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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 2,650.0 $377K 0.12% $142.21 +2.8%
82 TT TRANE TECHNOLOGIES PLC CORP PLC Industrials 765.0 $376K 0.12% $491.16 -10.4%
83 ISRG INTUITIVE SURGICAL INC Healthcare 925.0 $368K 0.11% $397.68 -7.1%
84 USB US BANCORP NEW Financial Services 5,700.0 $344K 0.11% $60.40 +1.3%
85 SOLV SOLVENTUM CORP COMMON Healthcare 4,450.0 $343K 0.11% $77.15 +17.9%
86 BAC BANK OF AMERICA CORP NEW Financial Services 5,507.0 $314K 0.10% $56.98 +8.8%
87 ZTS ZOETIS INC Healthcare 4,072.0 $293K 0.09% -96.0 -2.3% $71.86 +7.5%
88 WTS WATTS WATER TECHNOLOGIES CLASS Industrials 740.0 $290K 0.09% $391.45 -9.1%
89 GLW CORNING INC COM Technology 1,100.0 $281K 0.09% NEW $255.43 -43.0%
90 GNTX GENTEX CORP COM Consumer Cyclical 10,820.0 $273K 0.09% $25.27 -12.4%
91 ACGL ARCH CAPITAL GROUP LTD Financial Services 2,781.0 $270K 0.08% $97.06 +1.6%
92 MRSH MARSH Financial Services 1,610.0 $268K 0.08% $166.67 +12.5%
93 COST COSTCO WHSL CORP NEW COM Consumer Defensive 275.0 $257K 0.08% $935.47 +0.5%
94 WBD WARNER BROS. DISCOVERY SRS A CO Communication Services 9,382.0 $250K 0.08% $26.66 +6.2%
95 BK BANK OF NEW YORK MELLON CORP Financial Services 1,720.0 $249K 0.08% -75.0 -4.2% $144.61 -0.6%
96 TXN TEXAS INSTRS INC COM Technology 795.0 $237K 0.07% NEW $298.07 -15.0%
97 LH LABCORP HOLDINGS INC Healthcare 840.0 $235K 0.07% $280.00 +17.0%
98 JPMORGAN ULTRA-SHORT INCOME ETF 4,630.0 $234K 0.07% $50.57
99 ET ENERGY TRANSFER LP Energy 12,004.0 $230K 0.07% $19.12 +12.0%
100 NSC NORFOLK SOUTHERN CORP COM Industrials 725.0 $228K 0.07% $314.59 +5.8%
Page 5 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%