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Hall Laurie J Trustee Portfolio
$313.8M across 98 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.9%
-2.6% a year vs the S&P 500
3 years
+17.1%
-4.2% a year vs the S&P 500
5 years
+9.6%
-2.6% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +15.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $27M | 8.6% | 52,624 |
| AAPLApple Inc | $18.4M | 5.9% | 55,360 |
| AMATApplied Materials Inc | $17.9M | 5.7% | 35,073 |
| NVDANVIDIA Corp | $10.8M | 3.4% | 47,405 |
| GOOGAlphabet Inc | $10.2M | 3.3% | 29,980 |
| VTIVanguard Total Stock Market ETF | $10M | 3.2% | 26,620 |
| APHAmphenol Corp | $9.6M | 3.1% | 113,767 |
| AMDAdvanced Micro Devices Inc | $9.5M | 3.0% | 15,525 |
| ADIAnalog Devices Inc | $8.1M | 2.6% | 20,408 |
| MAMastercard Inc | $7.9M | 2.5% | 14,387 |
| ROKRockwell Automation Inc | $7.7M | 2.4% | 17,584 |
| PGProcter & Gamble Co | $7.6M | 2.4% | 52,129 |
| JNJJohnson & Johnson | $7.4M | 2.4% | 27,880 |
| SYKStryker Corp | $7.2M | 2.3% | 26,287 |
| TJXTJX Companies Inc | $6.8M | 2.2% | 51,396 |
| ABTAbbott Laboratories | $6.3M | 2.0% | 63,329 |
| IBMInternational Business Machines Corp | $5.8M | 1.9% | 26,426 |
| CARRCarrier Global Corp | $5.7M | 1.8% | 104,680 |
| BRBroadridge Financial Solutions Inc | $5.4M | 1.7% | 33,760 |
| WMWaste Management Inc | $5.4M | 1.7% | 26,431 |
| DHRDanaher Corp | $5.2M | 1.7% | 23,568 |
| CCKCrown Holdings Inc | $4.8M | 1.5% | 45,567 |
| UL SOLUTIONS INC CLASS A | $4.2M | 1.3% | 63,880 |
| HDHome Depot Inc | $3.9M | 1.2% | 13,667 |
| ATRAptargroup Inc | $3.6M | 1.1% | 29,554 |
| XYLXylem Inc | $3.5M | 1.1% | 34,353 |
| AMZNAmazon.com Inc | $3.4M | 1.1% | 13,505 |
| AVGOBroadcom Inc | $3.4M | 1.1% | 9,549 |
| CICigna Group | $3.3M | 1.1% | 12,188 |
| ULUnilever PLC | $3.2M | 1.0% | 53,104 |
| VRTXVertex Pharmaceuticals Inc | $3.1M | 1.0% | 5,987 |
| NYTNew York Times Co | $3.1M | 1.0% | 49,045 |
| VLTOVeralto Corp | $3.1M | 1.0% | 32,556 |
| ABBVAbbVie Inc | $3M | 1.0% | 11,655 |
| NVSNovartis AG | $2.8M | 0.9% | 19,686 |
| MMM3M Co | $2.8M | 0.9% | 16,783 |
| MSMorgan Stanley | $2.8M | 0.9% | 14,625 |
| STTState Street Corp | $2.6M | 0.8% | 14,906 |
| GEGeneral Electric Co | $2.5M | 0.8% | 7,875 |
| ADPAutomatic Data Processing Inc | $2.3M | 0.7% | 9,105 |
| PEPPepsiCo Inc | $2.3M | 0.7% | 18,151 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.3M | 0.7% | 3,016 |
| GOOGLAlphabet Inc | $2.1M | 0.7% | 6,110 |
| EFAiShares MSCI EAFE ETF | $2.1M | 0.7% | 19,779 |
| APDAir Products and Chemicals Inc | $2.1M | 0.7% | 7,375 |
| PHParker-Hannifin Corp | $2M | 0.6% | 2,071 |
| GEVGE Vernova Inc | $1.9M | 0.6% | 2,019 |
