We are live on ! Find out more
HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
-0.86%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$280M
AUM Growth
+$20.7M
Cap. Flow
+$50.6M
Cap. Flow %
18.09%
Top 10 Hldgs %
48.14%
Holding
108
New
10
Increased
48
Reduced
31
Closed
1

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$38.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.33M
3
AAPL icon
Apple
AAPL
+$1.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M

Top Sells

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$1.04M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$806K
3
SMH icon
VanEck Semiconductor ETF
SMH
+$762K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$391K

Sector Composition

Rank Sector Weight
1 Technology 14.58%
2 Consumer Staples 8.41%
3 Financials 8.02%
4 Healthcare 6.9%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$443B
$3.29M 1.18%
15,560
-384
-2% -$85.2K
HD icon
27
Home Depot
HD
$331B
$2.92M 1.05%
8,895
+68
+0.8% +$24.8K
LMT icon
28
Lockheed Martin
LMT
$134B
$2.91M 1.04%
5,613
-253
-4% -$156K
NEE icon
29
NextEra Energy
NEE
$181B
$2.85M 1.02%
29,142
+688
+2% +$61.2K
HON icon
30
Honeywell
HON
$77B
$2.68M 0.96%
12,484
-44
-0.4% -$10.1K
ORCL icon
31
Oracle
ORCL
$374B
$2.64M 0.94%
16,359
+717
+5% +$117K
NVDA icon
32
NVIDIA
NVDA
$4.86T
$2.61M 0.93%
13,075
+4,163
+47% +$764K
TJX icon
33
TJX Companies
TJX
$174B
$2.54M 0.91%
16,228
-433
-3% -$67.4K
ABT icon
34
Abbott
ABT
$183B
$2.51M 0.9%
27,638
+267
+1% +$30.1K
XLF icon
35
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$2.42M 0.86%
46,342
+846
+2% +$44.1K
META icon
36
Meta Platforms (Facebook)
META
$1.42T
$2.3M 0.82%
3,763
+181
+5% +$116K
AXP icon
37
American Express
AXP
$227B
$2.26M 0.81%
6,988
+169
+2% +$56.7K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.16M 0.77%
4,556
+93
+2% +$45.7K
EMR icon
39
Emerson Electric
EMR
$83.9B
$2.08M 0.74%
14,833
+55
+0.4% +$7.91K
VNQ icon
40
Vanguard Real Estate ETF
VNQ
$39.2B
$1.95M 0.7%
20,262
-50
-0.2% -$4.58K
VB icon
41
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.8M 0.64%
6,321
-36
-0.6% -$9.74K
AVGO icon
42
Broadcom
AVGO
$1.85T
$1.77M 0.63%
4,230
+9
+0.2% +$2.96K
KO icon
43
Coca-Cola
KO
$377B
$1.75M 0.62%
22,171
-149
-0.7% -$11.3K
PG icon
44
Procter & Gamble
PG
$336B
$1.73M 0.62%
11,795
-1,141
-9% -$173K
ISRG icon
45
Intuitive Surgical
ISRG
$127B
$1.69M 0.6%
3,690
+85
+2% +$43K
BX icon
46
Blackstone
BX
$102B
$1.48M 0.53%
11,798
-768
-6% -$99.9K
VCR icon
47
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.44M 0.52%
3,668
+40
+1% +$15.4K
BMY icon
48
Bristol-Myers Squibb
BMY
$133B
$1.43M 0.51%
+23,612
New +$1.38M
VBR icon
49
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$1.39M 0.5%
5,985
-79
-1% -$17.7K
LLY icon
50
Eli Lilly
LLY
$1.02T
$1.16M 0.41%
1,242
+1,024
+470% +$1.04M
1
2
3 4 5

Similar funds

PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ACC
Acorn Creek Capital Fort Collins, Colorado $280M AUM 19.97% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
KF
Ketron Financial Novato, California $279M AUM
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $279M AUM 26.47% 1-Year Est. Return
PHC
Panoramic Hills Capital Road Town $280M AUM

Hall Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Hall Capital Management held 108 positions worth $280M, up 8% from $259M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Hall Capital Management deployed $50.6M of net new capital in Q1 2026, opening 10 new positions and adding to 48 existing holdings. Its largest new stake was Bristol-Myers Squibb: 23,612 shares worth $1.43M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was Boston Scientific, an estimated $1.04M trimmed.

  • Hall Capital Management's largest Q1 2026 buy was Bristol-Myers Squibb: 23,612 shares worth $1.43M.
  • Hall Capital Management added most to Vanguard Morningstar Mid-Cap ETF in Q1 2026, an estimated $38.7M increase.
  • Hall Capital Management's biggest Q1 2026 reduction was Boston Scientific, cutting an estimated $1.04M.
  • Hall Capital Management fully exited Mastercard in Q1 2026, selling an estimated $218K.
  • Hall Capital Management's ten largest holdings make up 48% of its $280M portfolio in Q1 2026.
  • Hall Capital Management opened 10 new positions and closed 1 in Q1 2026.
  • Hall Capital Management's portfolio value rose 8% quarter-over-quarter to $280M.

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