HALL LAURIE J TRUSTEE
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in HALL LAURIE J TRUSTEE
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | MSFT | MICROSOFT CORP COM | 6.99% | 19.815 M $ | 53530 | 2020/09/30 | -6.146 M $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE COMPUTER INC COM | 5.01% | 14.189 M $ | 55908 | 2020/09/30 | -1.040 M $ | -6.65 % |
| 2026/03/31 | AMAT | APPLIED MATERIALS INC COM | 4.00% | 11.325 M $ | 33133 | 2020/09/30 | 2.928 M $ | 33.00 % |
| 2026/03/31 | GOOG | ALPHABET INC CLASS C | 3.87% | 10.964 M $ | 38222 | 2020/09/30 | -1.062 M $ | -8.59 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.29% | 9.327 M $ | 53480 | 2020/09/30 | -645.643 K $ | -6.49 % |
| 2026/03/31 | SYK | STRYKER CORP COM | 3.14% | 8.891 M $ | 27058 | 2020/09/30 | -633.249 K $ | -6.51 % |
| 2026/03/31 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.01% | 8.540 M $ | 26620 | 2020/09/30 | -384.925 K $ | -4.31 % |
| 2026/03/31 | TJX | TJX COS INC NEW COM | 2.93% | 8.291 M $ | 51919 | 2020/09/30 | 316.034 K $ | 3.96 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO COM | 2.74% | 7.760 M $ | 53723 | 2020/09/30 | 60.774 K $ | 0.79 % |
| 2026/03/31 | APH | AMPHENOL CORP CL A | 2.67% | 7.557 M $ | 59810 | 2020/09/30 | -571.042 K $ | -6.50 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC COM | 2.63% | 7.448 M $ | 23411 | 2020/09/30 | 1.122 M $ | 17.31 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON COM | 2.62% | 7.411 M $ | 30317 | 2020/09/30 | 1.144 M $ | 18.12 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 2.53% | 7.165 M $ | 14340 | 2020/09/30 | -1.018 M $ | -12.48 % |
| 2026/03/31 | ABT | ABBOTT LABS COM | 2.38% | 6.748 M $ | 65727 | 2020/09/30 | -1.476 M $ | -18.05 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHINES | 2.26% | 6.397 M $ | 26391 | 2020/09/30 | -1.419 M $ | -18.17 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 2.24% | 6.349 M $ | 17692 | 2020/09/30 | -529.291 K $ | -7.76 % |
| 2026/03/31 | WM | WASTE MGMT INC | 2.15% | 6.094 M $ | 26518 | 2020/09/30 | 266.091 K $ | 4.59 % |
| 2026/03/31 | CARR | CARRIER GLOBAL CORP | 2.09% | 5.924 M $ | 105210 | 2020/09/30 | 353.471 K $ | 6.57 % |
| 2026/03/31 | ULS | UL SOLUTIONS INC CLASS A | 1.85% | 5.231 M $ | 61033 | 2024/06/30 | 409.410 K $ | 8.69 % |
| 2026/03/31 | DHR | DANAHER CORP | 1.61% | 4.570 M $ | 24104 | 2020/09/30 | -927.126 K $ | -17.18 % |
| 2026/03/31 | NYT | NEW YORK TIMES CO CL A | 1.58% | 4.476 M $ | 53460 | 2020/09/30 | 838.279 K $ | 20.61 % |
| 2026/03/31 | CCK | CROWN HOLDINGS INC | 1.53% | 4.334 M $ | 43227 | 2023/09/30 | -111.647 K $ | -2.64 % |
| 2026/03/31 | XYL | XYLEM INC | 1.38% | 3.901 M $ | 32646 | 2020/09/30 | -538.030 K $ | -12.25 % |
| 2026/03/31 | ATR | APTAR GROUP INC | 1.31% | 3.714 M $ | 29469 | 2020/09/30 | 113.066 K $ | 3.33 % |
