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Hall Laurie J Trustee Top Holdings and 13F Report (2025)

About Hall Laurie J Trustee

Investment Activity

  • Hall Laurie J Trustee has $280.31 million in total holdings as of March 31, 2025.
  • Hall Laurie J Trustee owns shares of 110 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 1.41% of the portfolio was purchased this quarter.
  • About 4.84% of the portfolio was sold this quarter.
  • This quarter, Hall Laurie J Trustee has purchased 251 new stocks and bought additional shares in 11 stocks.
  • Hall Laurie J Trustee sold shares of 74 stocks and completely divested from 141 stocks this quarter.

Largest Holdings

Microsoft
$21,833,058
Apple
$13,232,952
Stryker
$10,519,786
Procter & Gamble
$9,665,712
NVIDIA
$9,646,578

Largest Purchases this Quarter

McCormick & Company, Incorporated
10,515 shares (about $865.49K)
Relx
16,190 shares (about $816.14K)
Vanguard Short-Term Bond ETF
10,267 shares (about $803.70K)
Crown
8,565 shares (about $764.51K)
Becton, Dickinson and Company
848 shares (about $194.24K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
7,100 shares (about $1.95M)
Canadian National Railway
11,312 shares (about $1.10M)
Microsoft
2,812 shares (about $1.06M)
SPDR S&P 500 ETF Trust
1,403 shares (about $784.82K)
Vanguard Total International Stock ETF
10,575 shares (about $656.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHall Laurie J Trustee

