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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
CFG icon
76
Citizens Financial Group
CFG
$30.7B
$344K 0.13%
5,891
-39
-0.7% -$2.1K
HSY icon
77
Hershey
HSY
$35.7B
$341K 0.13%
1,875
– –
CAT icon
78
Caterpillar
CAT
$404B
$341K 0.13%
595
– –
ESGG icon
79
FlexShares STOXX Global ESG Select Index Fund
ESGG
$114M
$335K 0.13%
1,632
– –
GE icon
80
GE Aerospace
GE
$383B
$333K 0.13%
1,082
+50
+5% +$15.1K
RWJ icon
81
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.13B
$326K 0.13%
6,700
– –
SBUX icon
82
Starbucks
SBUX
$120B
$320K 0.12%
3,805
-43
-1% -$3.63K
LOW icon
83
Lowe's Companies
LOW
$122B
$309K 0.12%
1,280
+15
+1% +$3.6K
PANW icon
84
Palo Alto Networks
PANW
$299B
$277K 0.11%
+1,506
New +$304K
NVS icon
85
Novartis
NVS
$292B
$274K 0.11%
1,985
+25
+1% +$3.27K
DIA icon
86
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$270K 0.1%
562
– –
SDY icon
87
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$264K 0.1%
1,900
– –
CL icon
88
Colgate-Palmolive
CL
$73.8B
$264K 0.1%
3,345
-150
-4% -$11.8K
DRI icon
89
Darden Restaurants
DRI
$23.6B
$260K 0.1%
1,411
-345
-20% -$62.9K
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$126B
$248K 0.1%
3,750
– –
MDLZ icon
91
Mondelez International
MDLZ
$79.2B
$240K 0.09%
4,457
+300
+7% +$17.3K
MS icon
92
Morgan Stanley
MS
$332B
$235K 0.09%
1,326
– –
LLY icon
93
Eli Lilly
LLY
$995B
$234K 0.09%
+218
New +$208K
D icon
94
Dominion Energy
D
$60.5B
$220K 0.09%
3,758
-15
-0.4% -$904
GS icon
95
Goldman Sachs
GS
$303B
$220K 0.08%
+250
New +$204K
MA icon
96
Mastercard
MA
$500B
$218K 0.08%
382
– –
XLY icon
97
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$216K 0.08%
1,806
– –
VTI icon
98
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$210K 0.08%
625
– –
CLX icon
99
Clorox
CLX
$12.7B
– –
-2,851
Closed -$352K
PFE icon
100
Pfizer
PFE
$145B
– –
-8,318
Closed -$212K
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.