HALL LAURIE J TRUSTEE

CIK

1388382

Location

BOSTON, MA

Portfolio Value

Small $313,843,593

Diversification

Diversified

Reports for

BIRCH HILL ADVISORS BOSTON FAMILY OFFICE BOSTON FAMILY OFFICE CARY MARCHI BRENDAN LEE CARLETON R LADD CYNTHIA DOOLEY DEANNA HARNETT ED ESTEY

+ 7 more

ERIC LAFOREST KATIE BAKER LAURA MCCARTHY MARTISHA PATTERSON SEAWARD MANAGEMENT CO THEA BROWN-ALLEN TWEEDY BROWNE COMPANY LLC

Filing Date

Global Rank

#5,047 / 8,827 ▼ 43 · as of Jun 2026

Top Industry

Semiconductors 11.5%

Period ended 38 days ago

Filed Oct 6, 2026 · 32d

25 quarters · since Sep 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 39.9%, 37.6 effective positions, active share 64.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.6 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.4%; sector active share 23.0% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

98 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

8.6%

+1.3 pts

Top 5

27.6%

+1.9 pts

Top 10

41.9%

+2.0 pts

HHI

285

Diversified+19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.7%	$121,608,123	16
Healthcare	15.7%	$49,156,717	18
Industrials	14.6%	$45,929,549	19
Unclassified	6.6%	$20,707,106	9
Consumer Cyclical	6.1%	$19,091,540	5
Financial Services	5.9%	$18,399,554	11
Communication Services	5.6%	$17,633,806	7
Consumer Defensive	5.4%	$16,823,898	8
Basic Materials	0.8%	$2,649,704	2
Energy	0.5%	$1,523,369	2
Utilities	0.1%	$320,227	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	+54,779	113,767	$9,590,557
AMAT	Applied Materials Inc	+2,745	35,073	$17,935,630
ULS	UL Solutions Inc.	+2,447	63,880	$4,191,805
VLTO	Veralto Corp	+1,780	32,556	$3,070,681
XYL	Xylem Inc.	+1,247	34,353	$3,478,927
CCK	Crown Holdings, Inc.	+700	45,567	$4,803,217
NVDA	Nvidia Corp	+645	47,405	$10,826,352
HD	Home Depot, Inc.	+200	13,667	$3,888,124
SPY	Spdr S&P 500 ETF Trust	+39	3,016	$2,300,092
UL	Unilever PLC	+7	53,104	$3,225,004
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NYT	New York Times Co	−3,955	49,045	$3,124,166
ABT	Abbott Laboratories	−3,312	63,329	$6,258,804
NVS	Novartis AG	−3,211	19,686	$2,806,632
JNJ	Johnson & Johnson	−2,282	27,880	$7,380,950
ABBV	AbbVie Inc.	−2,050	11,655	$3,048,831
MRK	Merck & Co., Inc.	−1,850	10,314	$1,498,726
T	At&T Inc.	−1,595	44,757	$1,092,070
ADI	Analog Devices Inc	−1,122	20,408	$8,096,057
AMGN	Amgen Inc	−1,090	4,412	$1,859,702
SYK	Stryker Corp	−968	26,287	$7,239,176
DHR	Danaher Corp	−955	23,568	$5,221,489
MMM	3M Co	−695	16,783	$2,754,928
CARR	CARRIER GLOBAL Corp	−675	104,680	$5,742,744
BR	Broadridge Financial Solutions, Inc.	−650	33,760	$5,438,735
MSFT	Microsoft Corp	−634	52,624	$26,990,847
ZTS	Zoetis Inc.	−585	3,487	$243,496
TJX	Tjx Companies Inc	−458	51,396	$6,800,203
PEP	Pepsico Inc	−432	18,151	$2,300,093
EMR	Emerson Electric Co	−416	11,690	$1,813,119
AMD	Advanced Micro Devices Inc	−402	15,525	$9,497,573
AAPL	Apple Inc.	−393	55,360	$18,435,985
ATR	Aptargroup, Inc.	−375	29,554	$3,580,761
JPM	Jpmorgan Chase & Co	−365	4,546	$1,503,952
XOM	ExxonMobil Holdings Corp	−350	7,902	$1,286,050
CI	Cigna Group	−335	12,188	$3,313,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AVGO	Broadcom Inc.	9,549	$3,353,513
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SOLV	Solventum Corp	4,450	$343,317
GLW	Corning Inc	1,100	$280,973
LH	Labcorp Holdings Inc.	840	$235,200
AXP	American Express Co	656	$221,892
BIV	Vanguard Bond Index Funds	2,675	$205,172
ITW	Illinois Tool Works Inc	745	$201,499
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 tracked positions · $313,843,593 total · filing declares 259 positions · $313,843,032 · as of Sep 30, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	52,624	-634	$26,990,847	+35.9%	8.60%
AAPL	Apple Inc. Technology	Reduced	55,360	-393	$18,435,985	+14.3%	5.87%
