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CIK: 0001388382
Total reported value
$321.6M
$321.6M
251 檔
22.8%
According to the latest 13F quarterly dataset, Hall Laurie J Trustee managed an equity portfolio of $321.6M at the end of Q4 2024, spanning 251 distinct U.S. exchange-listed positions.
In Q4 2024, Hall Laurie J Trustee adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.44% | -0.81% | -1.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.01% | +0.25% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.02% | -0.38% | -0.26% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.43% | -0.47% | -0.05% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.21% | +0.05% | -0.32% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.18% | -0.36% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.59% | -0.57% | -1.33% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.55% | -0.22% | +0.92% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.40% | -0.50% | +1.70% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.22% | +0.05% | +0.16% | |
| 11 | CARR | Carrier Global CORP | Stock-Industrials | 2.18% | +0.31% | -3.88% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.14% | -0.49% | +0.58% | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 2.05% | +0.56% | +1.31% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.91% | +3.27% | — | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 1.75% | +0.03% | +1.56% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.75% | -0.30% | +0.46% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.67% | +0.49% | +0.54% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.63% | -0.16% | +5.17% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | -0.06% | -1.02% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.24% | -1.49% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | -0.31% | -1.31% | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 1.41% | -0.11% | — | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.34% | -0.14% | -0.38% | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 1.26% | -0.16% | +0.14% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.23% | — | -0.68% | |
| 26 | NYT | New York Times Co-a | Stock-Comm Services | 1.23% | -0.43% | -2.56% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.19% | — | +2.93% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.14% | -1.17% | EXIT | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | — | — | |
| 30 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.02% | -1.11% | EXIT | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.97% | — | -1.42% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.69% | -3.04% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.02% | -1.02% | |
| 34 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 0.88% | +0.10% | +10.28% | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.87% | -0.13% | -1.22% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.87% | — | +3.32% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.86% | -0.09% | -3.22% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.86% | -0.03% | -4.38% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.02% | +0.35% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.03% | -2.62% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.74% | +0.09% | — | |
| 42 | SYY | Sysco CORP | Stock-Consumer Staples | 0.74% | +0.02% | -3.49% | |
| 43 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.69% | +0.03% | +5.11% | |
| 44 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.68% | -0.01% | +8.05% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.63% | +0.04% | +10.10% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.63% | -0.15% | — | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | -0.02% | -0.83% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.04% | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.01% | -0.30% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.06% | -1.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +0.25% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | -0.26% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -1.33% | Trim |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +46.88% | Add |
| 5 | RELX | Relx PLC - Spon Adr | +0.3% | +43.52% | Add |
| 6 | MA | Mastercard Inc - A | +0.3% | +0.92% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +1.31% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 9 | FISV | Fiserv Inc | +0.2% | -0.68% | Trim |
| 10 | CVS | Cvs Health CORP | +0.2% | +25484.44% | Add |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +0.54% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.32% | Trim |
| 13 | MS | Morgan Stanley | +0.2% | — | Unchanged |
| 14 | TJX | Tjx Companies Inc | +0.1% | +0.58% | Add |
| 15 | ADP | Automatic Data Processing | +0.1% | -1.02% | Trim |
| 16 | ULS | Ul Solutions Inc - Class A | +0.1% | +10.28% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +32.34% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | -0.83% | Trim |
| 19 | GEV | GE Vernova Inc | +0.1% | +13.26% | Add |
| 20 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 21 | MSFT | Microsoft CORP | 0% | -1.89% | Trim |
| 22 | CCK | Crown Holdings Inc | 0% | +5.11% | Add |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | -0.30% | Trim |
| 25 | ADI | Analog Devices Inc | -0.1% | +1.56% | Add |
| 26 | MMM | 3m Co | -0.1% | -4.38% | Trim |
| 27 | UNP | Union Pacific CORP | -0.1% | -12.41% | Trim |
| 28 | MDT | Medtronic plc | -0.1% | +2.93% | Add |
| 29 | FDGRX | Fidelity Growth Company-rtl | -0.1% | EXIT | Sold out |
| 30 | NYT | New York Times Co-a | -0.1% | -2.56% | Trim |
| 31 | ABBV | Abbvie Inc | -0.1% | -1.02% | Trim |
| 32 | CAT | Caterpillar Inc | -0.1% | -15.24% | Trim |
| 33 | XMQTX | Blackrock Muniyield Qlty Ii | -0.1% | EXIT | Sold out |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -2.62% | Trim |
| 35 | BNY | Bank Of New York Mellon CORP | -0.1% | -70.90% | Trim |
| 36 | INTC | Intel CORP | -0.1% | -49.44% | Trim |
| 37 | AMGN | Amgen Inc | -0.1% | -1.21% | Trim |
| 38 | UL | Unilever PLC | -0.1% | -1.42% | Trim |
| 39 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.22% | Trim |
| 40 | PEP | Pepsico Inc | -0.1% | -1.31% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.2% | -1.49% | Trim |
| 42 | XYL | Xylem Inc | -0.2% | +0.14% | Add |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -23.37% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.2% | -41.67% | Trim |
| 45 | DHR | Danaher CORP | -0.2% | +5.17% | Add |
| 46 | CI | THE Cigna Group | -0.3% | — | Unchanged |
| 47 | AMD | Advanced Micro Devices | -0.3% | -3.04% | Trim |
| 48 | CNI | Canadian Natl Railway Co | -0.4% | -36.91% | Trim |
| 49 | AMAT | Applied Materials Inc | -0.4% | — | Unchanged |
| 50 | CARR | Carrier Global CORP | -0.4% | -3.88% | Trim |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $321.6M across 251 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, AAPL, NVDA) accounted for 22.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
XMQTX
前期市值: $273.0K
During Q4 2024, Hall Laurie J Trustee's top holdings by market value included MSFT (8.4%)、AAPL (4.9%)、NVDA (4.0%). The largest single position, MSFT, represented 8.4% of total portfolio value.
In Q4 2024, Hall Laurie J Trustee made 44 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 26 holdings, and fully liquidating 2 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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