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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
72
13
26
2
9
1
60
25
35
HALL LAURIE J TRUSTEE

Time Period2018-06-30

Total Holdings352

Total Value ($x1000)174,073
Activities
New23

Increased50

Unchanged228

Decreased51

Sold Out25

Top 10 Stock Holdingstotal 35.74%
MSFT5.57

MMM4.02

VTI3.96

SYK3.7

JNJ3.54

 
INTC3.35

PG3.23

PEP2.94

XOM2.76

ABT2.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
5.57%
COM
MMM
4.02%
COM
VTI
3.96%
TOTAL STK MKT
SYK
3.7%
COM
JNJ
3.54%
COM
INTC
3.35%
COM
PG
3.23%
COM
PEP
2.94%
COM
XOM
2.76%
COM
ABT
2.67%
COM
ABBV
2.59%
COM
AAPL
2.26%
COM
MA
2.05%
CL A
CI
1.84%
COM
STT
1.69%
COM
GE
1.68%
COM
ADP
1.67%
COM
T
1.6%
COM
GOOG
1.53%
CAP STK CL C
EFA
1.42%
MSCI EAFE ETF
SYY
1.4%
COM
AMAT
1.32%
COM
DIS
1.26%
COM DISNEY
MRK
1.2%
COM
FISV
1.11%
COM
DHR
1.08%
COM
ADI
1.07%
COM
XLNX
1.07%
COM
WBA
1.05%
COM
AMZN
1.02%
COM
AMGN
0.99%
COM
WM
0.91%
COM
EMR
0.89%
COM
NVS
0.87%
SPONSORED ADR
GOOGL
0.86%
CAP STK CL A
SPY
0.83%
TR UNIT
APD
0.83%
COM
BRK.B
0.8%
CL B NEW
PFE
0.78%
COM
TJX
0.77%
COM
CVX
0.77%
COM
DWDP
0.77%
COM
NKE
0.71%
CL B
CELG
0.67%
COM
UL
0.64%
SPON ADR NEW
JPM
0.59%
COM
XYL
0.59%
COM
VEA
0.55%
FTSE DEV MKT ETF
CSCO
0.54%
COM
USB
0.53%
COM NEW
CHTR
0.52%
CL A
SLB
0.5%
COM
GNTX
0.48%
COM
VXUS
0.46%
VG TL INTL STK F
WFC
0.46%
COM
ROK
0.41%
COM
ZTS
0.34%
CL A
TMO
0.34%
COM
CNI
0.34%
COM
PH
0.33%
COM
PCAR
0.32%
COM
UTX
0.31%
COM
ISRG
0.31%
COM NEW
CVS
0.3%
COM
WMT
0.3%
COM
FTV
0.27%
COM
BAX
0.26%
COM
MDT
0.25%
SHS
PYPL
0.25%
COM
CDK
0.25%
COM
BAC
0.23%
COM
HD
0.23%
COM
IWV
0.22%
RUSSELL 3000 ETF
GWW
0.22%
COM
ALNY
0.21%
COM
QCOM
0.21%
COM
CHD
0.21%
COM
CTAS
0.19%
COM
EW
0.18%
COM
ECL
0.17%
COM
ITW
0.17%
COM
ITOT
0.17%
CORE S&P TTL STK
ZMH
0.16%
COM
AXP
0.15%
COM
MKC
0.15%
COM NON VTG
XLK
0.15%
TECHNOLOGY
TXN
0.14%
COM
MMC
0.14%
COM
APC
0.14%
COM
BK
0.14%
COM
D
0.14%
COM
XLV
0.14%
SBI HEALTHCARE
LH
0.13%
COM NEW
NEE
0.13%
COM
IBM
0.13%
COM
FDS
0.13%
COM
COST
0.12%
COM
WAB
0.12%
COM
ACN
0.12%
SHS CLASS A
KO
0.12%
COM
JKHY
0.12%
COM
CCL
0.12%
PAIRED CTF
CAT
0.12%
COM
UN
0.12%
N Y SHS NEW
NVDA
0.12%
COM
MCD
0.11%
COM
TIF
0.11%
COM
WPP
0.11%
ADR
SYF
0.11%
COM
ATR
0.11%
COM
USEQ
0.11%
RUSL 1000 ENHD
CL
0.11%
COM
UPS
0.1%
CL B
V
0.1%
COM CL A
XLY
0.1%
SBI CONS DISCR
VZ
0.1%
COM
ETE
0.1%
