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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
MMM icon
76
3M
MMM
$90.9B
$337K 0.14%
2,212
+12
+0.5% +$1.72K
CL icon
77
Colgate-Palmolive
CL
$73.1B
$318K 0.13%
3,495
– –
HSY icon
78
Hershey
HSY
$35.2B
$311K 0.13%
1,875
– –
ESGG icon
79
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$306K 0.13%
1,632
– –
CCJ icon
80
Cameco
CCJ
$37.6B
$294K 0.12%
+3,960
New +$211K
RWJ icon
81
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$290K 0.12%
6,700
– –
NVS icon
82
Novartis
NVS
$297B
$285K 0.12%
2,355
-36
-2% -$4.06K
MDLZ icon
83
Mondelez International
MDLZ
$79.5B
$280K 0.12%
4,157
+39
+0.9% +$2.6K
LOW icon
84
Lowe's Companies
LOW
$117B
$273K 0.12%
1,230
+20
+2% +$4.46K
CFG icon
85
Citizens Financial Group
CFG
$30.3B
$271K 0.11%
6,057
– –
GE icon
86
GE Aerospace
GE
$374B
$266K 0.11%
1,032
+26
+3% +$5.71K
SDY icon
87
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$258K 0.11%
1,900
– –
DIA icon
88
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$248K 0.1%
562
– –
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$122B
$233K 0.1%
3,750
– –
D icon
90
Dominion Energy
D
$60.8B
$231K 0.1%
4,088
-710
-15% -$38.9K
CAT icon
91
Caterpillar
CAT
$375B
$231K 0.1%
+595
New +$198K
MA icon
92
Mastercard
MA
$502B
$215K 0.09%
382
– –
SHLD icon
93
Global X Defense Tech ETF
SHLD
$7.05B
$211K 0.09%
+3,500
New +$188K
PFE icon
94
Pfizer
PFE
$143B
$203K 0.09%
8,379
-15
-0.2% -$350
HELO icon
95
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.6B
– –
-6,614
Closed -$395K
UNH icon
96
UnitedHealth
UNH
$376B
– –
-644
Closed -$337K
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.