H

HALL LAURIE J TRUSTEE

HALL LAURIE J TRUSTEE is an institution, managing $306.1M across 113 long positions as of Q3 2025 with 32% Technology concentration.

Portfolio Value
$306.1M
Positions
113
Top Holding
MSFT at 9.53%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in HALL LAURIE J TRUSTEE's portfolio (39.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$29.2M
9.53%
-$642.3K
Sold
0.00%
56.3K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$15.2M
4.96%
-$62.1K
Sold
0.00%
59.6K shares
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$12.6M
4.13%
-$3.7M
Sold
0.00%
67.7K shares
Medical - Devices
Healthcare
$10.2M
3.33%
-$444.7K
Sold
0.01%
27.6K shares
Internet Content & Information
Communication Services
$9.9M
3.24%
-$171.7K
Sold
0.00%
40.8K shares
Hardware, Equipment & Parts
Technology
$9.3M
3.03%
-$1.5M
Sold
0.01%
74.9K shares
ETF
ETF
$8.7M
2.84%
26.5K shares
8
Abbott logo
Medical - Devices
Healthcare
$8.6M
2.81%
-$104.5K
Sold
0.00%
64.2K shares
Household & Personal Products
Consumer Defensive
$8.6M
2.81%
-$108.9K
Sold
0.00%
55.9K shares
Financial - Credit Services
Financial Services
$8.0M
2.63%
-$147.9K
Sold
0.00%
14.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HALL LAURIE J TRUSTEE's latest filing

See all changes
Market Value
$306.1M
Prior: $302.4M
Q/Q Change
+1.2%
+$3.6M
Net Flows % of MV
-3.66%
Turnover Ratio
2.57%
New Purchases
0 stocks
-
Added To
12 stocks
+$1.7M
Sold Out Of
4 stocks
$1.2M
Reduced Holdings
52 stocks
-$11.7M

Increased Positions

PositionShares Δ
+40.57%
+6.92%
+4.12%
4
Veralto logo
+3.73%
+3.66%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
Nvidia logo
Nvidia
NVDA
-22.87%

Analytics

Portfolio insights and performance metrics for HALL LAURIE J TRUSTEE

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Sector Allocation

Technology: 32.20%TechnologyHealthcare: 17.60%HealthcareIndustrials: 15.30%IndustrialsConsumer Defensive: 6.50%Financial Services: 6.10%Communication Services: 6.00%ETF: 6.00%Consumer Cyclical: 5.10%Basic Materials: 0.90%Utilities: 0.40%Energy: 0.40%
Technology
32.20%
Healthcare
17.60%
Industrials
15.30%
Consumer Defensive
6.50%
Financial Services
6.10%
Communication Services
6.00%
ETF
6.00%
Consumer Cyclical
5.10%
Basic Materials
0.90%
Utilities
0.40%
Energy
0.40%

Market Cap Distribution

Mega Cap (> $200B): 45.44%Mega Cap (> $200B)Large Cap ($10B - $200B): 42.53%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.53%N/A (ETF or Unknown): 9.50%N/A (ETF or Unknown)
Mega Cap (> $200B)
45.44%
Large Cap ($10B - $200B)
42.53%
Mid Cap ($2B - $10B)
2.53%
N/A (ETF or Unknown)
9.50%

Portfolio Concentration

Top 10 Holdings %
39.31%
Top 20 Holdings %
59.17%
Top 50 Holdings %
87.32%
Top 100 Holdings %
99.05%

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