HALL LAURIE J TRUSTEE

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
113
Total value ($000)
$306,084
Net value change ($000)
+3,640 (1.2%)
New positions
5
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/15/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,897 23.6%
GOOGL 2,572 35.0%
TJX 939 14.1%
JNJ 846 17.3%
AMAT 737 11.4%
APH 672 7.8%
ABBV 665 24.7%
VTI 643 8.0%
MSFT 540 1.9%
XYL 523 12.6%
Top Reduces (Value $000, Stocks/ETFs)
CARR -1,344 -19.1%
NVDA -1,236 -8.9%
SYK -1,192 -10.5%
CI -890 -18.9%
FISV -800 -26.5%
IBM -795 -9.0%
ADP -643 -12.8%
ATR -599 -14.3%
RELX -496 -10.3%
PG -430 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type