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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
+0.23%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
–
Cap. Flow
+$217M
Cap. Flow
% of AUM
101.37%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$15.3M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$13.1M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$10.5M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$10.2M |
| 5 |
Apple
AAPL
|
+$8.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.7% |
| 2 | Consumer Staples | 10.92% |
| 3 | Healthcare | 9.06% |
| 4 | Financials | 8.63% |
| 5 | Industrials | 7.63% |
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Hall Capital Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Hall Capital Management, which disclosed 101 positions worth $214M. Its ten largest holdings account for 42% of the portfolio.
Its largest position is Microsoft: 35,846 shares worth $15.1M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Staples and Healthcare.
- Hall Capital Management's largest Q4 2024 buy was Microsoft: 35,846 shares worth $15.1M.
- Hall Capital Management's ten largest holdings make up 42% of its $214M portfolio in Q4 2024.
- Hall Capital Management disclosed 101 positions in Q4 2024, its first 13F filing on record.
Based on Hall Capital Management's 13F filing for Q4 2024, filed 24 Feb 2025.