| VEAVanguard FTSE Developed Markets ETF | $1.9M | 0.6% | 26,669 |
| AMGNAmgen Inc | $1.9M | 0.6% | 4,412 |
| EMREmerson Electric Co | $1.8M | 0.6% | 11,690 |
| BRK.BBerkshire Hathaway Inc | $1.6M | 0.5% | 3,295 |
| JPMJPMorgan Chase & Co | $1.5M | 0.5% | 4,546 |
| MRKMerck & Co Inc | $1.5M | 0.5% | 10,314 |
| PCARPaccar Inc | $1.5M | 0.5% | 13,371 |
| SYYSysco Corp | $1.4M | 0.5% | 18,388 |
| VXUSVanguard Total International Stock ETF | $1.4M | 0.5% | 16,629 |
| CATCaterpillar Inc | $1.4M | 0.4% | 1,682 |
| XOMExxonmobil Holdings Corp | $1.3M | 0.4% | 7,902 |
| TAT&T Inc | $1.1M | 0.3% | 44,757 |
| WMTWalmart Inc | $1.1M | 0.3% | 10,508 |
| BSVVanguard Short-Term Bond ETF | $1.1M | 0.3% | 14,267 |
| IVViShares Core S&P 500 ETF | $1M | 0.3% | 1,369 |
| INTCIntel Corp | $1M | 0.3% | 8,500 |
| CTASCintas Corp | $876.8K | 0.3% | 4,495 |
| TMOThermo Fisher Scientific Inc | $872.8K | 0.3% | 1,294 |
| QCOMQualcomm Inc | $818.1K | 0.3% | 4,445 |
| VEUVanguard FTSE All World Ex US ETF | $735.2K | 0.2% | 8,861 |
| ALNYAlnylam Pharmaceuticals Inc | $693.8K | 0.2% | 2,812 |
| PFEPfizer Inc | $681.6K | 0.2% | 23,898 |
| PANWPalo Alto Networks Inc | $669.9K | 0.2% | 1,686 |
| LLYEli Lilly and Co | $613.3K | 0.2% | 530 |
| ECLEcolab Inc | $597.8K | 0.2% | 2,177 |
| VVisa Inc | $575.6K | 0.2% | 1,602 |
| CSCOCisco Systems Inc | $551.1K | 0.2% | 5,120 |
| GWWWW Grainger Inc | $529.4K | 0.2% | 425 |
| METAMeta Platforms Inc | $515.6K | 0.2% | 711 |
| CHDChurch & Dwight Co Inc | $503.1K | 0.2% | 5,340 |
| KOCoca-Cola Co | $451.1K | 0.1% | 5,240 |
| EATON CORP PLC | $450.8K | 0.1% | 1,049 |
| EWEdwards Lifesciences Corp | $377.4K | 0.1% | 4,372 |
| ISRGIntuitive Surgical Inc | $335.5K | 0.1% | 825 |
| USBUS Bancorp | $329.2K | 0.1% | 5,700 |
| NEENextera Energy Inc | $320.2K | 0.1% | 4,228 |
| TRANE TECHNOLOGIES PLC CORP PLC | $300.6K | 0.1% | 665 |
| BACBank of America Corp | $299.7K | 0.1% | 5,507 |
| CHTRCharter Communications Inc | $293.9K | 0.1% | 2,650 |
| WBDWarner Bros Discovery Inc | $290.4K | 0.1% | 9,382 |
| MRSHMarsh & McLennan Companies Inc | $274.9K | 0.1% | 1,610 |
| WTSWatts Water Technologies Inc | $262.1K | 0.1% | 740 |
| ARCH CAPITAL GROUP LTD | $256.9K | 0.1% | 2,781 |
| COSTCostco Wholesale Corp | $245.8K | 0.1% | 270 |
| ZTSZoetis Inc | $243.5K | 0.1% | 3,487 |
| ETEnergy Transfer LP | $237.3K | 0.1% | 12,004 |
| GNTXGentex Corp | $235.2K | 0.1% | 10,820 |
| BANK OF NEW YORK MELLON CORP | $231.4K | 0.1% | 1,600 |
| NSCNorfolk Southern Corp | $224K | 0.1% | 725 |
| TXNTexas Instruments Inc | $220.4K | 0.1% | 787 |
| JPSTJPMorgan Ultra-Short Income ETF | $220.4K | 0.1% | 4,375 |
Quarter ending 2026-09-30.
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