The Analysis of HALL LAURIE J TRUSTEE's Holdings & P&L


Currently, HALL LAURIE J TRUSTEE holds 104 types of securities in its portfolio with a total value $283.4M. In the most recent quarter, they have increased their positions in MKC (+10.1K shares, valued at $508.4K), RELX (+14.0K shares, valued at $465.1K), IVV (+577 shares, valued at $376.9K); decreased their positions in APH (-5.2K shares, valued at $651.3K), ADP (-2.7K shares, valued at $557.3K), AMAT (-1.4K shares, valued at $475.1K); initiated new positions in NEE (+2.3K shares, valued at $215.5K), CVX (+979 shares, valued at $202.6K), ITW (+770 shares, valued at $200.4K).


1M P&L
+6.2M+2.26%
3M P&L
+4.5M+1.63%
HY P&L
+16.0M+6.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors21.1M
8.2%
2Software - Infrastructure20.1M
7.8%
3N/A18.5M
7.1%

Top Industries by Stock Count

1N/A10 stocks
10.4%
2Drug Manufacturers - General6 stocks
6.3%
3Specialty Industrial Machinery6 stocks
6.3%
Stock Holdings
MSFT
MICROSOFT CORP COM
-1.19%
Shares53.5K
Event2026-03-31
Filed2026-04-06
AAPL
APPLE COMPUTER INC COM
-2.83%
Shares55.9K
Event2026-03-31
Filed2026-04-06
AMAT
APPLIED MATERIALS INC COM
-4.03%
Shares33.1K
Event2026-03-31
Filed2026-04-06
ALPHABET INC CLASS C
ALPHABET INC CLASS C
-3.02%
Shares38.2K
Event2026-03-31
Filed2026-04-06
NVDA
NVIDIA CORPORATION
0.23%
Shares53.5K
Event2026-03-31
Filed2026-04-06
SYK
STRYKER CORP COM
-2.24%
Shares27.1K
Event2026-03-31
Filed2026-04-06
VTI
VANGUARD TOTAL STOCK MARKET ETF
0.00%
Shares26.6K
Event2026-03-31
Filed2026-04-06
TJX
TJX COS INC NEW COM
0.05%
Shares51.9K
Event2026-03-31
Filed2026-04-06
PG
PROCTER & GAMBLE CO COM
-0.11%
Shares53.7K
Event2026-03-31
Filed2026-04-06
APH
AMPHENOL CORP CL A
-7.94%
Shares59.8K
Event2026-03-31
Filed2026-04-06
ADI
ANALOG DEVICES INC COM
-2.05%
Shares23.4K
Event2026-03-31
Filed2026-04-06
JNJ
JOHNSON & JOHNSON COM
-0.61%
Shares30.3K
Event2026-03-31
Filed2026-04-06
MA
MASTERCARD INCORPORATED
0.35%
Shares14.3K
Event2026-03-31
Filed2026-04-06
ABT
ABBOTT LABS COM
0.74%
Shares65.7K
Event2026-03-31
Filed2026-04-06
IBM
INTERNATIONAL BUSINESS MACHINES
0.08%
Shares26.4K
Event2026-03-31
Filed2026-04-06
ROK
ROCKWELL AUTOMATION INC
0.91%
Shares17.7K
Event2026-03-31
Filed2026-04-06
WM
WASTE MGMT INC
0.45%
Shares26.5K
Event2026-03-31
Filed2026-04-06
CARR
CARRIER GLOBAL CORP
3.28%
Shares105.2K
Event2026-03-31
Filed2026-04-06
ULS
UL SOLUTIONS INC CLASS A
2.12%
Shares61.0K
Event2026-03-31
Filed2026-04-06
DHR
DANAHER CORP
2.23%
Shares24.1K
Event2026-03-31
Filed2026-04-06
NYT
NEW YORK TIMES CO CL A
-8.74%
Shares53.5K
Event2026-03-31
Filed2026-04-06
CCK
CROWN HOLDINGS INC
5.31%
Shares43.2K
Event2026-03-31
Filed2026-04-06
XYL
XYLEM INC
1.21%
Shares32.6K
Event2026-03-31
Filed2026-04-06
ATR
APTAR GROUP INC
5.82%
Shares29.5K
Event2026-03-31
Filed2026-04-06
NVS
NOVARTIS AG ADR
-3.83%
Shares23.2K
Event2026-03-31
Filed2026-04-06
AMD
ADVANCED MICRO DEVICES INC
-9.30%
Shares16.6K
Event2026-03-31
Filed2026-04-06
CIGNA GROUP
CIGNA GROUP
-5.29%
Shares12.5K
Event2026-03-31
Filed2026-04-06
MKC
