Hall Laurie J Trustee Portfolio Holdings

Hall Laurie J Trustee

  • $298 Million
  • Q3 2025

Hall Laurie J Trustee has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.2M, Apple Inc. with a value of $15.2M, Nvidia Corp with a value of $12.6M, Stryker Corp with a value of $10.2M, and Alphabet Inc. with a value of $9.93M.

Examining the 13F form we can see an increase of $4.11M in the current position value, from $294M to 298M.

Below you can find more details about Hall Laurie J Trustee portfolio as well as his latest detailed transactions.

Portfolio value $298 Million
Technology: $98.6 Million
Healthcare: $56.4 Million
Industrials: $40.5 Million
Consumer Defensive: $23.2 Million
Communication Services: $22.6 Million
Financial Services: $18.7 Million
ETFs: $18.3 Million
Consumer Cyclical: $15.6 Million
Other: $3.82 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.71 Million 2.93% of portfolio
26,529
Q2 2025 Reduced 0.5%
$0
$2.04 Million 0.69% of portfolio
21,879
Q1 2025 Reduced 6.6%
$0
$1.94 Million 0.65% of portfolio
2,907
Q1 2025 Reduced 32.55%
$0
$1.65 Million 0.56% of portfolio
27,589
Q2 2025 Added 8.75%
$0
$1.22 Million 0.41% of portfolio
16,629
Q2 2025 Added 13.59%
$0
$1.13 Million 0.38% of portfolio
14,267
Q1 2025 Added 256.68%
$0
$617,000 0.21% of portfolio
8,652
Q2 2025 Added 4.04%
$0
$530,000 0.18% of portfolio
792
Q3 2025 Reduced 11.21%
$0
$234,000 0.08% of portfolio
4,630
Q1 2024 New
$0
$208,000 0.07% of portfolio
2,675
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $298 Million
  • Prior Value $294 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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