HALL LAURIE J TRUSTEE

CIK 1388382 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$95.1M
#8.374 dari 9.443 berdasarkan nilai 13F · top 88.7%
Posisi
103
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +17.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
41,37%
Bobot 25 kepemilikan teratas
64,62%
Posisi di atas 1%
31
Jumlah posisi efektif
33,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,52% Perkiraan pembelian $5.855.200 · penjualan $2.220.478

Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 40,7% masih dipegang

Posisi baru
3
Meningkat
27
Menurun
13
Tertutup
4
Di halaman ini

Rincian sektor

Technology
25,2%
Industrials
18,1%
Healthcare
14,4%
Financial Services
6,0%
Retail
5,2%
Communication Services
4,7%
Consumer products
3,1%
Materials
2,1%
Packaging
1,6%
Consumer Staples
1,3%
Financials
1,2%
Telecommunication
1,0%
Energy
0,7%
Consumer Discretionary
0,1%
Utilities
0,1%
Communications
0,1%
Lainnya/Tidak terpetakan
15,3%

Portofolio lengkap 103 posisi

Tipe Rentetan Tren 8 kuartal
VTI $9.850.465 10,35% 26.620 $1.310.503
MSFT Microsoft Corporation - Common Stock $6.778.146 7,13% 18.171 $209.109 Naik ×1
AAPL Apple Inc. - Common Stock $4.650.883 4,89% 16.073 $781.093 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $4.153.635 4,37% 5.745 $2.172.962 Turun ×2
MS Morgan Stanley Common Stock $3.057.210 3,21% 14.625 $609.231 Turun ×3
NVDA NVIDIA Corporation - Common Stock $2.614.776 2,75% 13.068 $507.152 Naik ×2
SYK Stryker Corporation Common Stock $2.141.227 2,25% 6.801 $60.924 Naik ×1
JNJ Johnson & Johnson Common Stock $2.059.697 2,17% 8.110 $77.289
PG Procter & Gamble Company (The) Common Stock $2.027.005 2,13% 13.823 $-187.838 Turun ×1
PH Parker-Hannifin Corporation Common Stock $2.025.687 2,13% 2.071 $-181.975 Turun ×3
AMGN Amgen Inc. - Common Stock $1.992.384 2,09% 5.502 $36.098 Turun ×3
GOOG Alphabet Inc. - Class C Capital Stock $1.923.882 2,02% 5.445 $544.946 Naik ×1
APD Air Products and Chemicals, Inc. Common Stock $1.861.693 1,96% 6.350 $17.081
AMZN Amazon.com, Inc. - Common Stock $1.758.949 1,85% 7.380 $221.916
PCAR PACCAR Inc. - Common Stock $1.606.125 1,69% 13.371 $61.774
IBM International Business Machines Corporation Common Stock $1.513.753 1,59% 5.383 $318.043 Naik ×3
ADI Analog Devices, Inc. - Common Stock $1.473.898 1,55% 3.711 $418.946 Naik ×3
VXUS Vanguard Total International Stock ETF $1.421.613 1,49% 16.629 $139.351
MMM 3M Company Common Stock $1.345.958 1,41% 8.313 $92.478 Turun ×1
STT State Street Corporation Common Stock $1.302.698 1,37% 7.681 $330.591
CAT Caterpillar, Inc. Common Stock $1.280.010 1,35% 1.202 $428.441
INTC Intel Corporation - Common Stock $1.186.855 1,25% 8.500 $811.750
GOOGL Alphabet Inc. - Class A Common Stock $1.179.321 1,24% 3.300 $230.373
ABBV AbbVie Inc. Common Stock $1.151.253 1,21% 4.575 $156.236
ADP Automatic Data Processing, Inc. - Common Stock $1.113.032 1,17% 4.970 $103.227
CARR Carrier Global Corporation Common Stock $1.072.817 1,13% 14.626 $367.478 Naik ×3
PEP PepsiCo, Inc. - Common Stock $1.069.795 1,12% 7.901 $-344.897 Turun ×4
IVV $1.025.230 1,08% 1.369 $130.986
HD Home Depot, Inc. (The) Common Stock $1.010.076 1,06% 2.864 $818.004 Naik ×1
ABT Abbott Laboratories Common Stock $989.792 1,04% 10.908 $90.608 Naik ×3
T AT&T Inc. $959.486 1,01% 46.352 $-384.258
TJX TJX Companies, Inc. (The) Common Stock $885.821 0,93% 5.847 $63.845 Naik ×2
ROK Rockwell Automation, Inc. Common Stock $883.718 0,93% 1.785 $429.735 Naik ×3
BR Broadridge Financial Solutions, Inc. Common Stock $879.219 0,92% 6.420 $667.995 Naik ×1
APH Amphenol Corporation Common Stock $861.147 0,91% 4.884 $377.858 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $850.452 0,89% 1.464 $552.630
ALNY Alnylam Pharmaceuticals, Inc. - Common Stock $846.496 0,89% 2.812 $-83.910
CCK Crown Holdings, Inc. $842.787 0,89% 7.537 $202.490 Naik ×3
MA Mastercard Incorporated Common Stock $835.627 0,88% 1.627 $215.049 Naik ×3
ULS UL Solutions Inc. Class A Common Stock $813.148 0,85% 7.983 $223.635 Naik ×3
