Hall Laurie J Trustee Portfolio Holdings

Hall Laurie J Trustee

  • $272 Million
  • Q1 2025

Hall Laurie J Trustee has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Million distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.8M, Apple Inc. with a value of $13.2M, Stryker Corp with a value of $10.5M, Procter & Gamble CO with a value of $9.67M, and Nvidia Corp with a value of $9.65M.

Examining the 13F form we can see an decrease of $32.4M in the current position value, from $305M to 272M.

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

Portfolio value $272 Million
Technology: $75.6 Million
Healthcare: $62.7 Million
Industrials: $38.6 Million
Consumer Defensive: $26.2 Million
Communication Services: $18.7 Million
Financial Services: $17 Million
ETFs: $15.5 Million
Consumer Cyclical: $13.6 Million
Other: $4.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$21.8 Million 8.02% of portfolio
58,161
Q1 2025 Reduced 4.61%
$3.22T
$13.2 Million 4.86% of portfolio
59,573
Q1 2025 Reduced 0.86%
$145B
$10.5 Million 3.86% of portfolio
28,260
Q1 2025 Reduced 2.63%
$398B
$9.67 Million 3.55% of portfolio
56,717
Q1 2025 Reduced 2.0%
$338B
$9.65 Million 3.54% of portfolio
89,007
Q1 2025 Reduced 2.3%
$233B
$8.6 Million 3.16% of portfolio
64,822
Q1 2025 Added 0.43%
$548B
$8.02 Million 2.94% of portfolio
14,623
Q1 2025 Reduced 0.77%
$236B
$7.45 Million 2.74% of portfolio
29,958
Q1 2025 Reduced 2.83%
$0
$7.33 Million 2.69% of portfolio
26,661
Q1 2025 Reduced 21.03%
$149B
$6.57 Million 2.41% of portfolio
53,952
Q1 2025 Reduced 0.02%
$1.06T
$6.46 Million 2.37% of portfolio
41,327
Q1 2025 Reduced 0.11%
$60.5B
$6.05 Million 2.22% of portfolio
95,480
Q1 2025 Reduced 1.93%
$97.7B
$5.92 Million 2.17% of portfolio
25,578
Q1 2025 Reduced 2.95%
$52.5B
$5.89 Million 2.16% of portfolio
89,806
Q1 2025 Reduced 0.01%
$401B
$5.38 Million 1.98% of portfolio
32,454
Q1 2025 Reduced 3.47%
$139B
$5.11 Million 1.88% of portfolio
35,243
Q1 2025 Reduced 1.54%
$135B
$5 Million 1.83% of portfolio
16,350
Q1 2025 Reduced 3.57%
$112B
$4.94 Million 1.81% of portfolio
24,497
Q1 2025 Reduced 2.31%
$18B
$4.63 Million 1.7% of portfolio
56,240
Q1 2025 Added 23.0%
$36.1B
$4.46 Million 1.64% of portfolio
17,257
Q1 2025 Reduced 2.94%
$138B
$4.4 Million 1.62% of portfolio
21,484
Q1 2025 Reduced 0.85%
$181B
$4.35 Million 1.6% of portfolio
29,010
Q1 2025 Reduced 7.56%
$107B
$4.28 Million 1.57% of portfolio
84,930
Q1 2025 Added 23.55%
$108B
$4.07 Million 1.49% of portfolio
45,300
Q1 2025 Reduced 0.11%
$10.2B
$3.93 Million 1.44% of portfolio
26,475
Q1 2025 Added 1.79%
$22.7B
$3.84 Million 1.41% of portfolio
32,136
Q1 2025 Reduced 3.01%
$9.17B
$3.5 Million 1.29% of portfolio
70,640
Q1 2025 Reduced 2.07%
$328B
$3.12 Million 1.15% of portfolio
14,895
Q1 2025 Reduced 3.97%
$162B
$3.03 Million 1.11% of portfolio
50,815
Q1 2025 Reduced 2.27%
$11.8B
$3.03 Million 1.11% of portfolio
33,990
Q1 2025 Added 33.69%
$244B
$2.91 Million 1.07% of portfolio
26,142
Q1 2025 Reduced 3.94%
$49.8B
$2.87 Million 1.05% of portfolio
12,510
Q1 2025 Added 7.27%
$82.6B
$2.81 Million 1.03% of portfolio
19,131
Q1 2025 Reduced 5.26%
$2.1T
$2.72 Million 1.0% of portfolio
14,280
Q1 2025 Reduced 3.05%
$114B
$2.68 Million 0.98% of portfolio
5,528
Q1 2025 Added 7.49%
$60.9B
$2.31 Million 0.85% of portfolio
7,835
Q1 2025 Reduced 13.19%
$185B
$2.28 Million 0.84% of portfolio
22,180
Q1 2025 Reduced 7.13%
$79.5B
$2.23 Million 0.82% of portfolio
17,775
Q1 2025 Reduced 2.79%
$36.6B
$2.16 Million 0.79% of portfolio
28,783
Q1 2025 Reduced 2.13%
$219B
$2.1 Million 0.77% of portfolio
18,000
Q3 2024 New
$655B
$2.03 Million 0.74% of portfolio
3,803
Q4 2024 Reduced 1.93%
$197B
$1.98 Million 0.73% of portfolio
22,104
Q1 2025 Reduced 5.76%
$149B
$1.85 Million 0.68% of portfolio
5,945
Q1 2025 Reduced 2.86%
$86.2B
$1.84 Million 0.68% of portfolio
3,033
Q1 2023 Reduced 4.41%
$0
$1.79 Million 0.66% of portfolio
21,879
Q1 2025 Reduced 6.6%
$0
$1.63 Million 0.6% of portfolio
2,907
Q1 2025 Reduced 32.55%
$195B
$1.62 Million 0.6% of portfolio
57,362
Q1 2025 Reduced 6.0%
$264B
$1.58 Million 0.58% of portfolio
7,885
Q1 2025 Reduced 1.47%
$71.5B
$1.47 Million 0.54% of portfolio
13,401
Q1 2025 Reduced 10.52%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $272 Million
  • Prior Value $305 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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