Filed: 1/29/2026ACC: 0001961742-26-000001
📋 What this filing means
NEW HAMPSHIRE TRUST filed this quarterly 13F‑HR report disclosing 173 equity positions with a total reported market value of $513.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
173
Positions
$513.87M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
EQUITIES$509.68M99.2%
MUTUAL FUNDS$4.18M0.8%
Portfolio Concentration
Top 3$110.16M21.4%
4–10$99.73M19.4%
11–25$105.82M20.6%
Rest$198.15M38.6%
Top 3 weight
21.4%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Sole
Full voting authority
4.78M
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
Other114
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings173
Rows:
Vanguard Mid Cap ETF
DFNDShares176.26K
TypeSH
Market value$51.16M
9.96%
Sole
176.26K
Shared
0.00
None
0.00
Apple Inc
DFNDShares115.78K
TypeSH
Market value$31.48M
6.13%
Sole
115.78K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares56.92K
TypeSH
Market value$27.53M
5.36%
Sole
56.92K
Shared
0.00
None
0.00
Nvidia Corp
DFNDShares110.83K
TypeSH
Market value$20.67M
4.02%
Sole
110.83K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
DFNDShares237.36K
TypeSH
Market value$16.54M
3.22%
Sole
237.36K
Shared
0.00
None
0.00
Amazon Inc
DFNDShares62.43K
TypeSH
Market value$14.41M
2.80%
Sole
62.43K
Shared
0.00
None
0.00
Alphabet Inc Cl C
DFNDShares43.59K
TypeSH
Market value$13.68M
2.66%
Sole
43.59K
Shared
0.00
None
0.00
Alphabet Inc Cl A
DFNDShares38.67K
TypeSH
Market value$12.10M
2.36%
Sole
38.67K
Shared
0.00
None
0.00
Vanguard REIT ETF
DFNDShares132.87K
TypeSH
Market value$11.76M
2.29%
Sole
132.87K
Shared
0.00
None
0.00
Vanguard FTSE Developed Mkt
DFNDShares169.28K
TypeSH
Market value$10.58M
2.06%
Sole
169.28K
Shared
0.00
None
0.00
Broadcom Inc
DFNDShares30.36K
TypeSH
Market value$10.51M
2.04%
Sole
30.36K
Shared
0.00
None
0.00
J P Morgan Chase & Co
DFNDShares32.49K
TypeSH
Market value$10.47M
2.04%
Sole
32.49K
Shared
0.00
None
0.00
Abbvie Inc
DFNDShares34.23K
TypeSH
Market value$7.82M
1.52%
Sole
34.23K
Shared
0.00
None
0.00
iShares S&P 400 Midcap Index
DFNDShares117.35K
TypeSH
Market value$7.75M
1.51%
Sole
117.35K
Shared
0.00
None
0.00
Schwab US Large Cap Growth ETF
SOLEShares229.87K
TypeSH
Market value$7.50M
1.46%
Sole
229.87K
Shared
0.00
None
0.00
Exxon Mobil Corp
DFNDShares62.08K
TypeSH
Market value$7.47M
1.45%
Sole
62.08K
Shared
0.00
None
0.00
Raytheon Technologies Corp
DFNDShares39.34K
TypeSH
Market value$7.21M
1.40%
Sole
39.34K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
DFNDShares13.19K
TypeSH
Market value$6.63M
1.29%
Sole
13.19K
Shared
0.00
None
0.00
Caterpillar Inc
DFNDShares11.54K
TypeSH
Market value$6.61M
1.29%
Sole
11.54K
Shared
0.00
None
0.00
Vanguard Intermediate-Term Bond
DFNDShares78.84K
TypeSH
Market value$6.14M
1.19%
Sole
78.84K
Shared
0.00
None
0.00
McDonald's Corp
