HALL LAURIE J TRUSTEE

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$283,358
Net value change ($000)
-17,562 (-5.8%)
New positions
3
Sold out positions
7
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: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMAT 2,453 27.6%
JNJ 1,099 17.4%
ADI 966 14.9%
CARR 541 10.1%
ULS 518 11.0%
GEV 453 33.6%
NYT 409 10.1%
XOM 407 41.0%
IVV 352 64.9%
TJX 320 4.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,385 -24.4%
AAPL -1,453 -9.3%
ABT -1,427 -17.5%
IBM -1,414 -18.1%
GOOGL -1,403 -11.3%
ADP -1,234 -38.3%
APH -1,222 -13.9%
MA -993 -12.2%
CRM -988 -27.5%
SYK -837 -8.6%
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