Filed: 4/20/2026ACC: 0001961742-26-000002
📋 What this filing means
NEW HAMPSHIRE TRUST filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $495.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$495.84M
Total AUM (reported)
4.73M
Total Shares
Allocation by class
EQUITIES$491.94M99.2%
MUTUAL FUNDS$3.90M0.8%
Portfolio Concentration
Top 3$101.66M20.5%
4–10$93.12M18.8%
11–25$110.06M22.2%
Rest$191.00M38.5%
Top 3 weight
20.5%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Sole
Full voting authority
4.73M
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)
Sole105
Shared0
Other51
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings156
Rows:
Vanguard Mid Cap ETF
SOLEShares178.60K
TypeSH
Market value$51.29M
10.34%
Sole
178.60K
Shared
0.00
None
0.00
Apple Inc
SOLEShares114.43K
TypeSH
Market value$29.04M
5.86%
Sole
114.43K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares57.61K
TypeSH
Market value$21.32M
4.30%
Sole
57.61K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares108.46K
TypeSH
Market value$18.91M
3.81%
Sole
108.46K
Shared
0.00
None
0.00
Dimensional US Small Cap ETF
DFNDShares233.93K
TypeSH
Market value$16.64M
3.36%
Sole
233.93K
Shared
0.00
None
0.00
Amazon Inc
SOLEShares63.43K
TypeSH
Market value$13.21M
2.66%
Sole
63.43K
Shared
0.00
None
0.00
Alphabet Inc Cl C
DFNDShares42.72K
TypeSH
Market value$12.25M
2.47%
Sole
42.72K
Shared
0.00
None
0.00
Alphabet Inc Cl A
DFNDShares38.68K
TypeSH
Market value$11.12M
2.24%
Sole
38.68K
Shared
0.00
None
0.00
Vanguard FTSE Developed Mkt
DFNDShares163.80K
TypeSH
Market value$10.50M
2.12%
Sole
163.80K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares61.77K
TypeSH
Market value$10.48M
2.11%
Sole
61.77K
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares32.38K
TypeSH
Market value$9.53M
1.92%
Sole
32.38K
Shared
0.00
None
0.00
Vanguard REIT ETF
DFNDShares106.82K
TypeSH
Market value$9.48M
1.91%
Sole
106.82K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares30.61K
TypeSH
Market value$9.47M
1.91%
Sole
30.61K
Shared
0.00
None
0.00
Schwab US Large Cap Growth ETF
SOLEShares282.31K
TypeSH
Market value$8.22M
1.66%
Sole
282.31K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares11.42K
TypeSH
Market value$8.09M
1.63%
Sole
11.42K
Shared
0.00
None
0.00
iShares S&P 400 Midcap Index
SOLEShares111.68K
TypeSH
Market value$7.54M
1.52%
Sole
111.68K
Shared
0.00
None
0.00
Abbvie Inc
DFNDShares34.03K
TypeSH
Market value$7.40M
1.49%
Sole
34.03K
Shared
0.00
None
0.00
Raytheon Technologies Corp
DFNDShares38.13K
TypeSH
Market value$7.36M
1.48%
Sole
38.13K
Shared
0.00
None
0.00
Vanguard Intermediate-Term Bond
SOLEShares88.77K
TypeSH
Market value$6.85M
1.38%
Sole
88.77K
Shared
0.00
None
0.00
Merck & Co Inc New
SOLEShares55.63K
TypeSH
Market value$6.69M
1.35%
Sole
55.63K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
DFNDShares12.97K