MCCORMICK & CO COM NON VOTING
18.08%
Shares65.8K
Event2026-03-31
Filed2026-04-06
RELX
RELX PLC SPON ADR
17.38%
Shares94.7K
Event2026-03-31
Filed2026-04-06
PEP
PEPSICO INC COM
-5.23%
Shares19.9K
Event2026-03-31
Filed2026-04-06
UNILEVER PLC SPONSORED ADR
UNILEVER PLC SPONSORED ADR
3.41%
Shares52.9K
Event2026-03-31
Filed2026-04-06
ABBV
ABBVIE INC
-5.45%
Shares13.7K
Event2026-03-31
Filed2026-04-06
AMZN
AMAZON.COM INC
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-06
VRTX
VERTEX PHARMACEUTICALS INC
-1.16%
Shares6.0K
Event2026-03-31
Filed2026-04-06
CRM
SALESFORCE INC
2.91%
Shares14.0K
Event2026-03-31
Filed2026-04-06
MMM
3M COMPANY
-1.39%
Shares17.8K
Event2026-03-31
Filed2026-04-06
MS
MORGAN STANLEY
-12.50%
Shares14.9K
Event2026-03-31
Filed2026-04-06
VLTO
VERALTO CORP COMMON
13.72%
Shares26.1K
Event2026-03-31
Filed2026-04-06
GE AEROSPACE
GE AEROSPACE
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-06
PH
PARKER HANNIFIN CORP
-11.90%
Shares2.5K
Event2026-03-31
Filed2026-04-06
APD
AIR PRODUCTS & CHEMICAL INC COM
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-06
ADP
AUTOMATIC DATA PROCESSING COM
-21.90%
Shares9.8K
Event2026-03-31
Filed2026-04-06
AMGN
AMGEN INC
-3.47%
Shares5.6K
Event2026-03-31
Filed2026-04-06
EFA
ISHARES MSCI EAFE ETF
-9.60%
Shares19.8K
Event2026-03-31
Filed2026-04-06
SPY
STATE STREET SPDR S&P 500 TRUST
0.96%
Shares2.9K
Event2026-03-31
Filed2026-04-06
STT
STATE STREET CORP COM
-0.50%
Shares15.0K
Event2026-03-31
Filed2026-04-06
GEV
GE VERNOVA INC CORP COMMON
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-06
ALPHABET INC CLASS A
ALPHABET INC CLASS A
-4.45%
Shares6.2K
Event2026-03-31
Filed2026-04-06
VEA
VANGUARD FTSE DEVELOPED MARKETS
-3.33%
Shares26.7K
Event2026-03-31
Filed2026-04-06
BERKSHIRE HATHAWAY INC CLASS-B
BERKSHIRE HATHAWAY INC CLASS-B
-1.76%
Shares3.3K
Event2026-03-31
Filed2026-04-06
EMR
EMERSON ELEC CO COM
-2.02%
Shares12.1K
Event2026-03-31
Filed2026-04-06
PCAR
PACCAR INC
0.00%
Shares13.4K
Event2026-03-31
Filed2026-04-06
JPM
JPMORGAN CHASE & CO COM
-5.06%
Shares5.1K
Event2026-03-31
Filed2026-04-06
MERCK AND CO INC
MERCK AND CO INC
-6.82%
Shares12.2K
Event2026-03-31
Filed2026-04-06
XOM
EXXON MOBIL CORP COM
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-06
T
A T & T INC
-5.21%
Shares46.4K
Event2026-03-31
Filed2026-04-06
WMT
WALMART INC
-0.37%
Shares10.7K
Event2026-03-31
Filed2026-04-06
SYY
SYSCO CORP COM
-14.39%
Shares18.4K
Event2026-03-31
Filed2026-04-06
VXUS
VANGUARD TOTAL INTERNATIONAL ST
0.00%
Shares16.6K
Event2026-03-31
Filed2026-04-06
CAT
CATERPILLAR INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-06
BSV
VANGUARD BOND INDEX SHORT TERM
0.00%
Shares14.3K
Event2026-03-31
Filed2026-04-06
ALNY
ALNYLAM PHARMA
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-06
IVV
ISHARES CORE S&P 500 (MKT) ETF
72.85%
Shares1.4K
Event2026-03-31
Filed2026-04-06
CTAS
CINTAS CORP COM
-5.77%
Shares4.5K
Event2026-03-31
Filed2026-04-06
TMO
THERMO FISHER SCIENTIFIC INC
-0.35%
Shares1.4K
Event2026-03-31
Filed2026-04-06
PFE
PFIZER INC
0.00%
Shares23.9K
