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Disclosery

13F-HR filed by HALL LAURIE J TRUSTEE

HALL LAURIE J TRUSTEE filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-15, with 112 holding rows worth $302,443,801.

Accession
0001388382-25-000003
Filer
CIK 1388382
Filed
2025-07-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 282 entries on the cover page, a total value of $302,443,801 stated on the cover page (in dollars after the unit check, H1), rows summing to $302,443,801 with VALUE read as dollars as filed, 13F file number 028-12085. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerBIRCH HILL ADVISORS
  • included managerBOSTON FAMILY OFFICE
  • included managerBOSTON FAMILY OFFICE CARY MARCHI
  • included managerBRENDAN LEE
  • included managerCARLETON R LADD
  • included managerCYNTHIA DOOLEY
  • included managerDEANNA HARNETT
  • included managerED ESTEY
  • included managerERIC LAFOREST
  • included managerKATIE BAKER
  • included managerLAURA MCCARTHY
  • included managerMARTISHA PATTERSON
  • included managerSEAWARD MANAGEMENT CO
  • included managerTHEA BROWN-ALLEN
  • included managerTWEEDY BROWNE COMPANY LLC

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM57,568$28,634,900dollars as filed
NVIDIA Corp67066G104COM87,801$13,871,680dollars as filed
Apple Inc037833100COM59,838$12,276,962dollars as filed
Stryker Corporation863667101COM28,780$11,386,232dollars as filed
Procter & Gamble Co742718109COM56,647$9,025,000dollars as filed
Abbott Laboratories002824100COM64,967$8,836,161dollars as filed
International Business Machines Corporation459200101COM29,808$8,786,802dollars as filed
AMPHENOL CORP NEW032095101COM87,081$8,599,249dollars as filed
MasterCard, Inc57636Q104COM14,403$8,093,622dollars as filed
VTI922908769COM26,529$8,062,959dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM41,477$7,357,606dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock95,955$7,022,946dollars as filed
TJX Companies Inc872540109COM54,052$6,674,881dollars as filed
Applied Materials,Inc.038222105COM35,218$6,447,359dollars as filed
Waste Management, Inc.94106L109COM25,538$5,843,606dollars as filed
Analog Devices,Inc.032654105COM24,347$5,795,073dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock17,132$5,690,737dollars as filed
Automatic Data Processing,Inc.053015103COM16,235$5,006,874dollars as filed
Johnson & Johnson478160104COM31,979$4,884,794dollars as filed
RELX PLC SPONSORED ADR759530108ADR88,488$4,808,438dollars as filed
Cigna Corporation125523100COM14,223$4,701,839dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock57,930$4,392,252dollars as filed
Danaher Corporation235851102COM22,094$4,364,449dollars as filed
APTARGROUP INC COM038336103Stock26,800$4,192,324dollars as filed
XYLEM INC COM98419M100Stock32,086$4,150,645dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS56,405$4,109,668dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock69,100$3,868,218dollars as filed
CROWN HLDGS INC COM228368106Stock34,935$3,597,607dollars as filed
PepsiCo,Inc.713448108COM27,015$3,567,060dollars as filed
UNILEVER PLC904767704SPON ADR NEW52,690$3,223,047dollars as filed
Amazon.com, Inc023135106COM14,280$3,132,889dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR25,142$3,042,433dollars as filed
FISERV INC337738108COM17,515$3,019,761dollars as filed
3M CO COM88579Y101Stock18,891$2,875,965dollars as filed
Advanced Micro Devices,Inc.007903107COM19,680$2,792,592dollars as filed
AbbVie,Inc.00287Y109COM14,495$2,690,562dollars as filed
Morgan Stanley617446448COM18,000$2,535,480dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,565$2,477,538dollars as filed
Salesforce.com, Inc79466L302COM8,445$2,302,867dollars as filed
BECTON DICKINSON & CO075887109COM12,510$2,154,848dollars as filed
AIR PRODS & CHEMS INC009158106COM7,585$2,139,425dollars as filed
SYSCOCORP871829107COM28,183$2,134,581dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,033$2,118,460dollars as filed
VERALTO CORP COM SHS92338C103Stock20,496$2,069,072dollars as filed
General Electric Company369604301COM7,885$2,029,521dollars as filed
ISHARES TR464287465MSCI EAFE ETF21,879$1,955,764dollars as filed
Berkshire Hathaway Inc084670702COM3,773$1,832,810dollars as filed
