☆HALL LAURIE J TRUSTEE
Quality Q
0.293
AUM ($M)
322
Positions
103
Turnover
0.11
Top-10 wt
39%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—
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Holdings · 107 positions · portfolio value $322M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMAT funds › | APPLIED MATERIALS INC COM | TRIM | — | 7.3% | +3.3% | 23.4 | 32,328 | -805 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | TRIM | — | 6.2% | -0.8% | 19.9 | 53,258 | -272 | 5 | — |
| ☆AAPL funds › | APPLE COMPUTER INC COM | TRIM | — | 5.0% | +0.0% | 16.1 | 55,753 | -155 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CLASS C | TRIM | — | 3.3% | -0.6% | 10.6 | 30,070 | -8,152 | 5 | — |
| ☆APH funds › | AMPHENOL CORP CL A | TRIM | — | 3.2% | +0.6% | 10.4 | 58,988 | -822 | 5 | — |
| ☆VTI funds › | VANGUARD TOTAL STOCK MARKET ETF | HOLD | — | 3.1% | +0.0% | 9.9 | 26,620 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 2.9% | -0.4% | 9.4 | 46,760 | -6,720 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 2.9% | +1.7% | 9.3 | 15,927 | -648 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | ADD | — | 2.7% | +0.5% | 8.8 | 17,729 | +37 | 5 | — |
| ☆SYK funds › | STRYKER CORP COM | ADD | — | 2.7% | -0.5% | 8.6 | 27,255 | +197 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC COM | TRIM | — | 2.7% | +0.0% | 8.6 | 21,530 | -1,881 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW COM | TRIM | — | 2.4% | -0.5% | 7.9 | 51,854 | -65 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORP | ADD | — | 2.4% | +0.3% | 7.7 | 105,355 | +145 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON COM | TRIM | — | 2.4% | -0.2% | 7.7 | 30,162 | -155 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO COM | TRIM | — | 2.4% | -0.4% | 7.7 | 52,212 | -1,511 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHINES | ADD | — | 2.3% | +0.1% | 7.4 | 26,441 | +50 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 2.3% | -0.2% | 7.4 | 14,459 | +119 | 5 | — |
| ☆ULS funds › | UL SOLUTIONS INC CLASS A | ADD | — | 1.9% | +0.1% | 6.3 | 61,433 | +400 | 5 | — |
| ☆ABT funds › | ABBOTT LABS COM | ADD | — | 1.9% | -0.5% | 6.0 | 66,641 | +914 | 5 | — |
| ☆WM funds › | WASTE MGMT INC | ADD | — | 1.9% | -0.3% | 6.0 | 26,730 | +212 | 5 | — |
| ☆CCK funds › | CROWN HOLDINGS INC | ADD | — | 1.6% | +0.0% | 5.0 | 44,867 | +1,640 | 5 | — |
| ☆HD funds › | HOME DEPOT INC COM | ADD | — | 1.5% | +1.3% | 4.7 | 13,467 | +11,863 | 5 | — |
| ☆BR funds › | BROADRIDGE FINANCIAL SOLUTIONS | ADD | — | 1.5% | +1.4% | 4.7 | 34,410 | +33,110 | 5 | — |
| ☆DHR funds › | DANAHER CORP | ADD | — | 1.5% | -0.2% | 4.7 | 24,523 | +419 | 5 | — |
| ☆XYL funds › | XYLEM INC | ADD | — | 1.2% | -0.2% | 3.9 | 33,106 | +460 | 5 | — |
| ☆ATR funds › | APTAR GROUP INC | ADD | — | 1.2% | -0.1% | 3.7 | 29,929 | +460 | 5 | — |
| ☆NYT funds › | NEW YORK TIMES CO CL A | TRIM | — | 1.2% | -0.4% | 3.7 | 53,000 | -460 | 5 | — |
| ☆NVS funds › | NOVARTIS AG ADR | TRIM | — | 1.1% | -0.1% | 3.6 | 22,897 | -300 | 5 | — |
| ☆CI funds › | CIGNA GROUP | HOLD | — | 1.1% | -0.1% | 3.5 | 12,523 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 1.1% | +0.0% | 3.4 | 13,705 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON.COM INC | TRIM | — | 1.0% | +0.0% | 3.2 | 13,610 | -100 | 5 | — |
| ☆UL funds › | UNILEVER PLC SPONSORED ADR | ADD | — | 1.0% | -0.1% | 3.2 | 53,097 | +150 | 3 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 1.0% | +0.1% | 3.1 | 14,625 | -250 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 0.9% | -0.0% | 3.0 | 5,990 | +30 | 5 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.9% | +0.1% | 2.9 | 7,885 | +0 | 5 | — |