CTAS Cintas Corporation - Common Stock $764.510 0,80% 4.495 $4.226
EMR Emerson Electric Company Common Stock $752.396 0,79% 5.256 $63.755
LLY Eli Lilly and Company Common Stock $749.644 0,79% 625 $174.788
VEU $742.109 0,78% 8.861 $76.648
BRKB $729.068 0,77% 1.457 $6.914 Turun ×1
SYY Sysco Corporation Common Stock $652.760 0,69% 7.810 $95.673
JPM JP Morgan Chase & Co. Common Stock $651.714 0,69% 1.991 $33.684 Turun ×4
XOM Exxon Mobil Corporation Common Stock $647.232 0,68% 4.734 $-155.938
ATR AptarGroup, Inc. Common Stock $638.395 0,67% 5.099 $115.538 Naik ×3
GE GE Aerospace Common Stock $616.655 0,65% 1.650 $148.434
QCOM QUALCOMM Incorporated - Common Stock $616.275 0,65% 3.335 $186.794
DHR Danaher Corporation Common Stock $613.346 0,64% 3.220 $140.294 Naik ×5
GEV GE Vernova Inc. Common Stock $595.654 0,63% 507 $153.094
WM Waste Management, Inc. Common Stock $563.886 0,59% 2.530 $177.839 Naik ×3
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $529.017 0,56% 1.065 $62.383 Naik ×1
CHD Church & Dwight Company, Inc. Common Stock $517.339 0,54% 5.340 $16.677 Turun ×2
WMT Walmart Inc. - Common Stock $509.670 0,54% 4.500 $-49.590
PFE Pfizer, Inc. Common Stock $478.903 0,50% 19.888 $-79.552
NVS Novartis AG Common Stock $469.376 0,49% 2.995 $217.338 Naik ×1
XYL Xylem Inc. Common Stock New $437.377 0,46% 3.700 $147.589 Naik ×4
BSV $424.921 0,45% 5.454 $-2.727
CI The Cigna Group Common Stock $413.520 0,43% 1.500 $13.395
UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) $404.487 0,43% 6.728 $168.005 Naik ×2
META Meta Platforms, Inc. - Class A Common Stock $394.303 0,41% 700 $-34.795 Turun ×1
CHTR Charter Communications, Inc. - Class A Common Stock $376.857 0,40% 2.650 $-195.225
TT Trane Technologies plc $375.737 0,39% 765 $56.931
NYT New York Times Company (The) Common Stock $369.844 0,39% 5.285 $65.485 Naik ×2
ISRG Intuitive Surgical, Inc. - Common Stock $367.854 0,39% 925 $-58.562
USB U.S. Bancorp Common Stock $344.280 0,36% 5.700 $47.823
MRK Merck & Company, Inc. Common Stock (new) $331.402 0,35% 2.579 $21.174
VLTO Veralto Corp Common Stock $305.503 0,32% 3.445 $105.232 Naik ×4
GLW Corning Incorporated Common Stock $280.973 0,30% 1.100
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $250.124 0,26% 9.382 $-7.506
NSC Norfolk Southern Corporation Common Stock $228.078 0,24% 725 $20.003
ETN Eaton Corporation, PLC Ordinary Shares $223.713 0,24% 525 $169 Turun ×2
AXP American Express Company Common Stock $221.892 0,23% 656
V Visa Inc. $194.189 0,20% 566 $23.121
KO Coca-Cola Company (The) Common Stock $161.727 0,17% 1.990 $10.387
SOLV Solventum Corporation Common Stock $161.089 0,17% 2.088 $24.743
TMO Thermo Fisher Scientific Inc Common Stock $150.408 0,16% 301 $2.949
JPST $130.976 0,14% 2.590 $-104
ZTS Zoetis Inc. Class A Common Stock $126.042 0,13% 1.754 $-81.298
COST Costco Wholesale Corporation - Common Stock $115.998 0,12% 124 $-7.559
PANW Palo Alto Networks, Inc. - Common Stock $102.306 0,11% 300 $54.210
ECL Ecolab Inc. Common Stock $97.514 0,10% 350 $4.407
GWW W.W. Grainger, Inc. Common Stock $95.228 0,10% 70 $18.871
BK The Bank of New York Mellon Corporation Common Stock $93.273 0,10% 645 $7.859 Turun ×1
VEA $82.294 0,09% 1.155 $8.282
GNTX Gentex Corporation - Common Stock $79.601 0,08% 3.150 $10.773
NEE NextEra Energy, Inc. Common Stock $68.461 0,07% 780 $23.879 Naik ×1
EFA $67.522 0,07% 650 $4.387
EW Edwards Lifesciences Corporation Common Stock $67.121 0,07% 742 $7.702
CSCO Cisco Systems, Inc. - Common Stock $61.667 0,06% 525 $20.932
BIV $61.360 0,06% 800 $-384
BAC Bank of America Corporation Common Stock $51.282 0,05% 900 $7.407
ACGL Arch Capital Group Ltd. - Common Stock $48.530 0,05% 500 $535
MRSH Marsh Common Stock $46.668 0,05% 280 $-1.898
LH Labcorp Holdings Inc. Common Stock $44.800 0,05% 160 $2.110
WTS Watts Water Technologies, Inc. Class A Common Stock $39.145 0,04% 100 $10.116
TXN Texas Instruments Incorporated - Common Stock $38.749 0,04% 130

