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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 2026-06-30, filed 2026-07-09, with 103 holding rows worth $321,593,674.

Accession
0001388382-26-000003
Filer
CIK 1388382
Filed
2026-07-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 267 entries on the cover page, a total value of $321,593,674 stated on the cover page (in dollars after the unit check, H1), rows summing to $321,593,674 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
Applied Materials,Inc.038222105COM32,328$23,373,144dollars as filed
Microsoft Corp594918104COM53,258$19,866,298dollars as filed
Apple Inc037833100COM55,753$16,132,688dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM30,070$10,624,634dollars as filed
AMPHENOL CORP NEW032095101COM58,988$10,400,764dollars as filed
VTI922908769COM26,620$9,850,465dollars as filed
NVIDIA Corp67066G104COM46,760$9,356,208dollars as filed
Advanced Micro Devices,Inc.007903107COM15,927$9,252,153dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock17,729$8,777,273dollars as filed
Stryker Corporation863667101COM27,255$8,580,964dollars as filed
Analog Devices,Inc.032654105COM21,530$8,551,070dollars as filed
TJX Companies Inc872540109COM51,854$7,855,882dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock105,355$7,727,789dollars as filed
Johnson & Johnson478160104COM30,162$7,660,244dollars as filed
Procter & Gamble Co742718109COM52,212$7,656,368dollars as filed
International Business Machines Corporation459200101COM26,441$7,435,474dollars as filed
MasterCard, Inc57636Q104COM14,459$7,426,142dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS61,433$6,257,565dollars as filed
Abbott Laboratories002824100COM66,641$6,047,004dollars as filed
Waste Management, Inc.94106L109COM26,730$5,957,582dollars as filed
CROWN HLDGS INC COM228368106Stock44,867$5,017,028dollars as filed
Home Depot, Inc437076102COM13,467$4,749,542dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock34,410$4,712,450dollars as filed
Danaher Corporation235851102COM24,523$4,671,141dollars as filed
XYLEM INC COM98419M100Stock33,106$3,913,460dollars as filed
APTARGROUP INC COM038336103Stock29,929$3,747,111dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock53,000$3,708,940dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR22,897$3,588,418dollars as filed
Cigna Corporation125523100COM12,523$3,452,341dollars as filed
AbbVie,Inc.00287Y109COM13,705$3,448,726dollars as filed
Amazon.com, Inc023135106COM13,610$3,243,807dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR53,097$3,192,192dollars as filed
Morgan Stanley617446448COM14,625$3,057,210dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,990$2,975,413dollars as filed
General Electric Company369604301COM7,885$2,946,862dollars as filed
3M CO COM88579Y101Stock17,478$2,829,863dollars as filed
VERALTO CORP COM SHS92338C103Stock30,776$2,729,216dollars as filed
STATE STR CORP COM857477103Stock14,906$2,528,058dollars as filed
PepsiCo,Inc.713448108COM18,583$2,516,138dollars as filed
GE Vernova Inc.36828A101COM2,064$2,424,911dollars as filed
SPY78462F103SHS2,977$2,223,135dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,110$2,183,531dollars as filed
AIR PRODS & CHEMS INC009158106COM7,375$2,162,203dollars as filed
Automatic Data Processing,Inc.053015103COM9,255$2,072,658dollars as filed
ISHARES TR464287465MSCI EAFE ETF19,779$2,054,643dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock2,071$2,025,687dollars as filed
Amgen Inc.031162100COM5,502$1,992,384dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS26,669$1,900,167dollars as filed
Caterpillar Inc.149123101COM1,707$1,817,785dollars as filed
EMERSON ELEC CO COM291011104Stock12,106$1,732,974dollars as filed
Berkshire Hathaway Inc084670702COM3,295$1,648,784dollars as filed
JPMorgan Chase & Co46625H100COM4,911$1,607,518dollars as filed
PACCAR INC COM693718108Stock13,371$1,606,125dollars as filed
Merck & Co.,Inc.58933Y105COM12,164$1,563,075dollars as filed
SYSCOCORP871829107COM18,388$1,536,869dollars as filed
VANGUARD STAR FDS921909768COM16,629$1,421,613dollars as filed
Walmart Inc.931142103COM10,508$1,190,136dollars as filed
Intel Corp458140100COM8,500$1,186,855dollars as filed
EXXON MOBIL CORP30231G102COM8,252$1,128,213dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,267$1,111,542dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,369$1,025,230dollars as filed
AT&T Inc00206R102COM46,352$959,486dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock2,812$846,496dollars as filed
Qualcomm Incorporated747525103COM4,445$821,392dollars as filed
CINTAS CORP COM172908105Stock4,495$764,510dollars as filed
Eli Lilly and Company532457108COM625$749,644dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS8,861$742,109dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,413$707,921dollars as filed
Cisco Systems,Inc.17275R102COM5,305$623,126dollars as filed
ECOLAB INC COM278865100Stock2,196$611,829dollars as filed
PALO ALTO NETWORKS INC697435105COM1,760$600,195dollars as filed
WW GRAINGER INC COM384802104Stock440$598,576dollars as filed
Pfizer Inc.717081103COM23,898$575,464dollars as filed
Visa Inc92826C839COM1,621$556,149dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock5,340$517,339dollars as filed
Eaton Corp. PlcG29183103COM1,095$466,602dollars as filed
META PLATFORMS INC CL A30303M102COM820$461,898dollars as filed
Coca-Cola Company191216100COM5,240$425,855dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock4,372$395,491dollars as filed
NextEra Energy,Inc.65339F101COM4,450$390,578dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,650$376,857dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock765$375,737dollars as filed
Intuitive Surgical,Inc.46120E602COM925$367,854dollars as filed
USBANCORPDEL902973304COM NEW5,700$344,280dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock4,450$343,317dollars as filed
Bank of America Corp060505104COM5,507$313,789dollars as filed
ZOETIS INC CL A98978V103Stock4,072$292,613dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock740$289,673dollars as filed
CORNING INC219350105COM1,100$280,973dollars as filed
GENTEX CORP COM371901109Stock10,820$273,422dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,781$269,924dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,610$268,339dollars as filed
Costco Wholesale Corporation22160K105COM275$257,254dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock9,382$250,124dollars as filed
BANK OF NY MELLON CORP COM064058100Stock1,720$248,729dollars as filed
Texas Instruments Incorporated882508104COM795$236,966dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock840$235,200dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,630$234,139dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN12,004$229,516dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock725$228,078dollars as filed
American Express Company025816109COM656$221,892dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS2,675$205,173dollars as filed
ILLINOIS TOOL WKS INC452308109COM745$201,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001388382-26-000003this filing2026-07-09acceptance time not in the bulk data set