HALL LAURIE J TRUSTEE

CIK

1388382

Location

BOSTON, MA

Portfolio Value

Micro $215,480

Diversification

Diversified

Filing Date

Global Rank

#3,712 / 8,588 ▼ 28

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-6.3%

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

1 positions · $215,480 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	NEW	2,320	NEW	$215,480	NEW	100.00%