13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001388382
Total reported value
$313.8M
$313.8M
108 檔
23.5%
In Q4 2025, Hall Laurie J Trustee's U.S. equity holdings reached a combined market value of $313.8M, distributed across 108 disclosed stock positions.
In Q4 2025, Hall Laurie J Trustee adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.71% | +2.42% | -3.82% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.20% | +0.85% | -3.45% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.11% | -0.05% | -3.34% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | +0.54% | -21.21% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.23% | -0.36% | +0.36% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.97% | +0.11% | +0.34% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.95% | -1.56% | -1.61% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 2.92% | -0.17% | -13.29% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.72% | +0.11% | +1.65% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.71% | +0.22% | +1.04% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.65% | -0.27% | -1.49% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 2.60% | -0.46% | -6.90% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.56% | +0.03% | -3.85% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.27% | -0.29% | +3.48% | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 2.15% | -0.08% | -0.07% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.10% | -0.03% | -1.31% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.93% | -0.13% | +3.47% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.79% | +0.21% | +4.52% | |
| 19 | CARR | Carrier Global CORP | Stock-Industrials | 1.79% | -0.57% | +7.09% | |
| 20 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.57% | -0.61% | +4.22% | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 1.46% | -0.11% | +1.78% | |
| 22 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.40% | -0.03% | +12.84% | |
| 23 | NYT | New York Times Co-a | Stock-Comm Services | 1.35% | -0.15% | -12.04% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.30% | +0.15% | — | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.26% | — | -6.46% | |
| 26 | CI | THE Cigna Group | Stock-Healthcare | 1.21% | -0.01% | — | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.19% | — | +14.28% | |
| 28 | ATR | Aptargroup Inc | Stock-Healthcare | 1.13% | -0.03% | +3.59% | |
| 29 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.11% | +0.04% | — | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.11% | -0.23% | -4.78% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | -0.10% | — | |
| 32 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.08% | — | -10.61% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.07% | +0.11% | -15.77% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.06% | -3.99% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.05% | -5.98% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 1.00% | -0.07% | -5.56% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.96% | — | -1.74% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.91% | +0.07% | +1.34% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | — | -7.72% | |
| 40 | GE | General Electric | Stock-Industrials | 0.81% | -0.14% | — | |
| 41 | VLTO | Veralto CORP | Stock-Industrials | 0.76% | +0.13% | +7.90% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | +0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.01% | -8.31% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.04% | — | |
| 45 | STT | State Street CORP | Stock-Financials | 0.65% | +0.04% | -2.77% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.03% | -0.86% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.61% | -0.02% | -2.64% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | +0.01% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | -4.32% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | +0.01% | -8.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -3.34% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.6% | -1.61% | Trim |
| 3 | ROK | Rockwell Automation Inc | +0.3% | +3.48% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | — | Unchanged |
| 5 | DHR | Danaher CORP | +0.3% | +4.52% | Add |
| 6 | CRM | Salesforce Inc | +0.3% | +14.28% | Add |
| 7 | CCK | Crown Holdings Inc | +0.3% | +12.84% | Add |
| 8 | ULS | Ul Solutions Inc - Class A | +0.2% | +4.22% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -3.45% | Trim |
| 10 | ADI | Analog Devices Inc | +0.2% | -0.07% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.2% | -1.31% | Trim |
| 12 | TJX | Tjx Companies Inc | +0.2% | -1.49% | Trim |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +1.34% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.34% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.31% | Trim |
| 16 | NYT | New York Times Co-a | +0.1% | -12.04% | Trim |
| 17 | AMGN | Amgen Inc | +0.1% | -0.86% | Trim |
| 18 | WM | Waste Management Inc | +0.1% | +3.47% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +1.04% | Add |
| 20 | PH | Parker Hannifin CORP | +0.1% | -7.72% | Trim |
| 21 | MS | Morgan Stanley | +0.1% | -5.56% | Trim |
| 22 | PCAR | Paccar Inc | +0.1% | — | Unchanged |
| 23 | STT | State Street CORP | +0.1% | -2.77% | Trim |
| 24 | CAT | Caterpillar Inc | +0.1% | -2.62% | Trim |
| 25 | LLY | Eli Lilly & Co | +0.1% | -10.71% | Trim |
| 26 | NVS | Novartis Ag-sponsored Adr | +0.1% | -4.78% | Trim |
| 27 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 28 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 29 | GE | General Electric | 0% | — | Unchanged |
| 30 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 33 | MRK | Merck & Co. Inc. | 0% | -17.14% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 35 | MMM | 3m Co | 0% | -1.74% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | -3.99% | Trim |
| 37 | XOM | Exxon Mobil CORP | 0% | -1.90% | Trim |
| 38 | VEU | Vanguard Ftse All-world Ex-u | 0% | +2.42% | Add |
| 39 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 40 | VLTO | Veralto CORP | 0% | +7.90% | Add |
| 41 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 42 | USB | US Bancorp | 0% | — | Unchanged |
| 43 | INTC | Intel CORP | 0% | — | Unchanged |
| 44 | SOLV | Solventum CORP | 0% | -0.56% | Trim |
| 45 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 46 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 47 | CSCO | Cisco Systems Inc | 0% | -7.97% | Trim |
| 48 | GWW | Ww Grainger Inc | 0% | -2.22% | Trim |
| 49 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 50 | ACGL | Arch Capital Group Ltd. | 0% | — | Unchanged |
According to official SEC Form 13F filings, Hall Laurie J Trustee reported a total U.S. public equity portfolio value of $313.8M across 108 disclosed positions in Q4 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, GOOG) accounted for 23.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $3.3M
Top Position Liquidated / Trimmed
UL
前期市值: $3.2M
During Q4 2025, Hall Laurie J Trustee's top holdings by market value included MSFT (8.7%)、AAPL (5.2%)、GOOG (4.1%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q4 2025, Hall Laurie J Trustee made 81 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 52 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.