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CIK: 0001388382
Total reported value
$321.6M
$321.6M
110 檔
20.2%
As reported in its official Q1 2025 Form 13F filing, Hall Laurie J Trustee's tracked investment portfolio stood at $321.6M with 110 total positions.
In Q1 2025, Hall Laurie J Trustee displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.79% | -0.81% | -4.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.01% | -0.86% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 3.75% | -0.47% | -2.63% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.45% | -0.36% | -2.00% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.44% | -0.38% | -2.30% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.07% | -0.50% | +0.43% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.86% | -0.22% | -0.77% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.66% | +0.05% | -2.83% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.61% | +0.05% | -21.03% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.34% | -0.49% | -0.02% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | -0.57% | -0.11% | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 2.16% | +0.31% | -1.93% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.11% | -0.30% | -2.95% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 2.10% | +0.56% | -0.01% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.92% | -0.24% | -3.47% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.82% | +3.27% | -1.54% | |
| 17 | CI | THE Cigna Group | Stock-Healthcare | 1.79% | -0.11% | -2.33% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.78% | -0.06% | -3.57% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 1.76% | +0.03% | -2.31% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.65% | -1.17% | EXIT | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.59% | +0.49% | -2.94% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.57% | -0.16% | -0.85% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | -0.31% | -7.56% | |
| 24 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.53% | -1.11% | EXIT | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.45% | — | -0.11% | |
| 26 | ATR | Aptargroup Inc | Stock-Healthcare | 1.40% | -0.14% | +1.79% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 1.40% | — | -2.79% | |
| 28 | XYL | Xylem Inc | Stock-Industrials | 1.37% | -0.16% | -3.01% | |
| 29 | NYT | New York Times Co-a | Stock-Comm Services | 1.25% | -0.43% | -2.07% | |
| 30 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.13% | +0.10% | +3.71% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.02% | -3.97% | |
| 32 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.08% | +0.03% | +33.69% | |
| 33 | UL | Unilever PLC | Stock-Consumer Staples | 1.08% | — | -2.27% | |
| 34 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.04% | -0.13% | -3.94% | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.02% | — | +7.27% | |
| 36 | MMM | 3m Co | Stock-Industrials | 1.00% | -0.03% | -5.26% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | — | -3.06% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.96% | -0.01% | +7.49% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.09% | -13.19% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +1.69% | -7.13% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.77% | +0.02% | -2.13% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.75% | +0.09% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.06% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.03% | -5.76% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.70% | +0.04% | +5.98% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.07% | -2.86% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.66% | -0.15% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.04% | -6.60% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.02% | -32.55% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.17% | -6.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SYK | Stryker CORP | — | NEW | New buy |
| 4 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | ABT | Abbott Laboratories | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 10 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | CARR | Carrier Global CORP | — | NEW | New buy |
| 13 | WM | Waste Management Inc | — | NEW | New buy |
| 14 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 17 | CI | THE Cigna Group | — | NEW | New buy |
| 18 | ADP | Automatic Data Processing | — | NEW | New buy |
| 19 | ADI | Analog Devices Inc | — | NEW | New buy |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 21 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 22 | DHR | Danaher CORP | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 25 | MDT | Medtronic plc | — | NEW | New buy |
| 26 | ATR | Aptargroup Inc | — | NEW | New buy |
| 27 | FISV | Fiserv Inc | — | NEW | New buy |
| 28 | XYL | Xylem Inc | — | NEW | New buy |
| 29 | NYT | New York Times Co-a | — | NEW | New buy |
| 30 | ULS | Ul Solutions Inc - Class A | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | CCK | Crown Holdings Inc | — | NEW | New buy |
| 33 | UL | Unilever PLC | — | NEW | New buy |
| 34 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 35 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 36 | MMM | 3m Co | — | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 38 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 39 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 40 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 41 | SYY | Sysco CORP | — | NEW | New buy |
| 42 | MS | Morgan Stanley | — | NEW | New buy |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | VLTO | Veralto CORP | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 48 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 50 | T | At&t Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $321.6M across 110 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SYK) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $21.8M
During Q1 2025, Hall Laurie J Trustee's top holdings by market value included MSFT (7.8%)、AAPL (4.7%)、SYK (3.8%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q1 2025, Hall Laurie J Trustee made 50 total portfolio adjustments, initiating 50 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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