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Portfolio (Quarterly) Guide ↗

HALL LAURIE J TRUSTEE

· CIK 0001388382
13F Portfolio $283M AUM 270 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 15 Added 37 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEE NEXTERA ENERGY INC Utilities 2,320.0 $215K 0.08% NEW $92.88 -4.7%
2 CVX CHEVRON CORP (NEW) Energy 979.0 $203K 0.07% NEW $206.90 -17.3%
3 ITW ILLINOIS TOOL WKS INC COM Industrials 770.0 $200K 0.07% NEW $260.29 +2.9%

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 32.0%
Healthcare 19.8%
Industrials 17.5%
Communication Services 8.8%
Consumer Defensive 6.9%
Financial Services 6.4%
Consumer Cyclical 6.2%
Basic Materials 1.0%
Utilities 0.8%
Energy 0.7%