Hall Laurie J Trustee

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Hall Laurie J Trustee reported 112 stock positions worth $302.4 million. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Apple (AAPL, 4.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 19 and reduced 42. The biggest buy was a new position in Salesforce (CRM) and the biggest sale an exit from Medtronic (MDT).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001388382
Portfolio Value
$302.4M (Q2 2025)
SEC Filing
0001388382-25-000003 ↗ filed Jul 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $283.9M Q1 2024 Q2 2024: $287.2M Q2 2024 Q3 2024: $315.6M Q3 2024 Q4 2024: $304.7M Q4 2024 Q1 2025: $280.3M Q1 2025 Q2 2025: $302.4M $302.4M Q2 2025 Q3 2025: $306.1M Q3 2025 Q4 2025: $300.9M Q4 2025 Q1 2026: $283.4M Q1 2026 Q2 2026: $321.6M Q2 2026

Holdings 112 stocks · $302.4M
MSFT Microsoft Corp. 9.47% 57,568 $28.6M Reduce -1.0%
NVDA Nvidia Corp. 4.59% 87,801 $13.9M Reduce -1.4%
AAPL Apple Inc. 4.06% 59,838 $12.3M Add +0.4%
SYK Stryker Corp. 3.76% 28,780 $11.4M Add +1.8%
PG The Procter & Gamble Co. 2.98% 56,647 $9.0M Reduce -0.1%
ABT Abbott Laboratories 2.92% 64,967 $8.8M Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.91% 29,808 $8.8M Reduce -0.5%
APH Amphenol Corp. Class A 2.84% 87,081 $8.6M Reduce -3.0%
MA Mastercard Inc. Class A 2.68% 14,403 $8.1M Reduce -1.5%
VTI VG Morningstar TS MKT ETF-US 2.67% 26,529 $8.1M Reduce -0.5%
GOOG Alphabet Inc. Class C 2.43% 41,477 $7.4M Add +0.4%
CARR Carrier Global Corp. 2.32% 95,955 $7.0M Add +0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.21% 54,052 $6.7M Add +0.2%
AMAT Applied Materials Inc. 2.13% 35,218 $6.4M Reduce -0.1%
WM Waste Management Inc. 1.93% 25,538 $5.8M Reduce -0.2%
ADI Analog Devices Inc. 1.92% 24,347 $5.8M Reduce -0.6%
ROK Rockwell Automation Inc. 1.88% 17,132 $5.7M Reduce -0.7%
ADP Automatic Data Processing 1.66% 16,235 $5.0M Reduce -0.7%
JNJ Johnson & Johnson 1.62% 31,979 $4.9M Reduce -1.5%
RELX Relx PLC - Spon ADR 1.59% 88,488 $4.8M Add +4.2%
CI The Cigna Group 1.55% 14,223 $4.7M Reduce -6.6%
MKC McCormick & Co.-Non VTG SHRS 1.45% 57,930 $4.4M Add +3.0%
DHR Danaher Corp. 1.44% 22,094 $4.4M Add +2.8%
ATR Aptargroup Inc. 1.39% 26,800 $4.2M Add +1.2%
XYL Xylem Inc. 1.37% 32,086 $4.2M Reduce -0.2%
ULS Ul Solutions Inc. Class A 1.36% 56,405 $4.1M Add +0.6%
NYT New York Times Co. Class A 1.28% 69,100 $3.9M Reduce -2.2%
CCK Crown Holdings Inc. 1.19% 34,935 $3.6M Add +2.8%
PEP Pepsico Inc. 1.18% 27,015 $3.6M Reduce -6.9%
UL Unilever PLC 1.07% 52,690 $3.2M Add +3.7%
AMZN Amazon.com Inc. 1.04% 14,280 $3.1M No change
NVS Novartis AG-Sponsored ADR 1.01% 25,142 $3.0M Reduce -3.8%
FISV Fiserv Inc. 1.00% 17,515 $3.0M Reduce -1.5%
