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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 GLW CORNING INC COM Technology 1,100.0 $281K 0.09% NEW $255.43 -43.0%
2 TXN TEXAS INSTRS INC COM Technology 795.0 $237K 0.07% NEW $298.07 -15.0%
3 AXP AMERICAN EXPRESS CO COM Financial Services 656.0 $222K 0.07% NEW $338.25 -4.2%

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%