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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
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APD AIR PRODUCTS & CHEMICAL INC COM Basic Materials 7,375.0 $2.1M 0.76% $290.49 -4.4%
42 ADP AUTOMATIC DATA PROCESSING COM Industrials 9,780.0 $2.0M 0.70% -3K -21.9% $203.18 +10.0%
43 AMGN AMGEN INC Healthcare 5,560.0 $2.0M 0.69% -200.0 -3.5% $351.85 +1.8%
44 EFA ISHARES MSCI EAFE ETF 19,779.0 $1.9M 0.68% -2K -9.6% $97.13 +5.6%
45 SPY STATE STREET SPDR S&P 500 TRUST Financial Services 2,935.0 $1.9M 0.67% +28.0 +1.0% $650.34 +12.2%
46 STT STATE STREET CORP COM Financial Services 14,971.0 $1.9M 0.67% $126.56 +32.8%
47 GEV GE VERNOVA INC CORP COMMON Utilities 2,064.0 $1.8M 0.64% $872.90 +19.7%
48 GOOGL ALPHABET INC CLASS A Communication Services 6,220.0 $1.8M 0.63% -290.0 -4.5% $287.56 +17.3%
49 VEA VANGUARD FTSE DEVELOPED MARKETS 26,669.0 $1.7M 0.60% -920.0 -3.3% $64.08 +10.1%
50 BERKSHIRE HATHAWAY INC CLASS-B 3,345.0 $1.6M 0.57% -60.0 -1.8% $479.20
51 EMR EMERSON ELEC CO COM Industrials 12,106.0 $1.6M 0.56% -250.0 -2.0% $131.02 +9.5%
52 PCAR PACCAR INC Industrials 13,371.0 $1.5M 0.55% $115.50 +4.5%
53 JPM JPMORGAN CHASE & CO COM Financial Services 5,064.0 $1.5M 0.53% -270.0 -5.1% $294.16 +11.9%
54 MRK MERCK AND CO INC Healthcare 12,164.0 $1.5M 0.52% -890.0 -6.8% $120.29 +6.7%
55 XOM EXXON MOBIL CORP COM Energy 8,252.0 $1.4M 0.49% $169.66 -19.5%
56 T A T & T INC Communication Services 46,352.0 $1.3M 0.47% -3K -5.2% $28.99 -21.6%
57 WMT WALMART INC Consumer Defensive 10,668.0 $1.3M 0.47% $124.28 -6.9%
58 SYY SYSCO CORP COM Consumer Defensive 18,388.0 $1.3M 0.46% -3K -14.4% $71.33 +16.1%
59 VXUS VANGUARD TOTAL INTERNATIONAL ST 16,629.0 $1.3M 0.45% $77.11 +9.6%
60 CAT CATERPILLAR INC Industrials 1,707.0 $1.2M 0.43% $708.46 +40.8%
Page 3 of 6  ·  104 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 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%