HALL LAURIE J TRUSTEE

CIK

1388382

Location

BOSTON, MA

Portfolio Value

Small $292,424,369

Diversification

Diversified

Filing Date

Global Rank

#3,688 / 8,517 ▲ 120

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

+11.2%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

24 quarters · since Sep 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+126.3%

SPY

+75.3%

Annualised alpha

+10.7%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

93 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.0%

+0.5 pts

Top 5

27.1%

+1.4 pts

Top 10

41.8%

+1.0 pts

HHI

290

Diversified+23

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.3%	$114,902,399	16
Industrials	18.4%	$53,671,753	20
Healthcare	17.9%	$52,241,302	20
Consumer Cyclical	7.2%	$21,139,674	5
Financial Services	6.3%	$18,490,805	12
Consumer Defensive	5.9%	$17,292,142	8
Communication Services	2.7%	$7,940,832	6
Basic Materials	0.9%	$2,774,027	2
Unclassified	0.8%	$2,223,133	1
Energy	0.5%	$1,357,728	2
Utilities	0.1%	$390,574	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BR	Broadridge Financial Solutions, Inc.	+33,110	34,410	$4,712,449
HD	Home Depot, Inc.	+11,863	13,467	$4,749,541
VLTO	Veralto Corp	+4,687	30,776	$2,729,215
NEE	Nextera Energy Inc	+2,130	4,450	$390,574
CCK	Crown Holdings, Inc.	+1,640	44,867	$5,017,027
ABT	Abbott Laboratories	+914	66,641	$6,047,003
ATR	Aptargroup, Inc.	+460	29,929	$3,747,110
XYL	Xylem Inc.	+460	33,106	$3,913,460
DHR	Danaher Corp /De/	+419	24,523	$4,671,140
ULS	UL Solutions Inc.	+400	61,433	$6,257,565
WM	Waste Management Inc	+212	26,730	$5,957,582
SYK	Stryker Corp	+197	27,255	$8,580,963
UL	Unilever PLC	+150	53,097	$3,192,190
CARR	CARRIER GLOBAL Corp	+145	105,355	$7,727,789
MA	Mastercard Inc	+119	14,459	$7,426,142
IBM	International Business Machines Corp	+50	26,441	$7,435,472
SPY	Spdr S&P 500 ETF Trust	+42	2,977	$2,223,133
ROK	Rockwell Automation, Inc	+37	17,729	$8,777,272
VRTX	Vertex Pharmaceuticals Inc / Ma	+30	5,990	$2,975,411
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−38,332	6,110	$2,183,530
NVDA	Nvidia Corp	−6,720	46,760	$9,356,208
ADI	Analog Devices Inc	−1,881	21,530	$8,551,069
PG	PROCTER & GAMBLE Co	−1,511	52,212	$7,656,366
PEP	Pepsico Inc	−1,359	18,583	$2,516,137
APH	Amphenol Corp /De/	−822	58,988	$10,400,763
AMAT	Applied Materials Inc /De	−805	32,328	$23,373,144
AMD	Advanced Micro Devices Inc	−648	15,927	$9,252,153
ADP	Automatic Data Processing Inc	−525	9,255	$2,072,656
NYT	New York Times Co	−460	53,000	$3,708,939
PH	Parker-Hannifin Corp	−395	2,071	$2,025,686
MMM	3M Co	−318	17,478	$2,829,862
NVS	Novartis AG	−300	22,897	$3,588,416
MSFT	Microsoft Corp	−272	53,258	$19,866,297
MS	Morgan Stanley	−250	14,625	$3,057,210
WMT	Walmart Inc.	−160	10,508	$1,190,136
JNJ	Johnson & Johnson	−155	30,162	$7,660,240
AAPL	Apple Inc.	−155	55,753	$16,132,687
JPM	Jpmorgan Chase & Co	−153	4,911	$1,607,516
AMZN	Amazon Com Inc	−100	13,610	$3,243,806
ETN	Eaton Corp plc	−100	1,095	$466,600
ZTS	Zoetis Inc.	−96	4,072	$292,613
BNY	Bank of New York Mellon Corp	−75	1,720	$248,728
TJX	Tjx Companies Inc /De/	−65	51,854	$7,855,880
STT	State Street Corp	−65	14,906	$2,528,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,100	$280,973
TXN	Texas Instruments Inc	795	$236,965
AXP	American Express Co	656	$221,892
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	65,818	$3,319,859
RELX	Relx PLC	94,738	$3,140,563
CRM	Salesforce, Inc.	13,961	$2,606,098
VEA	Vanguard FTSE Developed Markets ETF	26,669	$1,708,949
VXUS	Vanguard Total International Stock ETF	16,629	$1,282,262
VEU	Vanguard FTSE All-World Ex-US ETF	8,861	$665,461
BIV	Vanguard Intermediate-Term Bond ETF	2,675	$206,456
CVX	Chevron Corp	979	$202,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $292,424,369 total · as of Jun 30, 2026

