Q3 2026 13F · SEC CIK 1961742

New Hampshire Trust

Investment managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $532.1M
Reported positions: 171
Top holdings a year, 3 yrs: +19.8%
Average holding period: 3.9 yrs

New Hampshire Trust is an investment manager that reported 171 positions worth $532.1M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VO, 9.1%), Apple Inc (AAPL, 7.1%), Microsoft Corp (MSFT, 5.8%). A portfolio copying its top holdings returned 19.8% a year over the last 3 years, against 20.4% for the S&P 500.

New Hampshire Trust holdings largest 50 of 171 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

New Hampshire Trust 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOVanguard Index Fds	9.1%	9.5%	615,086	-1.8%	$48.2M
AAPLApple Inc	7.1%	6.2%	112,996	-1.3%	$37.6M
MSFTMicrosoft Corp	5.8%	4.3%	60,581	-1.6%	$31.1M
NVDANvidia Corporation	4.5%	4.0%	105,029	-0.8%	$24.0M
DFASDimensional ETF Trust	3.2%	3.5%	218,789	-2.9%	$16.9M
AMZNAmazon Com Inc	2.9%	2.8%	61,153	-1.9%	$15.2M
GOOGAlphabet Inc	2.7%	2.8%	41,652	+0.1%	$14.2M
GOOGLAlphabet Inc	2.3%	2.4%	35,965	+0.0%	$12.4M
JPMJpmorgan Chase & Co	2.3%	2.3%	36,779	-2.2%	$12.2M
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.2%	162,239	-0.6%	$11.5M
SCHGSchwab Strategic Tr	2.0%	1.9%	296,258	+1.7%	$10.6M
AVGOBroadcom Inc	2.0%	2.2%	29,763	-2.9%	$10.5M
XOMExxonmobil Holdings Corp	1.8%	—	60,210	—	$9.8M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.4%	18,489	+21.9%	$9.2M
ABBVAbbvie Inc	1.6%	1.6%	33,230	-1.7%	$8.7M
CATCaterpillar Inc	1.6%	2.2%	10,194	-7.2%	$8.3M
BIVVanguard Bd Index Fds	1.5%	1.4%	108,630	+15.8%	$7.9M
METAMeta Platforms Inc	1.5%	1.0%	10,883	+18.6%	$7.9M
MRKMerck & Co Inc	1.4%	1.3%	51,440	-5.0%	$7.5M
IJHIshares Tr	1.4%	1.5%	103,104	-1.3%	$7.4M
RTXRtx Corporation	1.3%	1.4%	38,092	+0.5%	$7.1M
SCHVSchwab Strategic Tr	1.2%	1.3%	198,761	-0.5%	$6.6M
ETNEaton Corp PLC	1.1%	1.1%	13,300	-0.9%	$5.7M
UNPUnion Pac Corp	1.1%	1.1%	20,777	-4.4%	$5.7M
GVIIshares Tr	1.0%	1.0%	53,997	+10.2%	$5.6M
CSCOCisco Sys Inc	1.0%	1.2%	49,544	-7.8%	$5.3M
VVisa Inc	1.0%	0.9%	14,167	-1.7%	$5.1M
COSTCostco Wholesale Corporation	1.0%	1.0%	5,591	-0.1%	$5.1M
IEMGIshares Inc	0.9%	1.0%	59,827	-3.9%	$4.9M
MCDMcdonalds Corp	0.9%	1.0%	20,964	+3.2%	$4.8M
HDHome Depot Inc	0.9%	1.1%	16,871	+3.6%	$4.8M
TMOThermo Fisher Scientific Inc	0.9%	0.7%	7,071	-0.7%	$4.8M
SLYVSpdr Series Trust	0.9%	1.0%	46,224	+0.0%	$4.7M
PGProcter & Gamble Co	0.9%	0.9%	32,127	+0.0%	$4.7M
IEFAIshares Tr	0.8%	0.9%	46,668	-2.1%	$4.5M
CBChubb Limited	0.8%	0.8%	12,634	-1.2%	$4.1M
BKNGBooking Holdings Inc	0.8%	0.8%	24,893	-0.6%	$4.1M
PEPPepsico Inc	0.8%	0.8%	31,623	+2.1%	$4.0M
JNJJohnson & Johnson	0.7%	0.7%	15,004	-1.8%	$4.0M
WMTWalmart Inc	0.7%	0.8%	37,927	-0.4%	$3.9M
LLDYXLord Abbett Short Duration Inco	0.7%	0.7%	1,017,526	-1.9%	$3.8M
AMPAmeriprise Finl Inc	0.7%	0.7%	7,449	-2.6%	$3.7M
IDXXIdexx Labs Inc	0.7%	0.7%	6,672	-0.3%	$3.5M
COPConocophillips	0.6%	—	26,942	—	$3.4M
ECLEcolab Inc	0.6%	0.6%	12,161	-0.7%	$3.3M
QCOMQualcomm Inc	0.6%	0.6%	17,569	-2.2%	$3.2M
IJRIshares Tr	0.6%	0.6%	23,101	-0.1%	$3.1M
TSLATesla Inc	0.6%	0.7%	8,685	+2.7%	$3.1M
PNCPnc Finl Svcs Group Inc	0.5%	0.6%	12,339	-1.4%	$2.7M
BXBlackstone Inc	0.5%	0.5%	24,430	-1.1%	$2.7M

What New Hampshire Trust bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +19.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$532.1M	171
Q2 2026	$530.2M	176
Q1 2026	$495.8M	156
Q4 2025	$513.9M	173
Q3 2025	$517.9M	176
Q2 2025	$478.7M	176
Q1 2025	$437.2M	174
Q4 2024	$474.6M	175
Q3 2024	$466.8M	177
Q2 2024	$438.3M	172
Q1 2024	$427.7M	170
Q4 2023	$415.9M	174

Questions about New Hampshire Trust's portfolio

What stocks does New Hampshire Trust own?

New Hampshire Trust's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 171 positions worth $532.1M. The largest are Vanguard Index Fds (VO) at 9.1%, Apple Inc (AAPL) at 7.1%, Microsoft Corp (MSFT) at 5.8%, Nvidia Corporation (NVDA) at 4.5% and Dimensional ETF Trust (DFAS) at 3.2%.

What did New Hampshire Trust buy last quarter?

In Q3 2026, New Hampshire Trust added Berkshire Hathaway Inc Del (BRK-B) (+21.9% shares), Meta Platforms Inc (META) (+18.6% shares) and Vanguard Bd Index Fds (BIV) (+15.8% shares), compared with its Q2 2026 filing.

What did New Hampshire Trust sell last quarter?

In Q3 2026, New Hampshire Trust cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Sherwin Williams Co (SHW), Cisco Sys Inc (CSCO) (-7.8% shares), Caterpillar Inc (CAT) (-7.2% shares) and Merck & Co Inc (MRK) (-5.0% shares), compared with its Q2 2026 filing.

How has New Hampshire Trust's portfolio performed?

A portfolio copying New Hampshire Trust's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%.

When is New Hampshire Trust's next 13F filing due?

13F filings are due 45 days after each quarter ends. New Hampshire Trust's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.