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
$774B
$1.4 Million 0.51% of portfolio
5,690
Q1 2025 Reduced 18.25%
$35.3B
$1.39 Million 0.51% of portfolio
15,525
Q1 2025 Reduced 10.67%
$32.6B
$1.3 Million 0.48% of portfolio
13,371
Q1 2023 Added 50.0%
$0
$1.29 Million 0.47% of portfolio
25,369
Q1 2025 Reduced 29.68%
$426B
$1.26 Million 0.46% of portfolio
10,562
Q1 2025 Reduced 14.77%
$1.03T
$1.14 Million 0.42% of portfolio
7,360
Q1 2025 Reduced 2.06%
$0
$1.12 Million 0.41% of portfolio
14,267
Q1 2025 Added 256.68%
$23B
$1.12 Million 0.41% of portfolio
5,446
Q1 2025 Reduced 2.68%
$268B
$1.03 Million 0.38% of portfolio
11,753
Q1 2025 Reduced 1.61%
$63.7B
$993,000 0.36% of portfolio
2,695
Q4 2024 Reduced 0.74%
$0
$909,000 0.33% of portfolio
14,639
Q1 2025 Reduced 41.94%
$184B
$901,000 0.33% of portfolio
2,733
Q1 2025 Reduced 1.69%
$37.5B
$877,000 0.32% of portfolio
3,250
Q4 2021 Reduced 14.47%
$78.9B
$868,000 0.32% of portfolio
5,277
Q4 2023 Reduced 0.57%
$163B
$708,000 0.26% of portfolio
4,610
Q1 2025 Reduced 2.12%
$158B
$708,000 0.26% of portfolio
1,423
Q1 2025 Added 0.07%
$132B
$657,000 0.24% of portfolio
25,948
Q1 2025 Reduced 12.58%
$23.9B
$610,000 0.22% of portfolio
5,550
Q1 2025 Reduced 1.77%
$136B
$594,000 0.22% of portfolio
2,515
Q1 2025 Reduced 28.75%
$701B
$578,000 0.21% of portfolio
700
Q4 2024 Reduced 41.67%
$597B
$568,000 0.21% of portfolio
1,621
Q1 2025 Reduced 8.73%
$75.7B
$556,000 0.2% of portfolio
2,196
Q2 2024 Reduced 6.39%
$84.1B
$542,000 0.2% of portfolio
8,000
Q1 2025 Reduced 30.51%
$0
$504,000 0.19% of portfolio
8,316
Q2 2024 Added 8.76%
$0
$501,000 0.18% of portfolio
892
Q1 2025 Reduced 44.39%
$1.46T
$501,000 0.18% of portfolio
870
Q1 2025 Reduced 3.33%
$259B
$468,000 0.17% of portfolio
7,595
Q1 2025 Reduced 6.18%
$195B
$458,000 0.17% of portfolio
925
Q1 2025 Reduced 9.76%
$48.4B
$460,000 0.17% of portfolio
6,360
Q1 2025 Reduced 5.57%
$55B
$444,000 0.16% of portfolio
450
Q1 2025 Reduced 25.0%
$312B
$440,000 0.16% of portfolio
6,150
Q1 2025 Reduced 1.6%
$99.7B
$404,000 0.15% of portfolio
1,200
Q3 2020 New
$37.5B
$412,000 0.15% of portfolio
1,700
Q1 2025 Reduced 24.44%
$200B
$386,000 0.14% of portfolio
1,240
Q4 2023 Added 37.02%
$116B
$392,000 0.14% of portfolio
1,610
Q1 2025 Reduced 13.44%
$128B
$342,000 0.13% of portfolio
1,260
Q1 2024 Reduced 0.47%
$5.07B
$355,000 0.13% of portfolio
15,240
Q1 2025 Reduced 13.61%
$64.8B
$354,000 0.13% of portfolio
8,405
Q4 2024 Reduced 4.16%
$71.1B
$287,000 0.11% of portfolio
2,950
Q1 2025 Reduced 79.32%
$57.6B
$300,000 0.11% of portfolio
1,760
Q4 2024 Added 100.0%
$9.68B
$286,000 0.11% of portfolio
3,730
Q1 2025 Reduced 34.9%
$177B
$306,000 0.11% of portfolio
1,575
Q4 2024 Reduced 4.55%
$17.5B
$261,000 0.1% of portfolio
575
Q4 2023 Reduced 6.66%
$35.1B
$267,000 0.1% of portfolio
2,781
Q4 2024 Reduced 3.47%
$460B
$281,000 0.1% of portfolio
298
Q1 2025 Reduced 21.16%
$0
$234,000 0.09% of portfolio
4,630
Q1 2024 New
$212B
$245,000 0.09% of portfolio
400
Q3 2023 Reduced 6.1%
$354B
$229,000 0.08% of portfolio
5,507
Q1 2025 Reduced 29.91%
$42.7B
$214,000 0.08% of portfolio
510
Q4 2023 Added 2.62%

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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