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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
70
11
23
2
9
1
59
25
34
HALL LAURIE J TRUSTEE

Time Period2018-12-31

Total Holdings335

Total Value ($x1000)181,401
Activities
New9

Increased41

Unchanged154

Decreased131

Sold Out28

Top 10 Stock Holdingstotal 35.5%
MSFT5.39

MMM3.83

VTI3.8

SYK3.78

JNJ3.65

 
PG3.53

ABT3.44

INTC2.87

PEP2.76

MA2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
5.39%
COM
MMM
3.83%
COM
VTI
3.8%
TOTAL STK MKT
SYK
3.78%
COM
JNJ
3.65%
COM
PG
3.53%
COM
ABT
3.44%
COM
INTC
2.87%
COM
PEP
2.76%
COM
MA
2.45%
CL A
AAPL
2.38%
COM
XOM
2.34%
COM
XLNX
2.13%
COM
ABBV
1.93%
COM
ADP
1.77%
COM
CI
1.61%
COM
DHR
1.53%
COM
GOOG
1.51%
CAP STK CL C
MRK
1.5%
COM
DIS
1.48%
COM DISNEY
T
1.41%
COM
ADI
1.41%
COM
FISV
1.38%
COM
SYY
1.32%
COM
EFA
1.21%
MSCI EAFE ETF
NKE
1.2%
CL B
VEA
1.17%
FTSE DEV MKT ETF
STT
1.16%
COM
NVS
1.14%
SPONSORED ADR
AMAT
1.08%
COM
WBA
1.02%
COM
AMGN
0.97%
COM
WM
0.97%
COM
UL
0.95%
SPON ADR NEW
AMZN
0.92%
COM
ROK
0.87%
COM
PFE
0.84%
COM
APD
0.83%
COM
EMR
0.82%
COM
GOOGL
0.75%
CAP STK CL A
SPY
0.74%
TR UNIT
GE
0.71%
COM
BRK.B
0.69%
CL B NEW
CVX
0.68%
COM
TJX
0.64%
COM
VXUS
0.63%
VG TL INTL STK F
XYL
0.6%
COM
CELG
0.58%
COM
CHTR
0.58%
CL A
PYPL
0.56%
COM
JPM
0.56%
COM
CSCO
0.55%
COM
NVDA
0.55%
COM
DWDP
0.52%
COM
CNI
0.5%
COM
GNTX
0.4%
COM
ATR
0.35%
COM
TDOC
0.35%
COM
PH
0.35%
COM
WFC
0.35%
COM
ZTS
0.34%
CL A
ISRG
0.33%
COM NEW
PCAR
0.33%
COM
WMT
0.32%
COM
USB
0.31%
COM NEW
UTX
0.3%
COM
TMO
0.29%
COM
CVS
0.28%
COM
IVV
0.24%
CORE S&P500 ETF
CHD
0.24%
COM
ECL
0.23%
COM
BAC
0.22%
COM
MDT
0.22%
SHS
IWV
0.21%
RUSSELL 3000 ETF
EW
0.21%
COM
SLB
0.21%
COM
HD
0.21%
COM
CDK
0.21%
COM
ILMN
0.2%
COM
CTAS
0.2%
COM
FTV
0.19%
COM
GWW
0.18%
COM
ALNY
0.18%
COM
ZMH
0.18%
COM
QCOM
0.17%
COM
CL
0.17%
COM
NEE
0.16%
COM
MKC
0.16%
COM NON VTG
ITOT
0.16%
CORE S&P TTL STK
MMC
0.15%
COM
AXP
0.14%
COM
D
0.14%
COM
V
0.14%
COM CL A
TXN
0.14%
COM
FDS
0.13%
COM
KO
0.13%
COM
BK
0.13%
COM
NYT
0.12%
CL A
IBM
0.12%
COM
JKHY
0.12%
COM
ITW
0.12%
COM
ACN
0.11%
SHS CLASS A
CCL
0.11%
PAIRED CTF
CAT
0.11%
COM
UPS
0.1%
CL B
UN
0.1%
N Y SHS NEW
ORCL
0.1%
COM
LH
0.1%
COM NEW
BAX
0.1%
COM
VZ
0.1%
COM
COST
0.1%