SPY78462F103SHS2,907$1,796,090dollars as filed
EMERSON ELEC CO COM291011104Stock13,226$1,763,422dollars as filed
STATE STR CORP COM857477103Stock15,525$1,650,929dollars as filed
JPMorgan Chase & Co46625H100COM5,665$1,642,340dollars as filed
AT&T Inc00206R102COM56,662$1,639,798dollars as filed
Amgen Inc.031162100COM5,810$1,622,210dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS27,589$1,572,849dollars as filed
Merck & Co.,Inc.58933Y105COM18,584$1,471,110dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,360$1,297,053dollars as filed
PACCAR INC COM693718108Stock13,371$1,271,047dollars as filed
CINTAS CORP COM172908105Stock5,446$1,213,750dollars as filed
Walmart Inc.931142103COM12,118$1,184,898dollars as filed
VANGUARD STAR FDS921909768COM16,629$1,148,898dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,267$1,122,813dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,695$1,101,743dollars as filed
GE Vernova Inc.36828A101COM2,064$1,092,166dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock3,250$1,059,793dollars as filed
EXXON MOBIL CORP30231G102COM8,562$922,983dollars as filed
ZOETIS INC CL A98978V103Stock5,227$815,151dollars as filed
Caterpillar Inc.149123101COM1,903$738,764dollars as filed
Qualcomm Incorporated747525103COM4,470$711,892dollars as filed
Home Depot, Inc437076102COM1,829$670,585dollars as filed
META PLATFORMS INC CL A30303M102COM870$642,139dollars as filed
Pfizer Inc.717081103COM24,548$595,043dollars as filed
ECOLAB INC COM278865100Stock2,196$591,690dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS8,652$581,587dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,423$576,565dollars as filed
Visa Inc92826C839COM1,621$575,536dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS892$553,843dollars as filed
CVS Health Corporation126650100COM8,000$551,840dollars as filed
Eli Lilly and Company532457108COM700$545,671dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,550$533,411dollars as filed
Cisco Systems,Inc.17275R102COM7,595$526,941dollars as filed
Intuitive Surgical,Inc.46120E602COM925$502,654dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock6,360$497,416dollars as filed
WW GRAINGER INC COM384802104Stock450$468,108dollars as filed
Eaton Corp. PlcG29183103COM1,260$449,807dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock975$426,475dollars as filed
Coca-Cola Company191216100COM5,950$420,963dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,700$413,151dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS3,350$389,136dollars as filed
Accenture Plc Class AG1151C101COM1,240$370,623dollars as filed
PALO ALTO NETWORKS INC697435105COM1,760$360,167dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,610$352,010dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock4,512$342,190dollars as filed
Texas Instruments Incorporated882508104COM1,575$327,001dollars as filed
Intuit Inc.461202103COM400$315,053dollars as filed
GENTEX CORP COM371901109Stock14,140$310,939dollars as filed
Costco Wholesale Corporation22160K105COM285$282,134dollars as filed
CANADIANNATLRYCOF136375102STOK2,700$280,908dollars as filed
IDEXX LABS INC COM45168D104Stock510$273,534dollars as filed
Walt Disney Co254687106COM2,192$271,830dollars as filed
Bank of America Corp060505104COM5,507$260,591dollars as filed
USBANCORPDEL902973304COM NEW5,700$257,925dollars as filed
FACTSET RESH SYS INC COM303075105Stock575$257,186dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,781$253,211dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock3,730$252,708dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,630$234,648dollars as filed
American Express Company025816109COM729$232,536dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock840$220,509dollars as filed
Oracle Corporation68389X105COM1,000$218,630dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN12,004$217,633dollars as filed
Lowes Companies,Inc.548661107COM960$212,995dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS2,675$206,885dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock2,729$202,137dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001388382-25-000003this filing2025-07-15acceptance time not in the bulk data set