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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GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:—

Value:$165.6K

% of Portfolio:0.1% ($165.6K/$225.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$164.6K

% of Portfolio:0.1% ($164.6K/$225.9M)

Eaton Corp plc

ETN|G29183103

Shares:—

Value:$154.9K

% of Portfolio:0.1% ($154.9K/$225.9M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:—

Value:$153.3K

% of Portfolio:0.1% ($153.3K/$225.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:—

Value:$135.7K

% of Portfolio:0.1% ($135.7K/$225.9M)

PFIZER INC

PFE|717081103

Shares:—

Value:$123.2K

% of Portfolio:0.1% ($123.2K/$225.9M)

US BANCORP \DE\

USB|902973304

Shares:—

Value:$114.2K

% of Portfolio:0.1% ($114.2K/$225.9M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$225.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:—

Value:$53.2K

% of Portfolio:0.0% ($53.2K/$225.9M)

Walt Disney Co

DIS|254687106

Shares:—

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$225.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	—	QoQ - YoY -	All Managers (Combined)	$165.6K	0.1% ($165.6K/$225.9M)	QoQ +103410.62% (+$165.5K) YoY +88465.24% (+$165.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$164.6K	0.1% ($164.6K/$225.9M)	QoQ +231683.09% (+$164.5K) YoY +257034.37% (+$164.5K)
Eaton Corp plc(ETNcusipG29183103)	—	QoQ - YoY -	All Managers (Combined)	$154.9K	0.1% ($154.9K/$225.9M)	QoQ +203772.36% (+$154.9K) YoY +215098.61% (+$154.9K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	—	QoQ - YoY -	All Managers (Combined)	$153.3K	0.1% ($153.3K/$225.9M)	QoQ +134357.89% (+$153.2K) YoY +103468.91% (+$153.1K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	—	QoQ - YoY -	All Managers (Combined)	$135.7K	0.1% ($135.7K/$225.9M)	QoQ +95445.07% (+$135.5K) YoY +93468.27% (+$135.5K)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$123.2K	0.1% ($123.2K/$225.9M)	QoQ +82552.34% (+$123.0K) YoY +47266.15% (+$122.9K)
US BANCORP \DE\(USBcusip902973304)	—	QoQ - YoY -	All Managers (Combined)	$114.2K	0.1% ($114.2K/$225.9M)	QoQ +28309.20% (+$113.8K) YoY +878400.00% (+$114.2K)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$69.2K	0.0% ($69.2K/$225.9M)	QoQ +78494.31% (+$69.1K) YoY +94643.83% (+$69.1K)
UNION PACIFIC CORP(UNPcusip907818108)	—	QoQ - YoY -	All Managers (Combined)	$53.2K	0.0% ($53.2K/$225.9M)	QoQ +253014.28% (+$53.1K) YoY +171364.51% (+$53.1K)
Walt Disney Co(DIScusip254687106)	—	QoQ - YoY -	All Managers (Combined)	$15.8K	0.0% ($15.8K/$225.9M)	QoQ +78860.00% (+$15.8K) YoY +58388.88% (+$15.8K)