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
IBM $1.513.753 1,59% naik ×3
ADI $1.473.898 1,55% naik ×3
CARR $1.072.817 1,13% naik ×3
ABT $989.792 1,04% naik ×3
ROK $883.718 0,93% naik ×3
CCK $842.787 0,89% naik ×3
MA $835.627 0,88% naik ×3
ULS $813.148 0,85% naik ×3
ATR $638.395 0,67% naik ×3
DHR $613.346 0,64% naik ×5
WM $563.886 0,59% naik ×3
XYL $437.377 0,46% naik ×4
VLTO $305.503 0,32% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
GLW $280.973 1.100 0,30%
AXP $221.892 656 0,23%
TXN $38.749 130 0,04%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AMAT Dipangkas -50 +$2.2M
VTI Hanya pergerakan harga +0 +$1.3M
INTC Hanya pergerakan harga +0 +$812K
AAPL Beli lebih banyak +825 +$781K
BR Beli lebih banyak +5K +$668K
MS Dipangkas -250 +$609K
AMD Hanya pergerakan harga +0 +$553K
GOOG Beli lebih banyak +638 +$545K
NVDA Beli lebih banyak +983 +$507K
ROK Beli lebih banyak +520 +$430K

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
CVS 31 Des. 2025 8.000 $603.120 18,5%
UNP 30 Juni 2025 2.290 $540.990 31,1%
MKC 30 Juni 2026 8.928 $450.328 12,1%
CRM 30 Juni 2026 2.235 $417.207 31,3%
DSI 30 Sep. 2025 3.350 $389.136 Tidak lagi dilacak
CNI 30 Sep. 2025 2.700 $280.908 35,3%
SWK 31 Des. 2025 3.730 $277.251 32,7%
ORCL 31 Des. 2025 965 $271.397 -26,9%
RELX 30 Juni 2026 8.125 $269.344 11,7%
FDS 30 Sep. 2025 575 $257.186 4,7%
BDX 31 Des. 2025 1.355 $253.615 22,8%
DIS 30 Sep. 2025 2.032 $251.988 -5,7%
AXP 31 Maret 2026 656 $242.687 10,6%
LOW 31 Maret 2026 960 $231.514 -7,4%
ULXXXX 31 Des. 2025 3.670 $217.558 Tidak lagi dilacak
INTC 30 Juni 2025 8.950 $203.255 305,9%
WFC 31 Des. 2025 2.412 $202.174 -8,6%
MDT 30 Juni 2025 1.970 $177.024 8,0%
TXN 31 Des. 2025 820 $150.659 53,3%
IDXX 31 Maret 2026 145 $98.097 0,1%
GEHC 31 Maret 2026 677 $55.528 5,1%
FISV 31 Des. 2025 405 $52.217 -23,5%
ITW 31 Des. 2025 140 $36.506 15,2%
ACN 31 Maret 2026 135 $36.221 -6,7%
INTU 31 Maret 2026 50 $33.121 -16,3%
MICC 31 Maret 2026 834 $13.219 32,2%
CVX 30 Juni 2026 29 $6.000 25,4%
IWV 31 Maret 2025 3.231 $1.080 Tidak lagi dilacak
ITOT 31 Maret 2025 4.704 $605 Tidak lagi dilacak
VT 31 Maret 2025 2.699 $317 Tidak lagi dilacak
AXP 31 Maret 2025 944 $280 24,3%
CMCSA 31 Maret 2025 6.000 $225 -27,8%
OC 31 Maret 2025 1.200 $204 3,2%
DD 31 Maret 2025 2.620 $200 347,2%
