shared
0.00
None
0.00
Exxon Mobil Corp
DFNDShares62.49K
TypeSH
Market value$7.05M
1.36%
Sole
62.49K
Shared
0.00
None
0.00
Raytheon Technologies Corp
DFNDShares41.40K
TypeSH
Market value$6.93M
1.34%
Sole
41.40K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
DFNDShares13.68K
TypeSH
Market value$6.88M
1.33%
Sole
13.68K
Shared
0.00
None
0.00
The Home Depot Inc
DFNDShares16.81K
TypeSH
Market value$6.81M
1.31%
Sole
16.81K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
DFNDShares8.77K
TypeSH
Market value$6.44M
1.24%
Sole
8.77K
Shared
0.00
None
0.00
McDonald's Corp
DFNDShares19.96K
TypeSH
Market value$6.07M
1.17%
Sole
19.96K
Shared
0.00
None
0.00
Booking Hldgs Inc
DFNDShares1.06K
TypeSH
Market value$5.73M
1.11%
Sole
1.06K
Shared
0.00
None
0.00
Caterpillar Inc
DFNDShares11.95K
TypeSH
Market value$5.70M
1.10%
Sole
11.95K
Shared
0.00
None
0.00
Costco Wholesale Corp New
DFNDShares5.73K
TypeSH
Market value$5.30M
1.02%
Sole
5.73K
Shared
0.00
None
0.00
Eaton Corp PLC ADR
DFNDShares13.95K
TypeSH
Market value$5.22M
1.01%
Sole
13.95K
Shared
0.00
None
0.00
Procter & Gamble Co
DFNDShares33.22K
TypeSH
Market value$5.10M
0.99%
Sole
33.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Mid Cap ETFDFND | Equities | 180.33K | SH | $52.97M 10.23% | 180.33K | 0.00 | 0.00 |
Apple IncDFND | Equities | 120K | SH | $30.55M 5.90% | 120K | 0.00 | 0.00 |
Microsoft CorpDFND | Equities | 58.55K | SH | $30.32M 5.86% | 58.55K | 0.00 | 0.00 |
Nvidia CorpDFND | Equities | 119.77K | SH | $22.35M 4.31% | 119.77K | 0.00 | 0.00 |
Dimensional US Small Cap ETFDFND | Equities | 252.28K | SH | $17.27M 3.33% | 252.28K | 0.00 | 0.00 |
Amazon IncDFND | Equities | 64.35K | SH | $14.13M 2.73% | 64.35K | 0.00 | 0.00 |
Vanguard REIT ETFDFND | Equities | 133.41K | SH | $12.20M 2.36% | 133.41K | 0.00 | 0.00 |
Alphabet Inc Cl CDFND | Equities | 48.95K | SH | $11.92M 2.30% | 48.95K | 0.00 | 0.00 |
Broadcom IncDFND | Equities | 32.46K | SH | $10.71M 2.07% | 32.46K | 0.00 | 0.00 |
J P Morgan Chase & CoDFND | Equities | 33.71K | SH | $10.63M 2.05% | 33.71K | 0.00 | 0.00 |
Vanguard FTSE Developed MktDFND | Equities | 176.84K | SH | $10.60M 2.05% | 176.84K | 0.00 | 0.00 |
Alphabet Inc Cl ADFND | Equities | 43.42K | SH | $10.55M 2.04% | 43.42K | 0.00 | 0.00 |
iShares S&P 400 Midcap IndexDFND | Equities | 134.22K | SH | $8.76M 1.69% | 134.22K | 0.00 | 0.00 |
Abbvie IncDFND | Equities | 36.67K | SH | $8.49M 1.64% | 36.67K | 0.00 | 0.00 |
Exxon Mobil CorpDFND | Equities | 62.49K | SH | $7.05M 1.36% | 62.49K | 0.00 | 0.00 |
Raytheon Technologies CorpDFND | Equities | 41.40K | SH | $6.93M 1.34% | 41.40K | 0.00 | 0.00 |
Berkshire Hathaway Cl BDFND | Equities | 13.68K | SH | $6.88M 1.33% | 13.68K | 0.00 | 0.00 |
The Home Depot IncDFND | Equities | 16.81K | SH | $6.81M 1.31% | 16.81K | 0.00 | 0.00 |
Meta Platforms Inc Cl ADFND | Equities | 8.77K | SH | $6.44M 1.24% | 8.77K | 0.00 | 0.00 |
McDonald's CorpDFND | Equities | 19.96K | SH | $6.07M 1.17% | 19.96K | 0.00 | 0.00 |
Booking Hldgs IncDFND | Equities | 1.06K | SH | $5.73M 1.11% | 1.06K | 0.00 | 0.00 |
Caterpillar IncDFND | Equities | 11.95K | SH | $5.70M 1.10% | 11.95K | 0.00 | 0.00 |
Costco Wholesale Corp NewDFND | Equities | 5.73K | SH | $5.30M 1.02% | 5.73K | 0.00 | 0.00 |
Eaton Corp PLC ADRDFND | Equities | 13.95K | SH | $5.22M 1.01% | 13.95K | 0.00 | 0.00 |
Procter & Gamble CoDFND | Equities | 33.22K | SH | $5.10M 0.99% | 33.22K | 0.00 | 0.00 |
Page 1 of 8
…