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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO COM Consumer Defensive 5,240.0 $399K 0.14% $76.05 +8.7%
82 INTC INTEL CORP COM Technology 8,500.0 $375K 0.13% $44.13 +190.8%
83 EW EDWARDS LIFESCIENCES CORP Healthcare 4,372.0 $350K 0.12% $80.08 +13.4%
84 TT TRANE TECHNOLOGIES PLC CORP PLC Industrials 765.0 $319K 0.11% $416.74 +14.7%
85 USB US BANCORP NEW Financial Services 5,700.0 $296K 0.10% $52.01 +17.1%
86 SOLV SOLVENTUM CORP COMMON Healthcare 4,450.0 $291K 0.10% $65.30 +21.8%
87 PANW PALO ALTO NETWORKS INC COMMON Technology 1,760.0 $282K 0.10% $160.32 +89.7%
88 MRSH MARSH Financial Services 1,610.0 $279K 0.10% $173.45 -2.5%
89 COST COSTCO WHSL CORP NEW COM Consumer Defensive 275.0 $274K 0.10% -10.0 -3.5% $996.43 -4.4%
90 BAC BANK OF AMERICA CORP NEW Financial Services 5,507.0 $268K 0.10% $48.75 +18.7%
91 ACGL ARCH CAPITAL GROUP LTD Financial Services 2,781.0 $267K 0.09% $95.99 +1.6%
92 WBD WARNER BROS. DISCOVERY SRS A CO Communication Services 9,382.0 $258K 0.09% $27.46 -2.6%
93 GNTX GENTEX CORP COM Consumer Cyclical 10,820.0 $236K 0.08% -150.0 -1.4% $21.85 +17.4%
94 JPMORGAN ULTRA-SHORT INCOME ETF 4,630.0 $234K 0.08% $50.61
95 ET ENERGY TRANSFER LP Energy 12,004.0 $232K 0.08% $19.30 -0.7%
96 LH LABCORP HOLDINGS INC Healthcare 840.0 $224K 0.08% $266.81 +1.7%
97 NEE NEXTERA ENERGY INC Utilities 2,320.0 $215K 0.08% NEW $92.88 -4.7%
98 WTS WATTS WATER TECHNOLOGIES CLASS Industrials 740.0 $215K 0.08% $290.29 +23.8%
99 BK BANK OF NEW YORK MELLON CORP Financial Services 1,795.0 $213K 0.07% $118.63 +23.4%
100 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 1,300.0 $211K 0.07% -100.0 -7.1% $162.48 -15.1%
Page 5 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%