MMM 3M Co. 0.95% 18,891 $2.9M Reduce -1.3%
AMD Advanced Micro Devices 0.92% 19,680 $2.8M Reduce -11.3%
ABBV Abbvie Inc. 0.89% 14,495 $2.7M Reduce -2.7%
MS Morgan Stanley 0.84% 18,000 $2.5M No change
VRTX Vertex Pharmaceuticals Inc. 0.82% 5,565 $2.5M Add +0.7%
CRM Salesforce Inc. 0.76% 8,445 $2.3M New
BDX Becton Dickinson and Co. 0.71% 12,510 $2.2M No change
APD Air Products & Chemicals Inc. 0.71% 7,585 $2.1M Reduce -3.2%
SYY Sysco Corp. 0.71% 28,183 $2.1M Reduce -2.1%
PH Parker Hannifin Corp. 0.70% 3,033 $2.1M No change
VLTO Veralto Corp. 0.68% 20,496 $2.1M Add +2.1%
GE General Electric filed as GE AEROSPACE 0.67% 7,885 $2.0M No change
EFA iShares MSCI Eafe ETF 0.65% 21,879 $2.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.61% 3,773 $1.8M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.59% 2,907 $1.8M No change
EMR Emerson Electric Co. 0.58% 13,226 $1.8M Reduce -1.3%
STT State Street Corp. 0.55% 15,525 $1.7M No change
JPM JPMorgan Chase & Co. 0.54% 5,665 $1.6M Reduce -0.4%
T AT&T Inc. 0.54% 56,662 $1.6M Reduce -1.2%
AMGN Amgen Inc. 0.54% 5,810 $1.6M Reduce -2.3%
VEA Vanguard Ftse Developed ETF 0.52% 27,589 $1.6M Add +8.8%
MRK Merck & Co. Inc. 0.49% 18,584 $1.5M Reduce -15.9%
GOOGL Alphabet Inc. Class A 0.43% 7,360 $1.3M No change
PCAR Paccar Inc. 0.42% 13,371 $1.3M No change
CTAS Cintas Corp. 0.40% 5,446 $1.2M No change
WMT Walmart Inc. 0.39% 12,118 $1.2M Add +3.1%
VXUS Vanguard Total Intl Stock 0.38% 16,629 $1.1M Add +13.6%
BSV Vanguard Short-Term Bond ETF 0.37% 14,267 $1.1M No change
CHTR Charter Communications Inc. Class A 0.36% 2,695 $1.1M No change
GEV GE Vernova Inc. 0.36% 2,064 $1.1M No change
ALNY Alnylam Pharmaceuticals Inc. 0.35% 3,250 $1.1M No change
XOM Exxon Mobil Corp. 0.31% 8,562 $923K Reduce -18.9%
ZTS Zoetis Inc. 0.27% 5,227 $815K Reduce -0.9%
CAT Caterpillar Inc. 0.24% 1,903 $739K Reduce -30.4%
QCOM Qualcomm Inc. 0.24% 4,470 $712K Reduce -3.0%
HD Home Depot Inc. 0.22% 1,829 $671K No change
META Meta Platforms Inc. Class A 0.21% 870 $642K No change
PFE Pfizer Inc. 0.20% 24,548 $595K Reduce -5.4%
ECL Ecolab Inc. 0.20% 2,196 $592K No change
VEU Vanguard Ftse All-World Ex-U 0.19% 8,652 $582K Add +4.0%
TMO Thermo Fisher Scientific Inc. 0.19% 1,423 $577K No change
V Visa Inc. Class A 0.19% 1,621 $576K No change
IVV iShares Core S&P 500 ETF 0.18% 892 $554K No change
CVS CVS Health Corp. 0.18% 8,000 $552K No change
LLY Eli Lilly & Co. 0.18% 700 $546K No change
CHD Church & Dwight Co. Inc. 0.18% 5,550 $533K No change
CSCO Cisco Systems Inc. 0.17% 7,595 $527K No change
ISRG Intuitive Surgical Inc. 0.17% 925 $503K No change
EW Edwards Lifesciences Corp. 0.16% 6,360 $497K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.15% 450 $468K No change
