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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Parker-Hannifin Corp

PH|701094104

Shares:—

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$225.9M)

464287465

EFA|464287465

Shares:—

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$225.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:—

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$225.9M)

AT&T INC.

T|00206R102

Shares:—

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$225.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$225.9M)

3M CO

MMM|88579Y101

Shares:—

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$225.9M)

SYSCO CORP

SYY|871829107

Shares:—

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$225.9M)

PACCAR INC

PCAR|693718108

Shares:—

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$225.9M)

921943858

VEA|921943858

Shares:—

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$225.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:—

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$225.9M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$225.9M)

CINTAS CORP

CTAS|172908105

Shares:—

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$225.9M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:—

Value:$993.2K

% of Portfolio:0.4% ($993.2K/$225.9M)

921909768

VXUS|921909768

Shares:—

Value:$909.1K

% of Portfolio:0.4% ($909.1K/$225.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:—

Value:$893.0K

% of Portfolio:0.4% ($893.0K/$225.9M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:—

Value:$877.6K

% of Portfolio:0.4% ($877.6K/$225.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$764.1K

% of Portfolio:0.3% ($764.1K/$225.9M)

921937827

BSV|921937827

Shares:—

Value:$689.9K

% of Portfolio:0.3% ($689.9K/$225.9M)

STATE STREET CORP

STT|857477103

Shares:—

Value:$682.7K

% of Portfolio:0.3% ($682.7K/$225.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:—

Value:$612.4K

% of Portfolio:0.3% ($612.4K/$225.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Parker-Hannifin Corp(PHcusip701094104)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.8% ($1.8M/$225.9M)	QoQ +95473.30% (+$1.8M) YoY +109248.10% (+$1.8M)
(EFAcusip464287465)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.8% ($1.8M/$225.9M)	QoQ +3649228.57% (+$1.8M) YoY +3438690.38% (+$1.8M)
Merck & Co., Inc.(MRKcusip58933Y105)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.7% ($1.7M/$225.9M)	QoQ +2413802.85% (+$1.7M) YoY +1836565.21% (+$1.7M)
AT&T INC.(Tcusip00206R102)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.7% ($1.6M/$225.9M)	QoQ +117963.82% (+$1.6M) YoY +145781.02% (+$1.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.7% ($1.6M/$225.9M)	QoQ +16110330.00% (+$1.6M) YoY +17900377.77% (+$1.6M)
3M CO(MMMcusip88579Y101)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.7% ($1.5M/$225.9M)	QoQ +107713.92% (+$1.5M) YoY +113448.70% (+$1.5M)
SYSCO CORP(SYYcusip871829107)	—	QoQ - YoY -	All Managers (Combined)	$1.4M	0.6% ($1.4M/$225.9M)	QoQ +94973.68% (+$1.4M) YoY +81499.09% (+$1.4M)
PACCAR INC(PCARcusip693718108)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.6% ($1.3M/$225.9M)	QoQ +93496.98% (+$1.3M) YoY +78471.75% (+$1.3M)
(VEAcusip921943858)	—	QoQ - YoY -	All Managers (Combined)	$1.3M	0.6% ($1.3M/$225.9M)	QoQ +111256.39% (+$1.3M) YoY +106032.26% (+$1.3M)
GENERAL ELECTRIC CO(GEcusip369604301)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	0.6% ($1.2M/$225.9M)	QoQ +118412.34% (+$1.2M) YoY +112529.51% (+$1.2M)
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$1.2M	0.5% ($1.2M/$225.9M)	QoQ +2775965.90% (+$1.2M) YoY +3392869.44% (+$1.2M)
CINTAS CORP(CTAScusip172908105)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.5% ($1.1M/$225.9M)	QoQ +109422.11% (+$1.1M) YoY +104313.80% (+$1.1M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	—	QoQ - YoY -	All Managers (Combined)	$993.2K	0.4% ($993.2K/$225.9M)	QoQ +6621153.33% (+$993.2K) YoY +5227205.26% (+$993.2K)
(VXUScusip921909768)	—	QoQ - YoY -	All Managers (Combined)	$909.1K	0.4% ($909.1K/$225.9M)	QoQ +145820.06% (+$908.5K) YoY +142389.34% (+$908.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	—	QoQ - YoY -	All Managers (Combined)	$893.0K	0.4% ($893.0K/$225.9M)	QoQ +78928.14% (+$891.9K) YoY +80424.61% (+$891.9K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	—	QoQ - YoY -	All Managers (Combined)	$877.6K	0.4% ($877.6K/$225.9M)	QoQ +114614.37% (+$876.8K) YoY +180468.93% (+$877.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$764.1K	0.3% ($764.1K/$225.9M)	QoQ +553602.89% (+$764.0K) YoY +664343.47% (+$764.0K)
(BSVcusip921937827)	—	QoQ - YoY -	All Managers (Combined)	$689.9K	0.3% ($689.9K/$225.9M)	QoQ +223162.78% (+$689.6K) YoY +224617.26% (+$689.6K)
STATE STREET CORP(STTcusip857477103)	—	QoQ - YoY -	All Managers (Combined)	$682.7K	0.3% ($682.7K/$225.9M)	QoQ +88788.80% (+$681.9K) YoY +103177.76% (+$682.0K)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$612.4K	0.3% ($612.4K/$225.9M)	QoQ +1074240.35% (+$612.3K) YoY +1360731.11% (+$612.3K)