Laurie J. Trustee Hall

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Jason Gioncontere - Trust Operations Liaison
Location
Boston, MA
Holdings as of
31 Mar 2025
Value $
$280,309,120
Num holdings
110
Filing time
15 May 2025, 15:49:44 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, AAPL, SYK, PG, and NVDA.
Previous filing
Q4 2024 - 16 Jan 2025
Next filing
Q2 2025 - 15 Jul 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jason Gioncontere Trust Operations Liaison Boston, Massachusetts 15 May 2025

Other Included Managers (14):

Num Name Location File Number
1 BIRCH HILL ADVISORS
2 BOSTON FAMILY OFFICE
3 BOSTON FAMILY OFFICE CARY MARCHI
4 CARLETON R LADD
5 CYNTHIA DOOLEY
6 DEANNA HARNETT
7 ED ESTEY
8 ERIC LAFOREST
9 KATIE BAKER
10 LAURA MCCARTHY
11 SEAWARD MANAGEMENT CO
12 THEA BROWN-ALLEN
13 TWEEDY BROWNE COMPANY LLC
14 WILL MCNEY