HALL LAURIE J TRUSTEE
SEC Form 13F institutional filer · CIK 0001388382
13F-HR · 85 reported holdings · 2026-03-31
Reported long-US-equity value
$0.25B
Top-10 concentration
43.5%
HALL LAURIE J TRUSTEE — $245M AUM allocation strategy
HALL LAURIE J TRUSTEE files SEC Form 13F and reports $245M of long US equity value across 85 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.0%, followed by Health Care 11.3% and Industrials 9.1%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HALL LAURIE J TRUSTEE — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$245M
total across 85 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MKC +10.1K sh · −$476K+$CARR +3.35K sh · +$542K+$VLTO +3.15K sh · +$17.7K
Biggest trims (shares)
−$APH −5.16K sh · −$1.22M−$SYY −3.09K sh · −$271K−$ADP −2.74K sh · −$1.23M
Exited to nil (held last quarter, gone now)
$IDXX ($284K last qtr)$INTU ($272K last qtr)$ACN ($243K last qtr)$AXP ($243K last qtr)$LOW ($232K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software8.0%—
- Semiconductors6.8%—
- Health Care Equipment6.4%—
- Technology Hardware, Storage & Peripherals5.8%—
- Semiconductor Materials & Equipment4.6%—
- Interactive Media & Services4.5%—
- Apparel Retail3.4%—
- Personal Care Products3.2%—
- Other holdings57.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 53.5K | $19.8M | -645 | 8.1% |
| $AAPL | Apple Inc | 55.9K | $14.2M | -1.63K | 5.8% |
| $AMAT | Applied Materials Inc | 33.1K | $11.3M | -1.39K | 4.6% |
| $GOOGL | Alphabet Inc | 38.2K | $11M | -1.19K | 4.5% |
| $NVDA | NVIDIA Corporation | 53.5K | $9.33M | +121 | 3.8% |
| $SYK | Stryker Corporation | 27.1K | $8.89M | -619 | 3.6% |
| $TJX | TJX Companies Inc | 51.9K | $8.29M | +25 | 3.4% |
| $PG | Procter & Gamble Company | 53.7K | $7.76M | -60 | 3.2% |
| $APH | Amphenol Corporation | 59.8K | $7.56M | -5.16K | 3.1% |
…and 76 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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