D 31 Maret 2025 3.500 $189 21,8%
WFC 31 Maret 2025 2.602 $183 18,7%
MCD 31 Maret 2025 607 $176 -13,3%
VCSH 31 Maret 2025 2.260 $176
NSC 31 Maret 2025 725 $170 46,4%
ORCL 31 Maret 2025 1.000 $167 2,0%
SHW 31 Maret 2025 430 $146 -1,6%
MPC 31 Maret 2025 1.000 $140 150,1%
CRM 31 Maret 2025 415 $139 -23,4%
ALL 31 Maret 2025 680 $131 23,4%
ROP 31 Maret 2025 250 $130 -30,6%
LIN 31 Maret 2025 300 $126 4,7%
LH 31 Maret 2025 540 $124 43,4%
OGE 31 Maret 2025 3.000 $124 2,8%
TMUS 31 Maret 2025 550 $121 -31,6%
DOW 31 Maret 2025 2.856 $115 -6,4%
NEE 31 Maret 2025 1.560 $112 20,9%
MDLZ 31 Maret 2025 1.850 $111 -4,9%
ANSS 31 Maret 2025 325 $110 Tidak lagi dilacak
WTS 31 Maret 2025 540 $110 82,0%
BK 31 Maret 2025 1.425 $109 Tidak lagi dilacak
TTE 31 Maret 2025 1.960 $107 42,0%
IQV 31 Maret 2025 540 $106 44,4%
STZ 31 Maret 2025 470 $104 -27,9%
GIS 31 Maret 2025 1.600 $102 -33,4%
MBB 31 Maret 2025 1.100 $101
EPD 31 Maret 2025 3.200 $100 12,4%
CL 31 Maret 2025 1.090 $99 -2,8%
WBD 31 Maret 2025 9.382 $99 164,4%
IR 31 Maret 2025 1.058 $96 0,7%
MAS 31 Maret 2025 1.300 $94 6,2%
VLO 31 Maret 2025 745 $91 163,8%
PPG 31 Maret 2025 750 $90 3,3%
CNH 31 Maret 2025 7.825 $89 -11,8%
HON 31 Maret 2025 385 $87 10,9%
HOLX 31 Maret 2025 1.175 $85 Tidak lagi dilacak
NOW 31 Maret 2025 80 $85 -18,6%
BAX 31 Maret 2025 2.832 $83 -22,2%
ORLY 31 Maret 2025 70 $83 -6,5%
OTIS 31 Maret 2025 892 $83 -30,5%
AMT 31 Maret 2025 425 $78 -18,5%
REGN 31 Maret 2025 110 $78 31,7%
A 31 Maret 2025 575 $77 33,2%
AZO 31 Maret 2025 24 $77 -21,2%
ICE 31 Maret 2025 480 $72 -8,6%
SPGI 31 Maret 2025 145 $72 -15,4%
MELI 31 Maret 2025 42 $71 -1,7%
ADBE 31 Maret 2025 158 $70 -28,6%
FUN 31 Maret 2025 1.400 $67 -52,0%
C 31 Maret 2025 900 $63 85,9%
NKE 31 Maret 2025 815 $62 -36,1%
RCL 31 Maret 2025 270 $62 43,5%
STAG 31 Maret 2025 1.750 $59 0,8%
DEO 31 Maret 2025 460 $58 -10,7%
CTVA 31 Maret 2025 1.002 $57 29,6%
ALLE 31 Maret 2025 400 $52 25,1%
GLW 31 Maret 2025 1.100 $52 228,5%
HPE 31 Maret 2025 2.400 $51 242,4%
IFF 31 Maret 2025 609 $51 7,1%
CMI 31 Maret 2025 140 $49 92,1%
FCX 31 Maret 2025 1.280 $49 80,7%
WES 31 Maret 2025 1.253 $48 20,2%
HPQ 31 Maret 2025 1.400 $46 7,2%
DGX 31 Maret 2025 300 $45 42,5%
ITT 31 Maret 2025 314 $45 64,2%
DE 31 Maret 2025 100 $42 28,2%
MBLY 31 Maret 2025 2.000 $40 -36,2%
