Hall Laurie J Trustee Portfolio Holdings by Sector
Hall Laurie J Trustee
- $272 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Medical Devices | Healthcare
SYK ABT MDT EW 4 stocks |
$23,647
8.69% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW 2 stocks |
$22,133
8.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ADI AMD QCOM TXN INTC 6 stocks |
$18,081
6.64% of portfolio
|
- |
  5  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV NVS MRK AMGN PFE LLY 7 stocks |
$16,487
6.06% of portfolio
|
- |
  6  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROK XYL PH GE EMR ETN 6 stocks |
$13,528
4.97% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG UL CHD 3 stocks |
$13,301
4.89% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$13,232
4.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM FISV BR ACN 4 stocks |
$10,472
3.85% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$8,583
3.15% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
EFA SPY VEA BSV VXUS VEU IVV JPST 9 stocks |
$8,171
3.0% of portfolio
|
  1  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$8,095
2.97% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Publishing | Communication Services
RELX NYT 2 stocks |
$7,784
2.86% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,327
2.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ATR BDX ISRG 3 stocks |
$7,251
2.66% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$6,571
2.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR TT 2 stocks |
$6,457
2.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$5,921
2.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$5,890
2.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI CVS 2 stocks |
$5,550
2.04% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR TMO IDXX 3 stocks |
$5,326
1.96% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$5,114
1.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,995
1.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$4,789
1.76% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$4,629
1.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX ALNY 2 stocks |
$3,557
1.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$3,033
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$2,866
1.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$2,809
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,716
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T CHTR 2 stocks |
$2,615
0.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$2,292
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR CAT 2 stocks |
$2,202
0.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,159
0.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$2,100
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,624
0.6% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
STT 1 stocks |
$1,389
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,312
0.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,256
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$1,119
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$893
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP CNI 2 stocks |
$881
0.32% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$868
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$468
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$444
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$392
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
GNTX 1 stocks |
$355
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$354
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SWK 1 stocks |
$286
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$261
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$245
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$223
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$216
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|