| 2026/03/31 | NVS | NOVARTIS AG ADR | 1.25% | 3.543 M $ | 23197 | 2020/09/30 | 358.935 K $ | 10.79 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 1.19% | 3.372 M $ | 16575 | 2022/03/31 | -196.090 K $ | -5.01 % |
| 2026/03/31 | CI | CIGNA GROUP | 1.18% | 3.341 M $ | 12523 | 2020/09/30 | -112.131 K $ | -3.08 % |
| 2026/03/31 | MKC | MCCORMICK & CO COM NON VOTING | 1.17% | 3.320 M $ | 65818 | 2020/09/30 | -984.890 K $ | -25.94 % |
| 2026/03/31 | RELX | RELX PLC SPON ADR | 1.11% | 3.141 M $ | 94738 | 2024/06/30 | -586.747 K $ | -17.99 % |
| 2026/03/31 | PEP | PEPSICO INC COM | 1.09% | 3.097 M $ | 19942 | 2020/09/30 | 247.664 K $ | 8.20 % |
| 2026/03/31 | UL | UNILEVER PLC SPONSORED ADR | 1.06% | 3.016 M $ | 52947 | 2025/12/31 | -431.632 K $ | -12.89 % |
| 2026/03/31 | ABBV | ABBVIE INC | 1.05% | 2.981 M $ | 13705 | 2020/09/30 | -159.445 K $ | -4.81 % |
| 2026/03/31 | AMZN | AMAZON.COM INC | 1.01% | 2.855 M $ | 13710 | 2020/09/30 | -309.160 K $ | -9.77 % |
| 2026/03/31 | VRTX | VERTEX PHARMACEUTICALS INC | 0.94% | 2.661 M $ | 5960 | 2021/03/31 | -41.124 K $ | -1.50 % |
| 2026/03/31 | CRM | SALESFORCE INC | 0.92% | 2.606 M $ | 13961 | 2020/09/30 | -1.061 M $ | -29.53 % |
| 2026/03/31 | MMM | 3M COMPANY | 0.91% | 2.585 M $ | 17796 | 2020/09/30 | -268.344 K $ | -9.29 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.86% | 2.448 M $ | 14875 | 2024/09/30 | -220.320 K $ | -7.30 % |
| 2026/03/31 | VLTO | VERALTO CORP COMMON | 0.81% | 2.307 M $ | 26089 | 2023/12/31 | -260.609 K $ | -11.39 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.79% | 2.238 M $ | 7885 | 2021/09/30 | -191.290 K $ | -7.88 % |
| 2026/03/31 | PH | PARKER HANNIFIN CORP | 0.78% | 2.208 M $ | 2466 | 2020/09/30 | 45.567 K $ | 1.85 % |
| 2026/03/31 | APD | AIR PRODUCTS & CHEMICAL INC COM | 0.76% | 2.142 M $ | 7375 | 2020/09/30 | 320.591 K $ | 17.60 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING COM | 0.70% | 1.987 M $ | 9780 | 2020/09/30 | -676.868 K $ | -21.01 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.69% | 1.956 M $ | 5560 | 2020/09/30 | 141.350 K $ | 7.50 % |
| 2026/03/31 | EFA | ISHARES MSCI EAFE ETF | 0.68% | 1.921 M $ | 19779 | 2020/09/30 | 24.066 K $ | 1.15 % |
| 2026/03/31 | SPY | STATE STREET SPDR S&P 500 TRUST | 0.67% | 1.909 M $ | 2935 | 2020/09/30 | -91.803 K $ | -4.63 % |
| 2026/03/31 | STT | STATE STREET CORP COM | 0.67% | 1.895 M $ | 14971 | 2020/09/30 | -36.862 K $ | -1.90 % |
| 2026/03/31 | GEV | GE VERNOVA INC CORP COMMON | 0.64% | 1.802 M $ | 2064 | 2024/06/30 | 452.697 K $ | 33.56 % |
| 2026/03/31 | GOOGL | ALPHABET INC CLASS A | 0.63% | 1.789 M $ | 6220 | 2020/09/30 | -165.614 K $ | -8.13 % |
| 2026/03/31 | VEA | VANGUARD FTSE DEVELOPED MARKETS | 0.60% | 1.709 M $ | 26669 | 2020/09/30 | 44.418 K $ | 2.58 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC CLASS-B | 0.57% | 1.603 M $ | 3345 | 2020/09/30 | -79.847 K $ | -4.67 % |
