StockDriftsStockDriftsTop 50 Hall Laurie J Trustee Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC COM | 7.27% | 32.3K | $23.4M | -2.43%(-805) | $19.45(+2634.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 6.18% | 53.3K | $19.9M | -0.51%(-272) | $56.59(+759.00%) | 2026-06-30 | |
| AAPL | APPLE COMPUTER INC COM | 5.02% | 55.8K | $16.1M | -0.28%(-155) | $34.21(+792.55%) | 2026-06-30 | |
| GOOG | ALPHABET INC CLASS C | 3.3% | 30.1K | $10.6M | -21.33%(-8.15K) | $40.99(+735.85%) | 2026-06-30 | |
| APH | AMPHENOL CORP CL A | 3.23% | 59.0K | $10.4M | -1.37%(-822) | $34.67(+385.25%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.06% | 26.6K | $9.9M | +0.00%(+0) | $112.16(+241.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.91% | 46.8K | $9.4M | -12.57%(-6.72K) | $5.17(+4271.76%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.88% | 15.9K | $9.3M | -3.91%(-648) | $126.62(+304.56%) | 2026-06-30 | |
| ROK | ROCKWELL AUTOMATION INC | 2.73% | 17.7K | $8.8M | +0.21%(+37) | $189.68(+136.91%) | 2026-06-30 | |
| SYK | STRYKER CORP COM | 2.67% | 27.3K | $8.6M | +0.73%(+197) | $86.32(+284.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.64% | +67.01% | +11.75% | +74.31% |
| Top 20 Holdings Unweighted | +19.30% | +69.79% | +11.67% | +73.64% |
Hall Laurie J Trustee reports $321.59M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (7.3%), MSFT (6.2%) and AAPL (5.0%). The top 20 holdings account for 61.81% of reported assets. Its disclosed equity book has returned +67.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hall Laurie J Trustee’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388382). View Hall Laurie J Trustee’s 13F filings on SEC