HALL CAPITAL MANAGEMENT CO INC
Sector Allocation
- Other49.2%$157.9M
- Technology16.3%$52.3M
- Financials7.4%$23.8M
- Healthcare6.7%$21.5M
- Consumer Staples6.6%$21.2M
- Consumer Discretionary4.6%$14.8M
- Industrials4.2%$13.5M
- Utilities3.5%$11.1M
- Real Estate1.1%$3.5M
- Materials0.2%$686,902
AUM History
13fpro.ai/research/fund/hall-capital-management-co-inc-1122490
Conviction and streaks
Diversifying · top 10 = 45.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$24.9M
- VANGUARD$21.9M
- VANGUARD$15.7M
- VANGUARD$14.8M
- ISHARES$14.5M
MSFT
$13.9MAAPL
$13.5M- VANGUARD$9.7M
JPM
$9.5M- JANUS$8.8M
GOOGL
$7.9MWMT
$7.5M- VANECK$6.9M
JNJ
$6.9M- VANGUARD$6.4M
COST
$5.9M- VANGUARD$5.4M
- SCHWAB$5.1M
- SELECT$4.9M
WM
$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/hall-capital-management-co-inc-1122490
HALL CAPITAL MANAGEMENT CO INC 13F holdings — Q2 2026
$321.2M portfolio (+14.8% QoQ) · 107 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
- 1
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$24.9M
7.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$21.9M
6.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MID CAP ETF
$15.7M
4.9% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD MUN BD FDS - INTERMEDIATE TRM
$14.8M
4.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 5
ISHARES TR - ISHS 1-5YR INVS
$14.5M
4.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $13.9M
4.3% of stocks
-0.3%This quarter+7.5%Since filed3+ qtrsHeld$13.5M
4.2% of stocks
-4%This quarter+12.4%Since filed3+ qtrsHeld- 8
VANGUARD WELLINGTON FD - SHORT TRM TAX EX
$9.7M
3.0% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $9.5M
3.0% of stocks
-1%This quarter-7.9%Since filed3+ qtrsHeld- 10
JANUS DETROIT STR TR - HENDRSON AAA CL
$8.8M
2.7% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $24.9M | 7.7% | +7% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $21.9M | 6.8% | +5% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MID CAP ETF | $15.7M | 4.9% | +13% | — | — | — | — | |
| 4 | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $14.8M | 4.6% | New | — | New this quarter | — | — | |
| 5 | ISHARES TR - ISHS 1-5YR INVS | $14.5M | 4.5% | +3% | — | — | — | — | |
| 6 | $13.9M | 4.3% | -0.3% | +7.5% | 3+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $13.5M | 4.2% | -4% | +12.4% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $9.7M | 3.0% | New | — | New this quarter | — | — | |
| 9 | $9.5M | 3.0% | -1% | -7.9% | 3+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | JANUS DETROIT STR TR - HENDRSON AAA CL | $8.8M | 2.7% | +0.4% | — | — | — | — |
All holdings — HALL CAPITAL MANAGEMENT CO INC (Q2 2026)
107 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $7.9M | 2.5% | 22K | -6% | 3+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 12 | Walmart Inc. | Consumer Staples | $7.5M | 2.3% | 66K | +3% | 3+ qtrsAdded 2 qtrs in a row | 60.1 | 13F | |
| 13 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $6.9M | 2.2% | 11K | -6% | — | — | 13F |
| 14 | JOHNSON & JOHNSON | Healthcare | $6.9M | 2.1% | 27K | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $6.4M | 2.0% | 27K | +76% | — | — | 13F |
| 16 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.9M | 1.8% | 6,293 | +5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $5.4M | 1.7% | 25K | +629% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $5.1M | 1.6% | 152K | +971% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $4.9M | 1.5% | 92K | -8% | — | — | 13F |
| 20 | WASTE MANAGEMENT INC | Utilities | $4.5M | 1.4% | 20K | -0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNION PACIFIC CORP | Industrials | $4.0M | 1.3% | 15K | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $3.9M | 1.2% | 13K | +106% | — | — | 13F |
| 23 | AbbVie Inc. | Healthcare | $3.9M | 1.2% | 16K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMAZON COM INC | Consumer Discretionary | $3.8M | 1.2% | 16K | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $3.8M | 1.2% | 48K | +7% | — | — | 13F |
| 26 | $PEP | PEPSICO INC | Consumer Staples | $3.8M | 1.2% | 28K | +3% | |||
| 27 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.6M | 1.1% | 16K | -0.2% | |||
| 28 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.5M | 1.1% | 20K | +4% | |||
