Hall Laurie J Trustee Portfolio Holdings by Sector
Hall Laurie J Trustee
- $294 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
MSFT PANW ORCL 3 stocks |
$29,212
9.95% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ADI AMD QCOM TXN 5 stocks |
$23,475
8.0% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT EW 3 stocks |
$20,719
7.06% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROK XYL PH GE EMR ETN 6 stocks |
$16,199
5.52% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ NVS ABBV AMGN MRK PFE LLY 7 stocks |
$14,849
5.06% of portfolio
|
- |
  6  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG UL CHD 3 stocks |
$12,781
4.35% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,276
4.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM FISV BR ACN 4 stocks |
$11,761
4.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
EFA SPY VEA VXUS BSV VEU IVV DSI 10 stocks |
$9,556
3.26% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$9,296
3.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$8,900
3.03% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Publishing | Communication Services
RELX NYT 2 stocks |
$8,676
2.96% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$8,599
2.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,062
2.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR TT 2 stocks |
$7,448
2.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ATR BDX ISRG 3 stocks |
$6,848
2.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$6,674
2.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$6,447
2.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$5,843
1.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI CVS 2 stocks |
$5,252
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR TMO IDXX 3 stocks |
$5,213
1.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$5,006
1.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$4,392
1.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,987
1.36% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$3,597
1.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX ALNY 2 stocks |
$3,536
1.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,132
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$2,875
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T CHTR 2 stocks |
$2,740
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$2,730
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$2,617
0.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$2,535
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,134
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$2,085
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$2,009
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,902
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
STT 1 stocks |
$1,650
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,466
0.5% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$1,213
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$922
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$882
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$815
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$526
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$468
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$352
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
GNTX 1 stocks |
$310
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CNI 1 stocks |
$280
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$271
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$257
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$257
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$252
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$217
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|