COM
ETE
0.1%
COM UT LTD PTN
MCD
0.1%
COM
NSC
0.09%
COM
HPE
0.09%
COM
WAB
0.08%
COM
ACGL
0.08%
ORD
CERN
0.08%
COM
BF/B
0.08%
CL B
EQNR
0.08%
SPONSORED ADR
SJM
0.08%
COM NEW
DEO
0.08%
SPON ADR NEW
TIF
0.07%
COM
SYF
0.07%
COM
IR
0.07%
SHS
WPP
0.07%
ADR
BR
0.07%
COM
LIN
0.07%
COM
AZO
0.07%
COM
VSM
0.07%
COM
STAG
0.07%
COM
BABA
0.06%
SPONSORED ADS
HOLX
0.06%
COM
HON
0.06%
COM
TOT
0.06%
SPONSORED ADR
APC
0.06%
COM
LOW
0.06%
COM
BA
0.06%
COM
NTRS
0.05%
COM
EPD
0.05%
COM
OC
0.05%
COM
XRAY
0.05%
COM
CMCSA
0.05%
CL A
GLW
0.05%
COM
IDXX
0.05%
COM
CNHI
0.05%
SHS
PPG
0.04%
COM
WY
0.04%
COM
ALKS
0.04%
SHS
BP
0.04%
SPONSORED ADR
VT
0.04%
TT WRLD ST ETF
UNP
0.04%
COM
DVN
0.04%
COM
ES
0.04%
COM
MKTX
0.04%
COM
FUN
0.04%
DEPOSITRY UNIT
BIDU
0.04%
SPON ADR REP A
GSK
0.04%
SPONSORED ADR
IDLB
0.04%
FTSE INTL LOW
ETR
0.04%
COM
HIG
0.03%
COM
BNS
0.03%
COM
REGN
0.03%
COM
ENB
0.03%
COM
RCL
0.03%
COM
DNKN
0.03%
COM
ALL
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
USEQ
0.03%
RUSL 1000 ENHD
WES
0.03%
COM UNIT LP IN
ARLP
0.03%
UT LTD PART
STI
0.03%
COM
IQV
0.03%
COM
RDS/B
0.03%
SPON ADR B
IONS
0.03%
COM
BMY
0.03%
COM
HPQ
0.03%
COM
ZBRA
0.03%
CL A
LVS
0.02%
COM
CRM
0.02%
COM
FB
0.02%
CL A
PANW
0.02%
COM
COP
0.02%
COM
AMT
0.02%
COM
TD
0.02%
COM NEW
TMUS
0.02%
COM
ALLE
0.02%
ORD SHS
VWO
0.02%
FTSE EMR MKT ETF
C
0.02%
COM NEW
XLV
0.02%
SBI HEALTHCARE
DXC
0.02%
COM
ADM
0.02%
COM
IJH
0.02%
CORE S&P MCP ETF
MEOH
0.02%
COM
CBM
0.02%
COM
CMI
0.02%
COM
ROP
0.02%
COM
COF
0.02%
COM
CBS
0.02%
CL B
NWLI
0.01%
CL A
DGX
0.01%
COM
LRCX
0.01%
COM
HDS
0.01%
COM
MFC
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
XBI
0.01%
S&P BIOTECH
FRC
0.01%
COM
MET
0.01%
COM
AAP
0.01%
COM
EL
0.01%
CL A
QRVO
0.01%
COM
MRC
0.01%
COM
SQ
0.01%
CL A
ANSS
0.01%
COM
VFC
0.01%
COM
CGNX
0.01%
COM
AMBA
0.01%
SHS
PK
0.01%
COM
HBC
0.01%
SPON ADR NEW
CLX
0.01%
COM
NEOG
0.01%
COM
GLNG
0.01%
SHS
DLTR
0.01%
COM
IAC
0.01%
COM PAR $.001
INXN
0.01%
SHS
AABA
0.01%
COM
TKR
0.01%
COM
ALK
0.01%
COM
TGNA
0.01%
COM
GILD
0.01%
COM
NWL
0.01%
COM
UTHR
0.01%
COM
CNSL
0.01%
COM
TRMB
0.01%
COM
AGN
0.01%
SHS
ETN
0.01%
SHS
MDCO
0.01%
COM
XLRE
0.01%
RL EST SEL SEC
CTSH
0.01%
CL A
MDY
0.01%
UTSER1 S&PDCRP
DE
0.01%
COM
CGW
0.01%
S&P GBL WATER
