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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 $302.44 million in total holdings as of June 30, 2025.
  • Hall Laurie J Trustee owns shares of 112 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 1.60% of the portfolio was purchased this quarter.
  • About 2.90% of the portfolio was sold this quarter.
  • This quarter, Hall Laurie J Trustee has purchased 110 new stocks and bought additional shares in 19 stocks.
  • Hall Laurie J Trustee sold shares of 42 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft
$28,634,900
NVIDIA
$13,871,680
Apple
$12,276,962
Stryker
$11,386,232
Procter & Gamble
$9,025,000

Largest New Holdings this Quarter

79466L302 - Salesforce
$2,302,867 Holding
464288570 - iShares ESG MSCI KLD 400 ETF
$389,136 Holding
025816109 - American Express
$232,536 Holding
504922105 - LABCORP HOLDINGS INC
$220,509 Holding
68389X105 - Oracle
$218,630 Holding

Largest Purchases this Quarter

Salesforce
8,445 shares (about $2.30M)
iShares ESG MSCI KLD 400 ETF
3,350 shares (about $389.14K)
American Express
729 shares (about $232.54K)
LABCORP HOLDINGS INC
840 shares (about $220.51K)
Oracle
1,000 shares (about $218.63K)

Largest Sales this Quarter

Advanced Micro Devices
2,500 shares (about $354.75K)
Cigna Group
1,000 shares (about $330.58K)
Caterpillar
830 shares (about $322.21K)
Microsoft
593 shares (about $294.96K)
Merck & Co., Inc.
3,520 shares (about $278.64K)