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$21,833,058$1,055,597 -4.6%58,1617.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$13,232,952$115,285 -0.9%59,5734.7%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$10,519,786$283,655 -2.6%28,2603.8%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,665,712$196,835 -2.0%56,7173.4%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$9,646,578$227,056 -2.3%89,0073.4%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,598,639$37,009 0.4%64,8223.1%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$8,015,159$62,486 -0.8%14,6232.9%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$7,449,357$216,583 -2.8%29,9582.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,327,509$1,951,364 -21.0%26,6612.6%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,571,354$1,583 0.0%53,9522.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$6,456,518$7,030 -0.1%41,3272.3%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$6,053,432$118,875 -1.9%95,4802.2%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$5,921,563$179,883 -2.9%25,5782.1%Business Services
Amphenol Co. stock logo
APH
Amphenol
$5,890,376$853 0.0%89,8062.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,382,171$193,204 -3.5%32,4541.9%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,114,464$79,816 -1.5%35,2431.8%Computer and Technology
The Cigna Group stock logo
CI
The Cigna Group
$5,008,367$119,427 -2.3%15,2231.8%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,995,416$184,846 -3.6%16,3501.8%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,940,310$116,969 -2.3%24,4971.8%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$4,629,114$865,490 23.0%56,2401.7%Consumer Staples
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$4,458,865$135,133 -2.9%17,2571.6%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$4,404,220$37,925 -0.9%21,4841.6%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,349,760$355,658 -7.6%29,0101.6%Consumer Staples
Relx Plc stock logo
RELX
Relx
$4,281,322$816,138 23.6%84,9301.5%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$4,070,658$4,493 -0.1%45,3001.5%Medical
AptarGroup, Inc. stock logo
ATR
AptarGroup
$3,928,360$68,997 1.8%26,4751.4%Industrials
Fiserv, Inc. stock logo
FI
Fiserv
$3,925,253$112,623 -2.8%17,7751.4%Business Services
Xylem Inc. stock logo
XYL
Xylem
$3,838,967$119,341 -3.0%32,1361.4%Business Services
The New York Times Company stock logo
NYT
New York Times
$3,503,744$73,904 -2.1%70,6401.2%Consumer Staples
UL SOLUTIONS INC CLASS A
$3,161,502$113,082 3.7%56,0551.1%Equities
AbbVie Inc. stock logo
ABBV
AbbVie
$3,120,800$128,855 -4.0%14,8951.1%Medical
Crown Holdings, Inc. stock logo
CCK
Crown
$3,033,948$764,512 33.7%33,9901.1%Industrials
Unilever PLC stock logo
UL
Unilever
$3,026,033$70,269 -2.3%50,8151.1%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$2,914,310$119,618 -3.9%26,1421.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,865,540$194,243 7.3%12,5101.0%Medical
3M stock logo
MMM
3M
$2,809,579$155,965 -5.3%19,1311.0%Multi-Sector Conglomerates
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,716,913$85,617 -3.1%14,2801.0%Retail/Wholesale
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,680,085$186,656 7.5%5,5281.0%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,310,698$350,955 -13.2%7,8350.8%Basic Materials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,278,773$175,069 -7.1%22,1800.8%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$2,159,876$46,900 -2.1%28,7830.8%Consumer Staples
Morgan Stanley stock logo
MS
Morgan Stanley
$2,100,0600.0%18,0000.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,025,4020.0%3,8030.7%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,984,055$121,176 -5.8%22,1040.7%Medical
VERALTO CORP COMMON
$1,956,991$110,411 6.0%20,0820.7%Equities
Amgen Inc. stock logo
AMGN
Amgen
$1,852,165$54,521 -2.9%5,9450.7%Medical
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,843,6090.0%3,0330.7%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,788,171$126,355 -6.6%21,8790.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,626,147$784,824 -32.6%2,9070.6%Finance
AT&T Inc. stock logo
T
AT&T
$1,622,197$103,590 -6.0%57,3620.6%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,578,183$23,618 -1.5%7,8850.6%Industrials
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,469,286$172,683 -10.5%13,4010.5%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,395,758$311,531 -18.2%5,6900.5%Finance
State Street Co. stock logo
STT
State Street
$1,389,953$165,989 -10.7%15,5250.5%Finance
PACCAR Inc stock logo
PCAR
PACCAR
$1,301,9340.0%13,3710.5%Auto/Tires/Trucks
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,289,507$544,339 -29.7%25,3690.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,256,139$217,642 -14.8%10,5620.4%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,138,150$23,969 -2.1%7,3600.4%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$1,119,316$30,829 -2.7%5,4460.4%Business Services
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,116,821$803,701 256.7%14,2670.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,031,796$16,856 -1.6%11,7530.4%Retail/Wholesale
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$993,1880.0%2,6950.4%Consumer Discretionary
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$909,082$656,708 -41.9%14,6390.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$901,343$15,501 -1.7%2,7330.3%Industrials
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$877,5650.0%3,2500.3%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$868,8580.0%5,2770.3%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$708,142$15,361 -2.1%4,6100.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$707,587$497 0.1%1,4230.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$670,3100.0%1,8290.2%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$657,522$94,645 -12.6%25,9480.2%Medical
GE VERNOVA INC CORP COMMON
$630,098$8,548 -1.3%2,0640.2%Equities
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$611,000$11,009 -1.8%5,5500.2%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$594,144$239,784 -28.8%2,5150.2%Transportation
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$578,1370.0%7000.2%Medical
Visa Inc. stock logo
V
Visa
$568,095$54,321 -8.7%1,6210.2%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$556,7300.0%2,1960.2%Basic Materials
CVS Health Co. stock logo
CVS
CVS Health
$542,000$238,006 -30.5%8,0000.2%Medical
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$504,4490.0%8,3160.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$501,433$17,291 -3.3%8700.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$501,215$400,073 -44.4%8920.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$468,688$30,855 -6.2%7,5950.2%Computer and Technology
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$460,973$27,180 -5.6%6,3600.2%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$458,125$49,527 -9.8%9250.2%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$444,523$148,174 -25.0%4500.2%Industrials
The Coca-Cola Company stock logo
KO
Coca-Cola
$440,463$7,162 -1.6%6,1500.2%Consumer Staples
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$412,182$133,353 -24.4%1,7000.1%Business Services
Trane Technologies plc stock logo
TT
Trane Technologies
$404,3040.0%1,2000.1%Construction
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$392,888$61,007 -13.4%1,6100.1%Finance
Accenture plc stock logo
ACN
Accenture
$386,9300.0%1,2400.1%Computer and Technology
Gentex Co. stock logo
GNTX
Gentex
$355,092$55,920 -13.6%15,2400.1%Auto/Tires/Trucks
U.S. Bancorp stock logo
USB
U.S. Bancorp
$354,8590.0%8,4050.1%Finance
SOLVENTUM CORP COMMON
$345,906$20,075 -5.5%4,5490.1%Equities
Eaton Co. plc stock logo
ETN
Eaton
$342,5060.0%1,2600.1%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$300,3270.0%1,7600.1%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$287,507$1,102,468 -79.3%2,9500.1%Transportation
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$286,762$153,760 -34.9%3,7300.1%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$283,0280.0%1,5750.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$281,843$75,663 -21.2%2980.1%Retail/Wholesale
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$267,4770.0%2,7810.1%Finance
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$261,4180.0%5750.1%Business Services

Showing largest 100 holdings. View all holdings.
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