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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
PAYX icon
51
Paychex
PAYX
$41.6B
$1.04M 0.44%
7,131
– –
TROW icon
52
T. Rowe Price
TROW
$23.9B
$1.03M 0.44%
10,715
-142
-1% -$13K
VOO icon
53
Vanguard S&P 500 ETF
VOO
$979B
$850K 0.36%
1,496
– –
BAC icon
54
Bank of America
BAC
$435B
$845K 0.36%
17,857
+1,791
+11% +$75.3K
SYK icon
55
Stryker
SYK
$125B
$750K 0.32%
1,895
– –
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$749K 0.32%
1,213
– –
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.31%
1
– –
TSLA icon
58
Tesla
TSLA
$1.23T
$647K 0.27%
2,038
+186
+10% +$56K
VTV icon
59
Vanguard Morningstar Value ETF
VTV
$188B
$576K 0.24%
3,259
-252
-7% -$42.6K
BSX icon
60
Boston Scientific
BSX
$69.5B
$555K 0.23%
+5,168
New +$523K
DIS icon
61
Walt Disney
DIS
$167B
$543K 0.23%
4,377
+836
+24% +$86.9K
FDIS icon
62
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$509K 0.21%
5,407
-450
-8% -$39.6K
XLK icon
63
State Street Technology Select Sector SPDR ETF
XLK
$115B
$456K 0.19%
3,600
– –
YUM icon
64
Yum! Brands
YUM
$41.8B
$445K 0.19%
3,005
– –
GOOG icon
65
Alphabet (Google) Class C
GOOG
$4.36T
$417K 0.18%
2,350
+15
+0.6% +$2.48K
SO icon
66
Southern Company
SO
$109B
$416K 0.18%
4,527
+912
+25% +$81.9K
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$415K 0.18%
14,206
-2,360
-14% -$62.4K
MRK icon
68
Merck
MRK
$322B
$403K 0.17%
5,093
-1,004
-16% -$79.8K
DRI icon
69
Darden Restaurants
DRI
$23.3B
$386K 0.16%
1,771
+5
+0.3% +$1.04K
DGRW icon
70
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$380K 0.16%
4,543
– –
BLK icon
71
Blackrock
BLK
$169B
$378K 0.16%
360
+31
+9% +$29.3K
MDT icon
72
Medtronic
MDT
$109B
$366K 0.15%
4,196
+3
+0.1% +$254
NSC icon
73
Norfolk Southern
NSC
$75.4B
$365K 0.15%
1,426
-15
-1% -$3.54K
SBUX icon
74
Starbucks
SBUX
$120B
$358K 0.15%
3,906
-3
-0.1% -$260
CLX icon
75
Clorox
CLX
$11.6B
$342K 0.14%
2,851
+120
+4% +$16K
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.