HALL LAURIE J TRUSTEE

CIK

1388382

Location

BOSTON, MA

Portfolio Value

Small $255,822,321

Diversification

Diversified

Filing Date

Global Rank

#3,712 / 8,588 ▼ 28

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed Apr 6, 2026 · 2mo

23 quarters · since Sep 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.5%

SPY

+76.8%

Annualised alpha

-6.3%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

94 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−1.9 pts

Top 5

24.8%

−1.1 pts

Top 10

39.9%

−1.1 pts

HHI

266

Diversified−22

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.6%	$85,874,983	15
Healthcare	20.3%	$51,936,311	20
Industrials	19.0%	$48,727,886	21
Consumer Defensive	8.2%	$21,003,400	9
Financial Services	6.4%	$16,414,372	11
Consumer Cyclical	6.3%	$16,244,301	5
Communication Services	3.5%	$8,936,035	6
Basic Materials	1.1%	$2,726,541	2
Unclassified	0.7%	$1,908,747	1
Energy	0.7%	$1,834,265	3
Utilities	0.1%	$215,480	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
RELX	Relx PLC	+14,030	94,738	$3,140,563
MKC	Mccormick & Co Inc	+10,080	65,818	$3,319,859
CARR	CARRIER GLOBAL Corp	+3,345	105,210	$5,924,375
VLTO	Veralto Corp	+3,148	26,089	$2,306,789
CCK	Crown Holdings, Inc.	+2,180	43,227	$4,333,506
UL	Unilever PLC	+1,745	52,947	$3,016,389
ATR	Aptargroup, Inc.	+1,620	29,469	$3,713,682
ULS	UL Solutions Inc.	+1,265	61,033	$5,231,138
DHR	Danaher Corp /De/	+525	24,104	$4,570,118
ABT	Abbott Laboratories	+480	65,727	$6,748,190
CRM	Salesforce, Inc.	+395	13,961	$2,606,098
XYL	Xylem Inc.	+390	32,646	$3,901,196
ROK	Rockwell Automation, Inc	+160	17,692	$6,349,304
NVDA	Nvidia Corp	+121	53,480	$9,326,912
WM	Waste Management Inc	+120	26,518	$6,093,571
MA	Mastercard Inc	+50	14,340	$7,165,123
SPY	Spdr S&P 500 ETF Trust	+28	2,935	$1,908,747
TJX	Tjx Companies Inc /De/	+25	51,919	$8,291,462
IBM	International Business Machines Corp	+20	26,391	$6,396,912
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−5,155	59,810	$7,556,992
NYT	New York Times Co	−5,120	53,460	$4,476,205
SYY	Sysco Corp	−3,090	18,388	$1,311,615
ADP	Automatic Data Processing Inc	−2,743	9,780	$1,987,099
T	At&T Inc.	−2,550	46,352	$1,343,744
MS	Morgan Stanley	−2,125	14,875	$2,447,978
AMD	Advanced Micro Devices Inc	−1,700	16,575	$3,371,851
AAPL	Apple Inc.	−1,628	55,908	$14,188,888
AMAT	Applied Materials Inc /De	−1,390	33,133	$11,324,528
PEP	Pepsico Inc	−1,100	19,942	$3,096,790
NVS	Novartis AG	−925	23,197	$3,543,341
MRK	Merck & Co., Inc.	−890	12,164	$1,463,206
ABBV	AbbVie Inc.	−790	13,705	$2,980,699
CI	Cigna Group	−700	12,523	$3,340,510
MSFT	Microsoft Corp	−645	53,530	$19,815,197
SYK	Stryker Corp	−619	27,058	$8,890,987
CSCO	Cisco Systems, Inc.	−580	5,305	$411,614
ADI	Analog Devices Inc	−490	23,411	$7,447,975
PH	Parker-Hannifin Corp	−333	2,466	$2,207,661
GOOGL	Alphabet Inc.	−290	6,220	$1,788,623
CTAS	Cintas Corp	−275	4,495	$760,284
JPM	Jpmorgan Chase & Co	−270	5,064	$1,489,626
EMR	Emerson Electric Co	−250	12,106	$1,586,128
MMM	3M Co	−250	17,796	$2,584,512
AMGN	Amgen Inc	−200	5,560	$1,956,286
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	2,320	$215,480
CVX	Chevron Corp	979	$202,555
ITW	Illinois Tool Works Inc	770	$200,422
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IDXX	Idexx Laboratories Inc /De	420	$284,141
INTU	Intuit Inc.	410	$271,592
ACN	Accenture plc	905	$242,811
AXP	American Express Co	656	$242,687
LOW	Lowes Companies Inc	960	$231,513
GEHC	GE HealthCare Technologies Inc.	2,729	$223,832
MICC	Magnum Ice Cream Co N.V.	11,198	$177,487
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 positions · $255,822,321 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	53,530	-645	$19,815,197	−24.4%	7.75%
AAPL	Apple Inc. Technology	Reduced	55,908	-1,628	$14,188,888	−9.3%	5.55%