| 29 | $V | VISA INC. | Financials | $3.5M | 1.1% | 10K | -2% | |||
| 30 | $DUK | Duke Energy CORP | Utilities | $3.4M | 1.1% | 27K | +3% | |||
| 31 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.2M | 1.0% | 12K | -1.0% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $3.1M | 1.0% | 2,588 | +108% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.1M | 1.0% | 8,743 | -2% | |||
| 34 | $STT | STATE STREET CORP | Financials | $2.8M | 0.9% | 17K | New | |||
| 35 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.8M | 0.9% | 5,478 | -2% | |||
| 36 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $2.7M | 0.8% | 53K | New | |||
| 37 | $NEE | NEXTERA ENERGY INC | Utilities | $2.6M | 0.8% | 30K | +2% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $2.6M | 0.8% | 13K | -1% | |||
| 39 | $ORCL | ORACLE CORP | Technology | $2.5M | 0.8% | 17K | +5% | |||
| 40 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.4M | 0.8% | 16K | -0.6% | |||
| 41 | $AXP | AMERICAN EXPRESS CO | Financials | $2.4M | 0.7% | 6,969 | -0.3% | |||
| 42 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.3M | 0.7% | 25K | -8% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $2.2M | 0.7% | 3,916 | +4% | |||
| 44 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.7% | 4,247 | -7% | |||
| 45 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.0M | 0.6% | 21K | +4% | |||
| 46 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.9M | 0.6% | 13K | -9% | |||
| 47 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.5% | 11K | -5% | |||
| 48 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.5% | 4,230 | — | |||
| 49 | $KO | COCA COLA CO | Consumer Staples | $1.6M | 0.5% | 20K | -12% | |||
| 50 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.5M | 0.5% | 6,837 | -45% | |||
| 51 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.5M | 0.5% | 26K | +8% | |||
| 52 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.4M | 0.5% | 3,614 | -2% | |||
| 53 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.4M | 0.4% | 6,253 | New | |||
| 54 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.3% | 1,536 | — | |||
| 55 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.0M | 0.3% | 1,348 | -2% | |||
| 56 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $898K | 0.3% | 16K | -1% | |||
| 57 | $GOOG | Alphabet Inc. | Technology | $797K | 0.3% | 2,256 | -4% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $768K | 0.2% | 1,826 | -7% | |||
| 59 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $762K | 0.2% | 14K | -1% | |||
| 60 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.2% | 1 | — | |||
| 61 | $INTC | INTEL CORP | Technology | $698K | 0.2% | 5,000 | -0.7% | |||
| 62 | $CAT | CATERPILLAR INC | Industrials | $653K | 0.2% | 613 | — | |||
| 63 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $639K | 0.2% | 12K | -74% | |||
| 64 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $611K | 0.2% | 800 | — | |||
| 65 | $PANW | Palo Alto Networks Inc | Technology | $555K | 0.2% | 1,627 | -3% | |||
| 66 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $551K | 0.2% | 2,893 | -2% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $538K | 0.2% | 4,183 | -3% | |||
| 68 | $MS | MORGAN STANLEY | Financials | $486K | 0.1% | 2,326 | — | |||
| 69 | $PAYX | PAYCHEX INC | Technology | $484K | 0.1% | 4,925 | -12% | |||
| 70 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $481K | 0.1% | 960 | -19% | |||
| 71 | $YUM | YUM BRANDS INC | Consumer Discretionary | $477K | 0.1% | 2,985 | — | |||
| 72 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $477K | 0.1% | 1,962 | -67% | |||
| 73 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $455K | 0.1% | 1,147 | -69% | |||
| 74 | $DIS | Walt Disney Co | Communication Services | $438K | 0.1% | 4,553 | — | |||
| 75 | $WT | WisdomTree, Inc. | Financials | $434K | 0.1% | 4,543 | — | |||
| 76 | $GE | GENERAL ELECTRIC CO | Industrials | $419K | 0.1% | 1,120 | — | |||
| 77 | $SO | SOUTHERN CO | Utilities | $410K | 0.1% | 4,286 | -3% | |||
| 78 | $CCJ | CAMECO CORP | Materials | $403K | 0.1% | 3,960 | — | |||
| 79 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $403K | 0.1% | 1,282 | -2% | |||
