account_balance
Investment manager · 13F filer · SEC CIK 1388382
Hall Laurie J Trustee
Reported value$314Mas of Sep 30, 2026
Positions98 1 new, 6 sold out
Top 10 weight41.3%MSFT alone is 9%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.6%
AAPLApple Inc.
5.9%
AMATApplied Materials Inc
5.7%Added +8%
NVDANVIDIA Corp
3.4%
GOOGAlphabet Inc.
3.3%
VTIVanguard Morningstar Total Stoc
3.2%
APHAmphenol Corp
3.1%Trimmed −4%
AMDAdvanced Micro Devices Inc
3.0%Trimmed −3%
ADIAnalog Devices Inc
2.6%Trimmed −5%
MAMastercard Inc
2.5%
ROKRockwell Automation, Inc
2.4%
PGProcter & Gamble Co
2.4%
MSFTMicrosoft Corp
8.6%
AAPLApple Inc.
5.9%
AMATApplied Materials Inc
5.7%+8%
NVDANVIDIA Corp
3.4%
GOOG3.3%VTIVanguard Morningstar Total Stoc
3.2%
APHAmphenol Corp
3.1%
AMDAdvanced Micro Devices Inc
3.0%
ADIAnalog Devices Inc
2.6%
MA2.5%ROK2.4%PG2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 8.6% HeldAAPL Apple Inc. 5.9% HeldAMAT Applied Materials Inc 5.7% Added +8%NVDA NVIDIA Corp 3.4% HeldGOOG Alphabet Inc. 3.3% Held
VTI Vanguard Morningstar Total Stoc 3.2% Held
APH Amphenol Corp 3.1% Trimmed −4%AMD Advanced Micro Devices Inc 3.0% Trimmed −3%ADI Analog Devices Inc 2.6% Trimmed −5%MA Mastercard Inc 2.5% HeldROK Rockwell Automation, Inc 2.4% HeldPG Procter & Gamble Co 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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