DFNDShares19.50K
TypeSH
Market value$5.96M
1.16%
Sole
19.50K
Shared
0.00
None
0.00
Merck & Co Inc New
DFNDShares55.78K
TypeSH
Market value$5.87M
1.14%
Sole
55.78K
Shared
0.00
None
0.00
The Home Depot Inc
DFNDShares16.40K
TypeSH
Market value$5.64M
1.10%
Sole
16.40K
Shared
0.00
None
0.00
Booking Hldgs Inc
DFNDShares997.00
TypeSH
Market value$5.34M
1.04%
Sole
997.00
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
DFNDShares7.42K
TypeSH
Market value$4.90M
0.95%
Sole
7.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Mid Cap ETFDFND | Equities | 176.26K | SH | $51.16M 9.96% | 176.26K | 0.00 | 0.00 |
Apple IncDFND | Equities | 115.78K | SH | $31.48M 6.13% | 115.78K | 0.00 | 0.00 |
Microsoft CorpDFND | Equities | 56.92K | SH | $27.53M 5.36% | 56.92K | 0.00 | 0.00 |
Nvidia CorpDFND | Equities | 110.83K | SH | $20.67M 4.02% | 110.83K | 0.00 | 0.00 |
Dimensional US Small Cap ETFDFND | Equities | 237.36K | SH | $16.54M 3.22% | 237.36K | 0.00 | 0.00 |
Amazon IncDFND | Equities | 62.43K | SH | $14.41M 2.80% | 62.43K | 0.00 | 0.00 |
Alphabet Inc Cl CDFND | Equities | 43.59K | SH | $13.68M 2.66% | 43.59K | 0.00 | 0.00 |
Alphabet Inc Cl ADFND | Equities | 38.67K | SH | $12.10M 2.36% | 38.67K | 0.00 | 0.00 |
Vanguard REIT ETFDFND | Equities | 132.87K | SH | $11.76M 2.29% | 132.87K | 0.00 | 0.00 |
Vanguard FTSE Developed MktDFND | Equities | 169.28K | SH | $10.58M 2.06% | 169.28K | 0.00 | 0.00 |
Broadcom IncDFND | Equities | 30.36K | SH | $10.51M 2.04% | 30.36K | 0.00 | 0.00 |
J P Morgan Chase & CoDFND | Equities | 32.49K | SH | $10.47M 2.04% | 32.49K | 0.00 | 0.00 |
Abbvie IncDFND | Equities | 34.23K | SH | $7.82M 1.52% | 34.23K | 0.00 | 0.00 |
iShares S&P 400 Midcap IndexDFND | Equities | 117.35K | SH | $7.75M 1.51% | 117.35K | 0.00 | 0.00 |
Schwab US Large Cap Growth ETFSOLE | Equities | 229.87K | SH | $7.50M 1.46% | 229.87K | 0.00 | 0.00 |
Exxon Mobil CorpDFND | Equities | 62.08K | SH | $7.47M 1.45% | 62.08K | 0.00 | 0.00 |
Raytheon Technologies CorpDFND | Equities | 39.34K | SH | $7.21M 1.40% | 39.34K | 0.00 | 0.00 |
Berkshire Hathaway Cl BDFND | Equities | 13.19K | SH | $6.63M 1.29% | 13.19K | 0.00 | 0.00 |
Caterpillar IncDFND | Equities | 11.54K | SH | $6.61M 1.29% | 11.54K | 0.00 | 0.00 |
Vanguard Intermediate-Term BondDFND | Equities | 78.84K | SH | $6.14M 1.19% | 78.84K | 0.00 | 0.00 |
McDonald's CorpDFND | Equities | 19.50K | SH | $5.96M 1.16% | 19.50K | 0.00 | 0.00 |
Merck & Co Inc NewDFND | Equities | 55.78K | SH | $5.87M 1.14% | 55.78K | 0.00 | 0.00 |
The Home Depot IncDFND | Equities | 16.40K | SH | $5.64M 1.10% | 16.40K | 0.00 | 0.00 |
Booking Hldgs IncDFND | Equities | 997.00 | SH | $5.34M 1.04% | 997.00 | 0.00 | 0.00 |
Meta Platforms Inc Cl ADFND | Equities | 7.42K | SH | $4.90M 0.95% | 7.42K | 0.00 | 0.00 |
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