Hall Laurie J Trustee Portfolio Holdings

Hall Laurie J Trustee

  • $298 Million
  • Q3 2025

Hall Laurie J Trustee has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.2M, Apple Inc. with a value of $15.2M, Nvidia Corp with a value of $12.6M, Stryker Corp with a value of $10.2M, and Alphabet Inc. with a value of $9.93M.

Examining the 13F form we can see an increase of $4.11M in the current position value, from $294M to 298M.

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

Portfolio value $298 Million
Technology: $98.6 Million
Healthcare: $56.4 Million
Industrials: $40.5 Million
Consumer Defensive: $23.2 Million
Communication Services: $22.6 Million
Financial Services: $18.7 Million
ETFs: $18.3 Million
Consumer Cyclical: $15.6 Million
Other: $3.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$183B
$1.64 Million 0.55% of portfolio
5,810
Q2 2025 Reduced 2.27%
$75.4B
$1.62 Million 0.54% of portfolio
12,356
Q3 2025 Reduced 6.58%
$55.3B
$1.48 Million 0.5% of portfolio
3,250
Q4 2021 Reduced 14.47%
$181B
$1.45 Million 0.49% of portfolio
51,202
Q3 2025 Reduced 9.64%
$235B
$1.32 Million 0.44% of portfolio
15,755
Q3 2025 Reduced 15.22%
$33.2B
$1.31 Million 0.44% of portfolio
13,371
Q1 2023 Added 50.0%
$279B
$1.25 Million 0.42% of portfolio
12,088
Q3 2025 Reduced 0.25%
$0
$1.22 Million 0.41% of portfolio
16,629
Q2 2025 Added 13.59%
$0
$1.13 Million 0.38% of portfolio
14,267
Q1 2025 Added 256.68%
$19B
$1.03 Million 0.35% of portfolio
5,020
Q3 2025 Reduced 7.82%
$490B
$948,000 0.32% of portfolio
8,412
Q3 2025 Reduced 1.75%
$291B
$836,000 0.28% of portfolio
1,753
Q3 2025 Reduced 7.88%
$367B
$741,000 0.25% of portfolio
1,829
Q3 2024 Reduced 0.81%
$187B
$739,000 0.25% of portfolio
4,445
Q3 2025 Reduced 0.56%
$32.4B
$741,000 0.25% of portfolio
2,695
Q4 2024 Reduced 0.74%
$222B
$690,000 0.23% of portfolio
1,423
Q1 2025 Added 0.07%
$1.37T
$638,000 0.21% of portfolio
870
Q1 2025 Reduced 3.33%
$0
$617,000 0.21% of portfolio
8,652
Q2 2025 Added 4.04%
$141B
$625,000 0.21% of portfolio
24,548
Q2 2025 Reduced 5.4%
$73.7B
$601,000 0.2% of portfolio
2,196
Q2 2024 Reduced 6.39%
$103B
$603,000 0.2% of portfolio
8,000
Q1 2025 Reduced 30.51%
$533B
$553,000 0.19% of portfolio
1,621
Q1 2025 Reduced 8.73%
$0
$530,000 0.18% of portfolio
792
Q3 2025 Reduced 11.21%
$971B
$534,000 0.18% of portfolio
700
Q4 2024 Reduced 41.67%
$53.4B
$494,000 0.17% of portfolio
6,360
Q1 2025 Reduced 5.57%
$20.4B
$483,000 0.16% of portfolio
5,515
Q3 2025 Reduced 0.63%
$140B
$471,000 0.16% of portfolio
1,260
Q1 2024 Reduced 0.47%
$319B
$437,000 0.15% of portfolio
6,395
Q3 2025 Reduced 15.8%
$46.8B
$428,000 0.14% of portfolio
450
Q1 2025 Reduced 25.0%
$193B
$413,000 0.14% of portfolio
925
Q1 2025 Reduced 9.76%
$306B
$394,000 0.13% of portfolio
5,950
Q2 2025 Reduced 3.25%
$34.9B
$381,000 0.13% of portfolio
1,600
Q3 2025 Reduced 5.88%
$96.9B
$348,000 0.12% of portfolio
825
Q3 2025 Reduced 15.38%
$61.4B
$358,000 0.12% of portfolio
1,760
Q4 2024 Added 100.0%
$5.38B
$330,000 0.11% of portfolio
11,670
Q3 2025 Reduced 17.47%
$89.7B
$324,000 0.11% of portfolio
1,610
Q1 2025 Reduced 13.44%
$152B
$305,000 0.1% of portfolio
1,240
Q4 2023 Added 37.02%
$143B
$285,000 0.1% of portfolio
8,500
Q3 2025 New
$177B
$289,000 0.1% of portfolio
1,490
Q3 2025 Reduced 5.4%
$413B
$284,000 0.1% of portfolio
5,507
Q1 2025 Reduced 29.91%
$57.4B
$293,000 0.1% of portfolio
460
Q3 2025 Reduced 9.8%
$182B
$279,000 0.09% of portfolio
410
Q3 2025 Added 2.5%
$9.71B
$277,000 0.09% of portfolio
3,730
Q1 2025 Reduced 34.9%
$593B
$271,000 0.09% of portfolio
965
Q3 2025 Reduced 3.5%
$67.6B
$275,000 0.09% of portfolio
5,700
Q2 2025 Reduced 32.18%
$404B
$263,000 0.09% of portfolio
285
Q2 2025 Reduced 4.36%
$255B
$228,000 0.08% of portfolio
689
Q3 2025 Reduced 5.49%
$34.2B
$252,000 0.08% of portfolio
2,781
Q4 2024 Reduced 3.47%
$140B
$241,000 0.08% of portfolio
960
Q1 2023 Reduced 9.43%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $298 Million
  • Prior Value $294 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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