HALL LAURIE J TRUSTEE

CIK 0001388382 • 6 13F filings • May 15, 2025 – Jul 9, 2026

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Filer information

Filed by: HALL LAURIE J TRUSTEE, Trust Operation Liaison
Address: GOULSTON & STORRS, PC, ONE POST OFFICE SQUARE, BOSTON, MA, 02109
Phone: 617 574 3533
AUM: $300.9M

AUM over time

$313.8M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q3 2026

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $300.9M15 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	Equities	$2.9M	1.0%Prev: 0.9%	18,046 SH	Increased+1,263 SH
A T & T INC	Equities	$1.2M	0.4%Prev: 0.3%	48,902 SH	Increased+4,145 SH
ABBOTT LABS COM	Equities	$8.2M	2.7%Prev: 2.0%	65,247 SH	Increased+1,918 SH
ABBVIE INC	Equities	$3.3M	1.1%Prev: 1.0%	14,495 SH	Increased+2,840 SH
ACCENTURE PLC IRELAND	Equities	$243K	0.1%	905 SH	New
ADVANCED MICRO DEVICES INC	Equities	$3.9M	1.3%Prev: 3.0%	18,275 SH	Decreased+2,750 SH
AIR PRODUCTS & CHEMICAL INC COM	Equities	$1.8M	0.6%Prev: 0.7%	7,375 SH	Decreased
ALNYLAM PHARMA	Equities	$1.1M	0.4%Prev: 0.2%	2,812 SH	Increased
ALPHABET INC CLASS A	Equities	$2.0M	0.7%Prev: 0.7%	6,510 SH	Decreased+400 SH
ALPHABET INC CLASS C	Equities	$12.4M	4.1%Prev: 3.3%	39,412 SH	Increased+9,432 SH
AMAZON.COM INC	Equities	$3.2M	1.1%Prev: 1.1%	13,710 SH	Decreased+205 SH
AMERICAN EXPRESS CO COM	Equities	$243K	0.1%	656 SH	New
AMGEN INC	Equities	$1.9M	0.6%Prev: 0.6%	5,760 SH	Increased+1,348 SH
AMPHENOL CORP CL A	Equities	$8.8M	2.9%Prev: 3.1%	64,965 SH	Decreased-48,802 SH
ANALOG DEVICES INC COM	Equities	$6.5M	2.2%Prev: 2.6%	23,901 SH	Decreased+3,493 SH
APPLE COMPUTER INC COM	Equities	$15.6M	5.2%Prev: 5.9%	57,536 SH	Decreased+2,176 SH
APPLIED MATERIALS INC COM	Equities	$8.9M	2.9%Prev: 5.7%	34,523 SH	Decreased-550 SH
APTAR GROUP INC	Equities	$3.4M	1.1%Prev: 1.1%	27,849 SH	Decreased-1,705 SH
ARCH CAPITAL GROUP LTD	Equities	$267K	0.1%Prev: 0.1%	2,781 SH	Increased
AUTOMATIC DATA PROCESSING COM	Equities	$3.2M	1.1%Prev: 0.7%	12,523 SH	Increased+3,418 SH
BANK OF AMERICA CORP NEW	Equities	$303K	0.1%Prev: 0.1%	5,507 SH	Increased
BANK OF NEW YORK MELLON CORP	Equities	$208K	0.1%Prev: 0.1%	1,795 SH	Decreased+195 SH
BERKSHIRE HATHAWAY INC CLASS-B	Equities	$1.7M	0.6%Prev: 0.5%	3,405 SH	Increased+110 SH
BROADRIDGE FINANCIAL SOLUTIONS	Equities	$312K	0.1%Prev: 1.7%	1,400 SH	Decreased-32,360 SH
CARRIER GLOBAL CORP	Equities	$5.4M	1.8%Prev: 1.8%	101,865 SH	Decreased-2,815 SH
CATERPILLAR INC	Equities	$978K	0.3%Prev: 0.4%	1,707 SH	Decreased+25 SH
CHARTER COMMUNICATIONS INC CL A	Equities	$553K	0.2%Prev: 0.1%	2,650 SH	Increased
CHURCH & DWIGHT CO INC	Equities	$462K	0.2%Prev: 0.2%	5,515 SH	Decreased+175 SH
CIGNA GROUP	Equities	$3.6M	1.2%Prev: 1.1%	13,223 SH	Increased+1,035 SH
CINTAS CORP COM	Equities	$897K	0.3%Prev: 0.3%	4,770 SH	Increased+275 SH
CISCO SYSTEMS INC COM	Equities	$453K	0.2%Prev: 0.2%	5,885 SH	Decreased+765 SH
COCA COLA CO COM	Equities	$366K	0.1%Prev: 0.1%	5,240 SH	Decreased
