Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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MSFT
-1.19%MICROSOFT CORP COM
Shares53.5K
Event2026-03-31
Filed2026-04-06
AAPL
-2.83%APPLE COMPUTER INC COM
Shares55.9K
Event2026-03-31
Filed2026-04-06
AMAT
-4.03%APPLIED MATERIALS INC COM
Shares33.1K
Event2026-03-31
Filed2026-04-06
ALPHABET INC CLASS C
-3.02%ALPHABET INC CLASS C
Shares38.2K
Event2026-03-31
Filed2026-04-06
NVDA
0.23%NVIDIA CORPORATION
Shares53.5K
Event2026-03-31
Filed2026-04-06
SYK
-2.24%STRYKER CORP COM
Shares27.1K
Event2026-03-31
Filed2026-04-06
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares26.6K
Event2026-03-31
Filed2026-04-06
TJX
0.05%TJX COS INC NEW COM
Shares51.9K
Event2026-03-31
Filed2026-04-06
PG
-0.11%PROCTER & GAMBLE CO COM
Shares53.7K
Event2026-03-31
Filed2026-04-06
APH
-7.94%AMPHENOL CORP CL A
Shares59.8K
Event2026-03-31
Filed2026-04-06
ADI
-2.05%ANALOG DEVICES INC COM
Shares23.4K
Event2026-03-31
Filed2026-04-06
JNJ
-0.61%JOHNSON & JOHNSON COM
Shares30.3K
Event2026-03-31
Filed2026-04-06
MA
0.35%MASTERCARD INCORPORATED
Shares14.3K
Event2026-03-31
Filed2026-04-06
ABT
0.74%ABBOTT LABS COM
Shares65.7K
Event2026-03-31
Filed2026-04-06
IBM
0.08%INTERNATIONAL BUSINESS MACHINES
Shares26.4K
Event2026-03-31
Filed2026-04-06
ROK
0.91%ROCKWELL AUTOMATION INC
Shares17.7K
Event2026-03-31
Filed2026-04-06
WM
0.45%WASTE MGMT INC
Shares26.5K
Event2026-03-31
Filed2026-04-06
CARR
3.28%CARRIER GLOBAL CORP
Shares105.2K
Event2026-03-31
Filed2026-04-06
ULS
2.12%UL SOLUTIONS INC CLASS A
Shares61.0K
Event2026-03-31
Filed2026-04-06
DHR
2.23%DANAHER CORP
Shares24.1K
Event2026-03-31
Filed2026-04-06
NYT
-8.74%NEW YORK TIMES CO CL A
Shares53.5K
Event2026-03-31
Filed2026-04-06
CCK
5.31%CROWN HOLDINGS INC
Shares43.2K
Event2026-03-31
Filed2026-04-06
XYL
1.21%XYLEM INC
Shares32.6K
Event2026-03-31
Filed2026-04-06
ATR
5.82%APTAR GROUP INC
Shares29.5K
Event2026-03-31
Filed2026-04-06
NVS
-3.83%NOVARTIS AG ADR
Shares23.2K
Event2026-03-31
Filed2026-04-06
AMD
-9.30%ADVANCED MICRO DEVICES INC
Shares16.6K
Event2026-03-31
Filed2026-04-06
CIGNA GROUP
-5.29%CIGNA GROUP
Shares12.5K
Event2026-03-31
Filed2026-04-06
MKC
18.08%MCCORMICK & CO COM NON VOTING
Shares65.8K
Event2026-03-31
Filed2026-04-06
RELX
17.38%RELX PLC SPON ADR
Shares94.7K
Event2026-03-31
Filed2026-04-06
PEP
-5.23%PEPSICO INC COM
Shares19.9K
Event2026-03-31
Filed2026-04-06
UNILEVER PLC SPONSORED ADR
3.41%UNILEVER PLC SPONSORED ADR
Shares52.9K
Event2026-03-31
Filed2026-04-06
ABBV
-5.45%ABBVIE INC
Shares13.7K
Event2026-03-31
Filed2026-04-06
AMZN
0.00%AMAZON.COM INC
Shares13.7K
Event2026-03-31
Filed2026-04-06
VRTX
-1.16%VERTEX PHARMACEUTICALS INC
Shares6.0K
Event2026-03-31
Filed2026-04-06
