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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 27 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VITL Vital Farms Inc Consumer Defensive 163.0 $2K NEW $11.63 -4.9%
522 ROP Roper Technologies Inc Industrials 5.0 $2K NEW $338.40 +21.4%
523 VSNT Versant Media Group Inc - Class A Industrials 38.0 $1K NEW $36.00 +9.4%
524 FLOT iShares Floating Rate Bond ETF 25.0 $1K NEW $51.04 -0.0%
525 APPF Appfolio Inc Technology 7.0 $1K NEW $160.29 +38.8%
526 OMC Omnicom Group Inc Communication Services 15.0 $1K NEW $72.80 +21.1%
527 JCI Johnson Controls Intl PLC ADR Industrials 7.0 $1K NEW $146.14 -2.9%
528 SLVM Sylvamo Corp Basic Materials 27.0 $1K NEW $37.81 -3.1%
529 TTD Trade Desk Inc Technology 42.0 $759.0 NEW $18.07 -27.2%
530 SLB SLB Limited ADR Energy 16.0 $744.0 NEW $46.50 +15.3%
531 NVO Novo-Nordisk A/S ADR Healthcare 15.0 $719.0 NEW $47.93 +0.2%
532 DOW Dow Basic Materials 24.0 $657.0 NEW $27.38 +12.3%
533 DJT Trump Media & Technology Group Communication Services 70.0 $542.0 NEW $7.74 +19.1%
534 CLNE Clean Energy Fuels Corp Energy 187.0 $383.0 NEW $2.05 -21.9%
535 EMBC Embecta Corp Common Healthcare 1.0 $3.0 NEW $3.00 +64.0%
536 Integrated Communications Networks 1,000.0 $2.0 NEW $0.00
537 Domark Intl Inc 1.0 $1.0 NEW $1.00
Page 27 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%