COSTCO WHSL CORP NEW COM	Equities	$246K	0.1%Prev: 0.1%	285 SH	Decreased+15 SH
CROWN HOLDINGS INC	Equities	$4.2M	1.4%Prev: 1.5%	41,047 SH	Decreased-4,520 SH
DANAHER CORP	Equities	$5.4M	1.8%Prev: 1.7%	23,579 SH	Increased+11 SH
EATON CORP PLC	Equities	$401K	0.1%Prev: 0.1%	1,260 SH	Decreased+211 SH
ECOLAB INC COM	Equities	$576K	0.2%Prev: 0.2%	2,196 SH	Decreased+19 SH
EDWARDS LIFESCIENCES CORP	Equities	$373K	0.1%Prev: 0.1%	4,372 SH	Decreased
EMERSON ELEC CO COM	Equities	$1.6M	0.5%Prev: 0.6%	12,356 SH	Decreased+666 SH
ENERGY TRANSFER LP	Equities	$198K	0.1%Prev: 0.1%	12,004 SH	Decreased
EXXON MOBIL CORP COM	Equities	$993K	0.3%	8,252 SH	New
GE AEROSPACE	Equities	$2.4M	0.8%Prev: 0.8%	7,885 SH	Decreased+10 SH
GE HEALTHCARE TECHNOLOGIES INC	Equities	$224K	0.1%	2,729 SH	New
GE VERNOVA INC CORP COMMON	Equities	$1.3M	0.4%Prev: 0.6%	2,064 SH	Decreased+45 SH
GENTEX CORP COM	Equities	$255K	0.1%Prev: 0.1%	10,970 SH	Increased+150 SH
GRAINGER WW INC	Equities	$444K	0.1%Prev: 0.2%	440 SH	Decreased+15 SH
HOME DEPOT INC COM	Equities	$561K	0.2%Prev: 1.2%	1,629 SH	Decreased-12,038 SH
IDEXX LABS INC COM	Equities	$284K	0.1%	420 SH	New
INTEL CORP COM	Equities	$314K	0.1%Prev: 0.3%	8,500 SH	Decreased
INTERNATIONAL BUSINESS MACHINES	Equities	$7.8M	2.6%Prev: 1.9%	26,371 SH	Increased-55 SH
INTUIT INC COM	Equities	$272K	0.1%	410 SH	New
INTUITIVE SURGICAL INC	Equities	$524K	0.2%Prev: 0.1%	925 SH	Increased+100 SH
ISHARES CORE S&P 500 (MKT) ETF	Equities	$542K	0.2%Prev: 0.3%	792 SH	Decreased-577 SH
ISHARES MSCI EAFE ETF	Equities	$2.1M	0.7%Prev: 0.7%	21,879 SH	Increased+2,100 SH
JOHNSON & JOHNSON COM	Equities	$6.3M	2.1%Prev: 2.4%	30,502 SH	Decreased+2,622 SH
JPMORGAN CHASE & CO COM	Equities	$1.7M	0.6%Prev: 0.5%	5,334 SH	Increased+788 SH
JPMORGAN ULTRA-SHORT INCOME ETF	Equities	$234K	0.1%Prev: 0.1%	4,630 SH	Increased+255 SH
LABCORP HOLDINGS INC	Equities	$211K	0.1%	840 SH	New
LILLY ELI & CO COM	Equities	$672K	0.2%Prev: 0.2%	625 SH	Increased+95 SH
LOWES COMPANIES INC	Equities	$232K	0.1%	960 SH	New
MAGNUM ICE CREAM CO NV	Equities	$177K	0.1%	11,198 SH	New
MARSH	Equities	$299K	0.1%Prev: 0.1%	1,610 SH	Increased
MASTERCARD INCORPORATED	Equities	$8.2M	2.7%Prev: 2.5%	14,290 SH	Increased-97 SH
MCCORMICK & CO COM NON VOTING	Equities	$3.8M	1.3%	55,738 SH	New
MERCK AND CO INC	Equities	$1.4M	0.5%Prev: 0.5%	13,054 SH	Decreased+2,740 SH
META PLATFORMS INC	Equities	$574K	0.2%Prev: 0.2%	870 SH	Increased+159 SH
MICROSOFT CORP COM	Equities	$26.2M	8.7%Prev: 8.6%	54,175 SH	Decreased+1,551 SH
MORGAN STANLEY	Equities	$3.0M	1.0%Prev: 0.9%	17,000 SH	Increased+2,375 SH
NEW YORK TIMES CO CL A	Equities	$4.1M	1.4%Prev: 1.0%	58,580 SH	Increased+9,535 SH
NORFOLK SOUTHERN CORP COM	Equities	$209K	0.1%Prev: 0.1%	725 SH	Decreased
NOVARTIS AG ADR	Equities	$3.3M	1.1%Prev: 0.9%	24,122 SH	Increased+4,436 SH
NVIDIA CORPORATION	Equities	$10.0M	3.3%Prev: 3.4%	53,359 SH	Decreased+5,954 SH
PACCAR INC	Equities	$1.5M	0.5%Prev: 0.5%	13,371 SH	Decreased