Event2026-03-31
Filed2026-04-06
VEU
VANGUARD INTL EQUITY INDEX ETF
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-06
ECL
ECOLAB INC COM
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-06
LLY
LILLY ELI & CO COM
0.00%
Shares625
Event2026-03-31
Filed2026-04-06
QCOM
QUALCOMM INC COM
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-06
CHTR
CHARTER COMMUNICATIONS INC CL A
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-06
HD
HOME DEPOT INC COM
-1.53%
Shares1.6K
Event2026-03-31
Filed2026-04-06
CHD
CHURCH & DWIGHT CO INC
-2.72%
Shares5.4K
Event2026-03-31
Filed2026-04-06
META
META PLATFORMS INC
0.00%
Shares870
Event2026-03-31
Filed2026-04-06
ZTS
ZOETIS INC
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-06
V
VISA INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-06
GWW
GRAINGER WW INC
0.00%
Shares440
Event2026-03-31
Filed2026-04-06
EATON CORP PLC
EATON CORP PLC
-5.16%
Shares1.2K
Event2026-03-31
Filed2026-04-06
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares925
Event2026-03-31
Filed2026-04-06
CSCO
CISCO SYSTEMS INC COM
-9.86%
Shares5.3K
Event2026-03-31
Filed2026-04-06
KO
COCA COLA CO COM
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-06
INTC
INTEL CORP COM
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-06
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-06
TT
TRANE TECHNOLOGIES PLC CORP PLC
0.00%
Shares765
Event2026-03-31
Filed2026-04-06
USB
US BANCORP NEW
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-06
SOLV
SOLVENTUM CORP COMMON
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-06
PANW
PALO ALTO NETWORKS INC COMMON
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-06
MMC
MARSH
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-06
COST
COSTCO WHSL CORP NEW COM
-3.51%
Shares275
Event2026-03-31
Filed2026-04-06
BAC
BANK OF AMERICA CORP NEW
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-06
ACGL
ARCH CAPITAL GROUP LTD
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-06
WBD
WARNER BROS. DISCOVERY SRS A CO
0.00%
Shares9.4K
Event2026-03-31
Filed2026-04-06
GNTX
GENTEX CORP COM
-1.37%
Shares10.8K
Event2026-03-31
Filed2026-04-06
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-06
ET
ENERGY TRANSFER LP
0.00%
Shares12.0K
Event2026-03-31
Filed2026-04-06
LH
LABCORP HOLDINGS INC
0.00%
Shares840
Event2026-03-31
Filed2026-04-06
NEE
NEXTERA ENERGY INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-06
WTS
WATTS WATER TECHNOLOGIES CLASS
0.00%
Shares740
Event2026-03-31
Filed2026-04-06
BK
BANK OF NEW YORK MELLON CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-06
BR
BROADRIDGE FINANCIAL SOLUTIONS
-7.14%
Shares1.3K
Event2026-03-31
Filed2026-04-06
NSC
NORFOLK SOUTHERN CORP COM
0.00%
Shares725
Event2026-03-31
Filed2026-04-06
BIV
VANGUARD INTERMEDIATE TERM BOND
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-06
CVX
CHEVRON CORP (NEW)
New
Shares979
Event2026-03-31
Filed2026-04-06
ITW
ILLINOIS TOOL WKS INC COM
New
Shares770
Event2026-03-31
Filed2026-04-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available