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Latest HALL LAURIE J TRUSTEE Stock Portfolio

$321Million | No. of Holdings #103

HALL LAURIE J TRUSTEE Performance

2026 Q2+15.18%
YTD+10.19%
2025+16.49%

About HALL LAURIE J TRUSTEE and 13F Hedge Fund Stock Holdings

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, HALL LAURIE J TRUSTEE reported an equity portfolio of $321.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HALL LAURIE J TRUSTEE are AMAT, MSFT, AAPL. The fund has invested 7.3% of it's portfolio in APPLIED MATERIALS INC COM and 6.2% of portfolio in MICROSOFT CORP COM. <br><br> The fund managers got completely rid off MCCORMICK & CO COM NON VOTING (MKC), RELX PLC SPON ADR (RELX) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in ALPHABET INC CLASS C (GOOG), PARKER HANNIFIN CORP (PH) and NVIDIA CORPORATION (NVDA). HALL LAURIE J TRUSTEE opened new stock positions in CORNING INC COM (GLW), TEXAS INSTRS INC COM (TXN) and AMERICAN EXPRESS CO COM (AXP). The fund showed a lot of confidence in some stocks as they added substantially to BROADRIDGE FINANCIAL SOLUTIONS (BR), HOME DEPOT INC COM (HD) and NEXTERA ENERGY INC (NEE).
HALL LAURIE J TRUSTEE Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$321Million
  as of Jul 09, 2026

HALL LAURIE J TRUSTEE Annual Return Estimates Vs S&P 500

Our best estimate is that HALL LAURIE J TRUSTEE made a return of 15.18% in the last quarter. In trailing 12 months, it's portfolio return was 18.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
corning inc com280,973
texas instrs inc com236,966
american express co com221,892
New stocks bought by HALL LAURIE J TRUSTEE

Additions

Ticker% Inc.
broadridge financial solutions2,546
home depot inc com739
nextera energy inc91.81
veralto corp common17.97
crown holdings inc3.79
danaher corp1.74
aptar group inc1.56
state street spdr s&p 500 trust1.43
Additions to existing portfolio by HALL LAURIE J TRUSTEE

Reductions

Ticker% Reduced
alphabet inc class c-21.33
parker hannifin corp-16.02
nvidia corporation-12.57
eaton corp plc-8.37
analog devices inc com-8.03
pepsico inc com-6.81
meta platforms inc-5.75
automatic data processing com-5.37
HALL LAURIE J TRUSTEE reduced stake in above stock

Sold off

Ticker$ Sold
relx plc spon adr-3,140,560
mccormick & co com non voting-3,319,860
salesforce inc-2,606,100
chevron corp (new)-202,555
HALL LAURIE J TRUSTEE got rid off the above stocks

Sector Distribution

HALL LAURIE J TRUSTEE has about 35.1% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Others
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
Sector%
Technology35.1
Healthcare14.9
Industrials13.8
Others12.8
Consumer Cyclical6.6
Communication Services5.8
Financial Services5.2
Consumer Defensive4.4

Market Cap. Distribution

HALL LAURIE J TRUSTEE has about 86% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP48
LARGE-CAP38
UNALLOCATED12.8
MID-CAP1.3

Stocks belong to which Index?

About 82.8% of the stocks held by HALL LAURIE J TRUSTEE either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.8
Others17.1
Top 5 Winners (%)%
INTC
intel corp com
216.4 %
AMD
advanced micro devices inc
181.9 %
PANW
palo alto networks inc common
112.7 %
AMAT
applied materials inc com
110.2 %
CSCO
cisco systems inc com
51.4 %
Top 5 Winners ($)$
AMAT
applied materials inc com
12.5 M
AMD
advanced micro devices inc
6.1 M
APH
amphenol corp cl a
3.0 M
ROK
rockwell automation inc
2.4 M
GOOG
alphabet inc class c
2.3 M
Top 5 Losers (%)%
ZTS
zoetis inc
-38.8 %
CHTR
charter communications inc cl a
-34.1 %
T
a t & t inc
-28.6 %
XOM
exxon mobil corp com
-19.4 %
NYT
new york times co cl a
-16.4 %
Top 5 Losers ($)$
ABT
abbott labs com
-0.8 M
NYT
new york times co cl a
-0.7 M
BR
broadridge financial solutions
-0.5 M
TJX
tjx cos inc new com
-0.4 M
T
a t & t inc
-0.4 M

HALL LAURIE J TRUSTEE Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HALL LAURIE J TRUSTEE

HALL LAURIE J TRUSTEE has 103 stocks in it's portfolio. About 39.2% of the portfolio is in top 10 stocks. ABT proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for HALL LAURIE J TRUSTEE last quarter.

$321.59MTotal Value
107Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HALL LAURIE J TRUSTEE, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BBAX
Jpmorgan Ultra-Short Income Etf

Jpmorgan Ultra-Short Income Etf

BBAX
HALL LAURIE J TRUSTEE's holding in Jpmorgan Ultra-Short Income Etf over time
0.07%4,630
$234.1K
0.07%
unchanged 0 percentunchanged
BIV
Vanguard Bond Index Short Term

Vanguard Bond Index Short Term

BIV
HALL LAURIE J TRUSTEE's holding in Vanguard Bond Index Short Term over time
0.35%14,267
$1.11M
0.35%
unchanged 0 percentunchanged
BIV
Vanguard Intermediate Term Bond

Vanguard Intermediate Term Bond

BIV
HALL LAURIE J TRUSTEE's holding in Vanguard Intermediate Term Bond over time
0.06%2,675
$205.2K
0.06%
unchanged 0 percentunchanged