COM UT LTD PTN
EQNR
0.09%
SPONSORED ADR
ORCL
0.09%
COM
ILMN
0.09%
COM
HPE
0.09%
COM
IJH
0.09%
CORE S&P MCP ETF
CERN
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
VSS
0.09%
FTSE SMCAP ETF
XLI
0.09%
SBI INT-INDS
BF/B
0.08%
CL B
BR
0.08%
COM
HON
0.08%
COM
DEO
0.08%
SPON ADR NEW
NSC
0.08%
COM
TIP
0.08%
TIPS BD ETF
AZO
0.08%
COM
DVN
0.08%
COM
ACGL
0.08%
ORD
TOT
0.08%
SPONSORED ADR
BABA
0.07%
SPONSORED ADS
VSM
0.07%
COM
SRPT
0.07%
COM
GILD
0.07%
COM
PX
0.07%
COM
HOLX
0.07%
COM
IVV
0.07%
CORE S&P500 ETF
STAG
0.07%
COM
WY
0.07%
COM
OKE
0.07%
COM
IXN
0.06%
GLOBAL TECH ETF
IR
0.06%
SHS
ALKS
0.06%
SHS
NTRS
0.06%
COM
LOW
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
OC
0.06%
COM
BIDU
0.06%
SPON ADR REP A
CGW
0.06%
S&P GBL WATER
DXJ
0.06%
JAPN HEDGE EQT
XLP
0.05%
SBI CONS STPLS
NYT
0.05%
CL A
SJM
0.05%
COM NEW
EPD
0.05%
COM
FUN
0.05%
DEPOSITRY UNIT
XRAY
0.05%
COM
IDXX
0.05%
COM
BP
0.05%
SPONSORED ADR
BA
0.05%
COM
CMI
0.05%
COM
VT
0.05%
TT WRLD ST ETF
PPG
0.04%
COM
GSK
0.04%
SPONSORED ADR
UNP
0.04%
COM
IDLB
0.04%
FTSE INTL LOW
COF
0.04%
COM
TD
0.04%
COM NEW
ES
0.04%
COM
HIG
0.04%
COM
NEP
0.04%
COM UNIT PART IN
BNS
0.04%
COM
ALL
0.04%
COM
HPQ
0.03%
COM
LVS
0.03%
COM
RCL
0.03%
COM
ETR
0.03%
COM
DNKN
0.03%
COM
GLW
0.03%
COM
CMCSA
0.03%
CL A
WES
0.03%
COM UNIT LP IN
DXC
0.03%
COM
REGN
0.03%
COM
RDS/B
0.03%
SPON ADR B
STI
0.03%
COM
BMY
0.03%
COM
SEP
0.03%
COM
ARLP
0.03%
UT LTD PART
XLF
0.02%
SBI INT-FINL
JCI
0.02%
SHS
COP
0.02%
COM
MEOH
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
C
0.02%
COM NEW
PANW
0.02%
COM
ADM
0.02%
COM
CBM
0.02%
COM
IONS
0.02%
COM
ETP
0.02%
UNIT LTD PRT INT
CRM
0.02%
COM
DGX
0.02%
COM
QRVO
0.02%
COM
TMUS
0.02%
COM
CBS
0.02%
CL B
ALLE
0.02%
ORD SHS
LRCX
0.02%
COM
MRC
0.02%
COM
MFC
0.02%
COM
XBI
0.02%
S&P BIOTECH
NWLI
0.02%
CL A
ZBRA
0.02%
CL A
MDCO
0.02%
COM
GLNG
0.02%
SHS
HDS
0.02%
COM
CWB
0.02%
BRC CNV SECS ETF
MDY
0.02%
UTSER1 S&PDCRP
FB
0.02%
CL A
NEOG
0.02%
COM
ALK
0.01%
COM
AMBA
0.01%
SHS
LITE
0.01%
COM
HBC
0.01%
SPON ADR NEW
IQV
0.01%
COM
EPP
0.01%
MSCI PAC JP ETF
MET
0.01%
COM
CGNX
0.01%
COM
ANSS
0.01%
COM
INXN
0.01%
SHS
PK
0.01%
COM
EL
0.01%
CL A
FCX
0.01%
COM
AGN
0.01%
SHS
NWL
0.01%
COM
CNSL
0.01%
COM
AABA
0.01%
COM
TKR
0.01%
COM
VFC
0.01%
COM
AAP
0.01%
COM
TGNA
0.01%
COM
CTSH
0.01%
CL A
THO
0.01%
COM
TRMB
0.01%
COM
M
0.01%
COM
AVAV
0.01%
COM
