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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 %
101.37%
Top 10 Hldgs %
41.58%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$15.3M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$13.1M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$10.5M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.2M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AWP
101
abrdn Global Premier Properties Fund
AWP
$369M
$44.4K 0.02%
+3,833
New +$48.9K
1 2 3 4
5

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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.