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13F-HR filed by HALL LAURIE J TRUSTEE

HALL LAURIE J TRUSTEE filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-14, with 113 holding rows worth $306,083,618.

Accession
0001388382-25-000007
Filed
2025-10-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 285 entries on the cover page, a total value of $306,083,618 stated on the cover page (in dollars after the unit check, H1), rows summing to $306,083,618 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 Corp594918104COM56,328$29,175,089dollars as filed
Apple Inc037833100COM59,594$15,174,422dollars as filed
NVIDIA Corp67066G104COM67,723$12,635,757dollars as filed
Stryker Corporation863667101COM27,577$10,194,390dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM40,772$9,930,022dollars as filed
AMPHENOL CORP NEW032095101COM74,921$9,271,474dollars as filed
VTI922908769COM26,529$8,706,022dollars as filed
Abbott Laboratories002824100COM64,187$8,597,207dollars as filed
Procter & Gamble Co742718109COM55,938$8,594,875dollars as filed
MasterCard, Inc57636Q104COM14,143$8,044,680dollars as filed
International Business Machines Corporation459200101COM28,326$7,992,464dollars as filed
TJX Companies Inc872540109COM52,677$7,613,934dollars as filed
Applied Materials,Inc.038222105COM35,088$7,183,918dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock16,942$5,921,738dollars as filed
Analog Devices,Inc.032654105COM23,917$5,876,407dollars as filed
Johnson & Johnson478160104COM30,907$5,730,776dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock95,124$5,678,903dollars as filed
Waste Management, Inc.94106L109COM25,513$5,634,035dollars as filed
XYLEM INC COM98419M100Stock31,691$4,674,423dollars as filed
Danaher Corporation235851102COM22,559$4,472,548dollars as filed
Automatic Data Processing,Inc.053015103COM14,868$4,363,759dollars as filed
RELX PLC SPONSORED ADR759530108ADR90,288$4,312,155dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS57,350$4,063,821dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock59,590$3,987,167dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock66,595$3,822,553dollars as filed
Cigna Corporation125523100COM13,223$3,811,530dollars as filed
APTARGROUP INC COM038336103Stock26,885$3,593,449dollars as filed
CROWN HLDGS INC COM228368106Stock36,375$3,513,461dollars as filed
AbbVie,Inc.00287Y109COM14,495$3,356,173dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR25,332$3,248,576dollars as filed
UNILEVER PLC904767704SPON ADR NEW54,620$3,237,874dollars as filed
PepsiCo,Inc.713448108COM22,380$3,143,047dollars as filed
Amazon.com, Inc023135106COM14,280$3,135,460dollars as filed
Advanced Micro Devices,Inc.007903107COM18,275$2,956,713dollars as filed
Morgan Stanley617446448COM18,000$2,861,280dollars as filed
3M CO COM88579Y101Stock18,366$2,850,036dollars as filed
Salesforce.com, Inc79466L302COM11,871$2,813,427dollars as filed
General Electric Company369604301COM7,885$2,371,966dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,950$2,330,258dollars as filed
BECTON DICKINSON & CO075887109COM12,440$2,328,394dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,033$2,299,469dollars as filed
VERALTO CORP COM SHS92338C103Stock21,261$2,266,636dollars as filed
FISERV INC337738108COM17,215$2,219,531dollars as filed
AIR PRODS & CHEMS INC009158106COM7,575$2,065,854dollars as filed
ISHARES TR464287465MSCI EAFE ETF21,879$2,042,843dollars as filed
SPY78462F103SHS2,907$1,936,585dollars as filed
Berkshire Hathaway Inc084670702COM3,727$1,873,712dollars as filed
SYSCOCORP871829107COM22,036$1,814,445dollars as filed
STATE STR CORP COM857477103Stock15,475$1,795,255dollars as filed
JPMorgan Chase & Co46625H100COM5,575$1,758,522dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,100$1,726,010dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS27,589$1,653,133dollars as filed
Amgen Inc.031162100COM5,810$1,639,582dollars as filed
EMERSON ELEC CO COM291011104Stock12,356$1,620,860dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock3,250$1,482,000dollars as filed
AT&T Inc00206R102COM51,202$1,445,944dollars as filed
Merck & Co.,Inc.58933Y105COM15,755$1,322,317dollars as filed
PACCAR INC COM693718108Stock13,371$1,314,637dollars as filed
GE Vernova Inc.36828A101COM2,064$1,269,153dollars as filed
Walmart Inc.931142103COM12,088$1,245,789dollars as filed
VANGUARD STAR FDS921909768COM16,629$1,221,566dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,267$1,125,809dollars as filed
CINTAS CORP COM172908105Stock5,020$1,030,405dollars as filed
EXXON MOBIL CORP30231G102COM8,412$948,454dollars as filed
Caterpillar Inc.149123101COM1,753$836,444dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,695$741,408dollars as filed
Home Depot, Inc437076102COM1,829$741,093dollars as filed
Qualcomm Incorporated747525103COM4,445$739,471dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,423$689,699dollars as filed
ZOETIS INC CL A98978V103Stock4,508$659,610dollars as filed
META PLATFORMS INC CL A30303M102COM870$638,911dollars as filed
Pfizer Inc.717081103COM24,548$625,483dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS8,652$617,493dollars as filed
CVS Health Corporation126650100COM8,000$603,120dollars as filed
ECOLAB INC COM278865100Stock2,196$601,397dollars as filed
Visa Inc92826C839COM1,621$553,377dollars as filed
Eli Lilly and Company532457108COM700$534,100dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS792$530,086dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock6,360$494,617dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,515$483,279dollars as filed
Eaton Corp. PlcG29183103COM1,260$471,556dollars as filed
Cisco Systems,Inc.17275R102COM6,395$437,546dollars as filed
WW GRAINGER INC COM384802104Stock450$428,832dollars as filed
Intuitive Surgical,Inc.46120E602COM925$413,688dollars as filed
Coca-Cola Company191216100COM5,950$394,604dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,600$381,072dollars as filed
PALO ALTO NETWORKS INC697435105COM1,760$358,371dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock825$348,117dollars as filed
GENTEX CORP COM371901109Stock11,670$330,261dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock4,475$326,675dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,610$324,463dollars as filed
Accenture Plc Class AG1151C101COM1,240$305,784dollars as filed
IDEXX LABS INC COM45168D104Stock460$293,889dollars as filed
Intel Corp458140100COM8,500$285,175dollars as filed
Bank of America Corp060505104COM5,507$284,107dollars as filed
Intuit Inc.461202103COM410$279,994dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock3,730$277,251dollars as filed
USBANCORPDEL902973304COM NEW5,700$275,481dollars as filed
Texas Instruments Incorporated882508104COM1,490$273,758dollars as filed
Oracle Corporation68389X105COM965$271,397dollars as filed
Costco Wholesale Corporation22160K105COM285$263,804dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,781$252,321dollars as filed
Lowes Companies,Inc.548661107COM960$241,258dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock840$241,131dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,630$234,880dollars as filed
American Express Company025816109COM689$228,858dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock725$217,797dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS2,675$208,891dollars as filed
BANK OF NY MELLON CORP COM064058100Stock1,895$206,479dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN12,004$205,989dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock2,729$204,948dollars as filed
Wells Fargo & Company949746101COM2,412$202,174dollars as filed
ILLINOIS TOOL WKS INC452308109COM770$200,785dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001388382-25-000007this filing2025-10-14acceptance time not in the bulk data set