HALL LAURIE J TRUSTEE

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$321,594
Net value change ($000)
+38,236 (13.5%)
New positions
3
Sold out positions
4
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,048 106.4%
AMD 5,880 174.4%
BR 4,501 2133.2%
HD 4,222 799.6%
APH 2,844 37.6%
ROK 2,428 38.2%
AAPL 1,944 13.7%
CARR 1,804 30.5%
VTI 1,310 15.3%
ADI 1,103 14.8%
Top Reduces (Value $000, Stocks/ETFs)
MKC -3,320 -100.0%
RELX -3,141 -100.0%
CRM -2,606 -100.0%
NYT -767 -17.1%
ABT -701 -10.4%
PEP -581 -18.8%
TJX -435 -5.2%
T -385 -28.6%
GOOGL -339 -3.1%
SYK -310 -3.5%
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