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Home > Institutional Investor > Hall Laurie J Trustee > Profile

Instuitional Investor - Hall Laurie J Trustee

Fund Profile
Filing Period:
Fund Name: Hall Laurie J Trustee
Portfolio Value $260,917
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 61,072 $22,966 8.8%
2.
Apple Inc.
 AAPL 60,627 $11,673 4.47%
3.
Stryker Corp
 SYK 29,570 $8,855 3.39%
4.
Vanguard Total Stock Market
 33,911 $8,045 3.08%
5.
Procter & Gamble Co
 PG 54,453 $7,979 3.05%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)