HolderBook

HALL LAURIE J TRUSTEE

Reported holdings as of Q2 2026, from 29 quarterly filings.

CIK
1388382
Reported value
$321.6M
Positions
103
Top 10 weight
39.2%
Filed
2026-07-09
Days after quarter end
9

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLIED MATLS INCAMAT$23.4M32,3287.27%+3.27pp29q-2.4%-$582.0K
MICROSOFT CORPMSFT$19.9M53,2586.18%-0.82pp29q-0.5%-$101.5K
APPLE INCAAPL$16.1M55,7535.02%+0.01pp29qHELD
ALPHABET INCGOOG$10.6M30,0703.30%-0.57pp29q-21.3%-$2.9M
AMPHENOL CORPAPH$10.4M58,9883.23%+0.57pp24q-1.4%-$144.9K
VANGUARD INDEX FDSVTI$9.9M26,6203.06%+0.05pp29qHELD
NVIDIA CORPORATIONNVDA$9.4M46,7602.91%-0.38pp29q-12.6%-$1.3M
ADVANCED MICRO DEVICES INCAMD$9.3M15,9272.88%+1.69pp18q-3.9%-$376.4K
ROCKWELL AUTOMATION INCROK$8.8M17,7292.73%+0.49pp29qHELD
STRYKER CORPORATIONSYK$8.6M27,2552.67%-0.47pp29q+0.7%+$62.0K
ANALOG DEVICES INCADI$8.6M21,5302.66%+0.03pp29q-8.0%-$747.1K
TJX COS INC NEWTJX$7.9M51,8542.44%-0.48pp29qHELD
CARRIER GLOBAL CORPORATIONCARR$7.7M105,3552.40%+0.31pp24qHELD
JOHNSON & JOHNSONJNJ$7.7M30,1622.38%-0.23pp29q-0.5%-$39.4K
PROCTER & GAMBLE COPG$7.7M52,2122.38%-0.36pp29q-2.8%-$221.6K
INTERNATIONAL BUSINESS MACHSIBM$7.4M26,4412.31%+0.05pp29qHELD
MASTERCARD INCORPORATEDMA$7.4M14,4592.31%-0.22pp29q+0.8%+$61.1K
UL SOLUTIONS INCULS$6.3M61,4331.95%+0.10pp9q+0.7%+$40.7K
ABBOTT LABORATORIESABT$6.0M66,6411.88%-0.50pp29q+1.4%+$82.9K
WASTE MGMT INC DELWM$6.0M26,7301.85%-0.30pp29q+0.8%+$47.3K
CROWN HLDGS INCCCK$5.0M44,8671.56%+0.03pp12q+3.8%+$183.4K
HOME DEPOT INCHD$4.7M13,4671.48%+1.29pp29q+739.6%+$4.2M
BROADRIDGE FINL SOLUTIONS INBR$4.7M34,4101.47%+1.39pp29q+2546.9%+$4.5M
DANAHER CORP DELDHR$4.7M24,5231.45%-0.16pp29q+1.7%+$79.8K
XYLEM INCXYL$3.9M33,1061.22%-0.16pp29q+1.4%+$54.4K
APTARGROUP INCATR$3.7M29,9291.17%-0.15pp29q+1.6%+$57.6K
NEW YORK TIMES CO MTN BENYT$3.7M53,0001.15%-0.43pp29q-0.9%-$32.2K
NOVARTIS AGNVS$3.6M22,8971.12%-0.13pp29q-1.3%-$47.0K
THE CIGNA GROUPCI$3.5M12,5231.07%-0.11pp29qHELD
ABBVIE INCABBV$3.4M13,7051.07%+0.02pp29qHELD
AMAZON COM INCAMZN$3.2M13,6101.01%flat29q-0.7%-$23.8K
UNILEVER PLCUL$3.2M53,0970.99%-0.07pp3qHELD
MORGAN STANLEYMS$3.1M14,6250.95%+0.09pp8q-1.7%-$52.3K
VERTEX PHARMACEUTICALS INCVRTX$3.0M5,9900.93%-0.01pp22q+0.5%+$14.9K
GE AEROSPACEGE$2.9M7,8850.92%+0.13pp20qHELD
3M COMMM$2.8M17,4780.88%-0.03pp29q-1.8%-$51.5K
VERALTO CORPVLTO$2.7M30,7760.85%+0.03pp11q+18.0%+$415.6K
STATE STR CORPSTT$2.5M14,9060.79%+0.12pp29qHELD
PEPSICO INCPEP$2.5M18,5830.78%-0.31pp29q-6.8%-$184.0K
GE VERNOVA INCGEV$2.4M2,0640.75%+0.12pp9qHELD
STATE STR SPDR S&P 500 ETF TSPY$2.2M2,9770.69%+0.02pp29q+1.4%+$31.4K
ALPHABET INCGOOGL$2.2M6,1100.68%+0.05pp29q-1.8%-$39.3K
AIR PRODUCTS AND CHEMICALS IAPD$2.2M7,3750.67%-0.08pp29qHELD
AUTOMATIC DATA PROCESSING INADP$2.1M9,2550.64%-0.06pp29q-5.4%-$117.6K
ISHARES TREFA$2.1M19,7790.64%-0.04pp29qHELD
PARKER-HANNIFIN CORPPH$2.0M2,0710.63%-0.15pp29q-16.0%-$386.4K
AMGEN INCAMGN$2.0M5,5020.62%-0.07pp29q-1.0%-$21.0K
VANGUARD TAX-MANAGED FDSVEA$1.9M26,6690.59%-0.01pp29qHELD
CATERPILLAR INCCAT$1.8M1,7070.57%+0.14pp29qHELD
EMERSON ELEC COEMR$1.7M12,1060.54%-0.02pp29qHELD
