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CIK: 0001388382
Total reported value
$321.6M
$321.6M
247 檔
22.4%
According to the latest 13F quarterly dataset, Hall Laurie J Trustee managed an equity portfolio of $321.6M at the end of Q2 2024, spanning 247 distinct U.S. exchange-listed positions.
During Q2 2024, Hall Laurie J Trustee's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.10% | -0.81% | -2.44% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | -0.38% | +882.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.46% | +0.01% | +1.14% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.44% | -0.47% | -0.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.15% | +0.05% | -0.05% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.10% | -0.36% | -0.18% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.94% | +3.27% | -0.98% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.70% | -0.57% | -8.28% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.28% | -0.50% | +1.53% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.24% | -0.22% | -0.05% | |
| 11 | CARR | Carrier Global CORP | Stock-Industrials | 2.19% | +0.31% | +0.28% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 2.07% | +0.56% | +98.14% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.06% | -0.49% | +0.02% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.96% | -0.30% | -0.17% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 1.87% | +0.03% | -0.61% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.85% | -0.31% | -0.60% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.78% | -0.16% | +1.94% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.72% | +0.05% | +1.00% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.69% | +0.49% | +0.20% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.24% | -3.84% | |
| 21 | CI | THE Cigna Group | Stock-Healthcare | 1.54% | -0.11% | — | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.53% | -0.16% | -0.76% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 1.50% | +1.69% | -9.78% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.34% | -0.06% | — | |
| 25 | NYT | New York Times Co-a | Stock-Comm Services | 1.33% | -0.43% | -0.60% | |
| 26 | ATR | Aptargroup Inc | Stock-Healthcare | 1.27% | -0.14% | -0.61% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | — | +0.10% | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.16% | — | -1.99% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.03% | -7.87% | |
| 30 | UL | Unilever PLC | Stock-Consumer Staples | 1.03% | — | -1.37% | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.02% | -0.13% | -0.23% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.96% | — | -0.05% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.02% | -0.38% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | — | -0.44% | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.92% | — | +1.26% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.02% | +1.06% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.76% | +0.02% | -3.05% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.75% | -0.01% | +0.44% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.74% | -1.17% | EXIT | |
| 40 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.74% | -1.11% | EXIT | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | -0.09% | -1.59% | |
| 42 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 0.72% | +0.10% | — | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.70% | -0.03% | -6.66% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.07% | -5.85% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.04% | -0.42% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | -0.01% | — | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.02% | -0.65% | |
| 48 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.54% | +0.03% | +9.58% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | -0.15% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.01% | — |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $321.6M across 247 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 22.4% of total reported equity market value during Q2 2024.
During Q2 2024, Hall Laurie J Trustee's top holdings by market value included MSFT (9.1%)、NVDA (4.9%)、AAPL (4.5%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q2 2024, Hall Laurie J Trustee made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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