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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
+1%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$259M
AUM Growth
+$5.42M
Cap. Flow
+$5.03M
Cap. Flow %
1.94%
Top 10 Hldgs %
47.99%
Holding
102
New
4
Increased
27
Reduced
49
Closed
4

Top Buys

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.03M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.12M
3
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.46M
4
AKRE
Akre Focus ETF
AKRE
+$960K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$751K

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$1.84M
2
CLX icon
Clorox
CLX
+$352K
3
PG icon
Procter & Gamble
PG
+$212K
4
PFE icon
Pfizer
PFE
+$212K
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$211K

Sector Composition

Rank Sector Weight
1 Technology 15.66%
2 Financials 9.26%
3 Consumer Staples 7.83%
4 Healthcare 7.64%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$331B
$3.04M 1.17%
8,827
-105
-1% -$38.5K
LMT icon
27
Lockheed Martin
LMT
$134B
$2.84M 1.1%
5,866
-248
-4% -$119K
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.82M 1.09%
12,842
+401
+3% +$87.6K
DLR icon
29
Digital Realty Trust
DLR
$69.7B
$2.79M 1.08%
18,049
-277
-2% -$45.5K
DUK icon
30
Duke Energy
DUK
$97.8B
$2.75M 1.06%
23,481
-343
-1% -$41.9K
TJX icon
31
TJX Companies
TJX
$174B
$2.56M 0.99%
16,661
-347
-2% -$51.3K
AXP icon
32
American Express
AXP
$227B
$2.52M 0.97%
6,819
+83
+1% +$29.7K
XLF icon
33
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$2.49M 0.96%
45,496
+679
+2% +$36.2K
HON icon
34
Honeywell
HON
$77B
$2.44M 0.94%
12,528
-875
-7% -$171K
META icon
35
Meta Platforms (Facebook)
META
$1.42T
$2.36M 0.91%
3,582
+87
+2% +$58.1K
NEE icon
36
NextEra Energy
NEE
$181B
$2.28M 0.88%
28,454
+57
+0.2% +$4.72K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.24M 0.87%
4,463
-10
-0.2% -$4.97K
ISRG icon
38
Intuitive Surgical
ISRG
$127B
$2.04M 0.79%
3,605
-101
-3% -$53.8K
EMR icon
39
Emerson Electric
EMR
$83.9B
$1.96M 0.76%
14,778
-366
-2% -$48.6K
BSX icon
40
Boston Scientific
BSX
$69.5B
$1.96M 0.76%
20,527
-56
-0.3% -$5.49K
BX icon
41
Blackstone
BX
$102B
$1.94M 0.75%
12,566
-62
-0.5% -$9.42K
PG icon
42
Procter & Gamble
PG
$336B
$1.85M 0.72%
12,936
-1,439
-10% -$212K
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$39.2B
$1.8M 0.69%
20,312
+546
+3% +$49.1K
NVDA icon
44
NVIDIA
NVDA
$4.86T
$1.66M 0.64%
8,912
-211
-2% -$39.3K
VB icon
45
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.64M 0.63%
6,357
+313
+5% +$80.2K
KO icon
46
Coca-Cola
KO
$377B
$1.56M 0.6%
22,320
-464
-2% -$32.3K
AVGO icon
47
Broadcom
AVGO
$1.85T
$1.46M 0.56%
4,221
+40
+1% +$14.3K
VCR icon
48
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.43M 0.55%
3,628
-3
-0.1% -$1.17K
VBR icon
49
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$1.28M 0.5%
6,064
+105
+2% +$22K
TROW icon
50
T. Rowe Price
TROW
$23.9B
$1.07M 0.41%
10,454
-156
-1% -$16.1K
1
2
3 4 5

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Hall Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Hall Capital Management held 102 positions worth $259M, up 2.1% from $254M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Hall Capital Management's Q4 2025 filing shows 4 new, 27 increased, 49 reduced and 4 closed positions. Its largest new stake was Akre Focus ETF: 14,833 shares worth $972K. The largest sale was Kimberly-Clark, an estimated $1.84M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Consumer Staples.

  • Hall Capital Management's largest Q4 2025 buy was Akre Focus ETF: 14,833 shares worth $972K.
  • Hall Capital Management added most to Vanguard FTSE All-World ex-US ETF in Q4 2025, an estimated $3.03M increase.
  • Hall Capital Management's biggest Q4 2025 reduction was Kimberly-Clark, cutting an estimated $1.84M.
  • Hall Capital Management fully exited Clorox in Q4 2025, selling an estimated $352K.
  • Hall Capital Management's ten largest holdings make up 48% of its $259M portfolio in Q4 2025.
  • Hall Capital Management opened 4 new positions and closed 4 in Q4 2025.
  • Hall Capital Management's portfolio value rose 2.1% quarter-over-quarter to $259M.

Based on Hall Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.