Hall Laurie J Trustee Portfolio Holdings

Hall Laurie J Trustee

  • $294 Million
  • Q2 2025

Hall Laurie J Trustee has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $294 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 $28.6M, Nvidia Corp with a value of $13.9M, Apple Inc. with a value of $12.3M, Stryker Corp with a value of $11.4M, and Procter & Gamble CO with a value of $9.03M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $272M to 294M.

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

Portfolio value $294 Million
Technology: $94.9 Million
Healthcare: $57.2 Million
Industrials: $41.6 Million
Consumer Defensive: $24.8 Million
Communication Services: $21 Million
Financial Services: $17.9 Million
ETFs: $17.6 Million
Consumer Cyclical: $14.6 Million
Other: $3.87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$1.62 Million 0.55% of portfolio
5,810
Q2 2025 Reduced 2.27%
$0
$1.57 Million 0.54% of portfolio
27,589
Q2 2025 Added 8.75%
$206B
$1.47 Million 0.5% of portfolio
18,584
Q2 2025 Reduced 15.92%
$1.5T
$1.3 Million 0.44% of portfolio
7,360
Q1 2025 Reduced 2.06%
$35.1B
$1.27 Million 0.43% of portfolio
13,371
Q1 2023 Added 50.0%
$20.3B
$1.21 Million 0.41% of portfolio
5,446
Q1 2025 Reduced 2.68%
$283B
$1.18 Million 0.4% of portfolio
12,118
Q2 2025 Added 3.11%
$0
$1.15 Million 0.39% of portfolio
16,629
Q2 2025 Added 13.59%
$43.1B
$1.1 Million 0.38% of portfolio
2,695
Q4 2024 Reduced 0.74%
$0
$1.12 Million 0.38% of portfolio
14,267
Q1 2025 Added 256.68%
$55.6B
$1.06 Million 0.36% of portfolio
3,250
Q4 2021 Reduced 14.47%
$480B
$922,000 0.31% of portfolio
8,562
Q2 2025 Reduced 18.94%
$68.8B
$815,000 0.28% of portfolio
5,227
Q2 2025 Reduced 0.95%
$238B
$738,000 0.25% of portfolio
1,903
Q2 2025 Reduced 30.37%
$186B
$711,000 0.24% of portfolio
4,470
Q2 2025 Reduced 3.04%
$427B
$670,000 0.23% of portfolio
1,829
Q3 2024 Reduced 0.81%
$135B
$595,000 0.2% of portfolio
24,548
Q2 2025 Reduced 5.4%
$0
$581,000 0.2% of portfolio
8,652
Q2 2025 Added 4.04%
$185B
$576,000 0.2% of portfolio
1,423
Q1 2025 Added 0.07%
$566B
$575,000 0.2% of portfolio
1,621
Q1 2025 Reduced 8.73%
$75.6B
$591,000 0.2% of portfolio
2,196
Q2 2024 Reduced 6.39%
$97.1B
$551,000 0.19% of portfolio
8,000
Q1 2025 Reduced 30.51%
$722B
$545,000 0.19% of portfolio
700
Q4 2024 Reduced 41.67%
$0
$553,000 0.19% of portfolio
892
Q1 2025 Reduced 44.39%
$278B
$526,000 0.18% of portfolio
7,595
Q1 2025 Reduced 6.18%
$22.3B
$533,000 0.18% of portfolio
5,550
Q1 2025 Reduced 1.77%
$46.5B
$497,000 0.17% of portfolio
6,360
Q1 2025 Reduced 5.57%
$153B
$502,000 0.17% of portfolio
925
Q1 2025 Reduced 9.76%
$50.4B
$468,000 0.16% of portfolio
450
Q1 2025 Reduced 25.0%
$92.4B
$426,000 0.15% of portfolio
975
Q2 2025 Reduced 18.75%
$145B
$449,000 0.15% of portfolio
1,260
Q1 2024 Reduced 0.47%
$37.9B
$413,000 0.14% of portfolio
1,700
Q1 2025 Reduced 24.44%
$290B
$420,000 0.14% of portfolio
5,950
Q2 2025 Reduced 3.25%
$0
$389,000 0.13% of portfolio
3,350
Q2 2025 New
$152B
$370,000 0.13% of portfolio
1,240
Q4 2023 Added 37.02%
$97.9B
$352,000 0.12% of portfolio
1,610
Q1 2025 Reduced 13.44%
$60.8B
$360,000 0.12% of portfolio
1,760
Q4 2024 Added 100.0%
$6.83B
$310,000 0.11% of portfolio
14,140
Q2 2025 Reduced 7.22%
$187B
$315,000 0.11% of portfolio
400
Q3 2023 Reduced 6.1%
$426B
$282,000 0.1% of portfolio
285
Q2 2025 Reduced 4.36%
$64.2B
$280,000 0.1% of portfolio
2,700
Q2 2025 Reduced 8.47%
$177B
$306,000 0.1% of portfolio
1,575
Q4 2024 Reduced 4.55%
$73.7B
$257,000 0.09% of portfolio
5,700
Q2 2025 Reduced 32.18%
$212B
$271,000 0.09% of portfolio
2,192
Q1 2025 Reduced 0.86%
$53.4B
$273,000 0.09% of portfolio
510
Q4 2023 Added 2.62%
$12.8B
$257,000 0.09% of portfolio
575
Q4 2023 Reduced 6.66%
$412B
$260,000 0.09% of portfolio
5,507
Q1 2025 Reduced 29.91%
$32.3B
$253,000 0.09% of portfolio
2,781
Q4 2024 Reduced 3.47%
$11.6B
$252,000 0.09% of portfolio
3,730
Q1 2025 Reduced 34.9%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $294 Million
  • Prior Value $272 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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