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CIK: 0001388382
Total reported value
$321.6M
$321.6M
112 檔
23.4%
During the Q2 2025 filing period, Hall Laurie J Trustee (CIK: 0001388382) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $321.6M across 112 reported positions.
Hall Laurie J Trustee executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.47% | -0.81% | -1.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | -0.38% | -1.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.01% | +0.44% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.76% | -0.47% | +1.84% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.98% | -0.36% | -0.12% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 2.92% | -0.50% | +0.22% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.91% | +0.05% | -0.50% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 2.84% | +0.56% | -3.03% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.68% | -0.22% | -1.50% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.67% | +0.05% | -0.50% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.43% | -0.57% | +0.36% | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 2.32% | +0.31% | +0.50% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.21% | -0.49% | +0.19% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 2.13% | +3.27% | -0.07% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.93% | -0.30% | -0.16% | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 1.92% | +0.03% | -0.61% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.88% | +0.49% | -0.72% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.66% | -0.06% | -0.70% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.24% | -1.46% | |
| 20 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.59% | -1.11% | EXIT | |
| 21 | CI | THE Cigna Group | Stock-Healthcare | 1.55% | -0.11% | -6.57% | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.45% | -1.17% | EXIT | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.44% | -0.16% | +2.84% | |
| 24 | ATR | Aptargroup Inc | Stock-Healthcare | 1.39% | -0.14% | +1.23% | |
| 25 | XYL | Xylem Inc | Stock-Industrials | 1.37% | -0.16% | -0.16% | |
| 26 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.36% | +0.10% | +0.62% | |
| 27 | NYT | New York Times Co-a | Stock-Comm Services | 1.28% | -0.43% | -2.18% | |
| 28 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.19% | +0.03% | +2.78% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.31% | -6.88% | |
| 30 | UL | Unilever PLC | Stock-Consumer Staples | 1.07% | — | +3.69% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | — | — | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.01% | -0.13% | -3.83% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 1.00% | — | -1.46% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.95% | -0.03% | -1.25% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.92% | +1.69% | -11.27% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.02% | -2.69% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.84% | +0.09% | — | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.82% | -0.01% | +0.67% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.92% | EXIT | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.71% | — | — | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.71% | -0.09% | -3.19% | |
| 42 | SYY | Sysco CORP | Stock-Consumer Staples | 0.71% | +0.02% | -2.08% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.70% | -0.15% | — | |
| 44 | VLTO | Veralto CORP | Stock-Industrials | 0.68% | +0.04% | +2.06% | |
| 45 | GE | General Electric | Stock-Industrials | 0.67% | +0.13% | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.04% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | -0.79% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.02% | — | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.02% | -1.31% | |
| 50 | STT | State Street CORP | Stock-Financials | 0.55% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -1.02% | Trim |
| 2 | NVDA | Nvidia CORP | +1.2% | -1.35% | Trim |
| 3 | CRM | Salesforce Inc | +0.8% | NEW | New buy |
| 4 | APH | Amphenol Corp-cl A | +0.7% | -3.03% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.3% | -0.07% | Trim |
| 6 | ROK | Rockwell Automation Inc | +0.3% | -0.72% | Trim |
| 7 | IBM | Intl Business Machines CORP | +0.3% | -0.50% | Trim |
| 8 | ULS | Ul Solutions Inc - Class A | +0.2% | +0.62% | Add |
| 9 | CARR | Carrier Global CORP | +0.2% | +0.50% | Add |
| 10 | ADI | Analog Devices Inc | +0.2% | -0.61% | Trim |
| 11 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.36% | Add |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | NEW | New buy |
| 14 | CCK | Crown Holdings Inc | +0.1% | +2.78% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | -11.27% | Trim |
| 16 | GE | General Electric | +0.1% | — | Unchanged |
| 17 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 18 | AXP | American Express Co | +0.1% | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 20 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 21 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.50% | Trim |
| 23 | RELX | Relx PLC - Spon Adr | +0.1% | +4.19% | Add |
| 24 | EMR | Emerson Electric Co | +0.1% | -1.31% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.75% | Add |
| 26 | VXUS | Vanguard Total Intl Stock | +0.1% | +13.59% | Add |
| 27 | STT | State Street CORP | +0.1% | — | Unchanged |
| 28 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -0.44% | Trim |
| 30 | NYT | New York Times Co-a | 0% | -2.18% | Trim |
| 31 | SYK | Stryker CORP | 0% | +1.84% | Add |
| 32 | XYL | Xylem Inc | — | -0.16% | Trim |
| 33 | ATR | Aptargroup Inc | 0% | +1.23% | Add |
| 34 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 35 | AMGN | Amgen Inc | -0.1% | -2.27% | Trim |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -18.94% | Trim |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | +0.67% | Add |
| 38 | ABT | Abbott Laboratories | -0.2% | +0.22% | Add |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +3.00% | Add |
| 40 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -15.92% | Trim |
| 42 | ABBV | Abbvie Inc | -0.2% | -2.69% | Trim |
| 43 | CI | THE Cigna Group | -0.2% | -6.57% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.3% | -1.46% | Trim |
| 45 | BDX | Becton Dickinson And Co | -0.3% | — | Unchanged |
| 46 | PEP | Pepsico Inc | -0.4% | -6.88% | Trim |
| 47 | FISV | Fiserv Inc | -0.4% | -1.46% | Trim |
| 48 | PG | Procter & Gamble Co/the | -0.5% | -0.12% | Trim |
| 49 | AAPL | Apple Inc | -0.7% | +0.44% | Add |
| 50 | MDT | Medtronic plc | -1.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $321.6M across 112 disclosed positions in Q2 2025.
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, NVDA, AAPL) accounted for 23.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
CRM
市值: $2.3M
Top Position Liquidated / Trimmed
MDT
前期市值: $4.1M
During Q2 2025, Hall Laurie J Trustee's top holdings by market value included MSFT (9.5%)、NVDA (4.6%)、AAPL (4.1%). The largest single position, MSFT, represented 9.5% of total portfolio value.
In Q2 2025, Hall Laurie J Trustee made 43 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 22 holdings, and fully liquidating 3 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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