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CIK: 0001388382
Total reported value
$313.8M
$313.8M
113 檔
24.6%
According to the latest 13F quarterly dataset, Hall Laurie J Trustee managed an equity portfolio of $313.8M at the end of Q3 2025, spanning 113 distinct U.S. exchange-listed positions.
In Q3 2025, Hall Laurie J Trustee adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.53% | +2.42% | -2.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.85% | -0.41% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.13% | +0.54% | -22.87% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.33% | -0.36% | -4.18% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.24% | -0.05% | -1.70% | |
| 6 | APH | Amphenol Corp-cl A | Stock-Tech | 3.03% | -0.17% | -13.96% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.84% | +0.11% | — | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 2.81% | +0.11% | -1.20% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.81% | +0.03% | -1.25% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.63% | +0.22% | -1.81% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.61% | -0.46% | -4.97% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.49% | -0.27% | -2.54% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 2.35% | -1.56% | -0.37% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.93% | -0.29% | -1.11% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 1.92% | -0.08% | -1.77% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | -0.03% | -3.35% | |
| 17 | CARR | Carrier Global CORP | Stock-Industrials | 1.86% | -0.57% | -0.87% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.84% | -0.13% | -0.10% | |
| 19 | XYL | Xylem Inc | Stock-Industrials | 1.53% | -0.11% | -1.23% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.46% | +0.21% | +2.10% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.43% | +0.11% | -8.42% | |
| 22 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.41% | — | +2.03% | |
| 23 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.33% | -0.61% | +1.68% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.30% | — | +2.87% | |
| 25 | NYT | New York Times Co-a | Stock-Comm Services | 1.25% | -0.15% | -3.63% | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 1.25% | -0.01% | -7.03% | |
| 27 | ATR | Aptargroup Inc | Stock-Healthcare | 1.17% | -0.03% | +0.32% | |
| 28 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.15% | -0.03% | +4.12% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | -0.10% | — | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.06% | -0.23% | +0.76% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 1.06% | — | +3.66% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.05% | -17.16% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.06% | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.97% | +0.15% | -7.14% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.93% | -0.07% | — | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.93% | — | -2.78% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.92% | — | +40.57% | |
| 38 | GE | General Electric | Stock-Industrials | 0.77% | -0.14% | — | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.76% | +0.07% | +6.92% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | — | -0.56% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | — | — | |
| 42 | VLTO | Veralto CORP | Stock-Industrials | 0.74% | +0.13% | +3.73% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.73% | — | -1.71% | |
| 44 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | -0.02% | -0.13% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | +0.01% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.04% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | +0.01% | -1.22% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.59% | -0.02% | -21.81% | |
| 49 | STT | State Street CORP | Stock-Financials | 0.59% | +0.04% | -0.32% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | -1.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -2.15% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -1.70% | Trim |
| 3 | APH | Amphenol Corp-cl A | +0.9% | -13.96% | Trim |
| 4 | NVDA | Nvidia CORP | +0.7% | -22.87% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.5% | -0.37% | Trim |
| 6 | ROK | Rockwell Automation Inc | +0.3% | -1.11% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | -0.41% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | Trim |
| 9 | GE | General Electric | +0.2% | — | Unchanged |
| 10 | ULS | Ul Solutions Inc - Class A | +0.2% | +1.68% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 12 | MS | Morgan Stanley | +0.2% | — | Unchanged |
| 13 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | — | Unchanged |
| 14 | ADI | Analog Devices Inc | +0.2% | -1.77% | Trim |
| 15 | XYL | Xylem Inc | +0.2% | -1.23% | Trim |
| 16 | AMD | Advanced Micro Devices | +0.2% | -7.14% | Trim |
| 17 | TJX | Tjx Companies Inc | +0.2% | -2.54% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.53% | Trim |
| 19 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 20 | STT | State Street CORP | +0.1% | -0.32% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Add |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Add |
| 23 | CCK | Crown Holdings Inc | +0.1% | +4.12% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -1.59% | Trim |
| 25 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 27 | VLTO | Veralto CORP | 0% | +3.73% | Add |
| 28 | WMT | Walmart Inc | 0% | -0.25% | Add |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 30 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 31 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 32 | NVS | Novartis Ag-sponsored Adr | 0% | +0.76% | Trim |
| 33 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Add |
| 34 | INTC | Intel CORP | 0% | — | Trim |
| 35 | IDXX | Idexx Laboratories Inc | 0% | -9.80% | Trim |
| 36 | EMR | Emerson Electric Co | 0% | -6.58% | Trim |
| 37 | CVS | Cvs Health CORP | 0% | — | Unchanged |
| 38 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 39 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 40 | NYT | New York Times Co-a | — | -3.63% | Trim |
| 41 | HD | Home Depot Inc | — | — | Unchanged |
| 42 | ECL | Ecolab Inc | — | — | Unchanged |
| 43 | INTU | Intuit Inc | — | +2.50% | Add |
| 44 | EW | Edwards Lifesciences CORP | — | — | Unchanged |
| 45 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 46 | BIV | Vanguard Intermediate-term B | — | — | Unchanged |
| 47 | JPST | Jpmorgan Ultra-short Income | — | — | Unchanged |
| 48 | ABBV | Abbvie Inc | 0% | — | Trim |
| 49 | QCOM | Qualcomm Inc | 0% | -0.56% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | -11.21% | Trim |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $313.8M across 113 disclosed positions in Q3 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, AAPL, NVDA) accounted for 24.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRM
市值: $2.8M
Top Position Liquidated / Trimmed
MDT
前期市值: $4.1M
During Q3 2025, Hall Laurie J Trustee's top holdings by market value included MSFT (9.5%)、AAPL (5.0%)、NVDA (4.1%). The largest single position, MSFT, represented 9.5% of total portfolio value.
In Q3 2025, Hall Laurie J Trustee made 85 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 57 holdings, and fully liquidating 5 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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