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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
+6.45%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
+$3.39M
Cap. Flow %
1.33%
Top 10 Hldgs %
45.3%
Holding
98
New
4
Increased
29
Reduced
43
Closed
–

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$1.6M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.59M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$1.53M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$321K
3
ORCL icon
Oracle
ORCL
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

Rank Sector Weight
1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
26
Digital Realty Trust
DLR
$69.7B
$3.17M 1.25%
18,326
+17
+0.1% +$2.91K
LMT icon
27
Lockheed Martin
LMT
$134B
$3.05M 1.2%
6,114
-41
-0.7% -$18.6K
HYG icon
28
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$3M 1.18%
36,896
+2,075
+6% +$167K
DUK icon
29
Duke Energy
DUK
$97.8B
$2.95M 1.16%
23,824
+153
+0.6% +$18.6K
VIG icon
30
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.68M 1.06%
12,441
-31
-0.2% -$6.51K
HON icon
31
Honeywell
HON
$77B
$2.66M 1.05%
13,403
+5
+0% +$1.04K
KMB icon
32
Kimberly-Clark
KMB
$36.3B
$2.58M 1.02%
20,723
+139
+0.7% +$18K
META icon
33
Meta Platforms (Facebook)
META
$1.42T
$2.57M 1.01%
3,495
-22
-0.6% -$16.4K
TJX icon
34
TJX Companies
TJX
$174B
$2.46M 0.97%
17,008
-238
-1% -$31.6K
XLF icon
35
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$2.41M 0.95%
44,817
+74
+0.2% +$3.92K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.25M 0.89%
4,473
+16
+0.4% +$7.75K
AXP icon
37
American Express
AXP
$227B
$2.24M 0.88%
6,736
+24
+0.4% +$7.63K
PG icon
38
Procter & Gamble
PG
$336B
$2.21M 0.87%
14,375
-122
-0.8% -$19.1K
BX icon
39
Blackstone
BX
$102B
$2.16M 0.85%
12,628
+575
+5% +$98.5K
NEE icon
40
NextEra Energy
NEE
$181B
$2.14M 0.85%
28,397
+197
+0.7% +$14.4K
BSX icon
41
Boston Scientific
BSX
$69.5B
$2.01M 0.79%
20,583
+15,415
+298% +$1.6M
EMR icon
42
Emerson Electric
EMR
$83.9B
$1.99M 0.78%
15,144
-344
-2% -$46.9K
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$39.2B
$1.81M 0.71%
19,766
-611
-3% -$55.4K
NVDA icon
44
NVIDIA
NVDA
$4.86T
$1.7M 0.67%
9,123
+63
+0.7% +$11K
ISRG icon
45
Intuitive Surgical
ISRG
$127B
$1.66M 0.65%
3,706
-82
-2% -$39.4K
VB icon
46
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.54M 0.61%
6,044
-131
-2% -$32.5K
KO icon
47
Coca-Cola
KO
$377B
$1.51M 0.6%
22,784
-138
-0.6% -$9.5K
VCR icon
48
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.44M 0.57%
3,631
+15
+0.4% +$5.71K
AVGO icon
49
Broadcom
AVGO
$1.85T
$1.38M 0.54%
4,181
– –
VBR icon
50
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$1.24M 0.49%
5,959
-30
-0.5% -$6.13K
1
2
3 4

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Hall Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Hall Capital Management held 98 positions worth $254M, up 7.1% from $237M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.1%. Hall Capital Management opened 4 new positions and made no exits, leaving the 98-position portfolio largely intact.

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

  • Hall Capital Management's largest Q3 2025 buy was State Street Consumer Discretionary Select Sector SPDR ETF: 1,806 shares worth $216K.
  • Hall Capital Management added most to Boston Scientific in Q3 2025, an estimated $1.6M increase.
  • Hall Capital Management's biggest Q3 2025 reduction was Thermo Fisher Scientific, cutting an estimated $1.53M.
  • Hall Capital Management's ten largest holdings make up 45% of its $254M portfolio in Q3 2025.
  • Hall Capital Management opened 4 new positions and closed 0 in Q3 2025.
  • Hall Capital Management's portfolio value rose 7.1% quarter-over-quarter to $254M.

Based on Hall Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.