HALL LAURIE J TRUSTEE

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$313,843
Net value change ($000)
-7,751 (-2.4%)
New positions
2
Sold out positions
7
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 7,125 35.9%
AVGO 3,354 NEW
AAPL 2,303 14.3%
NVDA 1,470 15.7%
EXXONMOBIL HOLDINGS CORP 1,286 NEW
BR 727 15.4%
DHR 550 11.8%
MA 508 6.8%
VLTO 342 12.5%
ADP 277 13.4%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -5,437 -23.3%
ULS -2,066 -33.0%
CARR -1,985 -25.7%
IBM -1,623 -21.8%
SYK -1,342 -15.6%
XOM -1,128 -100.0%
ROK -1,122 -12.8%
TJX -1,056 -13.4%
HD -862 -18.1%
APH -810 -7.8%
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