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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
+7.72%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
+$20.9M
Cap. Flow
+$7.79M
Cap. Flow %
3.29%
Top 10 Hldgs %
44.62%
Holding
96
New
4
Increased
53
Reduced
20
Closed
2

Top Buys

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.85M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$599K
4
BSX icon
Boston Scientific
BSX
+$523K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$284K

Top Sells

Rank Stock Value
1
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$395K
2
TMO icon
Thermo Fisher Scientific
TMO
+$378K
3
UNH icon
UnitedHealth
UNH
+$337K
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$190K
5
MRK icon
Merck
MRK
+$79.8K

Sector Composition

Rank Sector Weight
1 Technology 16.63%
2 Consumer Staples 9.85%
3 Financials 9.24%
4 Healthcare 7.51%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$443B
$2.99M 1.27%
16,134
+149
+0.9% +$27.7K
HON icon
27
Honeywell
HON
$77B
$2.94M 1.24%
13,398
+208
+2% +$42.1K
LMT icon
28
Lockheed Martin
LMT
$134B
$2.85M 1.2%
6,155
+106
+2% +$49.6K
HYG icon
29
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$2.81M 1.19%
34,821
+3,601
+12% +$284K
DUK icon
30
Duke Energy
DUK
$97.8B
$2.79M 1.18%
23,671
+232
+1% +$27.4K
KMB icon
31
Kimberly-Clark
KMB
$36.3B
$2.65M 1.12%
20,584
+193
+0.9% +$26.2K
META icon
32
Meta Platforms (Facebook)
META
$1.42T
$2.6M 1.1%
3,517
+43
+1% +$26.6K
VIG icon
33
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.55M 1.08%
12,472
-1
-0% -$194
XLF icon
34
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$2.34M 0.99%
44,743
+5,560
+14% +$275K
PG icon
35
Procter & Gamble
PG
$336B
$2.31M 0.98%
14,497
+395
+3% +$64.5K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.17M 0.91%
4,457
+15
+0.3% +$7.62K
AXP icon
37
American Express
AXP
$227B
$2.14M 0.9%
6,712
+183
+3% +$51.5K
TJX icon
38
TJX Companies
TJX
$174B
$2.13M 0.9%
17,246
-383
-2% -$48.6K
EMR icon
39
Emerson Electric
EMR
$83.9B
$2.07M 0.87%
15,488
+125
+0.8% +$14.3K
ISRG icon
40
Intuitive Surgical
ISRG
$127B
$2.06M 0.87%
3,788
+58
+2% +$30.3K
TMO icon
41
Thermo Fisher Scientific
TMO
$213B
$1.98M 0.84%
4,889
-903
-16% -$378K
NEE icon
42
NextEra Energy
NEE
$181B
$1.96M 0.83%
28,200
+1,447
+5% +$101K
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$39.2B
$1.81M 0.77%
20,377
-95
-0.5% -$8.38K
BX icon
44
Blackstone
BX
$102B
$1.8M 0.76%
12,053
+496
+4% +$68.2K
KO icon
45
Coca-Cola
KO
$377B
$1.62M 0.69%
22,922
+665
+3% +$47.4K
VB icon
46
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.46M 0.62%
6,175
+54
+0.9% +$12K
NVDA icon
47
NVIDIA
NVDA
$4.86T
$1.43M 0.6%
9,060
+250
+3% +$31.5K
VCR icon
48
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.31M 0.55%
3,616
+579
+19% +$196K
VBR icon
49
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$1.17M 0.49%
5,989
-78
-1% -$14.4K
AVGO icon
50
Broadcom
AVGO
$1.85T
$1.15M 0.49%
4,181
+171
+4% +$37.1K
1
2
3 4

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Hall Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Hall Capital Management held 96 positions worth $237M, up 9.7% from $216M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Hall Capital Management deployed $7.79M of net new capital in Q2 2025, opening 4 new positions and adding to 53 existing holdings. Its largest new stake was Boston Scientific: 5,168 shares worth $555K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was Thermo Fisher Scientific, an estimated $378K trimmed.

  • Hall Capital Management's largest Q2 2025 buy was Boston Scientific: 5,168 shares worth $555K.
  • Hall Capital Management added most to Vanguard FTSE All-World ex-US ETF in Q2 2025, an estimated $3.85M increase.
  • Hall Capital Management's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $378K.
  • Hall Capital Management fully exited JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2025, selling an estimated $395K.
  • Hall Capital Management's ten largest holdings make up 45% of its $237M portfolio in Q2 2025.
  • Hall Capital Management opened 4 new positions and closed 2 in Q2 2025.
  • Hall Capital Management's portfolio value rose 9.7% quarter-over-quarter to $237M.

Based on Hall Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.