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Portfolio (Quarterly) Guide ↗

HALL LAURIE J TRUSTEE

· CIK 0001388382
13F Portfolio $301M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP COM Energy 8,252.0 $993K 0.33% NEW $120.34 +13.5%
62 CAT CATERPILLAR INC Industrials 1,707.0 $978K 0.33% NEW $572.87 +74.1%
63 CTAS CINTAS CORP COM Industrials 4,770.0 $897K 0.30% NEW $188.07 -8.6%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,423.0 $824K 0.27% NEW $579.04 -11.4%
65 QCOM QUALCOMM INC COM Technology 4,445.0 $760K 0.25% NEW $171.05 +10.7%
66 LLY LILLY ELI & CO COM Healthcare 625.0 $672K 0.22% NEW $1074.68 +12.4%
67 VEU VANGUARD INTL EQUITY INDEX ETF 8,861.0 $652K 0.22% NEW $73.56 +12.4%
68 PFE PFIZER INC Healthcare 23,898.0 $595K 0.20% NEW $24.90 -2.4%
69 ECL ECOLAB INC COM Basic Materials 2,196.0 $576K 0.19% NEW $262.52 +8.0%
70 META META PLATFORMS INC Communication Services 870.0 $574K 0.19% NEW $660.09 -16.6%
71 V VISA INC Financial Services 1,621.0 $569K 0.19% NEW $350.71 -4.1%
72 HD HOME DEPOT INC COM Consumer Cyclical 1,629.0 $561K 0.19% NEW $344.10 +1.4%
73 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 2,650.0 $553K 0.18% NEW $208.75 -36.0%
74 IVV ISHARES CORE S&P 500 (MKT) ETF 792.0 $542K 0.18% NEW $684.94 +7.0%
75 ZTS ZOETIS INC Healthcare 4,168.0 $524K 0.17% NEW $125.82 -39.5%
76 ISRG INTUITIVE SURGICAL INC Healthcare 925.0 $524K 0.17% NEW $566.36 -28.6%
77 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,515.0 $462K 0.15% NEW $83.85 +18.8%
78 CSCO CISCO SYSTEMS INC COM Technology 5,885.0 $453K 0.15% NEW $77.03 +47.7%
79 GWW GRAINGER WW INC Industrials 440.0 $444K 0.15% NEW $1009.05 +34.1%
80 ETN EATON CORP PLC Industrials 1,260.0 $401K 0.13% NEW $318.51 +26.4%
Page 4 of 6  ·  108 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 33.7%
Healthcare 19.7%
Industrials 16.8%
Communication Services 8.7%
Financial Services 6.8%
Consumer Defensive 6.6%
Consumer Cyclical 5.9%
Basic Materials 0.9%
Utilities 0.5%
Energy 0.4%