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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
AKRE
51
Akre Focus ETF
AKRE
$5.36B
$972K 0.38%
+14,833
New +$960K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$1.01T
$963K 0.37%
1,536
+40
+3% +$24.9K
BAC icon
53
Bank of America
BAC
$442B
$930K 0.36%
16,903
-869
-5% -$45.9K
TSLA icon
54
Tesla
TSLA
$1.3T
$872K 0.34%
1,940
-126
-6% -$55.9K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$825K 0.32%
1,210
-3
-0.2% -$2.03K
PAYX icon
56
Paychex
PAYX
$41.9B
$757K 0.29%
6,746
-335
-5% -$39.2K
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.11T
$755K 0.29%
1
– –
TMO icon
58
Thermo Fisher Scientific
TMO
$209B
$735K 0.28%
1,269
-323
-20% -$183K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.61T
$726K 0.28%
2,312
-54
-2% -$15.5K
SYK icon
60
Stryker
SYK
$129B
$680K 0.26%
1,934
+21
+1% +$7.65K
VTV icon
61
Vanguard Morningstar Value ETF
VTV
$191B
$666K 0.26%
3,488
+106
+3% +$19.9K
FDIS icon
62
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$525K 0.2%
5,140
– –
XLK icon
63
State Street Technology Select Sector SPDR ETF
XLK
$123B
$518K 0.2%
3,600
– –
DIS icon
64
Walt Disney
DIS
$171B
$489K 0.19%
4,297
-20
-0.5% -$2.2K
SCHG icon
65
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$463K 0.18%
14,206
– –
YUM icon
66
Yum! Brands
YUM
$40.2B
$452K 0.17%
2,985
– –
DGRW icon
67
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$406K 0.16%
4,543
– –
MDT icon
68
Medtronic
MDT
$110B
$396K 0.15%
4,126
-187
-4% -$18.2K
KMB icon
69
Kimberly-Clark
KMB
$36.9B
$395K 0.15%
3,918
-16,805
-81% -$1.84M
NSC icon
70
Norfolk Southern
NSC
$76.4B
$394K 0.15%
1,366
-60
-4% -$17.4K
BLK icon
71
Blackrock
BLK
$176B
$385K 0.15%
360
-30
-8% -$32.8K
SO icon
72
Southern Company
SO
$107B
$382K 0.15%
4,378
-8
-0.2% -$730
CCJ icon
73
Cameco
CCJ
$40.9B
$362K 0.14%
3,960
– –
MRK icon
74
Merck
MRK
$318B
$353K 0.14%
3,358
-295
-8% -$27.7K
MMM icon
75
3M
MMM
$93.2B
$346K 0.13%
2,162
-50
-2% -$8.18K
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.