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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
PLTR icon
101
Palantir
PLTR
$390B
– –
-1,147
Closed -$209K
SHLD icon
102
Global X Defense Tech ETF
SHLD
$7.5B
– –
-3,000
Closed -$211K
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.