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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
+6.45%
1 Year Est. Return
+14.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
+$3.39M
Cap. Flow %
1.33%
Top 10 Hldgs %
45.3%
Holding
98
New
4
Increased
29
Reduced
43
Closed
–

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$1.6M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.59M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$1.53M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$321K
3
ORCL icon
Oracle
ORCL
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

Rank Sector Weight
1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
76
Cameco
CCJ
$41B
$332K 0.13%
3,960
– –
SBUX icon
77
Starbucks
SBUX
$120B
$326K 0.13%
3,848
-58
-1% -$5.19K
RWJ icon
78
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.13B
$324K 0.13%
6,700
– –
ESGG icon
79
FlexShares STOXX Global ESG Select Index Fund
ESGG
$114M
$322K 0.13%
1,632
– –
LOW icon
80
Lowe's Companies
LOW
$123B
$318K 0.13%
1,265
+35
+3% +$8.6K
CFG icon
81
Citizens Financial Group
CFG
$31.4B
$315K 0.12%
5,930
-127
-2% -$6.32K
GE icon
82
GE Aerospace
GE
$398B
$310K 0.12%
1,032
– –
MRK icon
83
Merck
MRK
$321B
$307K 0.12%
3,653
-1,440
-28% -$119K
CAT icon
84
Caterpillar
CAT
$414B
$284K 0.11%
595
– –
CL icon
85
Colgate-Palmolive
CL
$73.4B
$279K 0.11%
3,495
– –
SDY icon
86
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$266K 0.1%
1,900
– –
DIA icon
87
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$47B
$261K 0.1%
562
– –
MDLZ icon
88
Mondelez International
MDLZ
$79B
$260K 0.1%
4,157
– –
NVS icon
89
Novartis
NVS
$295B
$251K 0.1%
1,960
-395
-17% -$48.2K
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$126B
$245K 0.1%
3,750
– –
D icon
91
Dominion Energy
D
$60.4B
$231K 0.09%
3,773
-315
-8% -$18.7K
MA icon
92
Mastercard
MA
$504B
$217K 0.09%
382
– –
XLY icon
93
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$216K 0.09%
+1,806
New +$207K
PFE icon
94
Pfizer
PFE
$146B
$212K 0.08%
8,318
-61
-0.7% -$1.51K
MS icon
95
Morgan Stanley
MS
$343B
$211K 0.08%
+1,326
New +$196K
SHLD icon
96
Global X Defense Tech ETF
SHLD
$7.56B
$211K 0.08%
3,000
-500
-14% -$31.4K
PLTR icon
97
Palantir
PLTR
$388B
$209K 0.08%
+1,147
New +$186K
VTI icon
98
Vanguard Morningstar Total Stock Market ETF
VTI
$686B
$205K 0.08%
+625
New +$197K
1 2 3
4

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Hall Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Hall Capital Management held 98 positions worth $254M, up 7.1% from $237M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.1%. Hall Capital Management opened 4 new positions and made no exits, leaving the 98-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Consumer Staples.

  • Hall Capital Management's largest Q3 2025 buy was State Street Consumer Discretionary Select Sector SPDR ETF: 1,806 shares worth $216K.
  • Hall Capital Management added most to Boston Scientific in Q3 2025, an estimated $1.6M increase.
  • Hall Capital Management's biggest Q3 2025 reduction was Thermo Fisher Scientific, cutting an estimated $1.53M.
  • Hall Capital Management's ten largest holdings make up 45% of its $254M portfolio in Q3 2025.
  • Hall Capital Management opened 4 new positions and closed 0 in Q3 2025.
  • Hall Capital Management's portfolio value rose 7.1% quarter-over-quarter to $254M.

Based on Hall Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.