TypeSH
Market value$6.22M
1.25%
Sole
12.97K
Shared
0.00
None
0.00
McDonald's Corp
SOLEShares19.53K
TypeSH
Market value$6.07M
1.22%
Sole
19.53K
Shared
0.00
None
0.00
Schwab US Large Cap Value ETF
SOLEShares197.23K
TypeSH
Market value$6.02M
1.21%
Sole
197.23K
Shared
0.00
None
0.00
Costco Wholesale Corp New
DFNDShares5.63K
TypeSH
Market value$5.61M
1.13%
Sole
5.63K
Shared
0.00
None
0.00
The Home Depot Inc
DFNDShares16.78K
TypeSH
Market value$5.52M
1.11%
Sole
16.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Mid Cap ETFSOLE | Equities | 178.60K | SH | $51.29M 10.34% | 178.60K | 0.00 | 0.00 |
Apple IncSOLE | Equities | 114.43K | SH | $29.04M 5.86% | 114.43K | 0.00 | 0.00 |
Microsoft CorpSOLE | Equities | 57.61K | SH | $21.32M 4.30% | 57.61K | 0.00 | 0.00 |
Nvidia CorpSOLE | Equities | 108.46K | SH | $18.91M 3.81% | 108.46K | 0.00 | 0.00 |
Dimensional US Small Cap ETFDFND | Equities | 233.93K | SH | $16.64M 3.36% | 233.93K | 0.00 | 0.00 |
Amazon IncSOLE | Equities | 63.43K | SH | $13.21M 2.66% | 63.43K | 0.00 | 0.00 |
Alphabet Inc Cl CDFND | Equities | 42.72K | SH | $12.25M 2.47% | 42.72K | 0.00 | 0.00 |
Alphabet Inc Cl ADFND | Equities | 38.68K | SH | $11.12M 2.24% | 38.68K | 0.00 | 0.00 |
Vanguard FTSE Developed MktDFND | Equities | 163.80K | SH | $10.50M 2.12% | 163.80K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Equities | 61.77K | SH | $10.48M 2.11% | 61.77K | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | Equities | 32.38K | SH | $9.53M 1.92% | 32.38K | 0.00 | 0.00 |
Vanguard REIT ETFDFND | Equities | 106.82K | SH | $9.48M 1.91% | 106.82K | 0.00 | 0.00 |
Broadcom IncSOLE | Equities | 30.61K | SH | $9.47M 1.91% | 30.61K | 0.00 | 0.00 |
Schwab US Large Cap Growth ETFSOLE | Equities | 282.31K | SH | $8.22M 1.66% | 282.31K | 0.00 | 0.00 |
Caterpillar IncSOLE | Equities | 11.42K | SH | $8.09M 1.63% | 11.42K | 0.00 | 0.00 |
iShares S&P 400 Midcap IndexSOLE | Equities | 111.68K | SH | $7.54M 1.52% | 111.68K | 0.00 | 0.00 |
Abbvie IncDFND | Equities | 34.03K | SH | $7.40M 1.49% | 34.03K | 0.00 | 0.00 |
Raytheon Technologies CorpDFND | Equities | 38.13K | SH | $7.36M 1.48% | 38.13K | 0.00 | 0.00 |
Vanguard Intermediate-Term BondSOLE | Equities | 88.77K | SH | $6.85M 1.38% | 88.77K | 0.00 | 0.00 |
Merck & Co Inc NewSOLE | Equities | 55.63K | SH | $6.69M 1.35% | 55.63K | 0.00 | 0.00 |
Berkshire Hathaway Cl BDFND | Equities | 12.97K | SH | $6.22M 1.25% | 12.97K | 0.00 | 0.00 |
McDonald's CorpSOLE | Equities | 19.53K | SH | $6.07M 1.22% | 19.53K | 0.00 | 0.00 |
Schwab US Large Cap Value ETFSOLE | Equities | 197.23K | SH | $6.02M 1.21% | 197.23K | 0.00 | 0.00 |
Costco Wholesale Corp NewDFND | Equities | 5.63K | SH | $5.61M 1.13% | 5.63K | 0.00 | 0.00 |
The Home Depot IncDFND | Equities | 16.78K | SH | $5.52M 1.11% | 16.78K | 0.00 | 0.00 |
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