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 Corporation stock logo
MSFT
Microsoft
$28,634,900$294,964 -1.0%57,5689.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$13,871,680$190,536 -1.4%87,8014.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,276,962$54,370 0.4%59,8384.1%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$11,386,232$205,728 1.8%28,7803.8%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,025,000$11,152 -0.1%56,6473.0%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,836,161$19,721 0.2%64,9672.9%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,786,802$44,217 -0.5%29,8082.9%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$8,599,249$269,094 -3.0%87,0812.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$8,093,622$123,627 -1.5%14,4032.7%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,062,959$40,119 -0.5%26,5292.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,357,606$26,609 0.4%41,4772.4%Computer and Technology
Carrier Global Corporation stock logo
CARR
Carrier Global
$7,022,946$34,765 0.5%95,9552.3%Construction
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,674,881$12,349 0.2%54,0522.2%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$6,447,359$4,577 -0.1%35,2182.1%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$5,843,606$9,153 -0.2%25,5381.9%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$5,795,073$35,703 -0.6%24,3471.9%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$5,690,737$41,521 -0.7%17,1321.9%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$5,006,874$35,466 -0.7%16,2351.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,884,794$72,556 -1.5%31,9791.6%Medical
Relx Plc stock logo
RELX
Relx
$4,808,438$193,342 4.2%88,4881.6%Computer and Technology
Cigna Group stock logo
CI
Cigna Group
$4,701,839$330,580 -6.6%14,2231.6%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$4,392,252$128,136 3.0%57,9301.5%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$4,364,449$120,499 2.8%22,0941.4%Medical
AptarGroup, Inc. stock logo
ATR
AptarGroup
$4,192,324$50,840 1.2%26,8001.4%Industrials
Xylem Inc. stock logo
XYL
Xylem
$4,150,645$6,468 -0.2%32,0861.4%Business Services
UL SOLUTIONS INC CLASS A
$4,109,668$25,501 0.6%56,4051.4%Equities
The New York Times Company stock logo
NYT
New York Times
$3,868,218$86,209 -2.2%69,1001.3%Consumer Staples
Crown Holdings, Inc. stock logo
CCK
Crown
$3,597,607$97,316 2.8%34,9351.2%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,567,060$263,420 -6.9%27,0151.2%Consumer Staples
Unilever PLC stock logo
UL
Unilever
$3,223,047$114,694 3.7%52,6901.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,132,8890.0%14,2801.0%Retail/Wholesale
Novartis AG stock logo
NVS
Novartis
$3,042,433$121,010 -3.8%25,1421.0%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$3,019,761$44,827 -1.5%17,5151.0%Business Services
3M Company stock logo
MMM
3M
$2,875,965$36,538 -1.3%18,8911.0%Multi-Sector Conglomerates
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,792,592$354,750 -11.3%19,6800.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$2,690,562$74,248 -2.7%14,4950.9%Medical
Morgan Stanley stock logo
MS
Morgan Stanley
$2,535,4800.0%18,0000.8%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,477,538$16,472 0.7%5,5650.8%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$2,302,867$2,302,867 New Holding8,4450.8%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,154,8480.0%12,5100.7%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,139,425$70,515 -3.2%7,5850.7%Basic Materials
Sysco Corporation stock logo
SYY
Sysco
$2,134,581$45,444 -2.1%28,1830.7%Consumer Staples
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$2,118,4600.0%3,0330.7%Industrials
VERALTO CORP COMMON
$2,069,072$41,793 2.1%20,4960.7%Equities
GE Aerospace stock logo
GE
GE Aerospace
$2,029,5210.0%7,8850.7%Aerospace
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,955,7640.0%21,8790.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,832,810$14,573 -0.8%3,7730.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,796,0900.0%2,9070.6%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,763,422$23,333 -1.3%13,2260.6%Industrials
State Street Corporation stock logo
STT
State Street
$1,650,9290.0%15,5250.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,642,340$7,248 -0.4%5,6650.5%Finance
AT&T Inc. stock logo
T
AT&T
$1,639,798$20,258 -1.2%56,6620.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,622,210$37,693 -2.3%5,8100.5%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,572,849$126,562 8.8%27,5890.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,471,110$278,643 -15.9%18,5840.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,297,0530.0%7,3600.4%Computer and Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$1,271,0470.0%13,3710.4%Auto/Tires/Trucks
Cintas Corporation stock logo
CTAS
Cintas
$1,213,7500.0%5,4460.4%Business Services
Walmart Inc. stock logo
WMT
Walmart
$1,184,898$35,690 3.1%12,1180.4%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,148,898$137,489 13.6%16,6290.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,122,8130.0%14,2670.4%ETF
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$1,101,7430.0%2,6950.4%Consumer Discretionary
GE VERNOVA INC CORP COMMON
$1,092,1660.0%2,0640.4%Equities
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$1,059,7930.0%3,2500.4%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$922,983$215,600 -18.9%8,5620.3%Energy
Zoetis Inc. stock logo
ZTS
Zoetis
$815,151$7,798 -0.9%5,2270.3%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$738,764$322,214 -30.4%1,9030.2%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$711,892$22,296 -3.0%4,4700.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$670,5850.0%1,8290.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$642,1390.0%8700.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$595,043$33,936 -5.4%24,5480.2%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$591,6900.0%2,1960.2%Basic Materials
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$581,587$22,586 4.0%8,6520.2%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$576,5650.0%1,4230.2%Medical
Visa Inc. stock logo
V
Visa
$575,5360.0%1,6210.2%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$553,8430.0%8920.2%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$551,8400.0%8,0000.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$545,6710.0%7000.2%Medical
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$533,4110.0%5,5500.2%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$526,9410.0%7,5950.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$502,6540.0%9250.2%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$497,4160.0%6,3600.2%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$468,1080.0%4500.2%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$449,8070.0%1,2600.1%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$426,475$98,417 -18.8%9750.1%Construction
CocaCola Company (The) stock logo
KO
CocaCola
$420,963$14,150 -3.3%5,9500.1%Consumer Staples
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$413,1510.0%1,7000.1%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$389,136$389,136 New Holding3,3500.1%ETF
Accenture PLC stock logo
ACN
Accenture
$370,6230.0%1,2400.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$360,1670.0%1,7600.1%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$352,0100.0%1,6100.1%Finance
SOLVENTUM CORP COMMON
$342,190$2,806 -0.8%4,5120.1%Equities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$327,0010.0%1,5750.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$315,0530.0%4000.1%Computer and Technology
Gentex Corporation stock logo
GNTX
Gentex
$310,939$24,189 -7.2%14,1400.1%Auto/Tires/Trucks
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$282,134$12,869 -4.4%2850.1%Retail/Wholesale
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$280,908$26,010 -8.5%2,7000.1%Transportation
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$273,5340.0%5100.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$271,8300.0%2,1920.1%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$260,5910.0%5,5070.1%Finance

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