Hall-Laurie-J-Trustee

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ATR",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "ALNY",
  "T",
  "CAT",
  "LOW",
  "ULS",
  "HD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  "EMR",
  "META",
  "SWK",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  "PCAR",
  "PANW",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "INTC",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "MKC",
  "AMGN",
  "NYT",
  "ROK",
  "RELX",
  "IBM",
  "SYK",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "UL",
  "BIV",
  "VRTX",
  "EW",
  "TT",
  "ACGL",
  "APH",
  "AMD",
  "FI",
  "WM",
  "IDXX",
  "FDS",
  "AMZN",
  "VEU",
  "USB",
  "VEA",
  "VXUS",
  "BSV",
  "VLTO",
  "V",
  "WMT",
  "XYL",
  "SOLV",
  null,
  "GNTX",
  "ET",
  "SYY",
  "GEV",
  "GWW",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BR",
  "CNI",
  "CARR",
  "CHTR",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "COST",
  "CVS",
  "CCK",
  "DHR",
  "EFA",
  "ADI",
  "STT",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PH",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 179
Total Value: 225866375
Accession Number: 0001388382-25-000002
Form Type: 13F-HR
CIK: hall-laurie-j-trustee
Manager Name: Hall-Laurie-J-Trustee

Data Enrichment

99% identified

177 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

179 positions • $225.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Cigna Group

CI|125523100

Shares:—

Value:$3.9M

% of Portfolio:1.7% ($3.9M/$225.9M)

Medtronic plc

MDT|G5960L103

Shares:—

Value:$3.9M

% of Portfolio:1.7% ($3.9M/$225.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$3.8M

% of Portfolio:1.7% ($3.8M/$225.9M)

FISERV INC

FI|337738108

Shares:—

Value:$3.8M

% of Portfolio:1.7% ($3.8M/$225.9M)

Xylem Inc.

XYL|98419M100

Shares:—

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$225.9M)

APTARGROUP, INC.

ATR|038336103

Shares:—

Value:$3.6M

% of Portfolio:1.6% ($3.6M/$225.9M)

NEW YORK TIMES CO

NYT|650111107

Shares:—

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$225.9M)

UNILEVER PLC

UL|904767704

Shares:—

Value:$3.0M

% of Portfolio:1.3% ($3.0M/$225.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:—

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$225.9M)

UL Solutions Inc.

ULS|903731107

Shares:—

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$225.9M)

PEPSICO INC

PEP|713448108

Shares:—

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$225.9M)

CROWN HOLDINGS, INC.

CCK|228368106

Shares:—

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$225.9M)

NOVARTIS AG

NVS|66987V109

Shares:—

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$225.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:—

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$225.9M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:—

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$225.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:—

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$225.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:—

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$225.9M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$225.9M)

Veralto Corp

VLTO|92338C103

Shares:—

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$225.9M)

AMGEN INC

AMGN|031162100

Shares:—

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$225.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Cigna Group(CIcusip125523100)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	1.7% ($3.9M/$225.9M)	QoQ +119057.56% (+$3.9M) YoY +80364.96% (+$3.9M)
Medtronic plc(MDTcusipG5960L103)	—	QoQ - YoY -	All Managers (Combined)	$3.9M	1.7% ($3.9M/$225.9M)	QoQ +110735.01% (+$3.9M) YoY +103619.60% (+$3.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$3.8M	1.7% ($3.8M/$225.9M)	QoQ +8873111.62% (+$3.8M) YoY +8117944.68% (+$3.8M)
FISERV INC(FIcusip337738108)	—	QoQ - YoY -	All Managers (Combined)	$3.8M	1.7% ($3.8M/$225.9M)	QoQ +2455558.44% (+$3.8M) YoY +3151328.33% (+$3.8M)
Xylem Inc.(XYLcusip98419M100)	—	QoQ - YoY -	All Managers (Combined)	$3.7M	1.6% ($3.7M/$225.9M)	QoQ +46523600.00% (+$3.7M) YoY +41354300.00% (+$3.7M)
APTARGROUP, INC.(ATRcusip038336103)	—	QoQ - YoY -	All Managers (Combined)	$3.6M	1.6% ($3.6M/$225.9M)	QoQ +144820.19% (+$3.6M) YoY +154875.36% (+$3.6M)
NEW YORK TIMES CO(NYTcusip650111107)	—	QoQ - YoY -	All Managers (Combined)	$3.3M	1.5% ($3.3M/$225.9M)	QoQ +27674633.33% (+$3.3M) YoY +33209580.00% (+$3.3M)
UNILEVER PLC(ULcusip904767704)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	1.3% ($3.0M/$225.9M)	QoQ +104557.15% (+$3.0M) YoY +115087.17% (+$3.0M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	1.3% ($2.9M/$225.9M)	QoQ +102472.31% (+$2.9M) YoY +117642.32% (+$2.9M)
UL Solutions Inc.(ULScusip903731107)	—	QoQ - YoY NEW	All Managers (Combined)	$2.9M	1.3% ($2.9M/$225.9M)	QoQ +112886.82% (+$2.9M) YoY NEW(+$2.9M)
PEPSICO INC(PEPcusip713448108)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	1.3% ($2.9M/$225.9M)	QoQ +5424616.98% (+$2.9M) YoY +4713178.68% (+$2.9M)
CROWN HOLDINGS, INC.(CCKcusip228368106)	—	QoQ - YoY -	All Managers (Combined)	$2.7M	1.2% ($2.7M/$225.9M)	QoQ +137116.60% (+$2.7M) YoY +184735.57% (+$2.7M)
NOVARTIS AG(NVScusip66987V109)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	1.2% ($2.6M/$225.9M)	QoQ +29150677.77% (+$2.6M) YoY +29150677.77% (+$2.6M)
BECTON DICKINSON & CO(BDXcusip075887109)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	1.1% ($2.6M/$225.9M)	QoQ +31939450.00% (+$2.6M) YoY +28390611.11% (+$2.6M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	1.0% ($2.2M/$225.9M)	QoQ +1857041.32% (+$2.2M) YoY +1797612.80% (+$2.2M)
AbbVie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$2.2M	1.0% ($2.2M/$225.9M)	QoQ +117797.81% (+$2.2M) YoY +112870.01% (+$2.2M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.9% ($2.1M/$225.9M)	QoQ +95470.81% (+$2.1M) YoY +51185.83% (+$2.1M)
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY NEW	All Managers (Combined)	$2.1M	0.9% ($2.1M/$225.9M)	QoQ +92699.82% (+$2.1M) YoY NEW(+$2.1M)
Veralto Corp(VLTOcusip92338C103)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.9% ($1.9M/$225.9M)	QoQ +96631300.00% (+$1.9M) YoY +96631300.00% (+$1.9M)
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.8% ($1.9M/$225.9M)	QoQ +118400.63% (+$1.9M) YoY +100835.42% (+$1.9M)