BERKSHIRE HATHAWAY INC DELBRKB$1.6M3,2950.51%-0.05pp29q-1.5%-$25.0K
JPMORGAN CHASE & COJPM$1.6M4,9110.50%-0.03pp29q-3.0%-$50.1K
PACCAR INCPCAR$1.6M13,3710.50%-0.05pp29qHELD
MERCK & CO INCMRK$1.6M12,1640.49%-0.03pp29qHELD
SYSCO CORPSYY$1.5M18,3880.48%+0.02pp29qHELD
VANGUARD STAR FDSVXUS$1.4M16,6290.44%-0.01pp29qHELD
WALMART INCWMT$1.2M10,5080.37%-0.10pp29q-1.5%-$18.1K
INTEL CORPINTC$1.2M8,5000.37%+0.24pp4qHELD
EXXON MOBIL CORPXOMXXXX$1.1M8,2520.35%-0.14pp29qHELD
VANGUARD BD INDEX FDSBSV$1.1M14,2670.35%-0.05pp29qHELD
ISHARES TRIVV$1.0M1,3690.32%flat29qHELD
AT&T INCT$959.5K46,3520.30%-0.18pp29qHELD
ALNYLAM PHARMACEUTICALS INCALNY$846.5K2,8120.26%-0.07pp29qHELD
QUALCOMM INCQCOM$821.4K4,4450.26%+0.05pp29qHELD
CINTAS CORPCTAS$764.5K4,4950.24%-0.03pp29qHELD
ELI LILLY & COLLY$749.6K6250.23%+0.03pp8qHELD
VANGUARD INTL EQUITY INDEX FVEU$742.1K8,8610.23%flat16qHELD
THERMO FISHER SCIENTIFIC INCTMO$707.9K1,4130.22%-0.03pp29qHELD
CISCO SYS INCCSCO$623.1K5,3050.19%+0.05pp29qHELD
ECOLAB INCECL$611.8K2,1960.19%-0.02pp29qHELD
PALO ALTO NETWORKS INCPANW$600.2K1,7600.19%+0.09pp29qHELD
WW GRAINGER INCGWW$598.6K4400.19%+0.02pp29qHELD
PFIZER INCPFE$575.5K23,8980.18%-0.06pp29qHELD
VISA INCV$556.1K1,6210.17%flat29qHELD
CHURCH & DWIGHT CO INCCHD$517.3K5,3400.16%-0.02pp29qHELD
EATON CORP PLCETN$466.6K1,0950.15%-0.01pp29q-8.4%-$42.6K
META PLATFORMS INCMETA$461.9K8200.14%-0.03pp29q-5.7%-$28.2K
COCA COLA COKO$425.9K5,2400.13%-0.01pp29qHELD
EDWARDS LIFESCIENCES CORPEW$395.5K4,3720.12%flat29qHELD
NEXTERA ENERGY INCNEE$390.6K4,4500.12%+0.05pp2q+91.8%+$187.0K
CHARTER COMMUNICATIONS INCCHTR$376.9K2,6500.12%-0.08pp29qHELD
TRANE TECHNOLOGIES PLCTT$375.7K7650.12%flat24qHELD
INTUITIVE SURGICAL INCISRG$367.9K9250.11%-0.04pp29qHELD
US BANCORPUSB$344.3K5,7000.11%flat29qHELD
SOLVENTUM CORPSOLV$343.3K4,4500.11%flat9qHELD
BANK OF AMER CORPBAC$313.8K5,5070.10%flat29qHELD
ZOETIS INCZTS$292.6K4,0720.09%-0.08pp29q-2.3%-$6.9K
WATTS WATER TECHNOLOGIES INCWTS$289.7K7400.09%+0.01pp3qHELD
CORNING INCGLW$281.0K1,1000.09%-newNEW
GENTEX CORPGNTX$273.4K10,8200.09%flat29qHELD
ARCH CAP GROUP LTDACGL$269.9K2,7810.08%-0.01pp11qHELD
MARSH & MCLENNAN COS INCMRSH$268.3K1,6100.08%-0.02pp29qHELD
COSTCO WHOLESALE CORPORATIONCOST$257.3K2750.08%-0.02pp29qHELD
WARNER BROS DISCOVERY INCWBD$250.1K9,3820.08%-0.01pp3qHELD
BANK OF NY MELLON CORPBNY$248.7K1,7200.08%flat4q-4.2%-$10.8K
TEXAS INSTRS INCTXN$237.0K7950.07%-newNEW
LABCORP HOLDINGS INCLH$235.2K8400.07%-0.01pp5qHELD
J P MORGAN EXCHANGE TRADED FJPST$234.1K4,6300.07%-0.01pp10qHELD
ENERGY TRANSFER L PET$229.5K12,0040.07%-0.01pp29qHELD
NORFOLK SOUTHN CORPNSC$228.1K7250.07%flat4qHELD
AMERICAN EXPRESS COAXP$221.9K6560.07%-newNEW
VANGUARD BD INDEX FDSBIV$205.2K2,6750.06%-0.01pp11qHELD
ILLINOIS TOOL WKS INCITW$201.5K7450.06%-0.01pp2q-3.2%-$6.8K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 21.9%Software & IT Services 10.9%Biotech & Pharma 9.2%Computer Hardware 7.7%Industrials 6.7%Business Services 5.9%Retail & Consumer 5.6%Chemicals 5.6%Instruments & Controls 5.4%Medical Devices 3.9%Utilities 2.0%Insurance 1.8%Other sectors 7.4%Not classified 6.1%
 
