HALL CAPITAL MANAGEMENT CO INC
CIK 1122490 · View on SEC EDGAR ↗
- Portfolio value
- $321.2M
- Positions
- 107
- As of
- June 30, 2026
#4,985 of 9,443 by 13F value · top 52.8%
Portfolio value QoQ: +14.8% 13F does not disclose cash
- Top 10 holdings weight
- 45.78%
- Top 25 holdings weight
- 71.00%
- Positions above 1%
- 31
- Effective number of positions
- 33.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.16% Est. buys $56,094,318 · sells $15,494,805
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 82.3% still held
- New positions
- 10
- Increased
- 22
- Decreased
- 48
- Closed
- 10
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
11.5%
Retail
7.2%
Healthcare
6.6%
Industrials
6.2%
Consumer Discretionary
3.7%
Communication Services
3.6%
Financials
3.2%
Financial Services
3.0%
Utilities
2.1%
Consumer Staples
1.9%
Real Estate
1.1%
Consumer products
0.7%
Energy
0.2%
Other/Unmapped
49.1%
Full portfolio 107 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VEU | $24,855,493 | 7.74% | 296,782 | $2,418,319 | Up ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $21,946,302 | 6.83% | 265,533 | $936,039 | Up ×6 | ||
| VO | $15,657,893 | 4.87% | 194,339 | $2,330,113 | Up ×3 | ||
| VTEI | $14,826,031 | 4.62% | 146,836 | Up ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $14,509,080 | 4.52% | 276,838 | $352,904 | Up ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $13,853,617 | 4.31% | 37,139 | $-1,330,101 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $13,458,562 | 4.19% | 46,511 | $316,150 | Down ×1 | ||
| VTES | $9,678,246 | 3.01% | 95,531 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $9,493,879 | 2.96% | 29,004 | $284,291 | Down ×4 | ||
| JAAA | $8,752,492 | 2.72% | 173,351 | $31,629 | Up ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7,931,112 | 2.47% | 22,193 | $-1,134,391 | Down ×4 | ||
| WMT Walmart Inc. - Common Stock | $7,467,741 | 2.32% | 65,935 | $-977,428 | Up ×2 | ||
| SMH SMH | $6,934,034 | 2.16% | 10,572 | $1,255,250 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $6,862,523 | 2.14% | 27,021 | $544,866 | Down ×2 | ||
| VIG | $6,412,639 | 2.00% | 27,101 | $2,893,707 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,886,913 | 1.83% | 6,293 | $-205,340 | Up ×3 | ||
| VTV | $5,410,548 | 1.68% | 24,827 | $4,706,462 | Up ×1 | ||
| SCHG | $5,147,453 | 1.60% | 152,111 | $4,679,917 | Up ×1 | ||
| XLE XLE | $4,906,089 | 1.53% | 92,376 | $-1,100,487 | Down ×2 | ||
| WM Waste Management, Inc. Common Stock | $4,509,085 | 1.40% | 20,231 | $-212,610 | Down ×1 | ||
| UNP Union Pacific Corporation Common Stock | $4,038,928 | 1.26% | 14,849 | $-48,814 | Down ×1 | ||
| VB | $3,945,107 | 1.23% | 13,015 | $2,147,478 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3,915,518 | 1.22% | 15,560 | $627,379 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3,838,942 | 1.20% | 16,107 | $-524,211 | Down ×1 | ||
| HYG | $3,821,686 | 1.19% | 47,789 | $229,825 | Up ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $3,780,503 | 1.18% | 27,921 | $-526,621 | Up ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $3,588,127 | 1.12% | 16,022 | $184,794 | Down ×3 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $3,524,437 | 1.10% | 19,626 | $-250,824 | Up ×2 | ||
| V Visa Inc. | $3,458,690 | 1.08% | 10,081 | $74,202 | Down ×2 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $3,362,218 | 1.05% | 26,562 | $17,755 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $3,216,148 | 1.00% | 11,898 | $-312,217 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $3,104,125 | 0.97% | 2,588 | $1,943,352 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,083,481 | 0.96% | 8,743 | $158,805 | Down ×1 | ||
| STT State Street Corporation Common Stock | $2,849,280 | 0.89% | 16,800 | Up ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $2,790,822 | 0.87% | 5,478 | $-116,544 | Down ×4 | ||
| HYD | $2,724,518 | 0.85% | 52,893 | Up ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $2,597,816 | 0.81% | 29,598 | $-254,603 | Up ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,586,163 | 0.81% | 12,925 | $-23,215 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $2,523,738 | 0.79% | 17,221 | $-116,441 | Up ×3 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2,442,786 | 0.76% | 16,124 | $-100,953 | Down ×5 | ||
| AXP American Express Company Common Stock | $2,357,264 | 0.73% | 6,969 | $99,791 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $2,306,248 | 0.72% | 25,416 | $-203,006 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,205,844 | 0.69% | 3,916 | $-96,773 | Up ×3 | ||
