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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
-0.86%
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
VOO icon
51
Vanguard S&P 500 ETF
VOO
$979B
$1.01M 0.36%
1,536
– –
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$986K 0.35%
1,372
+162
+13% +$110K
TROW icon
53
T. Rowe Price
TROW
$23.9B
$958K 0.34%
9,312
-1,142
-11% -$111K
GOOG icon
54
Alphabet (Google) Class C
GOOG
$4.36T
$895K 0.32%
2,343
+31
+1% +$9.74K
BAC icon
55
Bank of America
BAC
$435B
$854K 0.31%
15,976
-927
-5% -$47.8K
AKRE
56
Akre Focus ETF
AKRE
$5.29B
$787K 0.28%
14,497
-336
-2% -$19.5K
TSLA icon
57
Tesla
TSLA
$1.23T
$746K 0.27%
1,955
+15
+0.8% +$6.18K
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.1T
$712K 0.25%
1
– –
VTV icon
59
Vanguard Morningstar Value ETF
VTV
$188B
$704K 0.25%
3,405
-83
-2% -$16.6K
SYK icon
60
Stryker
SYK
$125B
$603K 0.22%
1,914
-20
-1% -$7.18K
TMO icon
61
Thermo Fisher Scientific
TMO
$213B
$570K 0.2%
1,190
-79
-6% -$42.9K
CAT icon
62
Caterpillar
CAT
$375B
$546K 0.2%
613
+18
+3% +$12.5K
FDIS icon
63
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$525K 0.19%
5,140
– –
PAYX icon
64
Paychex
PAYX
$41.6B
$519K 0.19%
5,606
-1,140
-17% -$113K
CCJ icon
65
Cameco
CCJ
$37.6B
$487K 0.17%
3,960
– –
YUM icon
66
Yum! Brands
YUM
$41.8B
$477K 0.17%
2,985
– –
INTC icon
67
Intel
INTC
$455B
$476K 0.17%
+5,033
New +$231K
DIS icon
68
Walt Disney
DIS
$167B
$472K 0.17%
4,553
+256
+6% +$27.1K
MRK icon
69
Merck
MRK
$322B
$470K 0.17%
4,308
+950
+28% +$110K
XLK icon
70
State Street Technology Select Sector SPDR ETF
XLK
$115B
$470K 0.17%
2,945
-655
-18% -$92.3K
SCHG icon
71
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$468K 0.17%
14,206
– –
MS icon
72
Morgan Stanley
MS
$331B
$443K 0.16%
2,326
+1,000
+75% +$173K
BSX icon
73
Boston Scientific
BSX
$69.5B
$435K 0.16%
7,547
-12,980
-63% -$1.04M
DGRW icon
74
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$427K 0.15%
4,543
– –
SO icon
75
Southern Company
SO
$109B
$427K 0.15%
4,411
+33
+0.8% +$3.05K
1 2
3
4 5

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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.