| ☆MMM funds › | 3M COMPANY | TRIM | — | 0.9% | -0.0% | 2.8 | 17,478 | -318 | 5 | — |
| ☆VLTO funds › | VERALTO CORP COMMON | ADD | — | 0.8% | +0.0% | 2.7 | 30,776 | +4,687 | 5 | — |
| ☆STT funds › | STATE STREET CORP COM | TRIM | — | 0.8% | +0.1% | 2.5 | 14,906 | -65 | 5 | — |
| ☆PEP funds › | PEPSICO INC COM | TRIM | — | 0.8% | -0.3% | 2.5 | 18,583 | -1,359 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC CORP COMMON | HOLD | — | 0.8% | +0.1% | 2.4 | 2,064 | +0 | 5 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 TRUST | ADD | — | 0.7% | +0.0% | 2.2 | 2,977 | +42 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC CLASS A | TRIM | — | 0.7% | +0.0% | 2.2 | 6,110 | -110 | 5 | — |
| ☆APD funds › | AIR PRODUCTS & CHEMICAL INC COM | HOLD | — | 0.7% | -0.1% | 2.2 | 7,375 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING COM | TRIM | — | 0.6% | -0.1% | 2.1 | 9,255 | -525 | 5 | — |
| ☆EFA funds › | ISHARES MSCI EAFE ETF | HOLD | — | 0.6% | -0.0% | 2.1 | 19,779 | +0 | 5 | — |
| ☆PH funds › | PARKER HANNIFIN CORP | TRIM | — | 0.6% | -0.1% | 2.0 | 2,071 | -395 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.6% | -0.1% | 2.0 | 5,502 | -58 | 5 | — |
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKETS | HOLD | — | 0.6% | -0.0% | 1.9 | 26,669 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.6% | +0.1% | 1.8 | 1,707 | +0 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO COM | HOLD | — | 0.5% | -0.0% | 1.7 | 12,106 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC CLASS-B | TRIM | — | 0.5% | -0.1% | 1.6 | 3,295 | -50 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO COM | TRIM | — | 0.5% | -0.0% | 1.6 | 4,911 | -153 | 5 | — |
| ☆PCAR funds › | PACCAR INC | HOLD | — | 0.5% | -0.0% | 1.6 | 13,371 | +0 | 5 | — |
| ☆MRK funds › | MERCK AND CO INC | HOLD | — | 0.5% | -0.0% | 1.6 | 12,164 | +0 | 5 | — |
| ☆SYY funds › | SYSCO CORP COM | HOLD | — | 0.5% | +0.0% | 1.5 | 18,388 | +0 | 5 | — |
| ☆VXUS funds › | VANGUARD TOTAL INTERNATIONAL ST | HOLD | — | 0.4% | -0.0% | 1.4 | 16,629 | +0 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.4% | -0.1% | 1.2 | 10,508 | -160 | 5 | — |
| ☆INTC funds › | INTEL CORP COM | HOLD | — | 0.4% | +0.2% | 1.2 | 8,500 | +0 | 4 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | HOLD | — | 0.4% | -0.1% | 1.1 | 8,252 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BOND INDEX SHORT TERM | HOLD | — | 0.3% | -0.0% | 1.1 | 14,267 | +0 | 5 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 (MKT) ETF | HOLD | — | 0.3% | +0.0% | 1.0 | 1,369 | +0 | 5 | — |
| ☆T funds › | A T & T INC | HOLD | — | 0.3% | -0.2% | 1.0 | 46,352 | +0 | 5 | — |
| ☆ALNY funds › | ALNYLAM PHARMA | HOLD | — | 0.3% | -0.1% | 0.8 | 2,812 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC COM | HOLD | — | 0.3% | +0.1% | 0.8 | 4,445 | +0 | 5 | — |
| ☆CTAS funds › | CINTAS CORP COM | HOLD | — | 0.2% | -0.0% | 0.8 | 4,495 | +0 | 5 | — |
| ☆LLY funds › | LILLY ELI & CO COM | HOLD | — | 0.2% | +0.0% | 0.7 | 625 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX ETF | HOLD | — | 0.2% | -0.0% | 0.7 | 8,861 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.2% | -0.0% | 0.7 | 1,413 | -5 | 5 | — |
| ☆CSCO funds › | CISCO SYSTEMS INC COM | HOLD | — | 0.2% | +0.0% | 0.6 | 5,305 | +0 | 5 | — |
| ☆ECL funds › | ECOLAB INC COM | HOLD | — | 0.2% | -0.0% | 0.6 | 2,196 | +0 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC COMMON | HOLD | — | 0.2% | +0.1% | 0.6 | 1,760 | +0 | 5 | — |
| ☆GWW funds › | GRAINGER WW INC | HOLD | — | 0.2% | +0.0% | 0.6 | 440 | +0 | 5 | — |
| ☆PFE funds › | PFIZER INC | HOLD | — | 0.2% | -0.1% | 0.6 | 23,898 | +0 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.2% | +0.0% | 0.6 | 1,621 | +0 | 5 | — |
