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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
NSC icon
76
Norfolk Southern
NSC
$75.4B
$415K 0.15%
1,314
-52
-4% -$15.5K
ADI icon
77
Analog Devices
ADI
$179B
$402K 0.14%
+1,000
New +$318K
BLK icon
78
Blackrock
BLK
$169B
$391K 0.14%
367
+7
+2% +$7.37K
RWJ icon
79
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$375K 0.13%
6,700
– –
SBUX icon
80
Starbucks
SBUX
$120B
$368K 0.13%
3,493
-312
-8% -$29.5K
CRWD icon
81
CrowdStrike
CRWD
$194B
$357K 0.13%
+3,200
New +$339K
ESGG icon
82
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$355K 0.13%
1,632
– –
GEV icon
83
GE Vernova
GEV
$264B
$354K 0.13%
+327
New +$255K
MDT icon
84
Medtronic
MDT
$109B
$349K 0.12%
4,308
+182
+4% +$17.4K
HSY icon
85
Hershey
HSY
$35.2B
$348K 0.12%
1,875
– –
CFG icon
86
Citizens Financial Group
CFG
$30.3B
$331K 0.12%
5,089
-802
-14% -$49.3K
GE icon
87
GE Aerospace
GE
$374B
$325K 0.12%
1,120
+38
+4% +$11.9K
LOW icon
88
Lowe's Companies
LOW
$117B
$318K 0.11%
1,330
+50
+4% +$13K
MMM icon
89
3M
MMM
$90.9B
$317K 0.11%
2,162
– –
KMB icon
90
Kimberly-Clark
KMB
$36.3B
$310K 0.11%
3,152
-766
-20% -$78.4K
CVX icon
91
Chevron
CVX
$392B
$310K 0.11%
+1,602
New +$292K
PANW icon
92
Palo Alto Networks
PANW
$270B
$300K 0.11%
1,671
+165
+11% +$27.7K
NVS icon
93
Novartis
NVS
$297B
$293K 0.1%
1,985
– –
MDLZ icon
94
Mondelez International
MDLZ
$79.5B
$293K 0.1%
4,762
+305
+7% +$17.7K
SDY icon
95
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$285K 0.1%
1,900
– –
NFLX icon
96
Netflix
NFLX
$299B
$284K 0.1%
+3,033
New +$267K
DRI icon
97
Darden Restaurants
DRI
$23.3B
$283K 0.1%
1,411
– –
DIA icon
98
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$279K 0.1%
562
– –
IJH icon
99
iShares Core S&P Mid-Cap ETF
IJH
$122B
$273K 0.1%
3,750
– –
GS icon
100
Goldman Sachs
GS
$300B
$256K 0.09%
277
+27
+11% +$24.1K
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.