| 80 | $IVZ | Invesco Ltd. | Financials | $399K | 0.1% | 6,700 | — | |||
| 81 | $ADI | ANALOG DEVICES INC | Technology | $397K | 0.1% | 1,000 | — | |||
| 82 | $GEV | GE Vernova Inc. | Industrials | $384K | 0.1% | 327 | — | |||
| 83 | — | FLEXSHARES TR - STOX GBL ESG SLT | — | $381K | 0.1% | 1,632 | — | |||
| 84 | $MMM | 3M CO | Healthcare | $350K | 0.1% | 2,162 | — | |||
| 85 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $349K | 0.1% | 3,411 | -2% | |||
| 86 | $SYK | STRYKER CORP | Healthcare | $345K | 0.1% | 1,096 | -43% | |||
| 87 | $MDT | Medtronic plc | Healthcare | $337K | 0.1% | 4,302 | -0.1% | |||
| 88 | $HSY | HERSHEY CO | Consumer Staples | $329K | 0.1% | 1,875 | — | |||
| 89 | $DELL | Dell Technologies Inc. | Technology | $315K | 0.1% | 729 | New | |||
| 90 | $NVS | NOVARTIS AG | Healthcare | $311K | 0.1% | 1,985 | — | |||
| 91 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $293K | 0.1% | 1,330 | — | |||
| 92 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $291K | 0.1% | 1,411 | — | |||
| 93 | — | ISHARES TR - CORE S&P MCP ETF | — | $289K | 0.1% | 3,750 | — | |||
| 94 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $289K | 0.1% | 1,900 | — | |||
| 95 | $KMB | KIMBERLY CLARK CORP | Materials | $284K | 0.1% | 2,583 | -18% | |||
| 96 | $GS | GOLDMAN SACHS GROUP INC | Financials | $280K | 0.1% | 277 | — | |||
| 97 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $274K | 0.1% | 4,737 | -0.5% | |||
| 98 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $267K | 0.1% | 460 | New | |||
| 99 | $CVX | CHEVRON CORP | Energy | $264K | 0.1% | 1,594 | -0.5% | |||
| 100 | $D | DOMINION ENERGY, INC | Utilities | $257K | 0.1% | 3,758 | — | |||
| 101 | $BE | Bloom Energy Corp | Technology | $251K | 0.1% | 830 | — | |||
| 102 | $BX | Blackstone Inc. | Financials | $241K | 0.1% | 2,050 | -83% | |||
| 103 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $231K | 0.1% | 625 | — | |||
| 104 | $NFLX | NETFLIX INC | Communication Services | $218K | 0.1% | 3,053 | +0.7% | |||
| 105 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $217K | 0.1% | 708 | New | |||
| 106 | $APH | AMPHENOL CORP /DE/ | Technology | $209K | 0.1% | 1,186 | New | |||
| 107 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $203K | 0.1% | 2,215 | -25% |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 22 added to, 49 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
- VANGUARD MUN BD FDS - INTERMEDIATE TRM$14.8M
first bought this quarter
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX$9.7M
first bought this quarter
$STTSTATE STREET CORP$2.8M
first bought this quarter
- VANECK ETF TRUST - HIGH YLD MUNIETF$2.7M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.4M
first bought this quarter
$DELLDell Technologies Inc.$315K
first bought this quarter
+3 more in the Excel export
Added to (22)
- VANGUARD INDEX FDS - VALUE ETF+629%
now $5.4M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+971%
now $5.1M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+76%
now $6.4M
- VANGUARD INDEX FDS - SMALL CP ETF+106%
now $3.9M
- VANGUARD INDEX FDS - MID CAP ETF+13%
now $15.7M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+7%
now $24.9M
+16 more in the Excel export
Trimmed (49)
- SELECT SECTOR SPDR TR - ST STR FINL ETF-74%
now $639K
$HONHONEYWELL INTERNATIONAL INC-45%
now $1.5M · held 3+ qtrs
$BXBlackstone Inc.-83%
now $241K · held 3+ qtrs, 2 trims in a row
- VANGUARD WORLD FD - CONSUM DIS ETF-69%
now $455K
- VANGUARD INDEX FDS - SM CP VAL ETF-67%
now $477K
now $13.5M · held 3+ qtrs
+43 more in the Excel export
Holdings by quarter
Every 13F HALL CAPITAL MANAGEMENT CO INC has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of HALL CAPITAL MANAGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+3.9%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
HALL CAPITAL MANAGEMENT CO INC disclosed 107 positions worth $321.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 9 and a full exit from $TROW. The portfolio is most concentrated in Other (49.2% of disclosed assets). All figures are sourced directly from HALL CAPITAL MANAGEMENT CO INC’s Form 13F-HR filing with the SEC under CIK 1122490.
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