Sponsored
The Analysis of HALL LAURIE J TRUSTEE's Holdings & P&L
Currently, HALL LAURIE J TRUSTEE holds 103 types of securities in its portfolio with a total value $321.6M. In the most recent quarter, they have increased their positions in BR (+33.1K shares, valued at $4.5M), HD (+11.9K shares, valued at $4.2M), VLTO (+4.7K shares, valued at $415.6K); decreased their positions in GOOG (-8.2K shares, valued at $2.9M), NVDA (-6.7K shares, valued at $1.3M), ADI (-1.9K shares, valued at $747.1K); initiated new positions in GLW (+1.1K shares, valued at $281.0K), TXN (+795 shares, valued at $237.0K), AXP (+656 shares, valued at $221.9K).
1M P&L
+814.1K+0.32%
3M P&L
+8.1M+3.33%
HY P&L
+7.4M+3.03%
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
1Semiconductors29.4M
11.4%
2Software - Infrastructure20.5M
7.9%
3Specialty Industrial Machinery17.4M
6.7%
Top Industries by Stock Count
1Specialty Industrial Machinery7 stocks
8.3%
2N/A7 stocks
8.3%
3Semiconductors6 stocks
7.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF26.6K shares0.00%2026-06-302026-07-09
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APPLIED MATERIALS INC COM
-2.43%APPLIED MATERIALS INC COM
Shares32.3K
Event2026-06-30
Filed2026-07-09
MSFT
-0.51%MICROSOFT CORP COM
Shares53.3K
Event2026-06-30
Filed2026-07-09
AAPL
-0.28%APPLE COMPUTER INC COM
Shares55.8K
Event2026-06-30
Filed2026-07-09
GOOG
-21.33%ALPHABET INC CLASS C
Shares30.1K
Event2026-06-30
Filed2026-07-09
APH
-1.37%AMPHENOL CORP CL A
Shares59.0K
Event2026-06-30
Filed2026-07-09
VANGUARD TOTAL STOCK MARKET ETF
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares26.6K
Event2026-06-30
Filed2026-07-09
NVDA
-12.57%NVIDIA CORPORATION
Shares46.8K
Event2026-06-30
Filed2026-07-09
AMD
-3.91%ADVANCED MICRO DEVICES INC
Shares15.9K
Event2026-06-30
Filed2026-07-09
ROK
0.21%ROCKWELL AUTOMATION INC
Shares17.7K
Event2026-06-30
Filed2026-07-09
SYK
0.73%STRYKER CORP COM
Shares27.3K
Event2026-06-30
Filed2026-07-09
ADI
-8.03%ANALOG DEVICES INC COM
Shares21.5K
Event2026-06-30
Filed2026-07-09
TJX
-0.13%TJX COS INC NEW COM
Shares51.9K
Event2026-06-30
Filed2026-07-09
CARR
0.14%CARRIER GLOBAL CORP
Shares105.4K
Event2026-06-30
Filed2026-07-09
JNJ
-0.51%JOHNSON & JOHNSON COM
Shares30.2K
Event2026-06-30
Filed2026-07-09
PG
-2.81%PROCTER & GAMBLE CO COM
Shares52.2K
Event2026-06-30
Filed2026-07-09
IBM
0.19%INTERNATIONAL BUSINESS MACHINES
Shares26.4K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
0.83%MASTERCARD INCORPORATED
Shares14.5K
Event2026-06-30
Filed2026-07-09
ULS
0.66%UL SOLUTIONS INC CLASS A
Shares61.4K
Event2026-06-30
Filed2026-07-09
ABT
1.39%ABBOTT LABS COM
Shares66.6K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC
0.80%WASTE MGMT INC
Shares26.7K
Event2026-06-30
Filed2026-07-09
CCK
3.79%CROWN HOLDINGS INC
Shares44.9K
Event2026-06-30
Filed2026-07-09
HD
739.59%HOME DEPOT INC COM
Shares13.5K
Event2026-06-30
Filed2026-07-09
BR
2546.92%BROADRIDGE FINANCIAL SOLUTIONS
Shares34.4K
Event2026-06-30
Filed2026-07-09
DHR
1.74%DANAHER CORP
Shares24.5K
Event2026-06-30
Filed2026-07-09
XYL
1.41%XYLEM INC
Shares33.1K