| 2026/03/31 | EMR | EMERSON ELEC CO COM | 0.56% | 1.586 M $ | 12106 | 2020/09/30 | -21.005 K $ | -1.28 % |
| 2026/03/31 | PCAR | PACCAR INC | 0.55% | 1.544 M $ | 13371 | 2020/09/30 | 80.092 K $ | 5.47 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO COM | 0.53% | 1.490 M $ | 5064 | 2020/09/30 | -149.672 K $ | -8.71 % |
| 2026/03/31 | MRK | MERCK AND CO INC | 0.52% | 1.463 M $ | 12164 | 2020/09/30 | 196.201 K $ | 14.28 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP COM | 0.49% | 1.400 M $ | 8252 | 2020/09/30 | 406.988 K $ | 40.98 % |
| 2026/03/31 | T | A T & T INC | 0.47% | 1.344 M $ | 46352 | 2020/09/30 | 202.943 K $ | 16.71 % |
| 2026/03/31 | WMT | WALMART INC | 0.47% | 1.326 M $ | 10668 | 2020/09/30 | 137.811 K $ | 11.55 % |
| 2026/03/31 | SYY | SYSCO CORP COM | 0.46% | 1.312 M $ | 18388 | 2020/09/30 | -50.688 K $ | -3.20 % |
| 2026/03/31 | VXUS | VANGUARD TOTAL INTERNATIONAL ST | 0.45% | 1.282 M $ | 16629 | 2020/09/30 | 27.770 K $ | 2.21 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.43% | 1.209 M $ | 1707 | 2020/09/30 | 231.452 K $ | 23.67 % |
| 2026/03/31 | BSV | VANGUARD BOND INDEX SHORT TERM | 0.39% | 1.119 M $ | 14267 | 2020/09/30 | -5.706 K $ | -0.51 % |
| 2026/03/31 | ALNY | ALNYLAM PHARMA | 0.33% | 930.406 K $ | 2812 | 2020/09/30 | -187.785 K $ | -16.79 % |
| 2026/03/31 | IVV | ISHARES CORE S&P 500 (MKT) ETF | 0.32% | 894.244 K $ | 1369 | 2020/09/30 | -25.130 K $ | -4.63 % |
| 2026/03/31 | CTAS | CINTAS CORP COM | 0.27% | 760.284 K $ | 4495 | 2020/09/30 | -90.296 K $ | -10.07 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 0.25% | 696.498 K $ | 1418 | 2020/09/30 | -125.110 K $ | -15.18 % |
| 2026/03/31 | PFE | PFIZER INC | 0.24% | 671.056 K $ | 23898 | 2020/09/30 | 75.995 K $ | 12.77 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX ETF | 0.23% | 665.461 K $ | 8861 | 2022/09/30 | 13.645 K $ | 2.09 % |
| 2026/03/31 | ECL | ECOLAB INC COM | 0.21% | 584.180 K $ | 2196 | 2020/09/30 | 7.686 K $ | 1.33 % |
| 2026/03/31 | LLY | LILLY ELI & CO COM | 0.20% | 574.856 K $ | 625 | 2024/09/30 | -96.818 K $ | -14.41 % |
| 2026/03/31 | QCOM | QUALCOMM INC COM | 0.20% | 572.427 K $ | 4445 | 2020/09/30 | -187.890 K $ | -24.71 % |
| 2026/03/31 | CHTR | CHARTER COMMUNICATIONS INC CL A | 0.20% | 572.082 K $ | 2650 | 2020/09/30 | 18.894 K $ | 3.42 % |
| 2026/03/31 | HD | HOME DEPOT INC COM | 0.19% | 527.540 K $ | 1604 | 2020/09/30 | -24.777 K $ | -4.42 % |
| 2026/03/31 | CHD | CHURCH & DWIGHT CO INC | 0.18% | 500.662 K $ | 5365 | 2020/09/30 | 52.227 K $ | 11.29 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.18% | 497.754 K $ | 870 | 2020/09/30 | -76.525 K $ | -13.33 % |
| 2026/03/31 | ZTS | ZOETIS INC | 0.17% | 492.699 K $ | 4168 | 2020/09/30 | -31.718 K $ | -6.05 % |