SectorValueShare
Semiconductors & Electronics$70.3M21.9%
Software & IT Services$35.2M10.9%
Biotech & Pharma$29.7M9.2%
Computer Hardware$24.8M7.7%
Industrials$21.5M6.7%
Business Services$19.0M5.9%
Retail & Consumer$18.1M5.6%
Chemicals$17.9M5.6%
Instruments & Controls$17.3M5.4%
Medical Devices$12.5M3.9%
Utilities$6.3M2.0%
Insurance$5.6M1.8%
Other sectors$23.8M7.4%
Not classified$19.7M6.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$321.6M10331527439.2%9
Q1 2026$283.4M10431537737.6%6
Q4 2025$300.9M10841451938.8%20
Q3 2025$306.1M11351146439.3%14
Q2 2025$302.4M11251436338.9%15
Q1 2025$280.3M110096913736.7%45
Q4 2024$304.7K247223641337.0%16
Q3 2024$315.6K258224931835.4%8
Q2 2024$287.2K244714571338.3%22
Q1 2024$283.9K250516661036.1%23
Q4 2023$260.9K2551333541334.9%11
Q3 2023$234.9K2551021602434.8%12
Q2 2023$251.9K269132955335.8%14
Q1 2023$234.4K2593035477934.5%7
Q4 2022$222.1K3087161251533.9%11
Q3 2022$202.9M3169251081034.8%11
Q2 2022$213.9M31741557934.5%6
Q1 2022$260.2M32273948934.8%6
Q4 2021$282.3M3241122731235.0%5
Q3 2021$259.0M32513111311033.4%4
Q2 2021$265.1M322523641332.4%7
Q1 2021$260.5M330927851431.1%15
Q4 2020$246.9M3352435541333.1%25
Q3 2020$223.6M32428881123334.5%9
Q4 2019$216.7M3292188492033.7%43
Q3 2019$196.1M3281140641435.7%25
Q2 2019$192.6M33132665635.3%32
Q1 2019$189.8M334104245936.0%32
Q4 2018$181.4M333000035.5%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.