Hall Laurie J Trustee

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 179Value: $225.9MLatest: 2025Q1

HALL LAURIE J TRUSTEE is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 179 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$14.4M

% of Portfolio:6.4% ($14.4M/$225.9M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$9.2M

% of Portfolio:4.1% ($9.2M/$225.9M)

STRYKER CORP

SYK|863667101

Shares:—

Value:$8.1M

% of Portfolio:3.6% ($8.1M/$225.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$7.7M

% of Portfolio:3.4% ($7.7M/$225.9M)

Mastercard Inc

MA|57636Q104

Shares:—

Value:$7.4M

% of Portfolio:3.3% ($7.4M/$225.9M)

922908769

VTI|922908769

Shares:—

Value:$7.3M

% of Portfolio:3.2% ($7.3M/$225.9M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$7.1M

% of Portfolio:3.1% ($7.1M/$225.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:—

Value:$6.7M

% of Portfolio:3.0% ($6.7M/$225.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:—

Value:$6.3M

% of Portfolio:2.8% ($6.3M/$225.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:—

Value:$6.0M

% of Portfolio:2.7% ($6.0M/$225.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:—

Value:$5.8M

% of Portfolio:2.6% ($5.8M/$225.9M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$5.8M

% of Portfolio:2.6% ($5.8M/$225.9M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:—

Value:$5.7M

% of Portfolio:2.5% ($5.7M/$225.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:—

Value:$5.7M

% of Portfolio:2.5% ($5.7M/$225.9M)

ANALOG DEVICES INC

ADI|032654105

Shares:—

Value:$4.4M

% of Portfolio:1.9% ($4.4M/$225.9M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:—

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$225.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:—

Value:$4.2M

% of Portfolio:1.9% ($4.2M/$225.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:—

Value:$4.2M

% of Portfolio:1.8% ($4.2M/$225.9M)

MCCORMICK & CO INC

MKC|579780206

Shares:—

Value:$4.2M

% of Portfolio:1.8% ($4.2M/$225.9M)

RELX PLC

RELX|759530108

Shares:—

Value:$4.0M

% of Portfolio:1.8% ($4.0M/$225.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$14.4M	6.4% ($14.4M/$225.9M)	QoQ +5817077.32% (+$14.4M) YoY +5701657.14% (+$14.4M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$9.2M	4.1% ($9.2M/$225.9M)	QoQ +2842273.14% (+$9.2M) YoY +4056855.50% (+$9.2M)
STRYKER CORP(SYKcusip863667101)	—	QoQ - YoY -	All Managers (Combined)	$8.1M	3.6% ($8.1M/$225.9M)	QoQ +58084200.00% (+$8.1M) YoY +58084200.00% (+$8.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$7.7M	3.4% ($7.7M/$225.9M)	QoQ +138142.70% (+$7.7M) YoY +142463.59% (+$7.7M)
Mastercard Inc(MAcusip57636Q104)	—	QoQ - YoY -	All Managers (Combined)	$7.4M	3.3% ($7.4M/$225.9M)	QoQ +4145402.23% (+$7.4M) YoY +4470050.00% (+$7.4M)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$7.3M	3.2% ($7.3M/$225.9M)	QoQ +398784.54% (+$7.3M) YoY +439462.62% (+$7.3M)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$7.1M	3.1% ($7.1M/$225.9M)	QoQ +79254.24% (+$7.1M) YoY +85838.97% (+$7.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	—	QoQ - YoY -	All Managers (Combined)	$6.7M	3.0% ($6.7M/$225.9M)	QoQ +10660077.77% (+$6.7M) YoY +11009591.80% (+$6.7M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	2.8% ($6.3M/$225.9M)	QoQ +6382173.73% (+$6.3M) YoY +7346936.04% (+$6.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	2.7% ($6.0M/$225.9M)	QoQ +6174909.27% (+$6.0M) YoY +7394664.19% (+$6.0M)
WASTE MANAGEMENT INC(WMcusip94106L109)	—	QoQ - YoY -	All Managers (Combined)	$5.8M	2.6% ($5.8M/$225.9M)	QoQ +174426.14% (+$5.8M) YoY +167162.63% (+$5.8M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$5.8M	2.6% ($5.8M/$225.9M)	QoQ +3436030.35% (+$5.8M) YoY +4213548.90% (+$5.8M)
CARRIER GLOBAL Corp(CARRcusip14448C104)	—	QoQ - YoY -	All Managers (Combined)	$5.7M	2.5% ($5.7M/$225.9M)	QoQ +114823640.00% (+$5.7M) YoY +143529575.00% (+$5.7M)
AMPHENOL CORP /DE/(APHcusip032095101)	—	QoQ - YoY -	All Managers (Combined)	$5.7M	2.5% ($5.7M/$225.9M)	QoQ +104564.56% (+$5.7M) YoY +126148.45% (+$5.7M)
ANALOG DEVICES INC(ADIcusip032654105)	—	QoQ - YoY -	All Managers (Combined)	$4.4M	1.9% ($4.4M/$225.9M)	QoQ +27332487.50% (+$4.4M) YoY +29154660.00% (+$4.4M)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	—	QoQ - YoY -	All Managers (Combined)	$4.3M	1.9% ($4.3M/$225.9M)	QoQ +5013374.41% (+$4.3M) YoY +4955748.27% (+$4.3M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.9% ($4.2M/$225.9M)	QoQ +88231.80% (+$4.2M) YoY +68726.99% (+$4.2M)
DANAHER CORP /DE/(DHRcusip235851102)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.8% ($4.2M/$225.9M)	QoQ +32104476.92% (+$4.2M) YoY +29811292.85% (+$4.2M)
MCCORMICK & CO INC(MKCcusip579780206)	—	QoQ - YoY -	All Managers (Combined)	$4.2M	1.8% ($4.2M/$225.9M)	QoQ +6841075.40% (+$4.2M) YoY +6841075.40% (+$4.2M)
RELX PLC(RELXcusip759530108)	—	QoQ - YoY NEW	All Managers (Combined)	$4.0M	1.8% ($4.0M/$225.9M)	QoQ +136429.98% (+$4.0M) YoY NEW(+$4.0M)