HALL LAURIE J TRUSTEE

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$300,920
Net value change ($000)
-5,164 (-1.7%)
New positions
4
Sold out positions
9
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/14/2025 Next filing: 4/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UL 3,349 NEW
GOOGL 2,437 24.5%
AMAT 1,688 23.5%
AMD 957 32.4%
DHR 925 20.7%
ROK 899 15.2%
CRM 781 27.8%
CCK 714 20.3%
ULS 649 16.0%
ADI 606 10.3%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -3,238 -100.0%
MSFT -2,975 -10.2%
NVDA -2,685 -21.2%
BDX -2,328 -100.0%
FISV -2,220 -100.0%
ADP -1,143 -26.2%
RELX -1,050 -24.4%
PG -887 -10.3%
CVS -603 -100.0%
APH -492 -5.3%
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