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Hall Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

Hall Capital Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
+3,000
New +$223K 0.07% 106
2025
Q4 		– Sell
-3,000
Closed -$211K – 102
2025
Q3 		$211K Sell
3,000
-500
-14% -$31.4K 0.08% 96
2025
Q2 		$211K Buy
+3,500
New +$188K 0.09% 93

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hall Capital Management's SHLD Position: Q1 2026 in Review

Hall Capital Management opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 3,000 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Hall Capital Management previously reported a position in SHLD as recently as Q3 2025.

Hall Capital Management first reported a position in SHLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $211K in Q2 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Hall Capital Management held 3,000 shares of Global X Defense Tech ETF worth $205K as of Q1 2026.
  • Global X Defense Tech ETF was a new Hall Capital Management position in Q1 2026.
  • Global X Defense Tech ETF made up 0.07% of Hall Capital Management's portfolio in Q1 2026, its #106 holding.
  • Hall Capital Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 3 quarters since.
  • Hall Capital Management's Global X Defense Tech ETF position peaked at $211K in Q2 2025.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.