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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 22 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 Dupont DE Nemours Inc 126.0 $17K 0.00% NEW $135.64
422 DVA Davita Inc Healthcare 75.0 $17K 0.00% NEW $222.48 -20.1%
423 CUBE CubeSmart Real Estate 415.0 $17K 0.00% NEW $39.77 +2.1%
424 ACLS Axcelis Technologies Inc Technology 87.0 $16K 0.00% NEW $189.45 -33.8%
425 SOLS Solstice Advanced Materials Inc Basic Materials 186.0 $16K 0.00% NEW $88.60 -37.3%
426 CNP Centerpoint Energy Inc Utilities 367.0 $16K 0.00% NEW $44.04 -11.6%
427 LULU Lululemon Athletica Inc. Consumer Cyclical 140.0 $16K 0.00% NEW $114.18 +3.6%
428 AZO Autozone Inc Consumer Cyclical 5.0 $16K 0.00% NEW $3196.00 -5.3%
429 SHW Sherwin Williams Co Basic Materials 45.0 $15K 0.00% NEW $344.31 +1.8%
430 EVRG Evergy Inc Utilities 179.0 $15K 0.00% NEW $86.43 -5.8%
431 ACHR Archer Aviation Inc - Class A Industrials 3,200.0 $15K 0.00% NEW $4.73 +26.0%
432 AON AON PLC ADR Financial Services 45.0 $15K 0.00% NEW $331.69 +7.0%
433 MP MP Materials Corp Basic Materials 265.0 $15K 0.00% NEW $56.01 +7.4%
434 XYL Xylem Inc Industrials 124.0 $15K 0.00% NEW $118.21 -4.6%
435 WTRG Essential Utilities Inc Utilities 375.0 $14K 0.00% NEW $38.31 +6.4%
436 RF Regions Financial Corp Financial Services 470.0 $14K 0.00% NEW $30.20 +1.4%
437 CF CF Inds Hldgs Inc Basic Materials 130.0 $14K 0.00% NEW $108.26 +17.5%
438 XLRE State Street Real Estate Select Sector SPDR ETF 300.0 $13K 0.00% NEW $44.03 +3.0%
439 VGSR Vert Global Sustainable Real Estate ETF 1,155.0 $13K 0.00% NEW $11.39 +1.9%
440 TGT Target Corp Consumer Defensive 100.0 $13K 0.00% NEW $130.61 +25.1%
Page 22 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%