CLX
0.01%
COM
DPS
0.01%
COM
WWE
0.01%
CL A
DLTR
0.01%
COM
CARS
0.01%
COM
CTL
0.01%
COM
BKEP
0.01%
COM UNIT
IAC
0.01%
COM PAR $.001
UTHR
0.01%
COM
ETN
0.01%
SHS
WSO
0.01%
COM
ONB
0.01%
COM
CONE
0.01%
COM
XLRE
0.01%
RL EST SEL SEC
VIAB
0.01%
CL B
LAZ
0.01%
SHS A
KMI
0.01%
COM
NXST
0.01%
CL A
ARRS
0.01%
SHS
NOV
0.01%
COM
DISCK
0.01%
COM SER C
RJF
0.01%
COM
HXL
0.01%
COM
DE
0.01%
COM
BYD
0.01%
COM
SGEN
0.01%
COM
DUK
0.01%
COM NEW
CAE
0.01%
COM
SBGI
0.01%
CL A
VOD
0.01%
SPNSR ADR NO PAR
NSH
0.01%
UNIT RESTG LLC
KSU
0.01%
COM NEW
WRK
0.01%
COM
FEYE
0.01%
COM
APTV
0.01%
SHS
ARRY
0.01%
COM
OMC
0.01%
COM
IRDM
0.01%
COM
IDTI
0.01%
COM
MSG
0.01%
CL A
RHI
0.01%
COM
HP
0.01%
COM
AIG
0.01%
COM NEW
MKTX
0.01%
COM
SBUX
0.01%
COM
IIVI
0.01%
COM
PBA
0.01%
COM
FGEN
0.01%
COM
BID
0.01%
COM
MFGP
0.01%
SPON ADR NEW
PRF
0.01%
FTSE RAFI 1000
ACM
0.01%
COM
TGT
< 0.01%
COM
VSH
< 0.01%
COM
CC
< 0.01%
COM
BKNG
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
WERN
< 0.01%
COM
QEP
< 0.01%
COM
AEP
< 0.01%
COM
MYGN
< 0.01%
COM
ENB
< 0.01%
COM
FORM
< 0.01%
COM
PRSP
< 0.01%
COM
BDX
< 0.01%
COM
FNSR
< 0.01%
COM NEW
SEAS
< 0.01%
COM
ALDR
< 0.01%
COM
ONCE
< 0.01%
COM
HPR
< 0.01%
COM
JHG
< 0.01%
ORD SHS
UFI
< 0.01%
COM NEW
AEIS
< 0.01%
COM
VIAV
< 0.01%
COM
PGNX
< 0.01%
COM
GCI
< 0.01%
COM
GRPN
< 0.01%
COM CL A
PTLA
< 0.01%
COM
ICPT
< 0.01%
COM
SPLK
< 0.01%
COM
DATA
< 0.01%
CL A
SSP
< 0.01%
CL A NEW
JWN
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
MGNX
< 0.01%
COM
IMGN
< 0.01%
COM
AMT
< 0.01%
COM
ISCA
< 0.01%
CL A
LGF/B
< 0.01%
CL B NON VTG
ESPR
< 0.01%
COM
UCTT
< 0.01%
COM
MSGN
< 0.01%
CL A
MCHP
< 0.01%
COM
VTR
< 0.01%
COM
PTCT
< 0.01%
COM
LXRX
< 0.01%
COM NEW
BHF
< 0.01%
COM
JD
< 0.01%
SPON ADR CL A
CYTK
< 0.01%
COM NEW
TWTR
< 0.01%
COM
DLPH
< 0.01%
SHS
ZUO
< 0.01%
CL A
PRTA
< 0.01%
SHS
TWX
2.97%
COM NEW
USEQ
0.11%
RUSEL 1000 ENH
STO
0.09%
SPONSORED ADR
CGW
0.06%
GUGG S&P GBL WTR
USLB
0.06%
RUSEL 1000 LOW
IDLB
0.05%
FTSE INTL LOW
AHGP
0.03%
COM UNITS LP
PRF
0.02%
FTSE RAFI 1000
MPLX
0.02%
COM UNIT REP LTD
EQM
0.02%
UNIT LTD PARTN
WGP
0.02%
COMUNT LTD PT
EQGP
0.02%
COM UNIT REP
HAL
0.02%
COM
DM
0.02%
COM UT REP LTD
CHY
0.01%
COM SHS
CHI
0.01%
SH BEN INT
ARNC
0.01%
COM
SRCL
0.01%
COM
AMCX
0.01%
CL A
CBB
< 0.01%
COM NEW
TDS
< 0.01%
COM NEW
BEL
< 0.01%
CL A
MNK
< 0.01%
SHS
BTE
< 0.01%
COM
MTSI
< 0.01%
COM