| 2026/03/31 | V | VISA INC | 0.17% | 489.931 K $ | 1621 | 2020/09/30 | -78.569 K $ | -13.82 % |
| 2026/03/31 | GWW | GRAINGER WW INC | 0.17% | 479.957 K $ | 440 | 2020/09/30 | 35.974 K $ | 8.10 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.15% | 427.416 K $ | 1195 | 2020/09/30 | 49.341 K $ | 12.29 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.15% | 426.416 K $ | 925 | 2020/09/30 | -97.467 K $ | -18.60 % |
| 2026/03/31 | CSCO | CISCO SYSTEMS INC COM | 0.15% | 411.615 K $ | 5305 | 2020/09/30 | 3.295 K $ | 0.73 % |
| 2026/03/31 | KO | COCA COLA CO COM | 0.14% | 398.503 K $ | 5240 | 2020/09/30 | 32.173 K $ | 8.78 % |
| 2026/03/31 | INTC | INTEL CORP COM | 0.13% | 375.105 K $ | 8500 | 2020/09/30 | 61.455 K $ | 19.59 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES CORP | 0.12% | 350.110 K $ | 4372 | 2020/09/30 | -22.603 K $ | -6.06 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC CORP PLC | 0.11% | 318.806 K $ | 765 | 2020/09/30 | 21.068 K $ | 7.08 % |
| 2026/03/31 | USB | US BANCORP NEW | 0.10% | 296.457 K $ | 5700 | 2020/09/30 | -7.695 K $ | -2.53 % |
| 2026/03/31 | SOLV | SOLVENTUM CORP COMMON | 0.10% | 290.585 K $ | 4450 | 2024/06/30 | -62.032 K $ | -17.59 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC COMMON | 0.10% | 282.163 K $ | 1760 | 2020/09/30 | -42.028 K $ | -12.96 % |
| 2026/03/31 | MARSH | 0.10% | 279.255 K $ | 1610 | 2020/09/30 | -19.432 K $ | -6.51 % | |
| 2026/03/31 | COST | COSTCO WHSL CORP NEW COM | 0.10% | 274.018 K $ | 275 | 2020/09/30 | 38.215 K $ | 15.55 % |
| 2026/03/31 | BAC | BANK OF AMERICA CORP NEW | 0.09% | 268.467 K $ | 5507 | 2020/09/30 | -34.418 K $ | -11.36 % |
| 2026/03/31 | ACGL | ARCH CAPITAL GROUP LTD | 0.09% | 266.949 K $ | 2781 | 2023/12/31 | 194.000 $ | 0.07 % |
| 2026/03/31 | WBD | WARNER BROS. DISCOVERY SRS A CO | 0.09% | 257.630 K $ | 9382 | 2025/12/31 | -12.759 K $ | -4.72 % |
| 2026/03/31 | GNTX | GENTEX CORP COM | 0.08% | 236.418 K $ | 10820 | 2020/09/30 | -15.577 K $ | -6.10 % |
| 2026/03/31 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 0.08% | 234.324 K $ | 4630 | 2022/12/31 | 92.000 $ | 0.04 % |
| 2026/03/31 | ET | ENERGY TRANSFER LP | 0.08% | 231.677 K $ | 12004 | 2020/09/30 | 33.731 K $ | 17.04 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.08% | 224.121 K $ | 840 | 2024/06/30 | 13.381 K $ | 6.35 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.08% | 215.481 K $ | 2320 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WTS | WATTS WATER TECHNOLOGIES CLASS | 0.08% | 214.815 K $ | 740 | 2025/12/31 | 10.559 K $ | 5.17 % |
| 2026/03/31 | BK | BANK OF NEW YORK MELLON CORP | 0.08% | 212.941 K $ | 1795 | 2025/09/30 | 4.559 K $ | 2.19 % |
| 2026/03/31 | BR | BROADRIDGE FINANCIAL SOLUTIONS | 0.07% | 211.224 K $ | 1300 | 2020/09/30 | -84.966 K $ | -27.19 % |