CRM
2.91%SALESFORCE INC
Shares14.0K
Event2026-03-31
Filed2026-04-06
MMM
-1.39%3M COMPANY
Shares17.8K
Event2026-03-31
Filed2026-04-06
MS
-12.50%MORGAN STANLEY
Shares14.9K
Event2026-03-31
Filed2026-04-06
VLTO
13.72%VERALTO CORP COMMON
Shares26.1K
Event2026-03-31
Filed2026-04-06
GE AEROSPACE
0.00%GE AEROSPACE
Shares7.9K
Event2026-03-31
Filed2026-04-06
PH
-11.90%PARKER HANNIFIN CORP
Shares2.5K
Event2026-03-31
Filed2026-04-06
APD
0.00%AIR PRODUCTS & CHEMICAL INC COM
Shares7.4K
Event2026-03-31
Filed2026-04-06
ADP
-21.90%AUTOMATIC DATA PROCESSING COM
Shares9.8K
Event2026-03-31
Filed2026-04-06
AMGN
-3.47%AMGEN INC
Shares5.6K
Event2026-03-31
Filed2026-04-06
EFA
-9.60%ISHARES MSCI EAFE ETF
Shares19.8K
Event2026-03-31
Filed2026-04-06
SPY
0.96%STATE STREET SPDR S&P 500 TRUST
Shares2.9K
Event2026-03-31
Filed2026-04-06
STT
-0.50%STATE STREET CORP COM
Shares15.0K
Event2026-03-31
Filed2026-04-06
GEV
0.00%GE VERNOVA INC CORP COMMON
Shares2.1K
Event2026-03-31
Filed2026-04-06
ALPHABET INC CLASS A
-4.45%ALPHABET INC CLASS A
Shares6.2K
Event2026-03-31
Filed2026-04-06
VEA
-3.33%VANGUARD FTSE DEVELOPED MARKETS
Shares26.7K
Event2026-03-31
Filed2026-04-06
BERKSHIRE HATHAWAY INC CLASS-B
-1.76%BERKSHIRE HATHAWAY INC CLASS-B
Shares3.3K
Event2026-03-31
Filed2026-04-06
EMR
-2.02%EMERSON ELEC CO COM
Shares12.1K
Event2026-03-31
Filed2026-04-06
PCAR
0.00%PACCAR INC
Shares13.4K
Event2026-03-31
Filed2026-04-06
JPM
-5.06%JPMORGAN CHASE & CO COM
Shares5.1K
Event2026-03-31
Filed2026-04-06
MERCK AND CO INC
-6.82%MERCK AND CO INC
Shares12.2K
Event2026-03-31
Filed2026-04-06
XOM
0.00%EXXON MOBIL CORP COM
Shares8.3K
Event2026-03-31
Filed2026-04-06
T
-5.21%A T & T INC
Shares46.4K
Event2026-03-31
Filed2026-04-06
WMT
-0.37%WALMART INC
Shares10.7K
Event2026-03-31
Filed2026-04-06
SYY
-14.39%SYSCO CORP COM
Shares18.4K
Event2026-03-31
Filed2026-04-06
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL ST
Shares16.6K
Event2026-03-31
Filed2026-04-06
CAT
0.00%CATERPILLAR INC
Shares1.7K
Event2026-03-31
Filed2026-04-06
BSV
0.00%VANGUARD BOND INDEX SHORT TERM
Shares14.3K
Event2026-03-31
Filed2026-04-06
ALNY
0.00%ALNYLAM PHARMA
Shares2.8K
Event2026-03-31
Filed2026-04-06
IVV
72.85%ISHARES CORE S&P 500 (MKT) ETF
Shares1.4K
Event2026-03-31
Filed2026-04-06
CTAS
-5.77%CINTAS CORP COM
Shares4.5K
Event2026-03-31
Filed2026-04-06
TMO
-0.35%THERMO FISHER SCIENTIFIC INC
Shares1.4K
Event2026-03-31
Filed2026-04-06
PFE
0.00%PFIZER INC
Shares23.9K
Event2026-03-31
Filed2026-04-06
VEU
0.00%VANGUARD INTL EQUITY INDEX ETF
Shares8.9K
Event2026-03-31
Filed2026-04-06
ECL
0.00%ECOLAB INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-06
LLY
0.00%LILLY ELI & CO COM
Shares625
Event2026-03-31
Filed2026-04-06
