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Home > Institutional Investor > New Hampshire Trust > Profile

Instuitional Investor - New Hampshire Trust

Fund Profile
Filing Period:
Fund Name: New Hampshire Trust
Portfolio Value $415,937,737
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mid Cap Etf
 153,411 $35,689,535 8.58%
2.
Apple Inc.
 AAPL 137,145 $26,404,527 6.34%
3.
Microsoft Corp
 MSFT 60,941 $22,916,253 5.5%
4.
Dimensional Etf Trust
 263,646 $15,718,575 3.77%
5.
Vanguard Bond Index Funds
 BND 146,875 $11,218,313 2.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)