LITE
0.01%
COM
KMI
0.01%
COM
DXJ
0.01%
JAPN HEDGE EQT
FCX
0.01%
COM
WWE
0.01%
CL A
ONB
0.01%
COM
SBUX
0.01%
COM
IRDM
0.01%
COM
WSO
0.01%
COM
VIAB
0.01%
CL B
DISCK
0.01%
COM SER C
HXL
0.01%
COM
ARRY
0.01%
COM
SGEN
0.01%
COM
CONE
0.01%
COM
OMC
0.01%
COM
M
0.01%
COM
BYD
0.01%
COM
FEYE
0.01%
COM
RJF
0.01%
COM
CARS
0.01%
COM
ARRS
0.01%
SHS
CAE
0.01%
COM
SINA
0.01%
ORD
SRPT
0.01%
COM
KSU
0.01%
COM NEW
DUK
0.01%
COM NEW
RHI
0.01%
COM
LAZ
0.01%
SHS A
MFGP
0.01%
SPON ADR NEW
PBA
0.01%
COM
NOV
0.01%
COM
WERN
< 0.01%
COM
AIG
< 0.01%
COM NEW
IDTI
< 0.01%
COM
SREV
< 0.01%
COM
MSG
< 0.01%
CL A
PRF
< 0.01%
FTSE RAFI 1000
WRK
< 0.01%
COM
AVAV
< 0.01%
COM
TGT
< 0.01%
COM
IIVI
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
BKNG
< 0.01%
COM
AEP
< 0.01%
COM
BDX
< 0.01%
COM
LASR
< 0.01%
COM
CC
< 0.01%
COM
SPLK
< 0.01%
COM
FORM
< 0.01%
COM
FGEN
< 0.01%
COM
VIAV
< 0.01%
COM
DATA
< 0.01%
CL A
FNSR
< 0.01%
COM NEW
BID
< 0.01%
COM
ICPT
< 0.01%
COM
VSH
< 0.01%
COM
SEAS
< 0.01%
COM
HP
< 0.01%
COM
QEP
< 0.01%
COM
GCI
< 0.01%
COM
SSP
< 0.01%
CL A NEW
MYGN
< 0.01%
COM
MGNX
< 0.01%
COM
ALDR
< 0.01%
COM
AEIS
< 0.01%
COM
GRPN
< 0.01%
COM CL A
PRSP
< 0.01%
COM
KDP
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
VTR
< 0.01%
COM
HPR
< 0.01%
COM
PTLA
< 0.01%
COM
ONCE
< 0.01%
COM
LGF/B
< 0.01%
CL B NON VTG
JWN
< 0.01%
COM
UFI
< 0.01%
COM NEW
ESPR
< 0.01%
COM
ISCA
< 0.01%
CL A
UCTT
< 0.01%
COM
TWTR
< 0.01%
COM
CYTK
< 0.01%
COM NEW
PTCT
< 0.01%
COM
IMGN
< 0.01%
COM
PGNX
< 0.01%
COM
JD
< 0.01%
SPON ADR CL A
TIP
< 0.01%
TIPS BD ETF
LXRX
< 0.01%
COM NEW
ZUO
< 0.01%
CL A
REZI
< 0.01%
COM
PRTA
< 0.01%
SHS
BHF
< 0.01%
COM
GTX
< 0.01%
COM
CI
1.82%
COM
XLK
0.15%
TECHNOLOGY
XLY
0.1%
SBI CONS DISCR
XLI
0.09%
SBI INT-INDS
VSS
0.08%
FTSE SMCAP ETF
PX
0.06%
COM
IXN
0.06%
GLOBAL TECH ETF
OKE
0.06%
COM
XLE
0.05%
SBI INT-ENERGY
XLP
0.05%
SBI CONS STPLS
NEP
0.04%
COM UNIT PART IN
SEP
0.03%
COM
JCI
0.02%
SHS
XLF
0.02%
SBI INT-FINL
ETP
0.02%
UNIT LTD PRT INT
SHW
0.01%
COM
EPP
0.01%
MSCI PAC JP ETF
CTL
0.01%
COM
THO
0.01%
COM
NS
0.01%
UNIT COM
NXST
0.01%
CL A
VOD
0.01%
SPNSR ADR NO PAR
APTV
0.01%
SHS
BKEP
0.01%
COM UNIT
ACM
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
MCHP
< 0.01%
COM
MSGN
< 0.01%
CL A