TEAM 31 Maret 2025 165 $40 -17,2%
VWO 31 Maret 2025 900 $40 Tidak lagi dilacak
CWB 31 Maret 2025 500 $39 Tidak lagi dilacak
TIP 31 Maret 2025 365 $39 Tidak lagi dilacak
EOG 31 Maret 2025 300 $37 19,3%
RMD 31 Maret 2025 160 $37 2,9%
ED 31 Maret 2025 400 $36 -1,6%
ITW 31 Maret 2025 140 $35 14,4%
ETR 31 Maret 2025 450 $34 26,9%
MET 31 Maret 2025 420 $34 17,3%
BKR 31 Maret 2025 800 $33 47,7%
RNAC 31 Maret 2025 1.759 $32 -22,3%
RTX 31 Maret 2025 280 $32 64,0%
TGT 31 Maret 2025 240 $32 53,6%
GSK 31 Maret 2025 875 $30 35,4%
VTRS 31 Maret 2025 2.430 $30 85,8%
BMY 31 Maret 2025 510 $29 9,5%
WSO 31 Maret 2025 60 $28 -38,2%
UPS 31 Maret 2025 200 $25 -7,1%
VERA 31 Maret 2025 600 $25 31,4%
HUM 31 Maret 2025 96 $24 44,7%
ZBH 31 Maret 2025 224 $24 -10,7%
QRVO 31 Maret 2025 315 $22 35,3%
ENPH 31 Maret 2025 310 $21 -38,2%
NVO 31 Maret 2025 242 $21 -33,0%
CTRA 31 Maret 2025 800 $20 Tidak lagi dilacak
BNS 31 Maret 2025 350 $19 83,8%
ZBRA 31 Maret 2025 50 $19 24,6%
ADM 31 Maret 2025 350 $18 71,6%
ONB 31 Maret 2025 844 $18 22,1%
DSI 31 Maret 2025 150 $17 Tidak lagi dilacak
TGNA 31 Maret 2025 950 $17 Tidak lagi dilacak
ES 31 Maret 2025 270 $16 16,3%
KN 31 Maret 2025 800 $16 127,5%
SLB 31 Maret 2025 380 $15 29,5%
WY 31 Maret 2025 539 $15 -15,6%
CE 31 Maret 2025 200 $14 -18,0%
CTSH 31 Maret 2025 170 $13 -19,9%
LHX 31 Maret 2025 64 $13 31,1%
SBUX 31 Maret 2025 135 $12 7,4%
SW 31 Maret 2025 225 $12 8,7%
PEG 31 Maret 2025 128 $11 -8,5%
CCL 31 Maret 2025 400 $10 33,0%
EL 31 Maret 2025 130 $10 48,8%
VZ 31 Maret 2025 256 $10 9,0%
GH 31 Maret 2025 300 $9 291,5%
IJR 31 Maret 2025 75 $9 Tidak lagi dilacak
BABA 31 Maret 2025 100 $8 -5,3%
TAK 31 Maret 2025 619 $8 22,7%
TEL 31 Maret 2025 50 $7 42,1%
WAB 31 Maret 2025 38 $7 61,3%
FTGC 31 Maret 2025 260 $6
CARS 31 Maret 2025 316 $5 9,7%
MFC 31 Maret 2025 150 $5 38,2%
MRNA 31 Maret 2025 110 $5 405,2%
NET 31 Maret 2025 50 $5 152,3%
ALV 31 Maret 2025 40 $4 36,2%
CVX 31 Maret 2025 29 $4 24,3%
AFRM 31 Maret 2025 50 $3 68,8%
KD 31 Maret 2025 81 $3 -60,6%
VTR 31 Maret 2025 50 $3 34,7%
CPNG 31 Maret 2025 50 $1 -25,6%
WBA 31 Maret 2025 150 $1 Tidak lagi dilacak
EMBC 31 Maret 2025 17 $0 -57,4%
FSLY 31 Maret 2025 50 $0 262,6%
OXYWS 31 Maret 2025 16 $0 Tidak lagi dilacak
ZUO 31 Maret 2025 50 $0 Tidak lagi dilacak