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Portfolio (Quarterly) Guide ↗

HALL LAURIE J TRUSTEE

· CIK 0001388382
13F Portfolio $322M AUM 267 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 15 Added 27 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SYK STRYKER CORP COM Healthcare 27,255.0 $8.6M 2.67% +197.0 +0.7% $314.84 +1.5%
2 MA MASTERCARD INCORPORATED Financial Services 14,459.0 $7.4M 2.31% +119.0 +0.8% $513.60 +14.4%
3 ULS UL SOLUTIONS INC CLASS A Industrials 61,433.0 $6.3M 1.95% +400.0 +0.7% $101.86 -27.8%
4 ABT ABBOTT LABS COM Healthcare 66,641.0 $6.0M 1.88% +914.0 +1.4% $90.74 +22.3%
5 WM WASTE MGMT INC Industrials 26,730.0 $6.0M 1.85% +212.0 +0.8% $222.88 -2.2%
6 CCK CROWN HOLDINGS INC Consumer Cyclical 44,867.0 $5.0M 1.56% +2K +3.8% $111.82 +4.1%
7 HD HOME DEPOT INC COM Consumer Cyclical 13,467.0 $4.7M 1.48% +12K +739.6% $352.68 -9.3%
8 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 34,410.0 $4.7M 1.47% +33K +2546.9% $136.95 +31.6%
9 DHR DANAHER CORP Healthcare 24,523.0 $4.7M 1.45% +419.0 +1.7% $190.48 +10.7%
10 XYL XYLEM INC Industrials 33,106.0 $3.9M 1.22% +460.0 +1.4% $118.21 -10.0%
11 ATR APTAR GROUP INC Healthcare 29,929.0 $3.7M 1.17% +460.0 +1.6% $125.20 +4.9%
12 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,990.0 $3.0M 0.93% +30.0 +0.5% $496.73 +11.0%
13 VLTO VERALTO CORP COMMON Industrials 30,776.0 $2.7M 0.85% +5K +18.0% $88.68 +10.3%
14 SPY STATE STREET SPDR S&P 500 TRUST Financial Services 2,977.0 $2.2M 0.69% +42.0 +1.4% $746.77 +2.2%
15 NEE NEXTERA ENERGY INC Utilities 4,450.0 $391K 0.12% +2K +91.8% $87.77 -6.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Industrials 18.5%
Healthcare 18.2%
Consumer Cyclical 7.4%
Financial Services 6.6%
Consumer Defensive 4.9%
Communication Services 2.8%
Basic Materials 1.0%
Utilities 1.0%
Energy 0.5%