QCOM
0.00%QUALCOMM INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-06
CHTR
0.00%CHARTER COMMUNICATIONS INC CL A
Shares2.6K
Event2026-03-31
Filed2026-04-06
HD
-1.53%HOME DEPOT INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-06
CHD
-2.72%CHURCH & DWIGHT CO INC
Shares5.4K
Event2026-03-31
Filed2026-04-06
META
0.00%META PLATFORMS INC
Shares870
Event2026-03-31
Filed2026-04-06
ZTS
0.00%ZOETIS INC
Shares4.2K
Event2026-03-31
Filed2026-04-06
V
0.00%VISA INC
Shares1.6K
Event2026-03-31
Filed2026-04-06
GWW
0.00%GRAINGER WW INC
Shares440
Event2026-03-31
Filed2026-04-06
EATON CORP PLC
-5.16%EATON CORP PLC
Shares1.2K
Event2026-03-31
Filed2026-04-06
ISRG
0.00%INTUITIVE SURGICAL INC
Shares925
Event2026-03-31
Filed2026-04-06
CSCO
-9.86%CISCO SYSTEMS INC COM
Shares5.3K
Event2026-03-31
Filed2026-04-06
KO
0.00%COCA COLA CO COM
Shares5.2K
Event2026-03-31
Filed2026-04-06
INTC
0.00%INTEL CORP COM
Shares8.5K
Event2026-03-31
Filed2026-04-06
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares4.4K
Event2026-03-31
Filed2026-04-06
TT
0.00%TRANE TECHNOLOGIES PLC CORP PLC
Shares765
Event2026-03-31
Filed2026-04-06
USB
0.00%US BANCORP NEW
Shares5.7K
Event2026-03-31
Filed2026-04-06
SOLV
0.00%SOLVENTUM CORP COMMON
Shares4.5K
Event2026-03-31
Filed2026-04-06
PANW
0.00%PALO ALTO NETWORKS INC COMMON
Shares1.8K
Event2026-03-31
Filed2026-04-06
MMC
0.00%MARSH
Shares1.6K
Event2026-03-31
Filed2026-04-06
COST
-3.51%COSTCO WHSL CORP NEW COM
Shares275
Event2026-03-31
Filed2026-04-06
BAC
0.00%BANK OF AMERICA CORP NEW
Shares5.5K
Event2026-03-31
Filed2026-04-06
ACGL
0.00%ARCH CAPITAL GROUP LTD
Shares2.8K
Event2026-03-31
Filed2026-04-06
WBD
0.00%WARNER BROS. DISCOVERY SRS A CO
Shares9.4K
Event2026-03-31
Filed2026-04-06
GNTX
-1.37%GENTEX CORP COM
Shares10.8K
Event2026-03-31
Filed2026-04-06
JPST
0.00%JPMORGAN ULTRA-SHORT INCOME ETF
Shares4.6K
Event2026-03-31
Filed2026-04-06
ET
0.00%ENERGY TRANSFER LP
Shares12.0K
Event2026-03-31
Filed2026-04-06
LH
0.00%LABCORP HOLDINGS INC
Shares840
Event2026-03-31
Filed2026-04-06
NEE
NewNEXTERA ENERGY INC
Shares2.3K
Event2026-03-31
Filed2026-04-06
WTS
0.00%WATTS WATER TECHNOLOGIES CLASS
Shares740
Event2026-03-31
Filed2026-04-06
BK
0.00%BANK OF NEW YORK MELLON CORP
Shares1.8K
Event2026-03-31
Filed2026-04-06
BR
-7.14%BROADRIDGE FINANCIAL SOLUTIONS
Shares1.3K
Event2026-03-31
Filed2026-04-06
NSC
0.00%NORFOLK SOUTHERN CORP COM
Shares725
Event2026-03-31
Filed2026-04-06
BIV
0.00%VANGUARD INTERMEDIATE TERM BOND
Shares2.7K
Event2026-03-31
Filed2026-04-06
CVX
NewCHEVRON CORP (NEW)
Shares979
Event2026-03-31
Filed2026-04-06
ITW
NewILLINOIS TOOL WKS INC COM
Shares770
Event2026-03-31
Filed2026-04-06
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