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HCM
Hall Capital Management Portfolio holdings
AUM
$280M
1-Year Est. Return
14.82%
This Fund
S&P 500
This Quarter
Est. Return
+0.23%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
–
Cap. Flow
+$217M
Cap. Flow
% of AUM
101.37%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$15.3M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$13.1M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$10.5M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$10.2M |
| 5 |
Apple
AAPL
|
+$8.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.7% |
| 2 | Consumer Staples | 10.92% |
| 3 | Healthcare | 9.06% |
| 4 | Financials | 8.63% |
| 5 | Industrials | 7.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Honeywell
HON
$77B
| $2.76M | 1.29% |
+12,985
| New | +$2.71M |
|
27
Lockheed Martin
LMT
$134B
| $2.74M | 1.28% |
+5,645
| New | +$3.08M |
|
28
Vanguard Dividend Appreciation ETF
VIG
$111B
| $2.58M | 1.2% |
+13,168
| New | +$2.63M |
|
29
VanEck Semiconductor ETF
SMH
$65.2B
| $2.57M | 1.2% |
+10,611
| New | +$2.63M |
|
30
Kimberly-Clark
KMB
$36.3B
| $2.53M | 1.18% |
+19,330
| New | +$2.64M |
|
31
Duke Energy
DUK
$97.8B
| $2.46M | 1.15% |
+22,812
| New | +$2.58M |
|
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
| $2.39M | 1.11% |
+30,382
| New | +$2.41M |
|
33
Procter & Gamble
PG
$336B
| $2.37M | 1.11% |
+14,150
| New | +$2.41M |
|
34
UnitedHealth
UNH
$376B
| $2.35M | 1.1% |
+4,648
| New | +$2.64M |
|
35
Vanguard Real Estate ETF
VNQ
$39.2B
| $2.26M | 1.05% |
+25,356
| New | +$2.4M |
|
36
Oracle
ORCL
$374B
| $2.09M | 0.97% |
+12,521
| New | +$2.22M |
|
37
Merck
MRK
$322B
| $2.07M | 0.97% |
+20,826
| New | +$2.15M |
|
38
TJX Companies
TJX
$174B
| $2.07M | 0.97% |
+17,127
| New | +$2.04M |
|
39
Meta Platforms (Facebook)
META
$1.42T
| $2.01M | 0.94% |
+3,436
| New | +$2.02M |
|
40
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.97M | 0.92% |
+4,337
| New | +$2M |
|
41
NextEra Energy
NEE
$181B
| $1.94M | 0.9% |
+27,024
| New | +$2.1M |
|
42
Blackstone
BX
$102B
| $1.87M | 0.87% |
+10,849
| New | +$1.89M |
|
43
Emerson Electric
EMR
$83.9B
| $1.83M | 0.85% |
+14,754
| New | +$1.79M |
|
44
Paychex
PAYX
$41.6B
| $1.81M | 0.84% |
+12,900
| New | +$1.83M |
|
45
Coca-Cola
KO
$377B
| $1.61M | 0.75% |
+25,937
| New | +$1.69M |
|
46
American Express
AXP
$227B
| $1.45M | 0.68% |
+4,877
| New | +$1.4M |
|
47
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
| $1.3M | 0.61% |
+6,577
| New | +$1.35M |
|
48
NVIDIA
NVDA
$4.86T
| $1.2M | 0.56% |
+8,930
| New | +$1.23M |
|
49
T. Rowe Price
TROW
$23.9B
| $1.11M | 0.52% |
+9,792
| New | +$1.13M |
|
50
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
| $1.08M | 0.5% |
+4,493
| New | +$1.11M |
|
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Hall Capital Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Hall Capital Management, which disclosed 101 positions worth $214M. Its ten largest holdings account for 42% of the portfolio.
Its largest position is Microsoft: 35,846 shares worth $15.1M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Staples and Healthcare.
- Hall Capital Management's largest Q4 2024 buy was Microsoft: 35,846 shares worth $15.1M.
- Hall Capital Management's ten largest holdings make up 42% of its $214M portfolio in Q4 2024.
- Hall Capital Management disclosed 101 positions in Q4 2024, its first 13F filing on record.
Based on Hall Capital Management's 13F filing for Q4 2024, filed 24 Feb 2025.