| ☆CHD funds › | CHURCH & DWIGHT CO INC | TRIM | — | 0.2% | -0.0% | 0.5 | 5,340 | -25 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.1% | -0.0% | 0.5 | 1,095 | -100 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.5 | 820 | -50 | 5 | — |
| ☆KO funds › | COCA COLA CO COM | HOLD | — | 0.1% | -0.0% | 0.4 | 5,240 | +0 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 4,372 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.1% | +0.0% | 0.4 | 4,450 | +2,130 | 2 | — |
| ☆CHTR funds › | CHARTER COMMUNICATIONS INC CL A | HOLD | — | 0.1% | -0.1% | 0.4 | 2,650 | +0 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC CORP PLC | HOLD | — | 0.1% | +0.0% | 0.4 | 765 | +0 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | HOLD | — | 0.1% | -0.0% | 0.4 | 925 | +0 | 5 | — |
| ☆USB funds › | US BANCORP NEW | HOLD | — | 0.1% | +0.0% | 0.3 | 5,700 | +0 | 5 | — |
| ☆SOLV funds › | SOLVENTUM CORP COMMON | HOLD | — | 0.1% | +0.0% | 0.3 | 4,450 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMERICA CORP NEW | HOLD | — | 0.1% | +0.0% | 0.3 | 5,507 | +0 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.1% | -0.1% | 0.3 | 4,072 | -96 | 5 | — |
| ☆WTS funds › | WATTS WATER TECHNOLOGIES CLASS | HOLD | — | 0.1% | +0.0% | 0.3 | 740 | +0 | 3 | — |
| ☆GLW funds › | CORNING INC COM | NEW | — | 0.1% | +0.1% | 0.3 | 1,100 | +1,100 | 1 | — |
| ☆GNTX funds › | GENTEX CORP COM | HOLD | — | 0.1% | +0.0% | 0.3 | 10,820 | +0 | 5 | — |
| ☆ACGL funds › | ARCH CAPITAL GROUP LTD | HOLD | — | 0.1% | -0.0% | 0.3 | 2,781 | +0 | 5 | — |
| ☆MRSH funds › | MARSH | HOLD | — | 0.1% | -0.0% | 0.3 | 1,610 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW COM | HOLD | — | 0.1% | -0.0% | 0.3 | 275 | +0 | 5 | — |
| ☆WBD funds › | WARNER BROS. DISCOVERY SRS A CO | HOLD | — | 0.1% | -0.0% | 0.3 | 9,382 | +0 | 3 | — |
| ☆BNY funds › | BANK OF NEW YORK MELLON CORP | TRIM | — | 0.1% | +0.0% | 0.2 | 1,720 | -75 | 4 | — |
| ☆TXN funds › | TEXAS INSTRS INC COM | NEW | — | 0.1% | +0.1% | 0.2 | 795 | +795 | 1 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | HOLD | — | 0.1% | -0.0% | 0.2 | 840 | +0 | 5 | — |
| ☆JPST funds › | JPMORGAN ULTRA-SHORT INCOME ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 4,630 | +0 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER LP | HOLD | — | 0.1% | -0.0% | 0.2 | 12,004 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHERN CORP COM | HOLD | — | 0.1% | -0.0% | 0.2 | 725 | +0 | 4 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO COM | NEW | — | 0.1% | +0.1% | 0.2 | 656 | +656 | 1 | — |
| ☆BIV funds › | VANGUARD INTERMEDIATE TERM BOND | HOLD | — | 0.1% | -0.0% | 0.2 | 2,675 | +0 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC COM | TRIM | — | 0.1% | -0.0% | 0.2 | 745 | -25 | 2 | — |
| ☆RELX funds › | RELX PLC SPON ADR | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -94,738 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -13,961 | 0 | — |
| ☆MKC funds › | MCCORMICK & CO COM NON VOTING | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -65,818 | 0 | — |
| ☆CVX funds › | CHEVRON CORP (NEW) | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -979 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 322 | 103 | 0.11 | 39% | 0.026 | 0.292 | — | in |
| 2026Q1 | 283 | 104 | 0.06 | 38% | 0.024 | 0.361 | — | in |
| 2025Q4 | 301 | 108 | 0.07 | 39% | 0.026 | 0.312 | — | in |
| 2025Q3 | 306 | 113 | 0.05 | 39% | 0.027 | 0.365 | — | in |
| 2025Q2 | 302 | 112 | 0.08 | 39% | 0.026 | 0.353 | — | entered |
| 2025Q1 | 280 | 110 | 0.00 | 37% | 0.023 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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