New Hampshire Trust
Filing Date
Global Rank
#3,271
/ 8,586
▼ 11
Top Industry
Semiconductors
9.7%
3Y Alpha vs SPY
-6.0%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.2%
SPY
+78.1%
Annualised alpha
-5.9%
Max drawdown
−17.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
124 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.8%
−0.3 pts
Top 5
28.3%
−2.3 pts
Top 10
41.8%
−1.2 pts
HHI
276
Diversified−20
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.1% | $96,331,122 |
| Financial Services | 13.8% | $45,750,636 |
| Industrials | 12.6% | $41,611,701 |
| Healthcare | 10.9% | $36,053,276 |
| Consumer Cyclical | 10.2% | $33,800,986 |
| Consumer Defensive | 6.8% | $22,583,869 |
| Energy | 5.7% | $18,937,609 |
| Communication Services | 5.0% | $16,606,749 |
| Basic Materials | 3.2% | $10,574,719 |
| Utilities | 1.4% | $4,572,852 |
| Real Estate | 0.9% | $3,036,940 |
| Unclassified | 0.4% | $1,435,041 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DOW | Dow Inc. | +14,923 | 65,312 | $2,720,244 | |
| PYPL | PayPal Holdings, Inc. | +6,076 | 39,758 | $1,798,253 | |
| ZTS | Zoetis Inc. | +3,582 | 10,772 | $1,273,357 | |
| BX | Blackstone Inc. | +2,227 | 20,255 | $2,329,121 | |
| FTV | Fortive Corp | +1,157 | 16,500 | $912,119 | |
| AMZN | Amazon Com Inc | +1,005 | 63,432 | $13,210,981 | |
| ADBE | Adobe Inc. | +765 | 5,195 | $1,262,799 | |
| AMT | American Tower Corp /Ma/ | +730 | 8,520 | $1,470,380 | |
| MSFT | Microsoft Corp | +684 | 57,608 | $21,324,752 | |
| SBUX | Starbucks Corp | +557 | 8,774 | $786,061 | |
| MDT | Medtronic plc | +453 | 7,841 | $679,422 | |
| V | Visa Inc. | +447 | 14,230 | $4,300,874 | |
| FITB | Fifth Third Bancorp | +447 | 11,095 | $515,473 | |
| CRM | Salesforce, Inc. | +439 | 11,877 | $2,217,079 | |
| TRP | Tc Energy Corp | +379 | 9,358 | $585,810 | |
| HD | Home Depot, Inc. | +379 | 16,778 | $5,518,116 | |
| COP | Conocophillips | +375 | 28,282 | $3,733,224 | |
| TFC | Truist Financial Corp | +362 | 9,951 | $457,447 | |
| TMO | Thermo Fisher Scientific Inc. | +319 | 7,169 | $3,523,777 | |
| AMP | Ameriprise Financial Inc | +312 | 7,560 | $3,359,663 | |
| AVGO | Broadcom Inc. | +246 | 30,608 | $9,473,481 | |
| DLR | Digital Realty Trust, Inc. | +220 | 4,752 | $856,357 | |
| ETN | Eaton Corp plc | +219 | 13,666 | $4,887,917 | |
| PNC | Pnc Financial Services Group, Inc. | +218 | 12,834 | $2,670,626 | |
| PLD | Prologis, Inc. | +216 | 5,373 | $710,203 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TMC | TMC the metals Co Inc. | −50,198 | 133,812 | $624,902 | |
| LOW | Lowes Companies Inc | −2,525 | 1,232 | $291,096 | |
| NVDA | Nvidia Corp | −2,379 | 108,456 | $18,914,726 | |
| ENB | Enbridge Inc | −2,189 | 14,075 | $762,019 | |
| KO | Coca Cola Co | −1,893 | 10,531 | $800,881 | |
| PEP | Pepsico Inc | −1,863 | 30,714 | $4,769,576 | |
| HBAN | Huntington Bancshares Inc /Md/ | −1,775 | 37,880 | $592,821 | |
| WMT | Walmart Inc. | −1,625 | 38,755 | $4,816,471 | |
| ADP | Automatic Data Processing Inc | −1,500 | 5,954 | $1,209,733 | |
| BAC | Bank Of America Corp /De/ | −1,500 | 14,137 | $689,178 | |
| AAPL | Apple Inc. | −1,353 | 114,432 | $29,041,696 | |
| USB | US Bancorp De | −1,300 | 4,586 | $238,517 | |
