HALL LAURIE J TRUSTEE
•CIK: 1388382•Filing: Q4 2025
**HALL LAURIE J TRUSTEE** manages $301M across a diversified portfolio of 108 holdings. The strategy exhibits a clear tilt toward mega-cap technology leaders, evidenced by top positions including MSFT at $26.2M and AAPL at $15.6M. Significant allocations are also maintained in GOOG ($12.4M) and NVDA ($10.0M), suggesting a conviction in high-growth, market-leading technology names. The fund's structure balances large-cap tech exposure with notable diversification into sectors like industrials and consumer staples.
Total AUM
$300.9M
QoQ Performance
-1.7%
Positions
108
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT8.7%
AAPL5.2%
GOOG4.1%
NVDA3.3%
SYK3.2%
VTI3.0%
AMAT2.9%
APH2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.6%
Technology28.0%
Healthcare10.7%
Financial4.2%
Industrial2.1%
Consumer1.8%
Consumer Staples1.1%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW4 new positions
↑16 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023