Laurie J. Trustee Hall

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Jason Gioncontere - Trust Operation Liaison
Location
Boston, MA
Holdings as of
30 Sep 2025
Value $
$306,083,618
Num holdings
113
Filing time
14 Oct 2025, 08:49:08 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, AAPL, NVDA, SYK, and GOOG.
Previous filing
Q2 2025 - 15 Jul 2025
Next filing
Q4 2025 - 20 Jan 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 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 Operation Liaison Boston, Massachusetts 14 Oct 2025

Other Included Managers (15):

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