PALO ALTO NETWORKS INC COMMON	Equities	$324K	0.1%Prev: 0.2%	1,760 SH	Decreased+74 SH
PARKER HANNIFIN CORP	Equities	$2.5M	0.8%Prev: 0.6%	2,799 SH	Increased+728 SH
PEPSICO INC COM	Equities	$3.0M	1.0%Prev: 0.7%	21,042 SH	Increased+2,891 SH
PFIZER INC	Equities	$595K	0.2%Prev: 0.2%	23,898 SH	Decreased
PROCTER & GAMBLE CO COM	Equities	$7.7M	2.6%Prev: 2.4%	53,783 SH	Increased+1,654 SH
QUALCOMM INC COM	Equities	$760K	0.3%Prev: 0.3%	4,445 SH	Decreased
RELX PLC SPON ADR	Equities	$3.3M	1.1%	80,708 SH	New
ROCKWELL AUTOMATION INC	Equities	$6.8M	2.3%Prev: 2.4%	17,532 SH	Decreased-52 SH
SALESFORCE INC	Equities	$3.6M	1.2%	13,566 SH	New
SOLVENTUM CORP COMMON	Equities	$353K	0.1%	4,450 SH	New
SPDR S & P 500 ETF	Equities	$2.0M	0.7%	2,907 SH	New
STATE STREET CORP COM	Equities	$1.9M	0.6%Prev: 0.8%	15,046 SH	Decreased+140 SH
STRYKER CORP COM	Equities	$9.7M	3.2%Prev: 2.3%	27,677 SH	Increased+1,390 SH
SYSCO CORP COM	Equities	$1.6M	0.5%Prev: 0.5%	21,478 SH	Increased+3,090 SH
THERMO FISHER SCIENTIFIC INC	Equities	$824K	0.3%Prev: 0.3%	1,423 SH	Decreased+129 SH
TJX COS INC NEW COM	Equities	$8.0M	2.6%Prev: 2.2%	51,894 SH	Increased+498 SH
TRANE TECHNOLOGIES PLC CORP PLC	Equities	$298K	0.1%Prev: 0.1%	765 SH	Decreased+100 SH
UL SOLUTIONS INC CLASS A	Equities	$4.7M	1.6%Prev: 1.3%	59,768 SH	Increased-4,112 SH
UNILEVER PLC SPONSORED ADR	Equities	$3.3M	1.1%Prev: 1.0%	51,202 SH	Increased-1,902 SH
US BANCORP NEW	Equities	$304K	0.1%Prev: 0.1%	5,700 SH	Decreased
VANGUARD BOND INDEX SHORT TERM	Equities	$1.1M	0.4%Prev: 0.3%	14,267 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS	Equities	$1.7M	0.6%Prev: 0.6%	27,589 SH	Decreased+920 SH
VANGUARD INTERMEDIATE TERM BOND	Equities	$208K	0.1%	2,675 SH	New
VANGUARD INTL EQUITY INDEX ETF	Equities	$652K	0.2%Prev: 0.2%	8,861 SH	Decreased
VANGUARD TOTAL INTERNATIONAL ST	Equities	$1.3M	0.4%Prev: 0.5%	16,629 SH	Decreased
VANGUARD TOTAL STOCK MARKET ETF	Equities	$8.9M	3.0%	26,620 SH	New
VERALTO CORP COMMON	Equities	$2.3M	0.8%Prev: 1.0%	22,941 SH	Decreased-9,615 SH
VERTEX PHARMACEUTICALS INC	Equities	$2.7M	0.9%Prev: 1.0%	6,030 SH	Decreased+43 SH
VISA INC	Equities	$569K	0.2%Prev: 0.2%	1,621 SH	Decreased+19 SH
WALMART INC	Equities	$1.2M	0.4%Prev: 0.3%	10,708 SH	Increased+200 SH
WARNER BROS. DISCOVERY SRS A CO	Equities	$270K	0.1%Prev: 0.1%	9,382 SH	Decreased
WASTE MGMT INC	Equities	$5.8M	1.9%Prev: 1.7%	26,398 SH	Increased-33 SH
WATTS WATER TECHNOLOGIES CLASS	Equities	$204K	0.1%Prev: 0.1%	740 SH	Decreased
XYLEM INC	Equities	$4.4M	1.5%Prev: 1.1%	32,256 SH	Increased-2,097 SH
ZOETIS INC	Equities	$524K	0.2%Prev: 0.1%	4,168 SH	Increased+681 SH

Sold (vs prior filing)

BROADCOM INC ORDINARY SHARES — $3.4M
EXXONMOBIL HOLDINGS CORP — $1.3M
NEXTERA ENERGY INC — $320K
STATE STREET SPDR S&P 500 TRUST — $2.3M
TEXAS INSTRS INC COM — $220K
VANGUARD MORNINGSTAR TOTAL STOC — $10.0M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0001388382-26-000001	$300.9M	View
Oct 6, 2026	Q3 2026	13F-HR	0001388382-26-000006	$313.8M	View
Oct 14, 2025	Q3 2025