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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 2026-03-31, filed 2026-04-06, with 104 holding rows worth $283,357,765.

Accession
0001388382-26-000002
Filer
CIK 1388382
Filed
2026-04-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 270 entries on the cover page, a total value of $283,357,765 stated on the cover page (in dollars after the unit check, H1), rows summing to $283,357,765 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 Corp594918104COM53,530$19,815,200dollars as filed
Apple Inc037833100COM55,908$14,188,892dollars as filed
Applied Materials,Inc.038222105COM33,133$11,324,528dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM38,222$10,964,363dollars as filed
NVIDIA Corp67066G104COM53,480$9,326,912dollars as filed
Stryker Corporation863667101COM27,058$8,890,987dollars as filed
VTI922908769COM26,620$8,539,962dollars as filed
TJX Companies Inc872540109COM51,919$8,291,465dollars as filed
Procter & Gamble Co742718109COM53,723$7,759,750dollars as filed
AMPHENOL CORP NEW032095101COM59,810$7,556,994dollars as filed
Analog Devices,Inc.032654105COM23,411$7,447,975dollars as filed
Johnson & Johnson478160104COM30,317$7,410,687dollars as filed
MasterCard, Inc57636Q104COM14,340$7,165,124dollars as filed
Abbott Laboratories002824100COM65,727$6,748,191dollars as filed
International Business Machines Corporation459200101COM26,391$6,396,916dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock17,692$6,349,305dollars as filed
Waste Management, Inc.94106L109COM26,518$6,093,571dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock105,210$5,924,375dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS61,033$5,231,138dollars as filed
Danaher Corporation235851102COM24,104$4,570,118dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock53,460$4,476,206dollars as filed
CROWN HLDGS INC COM228368106Stock43,227$4,333,507dollars as filed
XYLEM INC COM98419M100Stock32,646$3,901,198dollars as filed
APTARGROUP INC COM038336103Stock29,469$3,713,683dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR23,197$3,543,342dollars as filed
Advanced Micro Devices,Inc.007903107COM16,575$3,371,853dollars as filed
Cigna Corporation125523100COM12,523$3,340,510dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock65,818$3,319,860dollars as filed
RELX PLC SPONSORED ADR759530108ADR94,738$3,140,565dollars as filed
PepsiCo,Inc.713448108COM19,942$3,096,794dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR52,947$3,016,390dollars as filed
AbbVie,Inc.00287Y109COM13,705$2,980,701dollars as filed
Amazon.com, Inc023135106COM13,710$2,855,383dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,960$2,661,378dollars as filed
Salesforce.com, Inc79466L302COM13,961$2,606,100dollars as filed
3M CO COM88579Y101Stock17,796$2,584,513dollars as filed
Morgan Stanley617446448COM14,875$2,447,979dollars as filed
VERALTO CORP COM SHS92338C103Stock26,089$2,306,789dollars as filed
General Electric Company369604301COM7,885$2,237,527dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock2,466$2,207,662dollars as filed
AIR PRODS & CHEMS INC009158106COM7,375$2,142,364dollars as filed
Automatic Data Processing,Inc.053015103COM9,780$1,987,101dollars as filed
Amgen Inc.031162100COM5,560$1,956,286dollars as filed
ISHARES TR464287465MSCI EAFE ETF19,779$1,921,135dollars as filed
SPY78462F103SHS2,935$1,908,748dollars as filed
STATE STR CORP COM857477103Stock14,971$1,894,729dollars as filed
GE Vernova Inc.36828A101COM2,064$1,801,665dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,220$1,788,623dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS26,669$1,708,949dollars as filed
Berkshire Hathaway Inc084670702COM3,345$1,602,924dollars as filed
EMERSON ELEC CO COM291011104Stock12,106$1,586,128dollars as filed
PACCAR INC COM693718108Stock13,371$1,544,351dollars as filed
JPMorgan Chase & Co46625H100COM5,064$1,489,626dollars as filed
Merck & Co.,Inc.58933Y105COM12,164$1,463,208dollars as filed
EXXON MOBIL CORP30231G102COM8,252$1,400,034dollars as filed
AT&T Inc00206R102COM46,352$1,343,744dollars as filed
Walmart Inc.931142103COM10,668$1,325,819dollars as filed
SYSCOCORP871829107COM18,388$1,311,616dollars as filed
VANGUARD STAR FDS921909768COM16,629$1,282,262dollars as filed
Caterpillar Inc.149123101COM1,707$1,209,341dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,267$1,118,675dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock2,812$930,406dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,369$894,244dollars as filed
CINTAS CORP COM172908105Stock4,495$760,284dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,418$696,498dollars as filed
Pfizer Inc.717081103COM23,898$671,056dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS8,861$665,461dollars as filed
ECOLAB INC COM278865100Stock2,196$584,180dollars as filed
Eli Lilly and Company532457108COM625$574,856dollars as filed
Qualcomm Incorporated747525103COM4,445$572,427dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,650$572,082dollars as filed
Home Depot, Inc437076102COM1,604$527,540dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,365$500,662dollars as filed
META PLATFORMS INC CL A30303M102COM870$497,754dollars as filed
ZOETIS INC CL A98978V103Stock4,168$492,699dollars as filed
Visa Inc92826C839COM1,621$489,931dollars as filed
WW GRAINGER INC COM384802104Stock440$479,957dollars as filed
Eaton Corp. PlcG29183103COM1,195$427,416dollars as filed
Intuitive Surgical,Inc.46120E602COM925$426,416dollars as filed
Cisco Systems,Inc.17275R102COM5,305$411,615dollars as filed
Coca-Cola Company191216100COM5,240$398,503dollars as filed
Intel Corp458140100COM8,500$375,105dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock4,372$350,110dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock765$318,806dollars as filed
USBANCORPDEL902973304COM NEW5,700$296,457dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock4,450$290,585dollars as filed
PALO ALTO NETWORKS INC697435105COM1,760$282,163dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,610$279,255dollars as filed
Costco Wholesale Corporation22160K105COM275$274,018dollars as filed
Bank of America Corp060505104COM5,507$268,467dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,781$266,949dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock9,382$257,630dollars as filed
GENTEX CORP COM371901109Stock10,820$236,418dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,630$234,324dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN12,004$231,677dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock840$224,121dollars as filed
NextEra Energy,Inc.65339F101COM2,320$215,481dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock740$214,815dollars as filed
BANK OF NY MELLON CORP COM064058100Stock1,795$212,941dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,300$211,224dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock725$208,075dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS2,675$206,457dollars as filed
Chevron Corporation166764100COM979$202,555dollars as filed
ILLINOIS TOOL WKS INC452308109COM770$200,424dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001388382-26-000002this filing2026-04-06acceptance time not in the bulk data set