ETN Eaton Corp. PLC 0.15% 1,260 $450K No change
TT Trane Technologies PLC 0.14% 975 $426K Reduce -18.8%
KO The Coca-Cola Co. 0.14% 5,950 $421K Reduce -3.3%
BR Broadridge Financial Solutio 0.14% 1,700 $413K No change
DSI iShares ESG MSCI KLD 400 ETF 0.13% 3,350 $389K New
ACN Accenture PLC Class A 0.12% 1,240 $371K No change
PANW Palo Alto Networks Inc. 0.12% 1,760 $360K No change
MRSH Marsh & McLennan Cos 0.12% 1,610 $352K No change
SOLV Solventum Corp. 0.11% 4,512 $342K Reduce -0.8%
TXN Texas Instruments Inc. 0.11% 1,575 $327K No change
INTU Intuit Inc. 0.10% 400 $315K No change
GNTX Gentex Corp. 0.10% 14,140 $311K Reduce -7.2%
COST Costco Wholesale Corp. 0.09% 285 $282K Reduce -4.4%
CNI Canadian Natl Railway Co. 0.09% 2,700 $281K Reduce -8.5%
IDXX Idexx Laboratories Inc. 0.09% 510 $274K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,192 $272K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 5,507 $261K No change
USB US Bancorp 0.09% 5,700 $258K Reduce -32.2%
FDS Factset Research Systems Inc. 0.09% 575 $257K No change
ACGL Arch Capital Group Ltd. 0.08% 2,781 $253K No change
SWK Stanley Black & Decker Inc. 0.08% 3,730 $253K No change
JPST JPMorgan Ultra-Short Income 0.08% 4,630 $235K No change
AXP American Express Co. 0.08% 729 $233K New
LH Labcorp Holdings Inc. 0.07% 840 $221K New
ORCL Oracle Corp. 0.07% 1,000 $219K New
ET Energy Transfer LP 0.07% 12,004 $218K No change
LOW Lowe's Cos Inc. 0.07% 960 $213K No change
BIV Vanguard Intermediate-Term B 0.07% 2,675 $207K No change
GEHC GE Healthcare Technology 0.07% 2,729 $202K No change

Portfolio Sells Q1 2025 → Q2 2025
MDT Medtronic PLC Sold out 0.00% −1.45
PG The Procter & Gamble Co. Reduce -0.1% 2.98% −0.46
FISV Fiserv Inc. Reduce -1.5% 1.00% −0.40
PEP Pepsico Inc. Reduce -6.9% 1.18% −0.37
JNJ Johnson & Johnson Reduce -1.5% 1.62% −0.30
CI The Cigna Group Reduce -6.6% 1.55% −0.23
ABBV Abbvie Inc. Reduce -2.7% 0.89% −0.22
MRK Merck & Co. Inc. Reduce -15.9% 0.49% −0.22
UNP Union Pacific Corp. Sold out 0.00% −0.21
MA Mastercard Inc. Class A Reduce -1.5% 2.68% −0.18
WM Waste Management Inc. Reduce -0.2% 1.93% −0.18
XOM Exxon Mobil Corp. Reduce -18.9% 0.31% −0.14
ADP Automatic Data Processing Reduce -0.7% 1.66% −0.13
AMGN Amgen Inc. Reduce -2.3% 0.54% −0.12
APD Air Products & Chemicals Inc. Reduce -3.2% 0.71% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.61% −0.12
CAT Caterpillar Inc. Reduce -30.4% 0.24% −0.08
INTC Intel Corp. Sold out 0.00% −0.07
SYY Sysco Corp. Reduce -2.1% 0.71% −0.06
MMM 3M Co. Reduce -1.3% 0.95% −0.05
USB US Bancorp Reduce -32.2% 0.09% −0.04
ZTS Zoetis Inc. Reduce -0.9% 0.27% −0.04
PFE Pfizer Inc. Reduce -5.4% 0.20% −0.04