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

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMAT	Applied Materials Inc /De Technology	Reduced	32,328	-805	$23,373,144	+106.4%	7.99%
MSFT	Microsoft Corp Technology	Reduced	53,258	-272	$19,866,297	+0.3%	6.79%
AAPL	Apple Inc. Technology	Reduced	55,753	-155	$16,132,687	+13.7%	5.52%
APH	Amphenol Corp /De/ Technology	Reduced	58,988	-822	$10,400,763	—	3.56%
NVDA	Nvidia Corp Technology	Reduced	46,760	-6,720	$9,356,208	+0.3%	3.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,927	-648	$9,252,153	+174.4%	3.16%
ROK	Rockwell Automation, Inc Industrials	Added	17,729	+37	$8,777,272	+38.2%	3.00%
SYK	Stryker Corp Healthcare	Added	27,255	+197	$8,580,963	−3.5%	2.93%
ADI	Analog Devices Inc Technology	Reduced	21,530	-1,881	$8,551,069	+14.8%	2.92%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	51,854	-65	$7,855,880	−5.3%	2.69%
CARR	CARRIER GLOBAL Corp Industrials	Added	105,355	+145	$7,727,789	+30.4%	2.64%
JNJ	Johnson & Johnson Healthcare	Reduced	30,162	-155	$7,660,240	+3.4%	2.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	52,212	-1,511	$7,656,366	−1.3%	2.62%
IBM	International Business Machines Corp Technology	Added	26,441	+50	$7,435,472	+16.2%	2.54%
MA	Mastercard Inc Financial Services	Added	14,459	+119	$7,426,142	+3.6%	2.54%
ULS	UL Solutions Inc. Industrials	Added	61,433	+400	$6,257,565	+19.6%	2.14%
ABT	Abbott Laboratories Healthcare	Added	66,641	+914	$6,047,003	−10.4%	2.07%
WM	Waste Management Inc Industrials	Added	26,730	+212	$5,957,582	−2.2%	2.04%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	44,867	+1,640	$5,017,027	+15.8%	1.72%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,467	+11,863	$4,749,541	+800.3%	1.62%
BR	Broadridge Financial Solutions, Inc. Technology	Added	34,410	+33,110	$4,712,449	+2131.0%	1.61%
DHR	Danaher Corp /De/ Healthcare	Added	24,523	+419	$4,671,140	+2.2%	1.60%
XYL	Xylem Inc. Industrials	Added	33,106	+460	$3,913,460	+0.3%	1.34%
ATR	Aptargroup, Inc. Healthcare	Added	29,929	+460	$3,747,110	+0.9%	1.28%
NYT	New York Times Co Communication Services	Reduced	53,000	-460	$3,708,939	−17.1%	1.27%
NVS	Novartis AG Healthcare	Reduced	22,897	-300	$3,588,416	+1.3%	1.23%
CI	Cigna Group Healthcare	Held	12,523	0	$3,452,340	+3.3%	1.18%
ABBV	AbbVie Inc. Healthcare	Held	13,705	0	$3,448,726	+15.7%	1.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,610	-100	$3,243,806	+13.6%	1.11%
UL	Unilever PLC Consumer Defensive	Added	53,097	+150	$3,192,190	+5.8%	1.09%
MS	Morgan Stanley Financial Services	Reduced	14,625	-250	$3,057,210	+24.9%	1.05%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,990	+30	$2,975,411	+11.8%	1.02%
GE	General Electric Co Industrials	Held	7,885	0	$2,946,860	+31.7%	1.01%
MMM	3M Co Industrials	Reduced	17,478	-318	$2,829,862	+9.5%	0.97%
VLTO	Veralto Corp Industrials	Added	30,776	+4,687	$2,729,215	+18.3%	0.93%
STT	State Street Corp Financial Services	Reduced	14,906	-65	$2,528,057	+33.4%	0.86%
PEP	Pepsico Inc Consumer Defensive	Reduced	18,583	-1,359	$2,516,137	−18.8%	0.86%
GEV	GE Vernova Inc. Industrials	Held	2,064	0	$2,424,911	+34.6%	0.83%
SPY	Spdr S&P 500 ETF Trust	Added	2,977	+42	$2,223,133	+16.5%	0.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,110	-38,332	$2,183,530	−82.9%	0.75%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,375	0	$2,162,201	+0.9%	0.74%
ADP	Automatic Data Processing Inc Technology	Reduced	9,255	-525	$2,072,656	+4.3%	0.71%
PH	Parker-Hannifin Corp Industrials	Reduced	2,071	-395	$2,025,686	−8.2%	0.69%
AMGN	Amgen Inc Healthcare	Reduced	5,502	-58	$1,992,384	+1.8%	0.68%
CAT	Caterpillar Inc Industrials	Held	1,707	0	$1,817,783	+50.3%	0.62%
EMR	Emerson Electric Co Industrials	Held	12,106	0	$1,732,973	+9.3%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,295	-50	$1,648,784	+2.9%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,911	-153	$1,607,516	+7.9%	0.55%
PCAR	Paccar Inc Industrials	Held	13,371	0	$1,606,124	+4.0%	0.55%
MRK	Merck & Co., Inc. Healthcare	Held	12,164	0	$1,563,073	+6.8%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.