Event2026-06-30
Filed2026-07-09
ATR
1.56%APTAR GROUP INC
Shares29.9K
Event2026-06-30
Filed2026-07-09
NYT
-0.86%NEW YORK TIMES CO CL A
Shares53.0K
Event2026-06-30
Filed2026-07-09
NVS
-1.29%NOVARTIS AG ADR
Shares22.9K
Event2026-06-30
Filed2026-07-09
CI
0.00%CIGNA GROUP
Shares12.5K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
0.00%ABBVIE INC
Shares13.7K
Event2026-06-30
Filed2026-07-09
AMZN
-0.73%AMAZON.COM INC
Shares13.6K
Event2026-06-30
Filed2026-07-09
UL
0.28%UNILEVER PLC SPONSORED ADR
Shares53.1K
Event2026-06-30
Filed2026-07-09
MS
-1.68%MORGAN STANLEY
Shares14.6K
Event2026-06-30
Filed2026-07-09
VRTX
0.50%VERTEX PHARMACEUTICALS INC
Shares6.0K
Event2026-06-30
Filed2026-07-09
GE
0.00%GE AEROSPACE
Shares7.9K
Event2026-06-30
Filed2026-07-09
3M COMPANY
-1.79%3M COMPANY
Shares17.5K
Event2026-06-30
Filed2026-07-09
VLTO
17.97%VERALTO CORP COMMON
Shares30.8K
Event2026-06-30
Filed2026-07-09
STT
-0.43%STATE STREET CORP COM
Shares14.9K
Event2026-06-30
Filed2026-07-09
PEP
-6.81%PEPSICO INC COM
Shares18.6K
Event2026-06-30
Filed2026-07-09
GEV
0.00%GE VERNOVA INC CORP COMMON
Shares2.1K
Event2026-06-30
Filed2026-07-09
STATE STREET SPDR S&P 500 TRUST
1.43%STATE STREET SPDR S&P 500 TRUST
Shares3.0K
Event2026-06-30
Filed2026-07-09
GOOGL
-1.77%ALPHABET INC CLASS A
Shares6.1K
Event2026-06-30
Filed2026-07-09
APD
0.00%AIR PRODUCTS & CHEMICAL INC COM
Shares7.4K
Event2026-06-30
Filed2026-07-09
ADP
-5.37%AUTOMATIC DATA PROCESSING COM
Shares9.3K
Event2026-06-30
Filed2026-07-09
EFA
0.00%ISHARES MSCI EAFE ETF
Shares19.8K
Event2026-06-30
Filed2026-07-09
PH
-16.02%PARKER HANNIFIN CORP
Shares2.1K
Event2026-06-30
Filed2026-07-09
AMGN
-1.04%AMGEN INC
Shares5.5K
Event2026-06-30
Filed2026-07-09
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS
Shares26.7K
Event2026-06-30
Filed2026-07-09
CAT
0.00%CATERPILLAR INC
Shares1.7K
Event2026-06-30
Filed2026-07-09
EMR
0.00%EMERSON ELEC CO COM
Shares12.1K
Event2026-06-30
Filed2026-07-09
BRK.B
-1.49%BERKSHIRE HATHAWAY INC CLASS-B
Shares3.3K
Event2026-06-30
Filed2026-07-09
JPMORGAN CHASE & CO COM
-3.02%JPMORGAN CHASE & CO COM
Shares4.9K
Event2026-06-30
Filed2026-07-09
PCAR
0.00%PACCAR INC
Shares13.4K
Event2026-06-30
Filed2026-07-09
MRK
0.00%MERCK AND CO INC
Shares12.2K
Event2026-06-30
Filed2026-07-09
SYY
0.00%SYSCO CORP COM
Shares18.4K
Event2026-06-30
Filed2026-07-09
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL ST
Shares16.6K
Event2026-06-30
Filed2026-07-09
WMT
-1.50%WALMART INC
Shares10.5K
Event2026-06-30
Filed2026-07-09
INTC
0.00%INTEL CORP COM
Shares8.5K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP COM
0.00%EXXON MOBIL CORP COM
Shares8.3K
Event2026-06-30
Filed2026-07-09
BSV
0.00%VANGUARD BOND INDEX SHORT TERM
Shares14.3K
Event2026-06-30
Filed2026-07-09
ISHARES CORE S&P 500 (MKT) ETF
0.00%ISHARES CORE S&P 500 (MKT) ETF
Shares1.4K
Event2026-06-30
Filed2026-07-09
T
0.00%A T & T INC
Shares46.4K
Event2026-06-30
Filed2026-07-09
ALNYLAM PHARMA
0.00%ALNYLAM PHARMA
Shares2.8K
Event2026-06-30
Filed2026-07-09
QCOM
0.00%QUALCOMM INC COM
Shares4.4K
Event2026-06-30
Filed2026-07-09
CTAS
0.00%CINTAS CORP COM