AMAT	Applied Materials Inc /De Technology	Reduced	33,133	-1,390	$11,324,528	+27.6%	4.43%
NVDA	Nvidia Corp Technology	Added	53,480	+121	$9,326,912	−6.3%	3.65%
SYK	Stryker Corp Healthcare	Reduced	27,058	-619	$8,890,987	−8.6%	3.48%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	51,919	+25	$8,291,462	+4.0%	3.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	53,723	-60	$7,759,749	+0.7%	3.03%
APH	Amphenol Corp /De/ Technology	Reduced	59,810	-5,155	$7,556,992	−13.9%	2.95%
ADI	Analog Devices Inc Technology	Reduced	23,411	-490	$7,447,975	+14.9%	2.91%
JNJ	Johnson & Johnson Healthcare	Reduced	30,317	-185	$7,410,686	+17.4%	2.90%
MA	Mastercard Inc Financial Services	Added	14,340	+50	$7,165,123	−12.2%	2.80%
ABT	Abbott Laboratories Healthcare	Added	65,727	+480	$6,748,190	−17.5%	2.64%
IBM	International Business Machines Corp Technology	Added	26,391	+20	$6,396,912	−18.1%	2.50%
ROK	Rockwell Automation, Inc Industrials	Added	17,692	+160	$6,349,304	−6.9%	2.48%
WM	Waste Management Inc Industrials	Added	26,518	+120	$6,093,571	+5.1%	2.38%
CARR	CARRIER GLOBAL Corp Industrials	Added	105,210	+3,345	$5,924,375	+10.1%	2.32%
ULS	UL Solutions Inc. Industrials	Added	61,033	+1,265	$5,231,138	+11.0%	2.04%
DHR	Danaher Corp /De/ Healthcare	Added	24,104	+525	$4,570,118	−15.3%	1.79%
NYT	New York Times Co Communication Services	Reduced	53,460	-5,120	$4,476,205	+10.1%	1.75%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	43,227	+2,180	$4,333,506	+2.5%	1.69%
XYL	Xylem Inc. Industrials	Added	32,646	+390	$3,901,196	−11.2%	1.52%
ATR	Aptargroup, Inc. Healthcare	Added	29,469	+1,620	$3,713,682	+9.3%	1.45%
NVS	Novartis AG Healthcare	Reduced	23,197	-925	$3,543,341	+6.5%	1.39%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,575	-1,700	$3,371,851	−13.8%	1.32%
CI	Cigna Group Healthcare	Reduced	12,523	-700	$3,340,510	−8.2%	1.31%
MKC	Mccormick & Co Inc Consumer Defensive	Added	65,818	+10,080	$3,319,859	−12.6%	1.30%
RELX	Relx PLC Industrials	Added	94,738	+14,030	$3,140,563	−3.7%	1.23%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,942	-1,100	$3,096,790	+2.5%	1.21%
UL	Unilever PLC Consumer Defensive	Added	52,947	+1,745	$3,016,389	−9.9%	1.18%
ABBV	AbbVie Inc. Healthcare	Reduced	13,705	-790	$2,980,699	−10.0%	1.17%
AMZN	Amazon Com Inc Consumer Cyclical	Held	13,710	0	$2,855,379	−9.8%	1.12%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	5,960	-70	$2,661,377	−2.6%	1.04%
CRM	Salesforce, Inc. Technology	Added	13,961	+395	$2,606,098	−27.5%	1.02%
MMM	3M Co Industrials	Reduced	17,796	-250	$2,584,512	−10.5%	1.01%
MS	Morgan Stanley Financial Services	Reduced	14,875	-2,125	$2,447,978	−18.9%	0.96%
VLTO	Veralto Corp Industrials	Added	26,089	+3,148	$2,306,789	+0.8%	0.90%
GE	General Electric Co Industrials	Held	7,885	0	$2,237,525	−7.9%	0.87%
PH	Parker-Hannifin Corp Industrials	Reduced	2,466	-333	$2,207,661	−10.3%	0.86%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,375	0	$2,142,362	+17.6%	0.84%
ADP	Automatic Data Processing Inc Technology	Reduced	9,780	-2,743	$1,987,099	−38.3%	0.78%
AMGN	Amgen Inc Healthcare	Reduced	5,560	-200	$1,956,286	+3.8%	0.76%
SPY	Spdr S&P 500 ETF Trust	Added	2,935	+28	$1,908,747	−3.7%	0.75%
STT	State Street Corp Financial Services	Reduced	14,971	-75	$1,894,729	−2.4%	0.74%
GEV	GE Vernova Inc. Industrials	Held	2,064	0	$1,801,665	+33.6%	0.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,220	-290	$1,788,623	−12.2%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,345	-60	$1,602,923	−6.3%	0.63%
EMR	Emerson Electric Co Industrials	Reduced	12,106	-250	$1,586,128	−3.3%	0.62%
PCAR	Paccar Inc Industrials	Held	13,371	0	$1,544,350	+5.5%	0.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,064	-270	$1,489,626	−13.3%	0.58%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,164	-890	$1,463,206	+6.5%	0.57%