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Portfolio (Quarterly) Guide ↗

Bank of New Hampshire

· CIK 0001870761
13F Portfolio $479M AUM 537 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 537 New
Page 10 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UTHR United Therapeutics Corp Del Healthcare 526.0 $285K 0.06% NEW $541.83 -4.7%
182 BKR Baker Hughes Company Energy 5,114.0 $284K 0.06% NEW $55.50 +11.8%
183 MRVL Marvell Technology Inc Technology 934.0 $278K 0.06% NEW $297.89 -19.5%
184 EXC Exelon Corp Utilities 5,848.0 $273K 0.06% NEW $46.62 -5.2%
185 Bunge Global SA ADR 2,427.0 $259K 0.05% NEW $106.73
186 PSX Phillips 66 Energy 1,517.0 $256K 0.05% NEW $169.05 +41.4%
187 VRT Vertiv Holdings Co Industrials 763.0 $255K 0.05% NEW $334.82 -21.9%
188 TSLA Tesla Inc Consumer Cyclical 606.0 $255K 0.05% NEW $420.60 -18.3%
189 VLO Valero Energy Corp New Energy 964.0 $251K 0.05% NEW $260.44 +31.0%
190 BHP BHP Group LTD ADR Basic Materials 3,000.0 $250K 0.05% NEW $83.31 +15.5%
191 HCA HCA Healthcare Inc Healthcare 625.0 $244K 0.05% NEW $389.89 +9.1%
192 MRSH Marsh Financial Services 1,370.0 $228K 0.05% NEW $166.67 +16.8%
193 ADBE Adobe Sys Inc Technology 1,099.0 $225K 0.05% NEW $205.02 +32.4%
194 MO Altria Group Inc Consumer Defensive 2,930.0 $211K 0.04% NEW $71.95 -4.5%
195 EMXC iShares MSCI Emerging Markets EX China ETF 2,055.0 $210K 0.04% NEW $102.30 -3.9%
196 FDN First Trust Dow Jones Internet Index Fund ETF 790.0 $209K 0.04% NEW $264.72 +8.8%
197 Honeywell International Inc 893.0 $200K 0.04% NEW $223.77
198 Honeywell Aerospace Inc 893.0 $197K 0.04% NEW $220.96
199 WAL Western Alliance Bancorp Financial Services 2,382.0 $196K 0.04% NEW $82.20 -3.0%
200 FALN iShares Fallen Angels USD Bond ETF 7,081.0 $193K 0.04% NEW $27.24 -0.6%
Page 10 of 27  ·  537 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 20.9%
Industrials 10.9%
Consumer Cyclical 10.8%
Healthcare 8.8%
Communication Services 7.0%
Consumer Defensive 5.5%
Energy 2.5%
Utilities 2.0%
Real Estate 1.4%