AMAT	Applied Materials Inc Technology	Added	35,073	+2,745	$17,935,630	−23.3%	5.71%
NVDA	Nvidia Corp Technology	Added	47,405	+645	$10,826,352	+15.7%	3.45%
GOOG	Alphabet Inc. Communication Services	Reduced	29,980	-90	$10,215,383	−3.9%	3.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	26,620	0	$9,962,268	+1.1%	3.17%
APH	Amphenol Corp Technology	Added	113,767	+54,779	$9,590,557	−7.8%	3.06%
AMD	Advanced Micro Devices Inc Technology	Reduced	15,525	-402	$9,497,573	+2.7%	3.03%
ADI	Analog Devices Inc Technology	Reduced	20,408	-1,122	$8,096,057	−5.3%	2.58%
MA	Mastercard Inc Financial Services	Reduced	14,387	-72	$7,933,996	+6.8%	2.53%
ROK	Rockwell Automation, Inc Industrials	Reduced	17,584	-145	$7,654,839	−12.8%	2.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	52,129	-83	$7,573,300	−1.1%	2.41%
JNJ	Johnson & Johnson Healthcare	Reduced	27,880	-2,282	$7,380,950	−3.6%	2.35%
SYK	Stryker Corp Healthcare	Reduced	26,287	-968	$7,239,176	−15.6%	2.31%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	51,396	-458	$6,800,203	−13.4%	2.17%
ABT	Abbott Laboratories Healthcare	Reduced	63,329	-3,312	$6,258,804	+3.5%	1.99%
IBM	International Business Machines Corp Technology	Reduced	26,426	-15	$5,811,868	−21.8%	1.85%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	104,680	-675	$5,742,744	−25.7%	1.83%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	33,760	-650	$5,438,735	+15.4%	1.73%
WM	Waste Management Inc Industrials	Reduced	26,431	-299	$5,389,808	−9.5%	1.72%
DHR	Danaher Corp Healthcare	Reduced	23,568	-955	$5,221,489	+11.8%	1.66%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	45,567	+700	$4,803,217	−4.3%	1.53%
ULS	UL Solutions Inc. Industrials	Added	63,880	+2,447	$4,191,805	−33.0%	1.34%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,667	+200	$3,888,124	−18.1%	1.24%
ATR	Aptargroup, Inc. Healthcare	Reduced	29,554	-375	$3,580,761	−4.4%	1.14%
XYL	Xylem Inc. Industrials	Added	34,353	+1,247	$3,478,927	−11.1%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,505	-105	$3,364,770	+3.7%	1.07%
AVGO	Broadcom Inc. Technology	NEW	9,549	NEW	$3,353,513	NEW	1.07%
CI	Cigna Group Healthcare	Reduced	12,188	-335	$3,313,063	−4.0%	1.06%
UL	Unilever PLC Consumer Defensive	Added	53,104	+7	$3,225,004	+1.0%	1.03%
VRTX	Vertex Pharmaceuticals Inc Healthcare	Reduced	5,987	-3	$3,130,061	+5.2%	1.00%
NYT	New York Times Co Communication Services	Reduced	49,045	-3,955	$3,124,166	−15.8%	1.00%
VLTO	Veralto Corp Industrials	Added	32,556	+1,780	$3,070,681	+12.5%	0.98%
ABBV	AbbVie Inc. Healthcare	Reduced	11,655	-2,050	$3,048,831	−11.6%	0.97%
NVS	Novartis AG Healthcare	Reduced	19,686	-3,211	$2,806,632	−21.8%	0.89%
MMM	3M Co Industrials	Reduced	16,783	-695	$2,754,928	−2.6%	0.88%
MS	Morgan Stanley Financial Services	Held	14,625	0	$2,750,670	−10.0%	0.88%
STT	State Street Corp Financial Services	Held	14,906	0	$2,602,437	+2.9%	0.83%
GE	General Electric Co Industrials	Reduced	7,875	-10	$2,459,283	−16.5%	0.78%
ADP	Automatic Data Processing Inc Technology	Reduced	9,105	-150	$2,349,636	+13.4%	0.75%
PEP	Pepsico Inc Consumer Defensive	Reduced	18,151	-432	$2,300,093	−8.6%	0.73%
SPY	Spdr S&P 500 ETF Trust	Added	3,016	+39	$2,300,092	+3.5%	0.73%
GOOGL	Alphabet Inc. Communication Services	Held	6,110	0	$2,102,328	−3.7%	0.67%
EFA	iShares MSCI EAFE ETF	Held	19,779	0	$2,054,839	+0.0%	0.65%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,375	0	$2,051,945	−5.1%	0.65%
PH	Parker-Hannifin Corp Industrials	Held	2,071	0	$1,978,674	−2.3%	0.63%
GEV	GE Vernova Inc. Industrials	Reduced	2,019	-45	$1,919,038	−20.9%	0.61%
VEA	Vanguard FTSE Developed Markets ETF	Held	26,669	0	$1,883,097	−0.9%	0.60%
AMGN	Amgen Inc Healthcare	Reduced	4,412	-1,090	$1,859,702	−6.7%	0.59%
EMR	Emerson Electric Co Industrials	Reduced	11,690	-416	$1,813,119	+4.6%	0.58%

Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.