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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES CORE S&P 500 (MKT) ETF 1,369.0 $1.0M 0.32% $748.89 +2.2%
62 T A T & T INC Communication Services 46,352.0 $959K 0.30% $20.70 +25.6%
63 ALNY ALNYLAM PHARMA Healthcare 2,812.0 $846K 0.26% $301.03 -18.2%
64 QCOM QUALCOMM INC COM Technology 4,445.0 $821K 0.26% $184.79 -9.8%
65 CTAS CINTAS CORP COM Industrials 4,495.0 $765K 0.24% $170.08 +17.9%
66 LLY LILLY ELI & CO COM Healthcare 625.0 $750K 0.23% $1199.43 -3.3%
67 VEU VANGUARD INTL EQUITY INDEX ETF 8,861.0 $742K 0.23% $83.75 +1.1%
68 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,413.0 $708K 0.22% $501.01 +19.9%
69 CSCO CISCO SYSTEMS INC COM Technology 5,305.0 $623K 0.19% $117.46 -6.6%
70 ECL ECOLAB INC COM Basic Materials 2,196.0 $612K 0.19% $278.61 +0.6%
71 PANW PALO ALTO NETWORKS INC COMMON Technology 1,760.0 $600K 0.19% $341.02 +6.2%
72 GWW GRAINGER WW INC Industrials 440.0 $599K 0.19% $1360.40 -3.8%
73 PFE PFIZER INC Healthcare 23,898.0 $575K 0.18% $24.08 +18.6%
74 V VISA INC Financial Services 1,621.0 $556K 0.17% $343.09 +8.6%
75 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,340.0 $517K 0.16% $96.88 +2.6%
76 ETN EATON CORP PLC Industrials 1,095.0 $467K 0.14% -100.0 -8.4% $426.12 -8.3%
77 META META PLATFORMS INC Communication Services 820.0 $462K 0.14% -50.0 -5.8% $563.29 +2.7%
78 KO COCA COLA CO COM Consumer Defensive 5,240.0 $426K 0.13% $81.27 +8.3%
79 EW EDWARDS LIFESCIENCES CORP Healthcare 4,372.0 $395K 0.12% $90.46 +0.3%
80 NEE NEXTERA ENERGY INC Utilities 4,450.0 $391K 0.12% +2K +91.8% $87.77 -5.5%
Page 4 of 6  ·  103 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%