Shares4.5K
Event2026-06-30
Filed2026-07-09
LLY
0.00%LILLY ELI & CO COM
Shares625
Event2026-06-30
Filed2026-07-09
VEU
0.00%VANGUARD INTL EQUITY INDEX ETF
Shares8.9K
Event2026-06-30
Filed2026-07-09
TMO
-0.35%THERMO FISHER SCIENTIFIC INC
Shares1.4K
Event2026-06-30
Filed2026-07-09
CISCO SYSTEMS INC COM
0.00%CISCO SYSTEMS INC COM
Shares5.3K
Event2026-06-30
Filed2026-07-09
ECL
0.00%ECOLAB INC COM
Shares2.2K
Event2026-06-30
Filed2026-07-09
PANW
0.00%PALO ALTO NETWORKS INC COMMON
Shares1.8K
Event2026-06-30
Filed2026-07-09
GWW
0.00%GRAINGER WW INC
Shares440
Event2026-06-30
Filed2026-07-09
PFE
0.00%PFIZER INC
Shares23.9K
Event2026-06-30
Filed2026-07-09
VISA INC
0.00%VISA INC
Shares1.6K
Event2026-06-30
Filed2026-07-09
CHD
-0.47%CHURCH & DWIGHT CO INC
Shares5.3K
Event2026-06-30
Filed2026-07-09
ETN
-8.37%EATON CORP PLC
Shares1.1K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
-5.75%META PLATFORMS INC
Shares820
Event2026-06-30
Filed2026-07-09
KO
0.00%COCA COLA CO COM
Shares5.2K
Event2026-06-30
Filed2026-07-09
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares4.4K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
91.81%NEXTERA ENERGY INC
Shares4.5K
Event2026-06-30
Filed2026-07-09
CHTR
0.00%CHARTER COMMUNICATIONS INC CL A
Shares2.6K
Event2026-06-30
Filed2026-07-09
TT
0.00%TRANE TECHNOLOGIES PLC CORP PLC
Shares765
Event2026-06-30
Filed2026-07-09
ISRG
0.00%INTUITIVE SURGICAL INC
Shares925
Event2026-06-30
Filed2026-07-09
USB
0.00%US BANCORP NEW
Shares5.7K
Event2026-06-30
Filed2026-07-09
SOLV
0.00%SOLVENTUM CORP COMMON
Shares4.5K
Event2026-06-30
Filed2026-07-09
BAC
0.00%BANK OF AMERICA CORP NEW
Shares5.5K
Event2026-06-30
Filed2026-07-09
ZOETIS INC
-2.30%ZOETIS INC
Shares4.1K
Event2026-06-30
Filed2026-07-09
WTS
0.00%WATTS WATER TECHNOLOGIES CLASS
Shares740
Event2026-06-30
Filed2026-07-09
GLW
NewCORNING INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-09
GNTX
0.00%GENTEX CORP COM
Shares10.8K
Event2026-06-30
Filed2026-07-09
ARCH CAPITAL GROUP LTD
0.00%ARCH CAPITAL GROUP LTD
Shares2.8K
Event2026-06-30
Filed2026-07-09
MMC
0.00%MARSH
Shares1.6K
Event2026-06-30
Filed2026-07-09
COSTCO WHSL CORP NEW COM
0.00%COSTCO WHSL CORP NEW COM
Shares275
Event2026-06-30
Filed2026-07-09
WBD
0.00%WARNER BROS. DISCOVERY SRS A CO
Shares9.4K
Event2026-06-30
Filed2026-07-09
BK
-4.18%BANK OF NEW YORK MELLON CORP
Shares1.7K
Event2026-06-30
Filed2026-07-09
TXN
NewTEXAS INSTRS INC COM
Shares795
Event2026-06-30
Filed2026-07-09
LABCORP HOLDINGS INC
0.00%LABCORP HOLDINGS INC
Shares840
Event2026-06-30
Filed2026-07-09
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares4.6K
Event2026-06-30
Filed2026-07-09
ET
0.00%ENERGY TRANSFER LP
Shares12.0K
Event2026-06-30
Filed2026-07-09
NSC
0.00%NORFOLK SOUTHERN CORP COM
Shares725
Event2026-06-30
Filed2026-07-09
AXP
NewAMERICAN EXPRESS CO COM
Shares656
Event2026-06-30
Filed2026-07-09
BIV
0.00%VANGUARD INTERMEDIATE TERM BOND
Shares2.7K
Event2026-06-30
Filed2026-07-09
ITW
-3.25%ILLINOIS TOOL WKS INC COM
Shares745
Event2026-06-30
Filed2026-07-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available