T AT&T Inc. Reduce -1.2% 0.54% −0.04
NVS Novartis AG-Sponsored ADR Reduce -3.8% 1.01% −0.03
GNTX Gentex Corp. Reduce -7.2% 0.10% −0.02
KO The Coca-Cola Co. Reduce -3.3% 0.14% −0.02
QCOM Qualcomm Inc. Reduce -3.0% 0.24% −0.02
SOLV Solventum Corp. Reduce -0.8% 0.11% −0.01
CNI Canadian Natl Railway Co. Reduce -8.5% 0.09% −0.01
COST Costco Wholesale Corp. Reduce -4.4% 0.09% −0.01
TT Trane Technologies PLC Reduce -18.8% 0.14% −0.00
XYL Xylem Inc. Reduce -0.2% 1.37% +0.00
NYT New York Times Co. Class A Reduce -2.2% 1.28% +0.03
JPM JPMorgan Chase & Co. Reduce -0.4% 0.54% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 2.67% +0.05
EMR Emerson Electric Co. Reduce -1.3% 0.58% +0.06
AMD Advanced Micro Devices Reduce -11.3% 0.92% +0.11
ADI Analog Devices Inc. Reduce -0.6% 1.92% +0.15
IBM Intl Business Machines Corp. Reduce -0.5% 2.91% +0.25
ROK Rockwell Automation Inc. Reduce -0.7% 1.88% +0.29
AMAT Applied Materials Inc. Reduce -0.1% 2.13% +0.31
APH Amphenol Corp. Class A Reduce -3.0% 2.84% +0.74
NVDA Nvidia Corp. Reduce -1.4% 4.59% +1.15
MSFT Microsoft Corp. Reduce -1.0% 9.47% +1.68

Portfolio Buys Q1 2025 → Q2 2025
CRM Salesforce Inc. New 0.76% +0.76
ULS Ul Solutions Inc. Class A Add +0.6% 1.36% +0.23
CARR Carrier Global Corp. Add +0.5% 2.32% +0.16
GOOG Alphabet Inc. Class C Add +0.4% 2.43% +0.13
DSI iShares ESG MSCI KLD 400 ETF New 0.13% +0.13
CCK Crown Holdings Inc. Add +2.8% 1.19% +0.11
AXP American Express Co. New 0.08% +0.08
LH Labcorp Holdings Inc. New 0.07% +0.07
ORCL Oracle Corp. New 0.07% +0.07
RELX Relx PLC - Spon ADR Add +4.2% 1.59% +0.06
VEA Vanguard Ftse Developed ETF Add +8.8% 0.52% +0.06
VXUS Vanguard Total Intl Stock Add +13.6% 0.38% +0.06
WMT Walmart Inc. Add +3.1% 0.39% +0.02
VEU Vanguard Ftse All-World Ex-U Add +4.0% 0.19% +0.01
SYK Stryker Corp. Add +1.8% 3.76% +0.01
UL Unilever PLC Add +3.7% 1.07% −0.01
VLTO Veralto Corp. Add +2.1% 0.68% −0.01
ATR Aptargroup Inc. Add +1.2% 1.39% −0.02
DHR Danaher Corp. Add +2.8% 1.44% −0.13
VRTX Vertex Pharmaceuticals Inc. Add +0.7% 0.82% −0.14
TJX TJX Companies Inc. Add +0.2% 2.21% −0.14
ABT Abbott Laboratories Add +0.2% 2.92% −0.15
MKC McCormick & Co.-Non VTG SHRS Add +3.0% 1.45% −0.20
AAPL Apple Inc. Add +0.4% 4.06% −0.66

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 103$321.6MAMAT, MSFT, AAPL, GOOG, APH
Q1 2026 104$283.4MMSFT, AAPL, AMAT, GOOG, NVDA
Q4 2025 108$300.9MMSFT, AAPL, GOOG, NVDA, SYK
Q3 2025 113$306.1MMSFT, AAPL, NVDA, SYK, GOOG
Q2 2025 112$302.4MMSFT, NVDA, AAPL, SYK, PG
Q1 2025 110$280.3MMSFT, AAPL, SYK, PG, NVDA
Q4 2024 250$304.7MMSFT, AAPL, NVDA, SYK, VTI
Q3 2024 261$315.6MMSFT, AAPL, NVDA, SYK, PG
Q2 2024 246$287.2MMSFT, NVDA, AAPL, SYK, VTI
Q1 2024 251$283.9MMSFT, SYK, NVDA, AAPL, VTI