| RTX | RTX Corp | −1,200 | 38,135 | $7,356,241 | |
| MMM | 3M Co | −1,142 | 3,905 | $567,122 | |
| NVS | Novartis AG | −1,048 | 7,174 | $1,095,828 | |
| CVX | Chevron Corp | −1,032 | 9,451 | $1,955,411 | |
| SCHW | Schwab Charles Corp | −823 | 3,729 | $350,451 | |
| ACN | Accenture plc | −809 | 3,388 | $671,806 | |
| PM | Philip Morris International Inc. | −794 | 6,344 | $1,048,916 | |
| ETR | Entergy Corp /De/ | −776 | 1,897 | $213,146 | |
| WMB | Williams Companies, Inc. | −751 | 19,528 | $1,421,247 | |
| SO | Southern Co | −742 | 2,115 | $204,139 | |
| PNW | Pinnacle West Capital Corp | −729 | 2,981 | $300,335 | |
| NFLX | Netflix Inc | −726 | 3,338 | $320,948 | |
| ABT | Abbott Laboratories | −648 | 11,751 | $1,206,474 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ODFL | Old Dominion Freight Line, Inc. | 1,222 | $238,778 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,705 | $332,321 | |
| MKC | Mccormick & Co Inc | 4,820 | $328,290 | |
| INTC | Intel Corp | 7,746 | $285,827 | |
| TRV | Travelers Companies, Inc. | 922 | $267,435 | |
| COF | Capital One Financial Corp | 1,059 | $256,659 | |
| CARR | CARRIER GLOBAL Corp | 4,663 | $246,392 | |
| MDLZ | Mondelez International, Inc. | 4,499 | $242,181 | |
| DIS | Walt Disney Co | 2,023 | $230,155 | |
| SLB | Slb Limited/Nv | 5,942 | $228,053 | |
| CTAS | Cintas Corp | 1,205 | $226,624 | |
| APH | Amphenol Corp /De/ | 1,665 | $225,008 | |
| UNH | Unitedhealth Group Inc | 647 | $213,580 | |
| KKR | KKR & Co. Inc. | 1,624 | $207,027 | |
| SNPS | Synopsys Inc | 432 | $202,919 | |
| No positions match the current search. | ||||
20 positions ·
$96,331,122 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PAYX |
Paychex Inc
Technology
|
Reduced | 2,379 | $219,153 | 0.23% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,501 | $240,640 | 0.25% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 2,336 | $244,228 | 0.25% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 209 | $276,053 | 0.29% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Reduced | 290 | $317,071 | 0.33% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,094 | $473,023 | 0.49% | |
| ACN |
Accenture plc
Technology
|
Reduced | 3,388 | $671,806 | 0.70% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 5,083 | $691,135 | 0.72% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,231 | $783,161 | 0.81% | |
| FTV |
Fortive Corp
Technology
|
Added | 16,500 | $912,119 | 0.95% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 3,079 | $979,553 | 1.02% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,954 | $1,209,733 | 1.26% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 5,195 | $1,262,799 | 1.31% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 11,877 | $2,217,079 | 2.30% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 18,328 | $2,360,279 | 2.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 60,815 | $4,718,635 | 4.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 30,608 | $9,473,481 | 9.83% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 108,456 | $18,914,726 | 19.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 57,608 | $21,324,752 | 22.14% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 114,432 | $29,041,696 | 30.15% |