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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO COM Financial Services 4,911.0 $1.6M 0.50% -153.0 -3.0% $327.33 +8.4%
22 WMT WALMART INC Consumer Defensive 10,508.0 $1.2M 0.37% -160.0 -1.5% $113.26 -6.5%
23 ETN EATON CORP PLC Industrials 1,095.0 $467K 0.14% -100.0 -8.4% $426.12 -8.3%
24 META META PLATFORMS INC Communication Services 820.0 $462K 0.14% -50.0 -5.8% $563.29 +2.7%
25 ZTS ZOETIS INC Healthcare 4,072.0 $293K 0.09% -96.0 -2.3% $71.86 +7.5%
26 BK BANK OF NEW YORK MELLON CORP Financial Services 1,720.0 $249K 0.08% -75.0 -4.2% $144.61 -1.9%
27 ITW ILLINOIS TOOL WKS INC COM Industrials 745.0 $202K 0.06% -25.0 -3.2% $270.47 -0.2%
Page 2 of 2  ·  27 positions

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%