| BRKB | $2,125,156 | 0.66% | 4,247 | $-32,566 | Down ×1 | ||
| VNQ | $2,023,776 | 0.63% | 20,987 | $71,938 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $1,931,094 | 0.60% | 13,490 | $-152,053 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,643,101 | 0.51% | 11,205 | $-91,826 | Down ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $1,597,883 | 0.50% | 4,230 | $-167,846 | |||
| KO Coca-Cola Company (The) Common Stock | $1,584,765 | 0.49% | 19,500 | $-161,423 | Down ×4 | ||
| Unknown issuer (CUSIP: 438516205) | $1,530,804 | 0.48% | 6,837 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1,473,516 | 0.46% | 25,573 | $42,865 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,437,216 | 0.45% | 3,614 | $-251,365 | Down ×1 | ||
| Unknown issuer (CUSIP: 43849R105) | $1,382,413 | 0.43% | 6,253 | Up ×1 | |||
| VOO | $1,054,940 | 0.33% | 1,536 | $40,289 | |||
| SPY SPY | $1,006,646 | 0.31% | 1,348 | $20,644 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $898,233 | 0.28% | 15,764 | $44,156 | Down ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $797,112 | 0.25% | 2,256 | $-97,773 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $768,016 | 0.24% | 1,826 | $21,929 | Down ×1 | ||
| AKRE | $761,734 | 0.24% | 14,321 | $-24,873 | Down ×2 | ||
| BRKA | $748,850 | 0.23% | 1 | $36,950 | |||
| INTC Intel Corporation - Common Stock | $698,150 | 0.22% | 5,000 | $222,632 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $652,784 | 0.20% | 613 | $107,147 | |||
| XLF XLF | $638,924 | 0.20% | 11,918 | $-1,776,884 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $610,512 | 0.19% | 800 | $253,912 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $554,840 | 0.17% | 1,627 | $255,196 | Down ×1 | ||
| XLK XLK | $551,174 | 0.17% | 2,893 | $81,446 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $537,516 | 0.17% | 4,183 | $67,169 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $486,227 | 0.15% | 2,326 | $42,915 | |||
| PAYX Paychex, Inc. - Common Stock | $484,275 | 0.15% | 4,925 | $-35,009 | Down ×4 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $481,306 | 0.15% | 960 | $-88,656 | Down ×5 | ||
| YUM Yum! Brands, Inc. | $477,182 | 0.15% | 2,985 | $627 | |||
| VBR | $476,746 | 0.15% | 1,962 | $-914,288 | Down ×2 | ||
| VCR | $454,912 | 0.14% | 1,147 | $-988,739 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $438,226 | 0.14% | 4,553 | $-34,148 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $434,426 | 0.14% | 4,543 | $7,769 | |||
| GE GE Aerospace Common Stock | $418,578 | 0.13% | 1,120 | $93,856 | |||
| SO Southern Company (The) Common Stock | $410,213 | 0.13% | 4,286 | $-16,331 | Down ×1 | ||
| CCJ Cameco Corporation Common Stock | $403,366 | 0.13% | 3,960 | $-83,872 | |||
| NSC Norfolk Southern Corporation Common Stock | $403,304 | 0.13% | 1,282 | $-11,697 | Down ×3 | ||
| RWJ | $398,657 | 0.12% | 6,700 | $23,853 | |||
| ADI Analog Devices, Inc. - Common Stock | $397,170 | 0.12% | 1,000 | $-5,090 | |||
| GEV GE Vernova Inc. Common Stock | $384,179 | 0.12% | 327 | $29,888 | |||
| ESGG | $380,559 | 0.12% | 1,632 | $25,813 | |||
| MMM 3M Company Common Stock | $350,049 | 0.11% | 2,162 | $33,273 | |||
| SBUX Starbucks Corporation - Common Stock | $348,570 | 0.11% | 3,411 | $-19,348 | Down ×6 | ||
| SYK Stryker Corporation Common Stock | $345,065 | 0.11% | 1,096 | $-258,094 | Down ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $336,545 | 0.10% | 4,302 | $-12,274 | Down ×1 | ||
| HSY The Hershey Company Common Stock | $328,969 | 0.10% | 1,875 | $-19,294 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $314,534 | 0.10% | 729 | Up ×1 | |||
| NVS Novartis AG Common Stock | $311,089 | 0.10% | 1,985 | $17,607 | |||
| LOW Lowe's Companies, Inc. Common Stock | $293,252 | 0.09% | 1,330 | $-24,339 | |||
| DRI Darden Restaurants, Inc. Common Stock | $290,680 | 0.09% | 1,411 | $7,690 | |||
| IJH | $289,163 | 0.09% | 3,750 | $16,275 | |||
| SDY | $289,142 | 0.09% | 1,900 | $4,009 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $283,536 | 0.09% | 2,583 | $-26,715 | Down ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $280,149 | 0.09% | 277 | $24,265 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $273,988 | 0.09% | 4,737 | $-18,589 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $267,219 | 0.08% | 460 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $264,221 | 0.08% | 1,594 | $-45,462 | Down ×1 | ||
| D Dominion Energy, Inc. Common Stock | $256,634 | 0.08% | 3,758 | $14,243 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VEU | $24,855,493 | 7.74% | up ×6 |
| VCIT | $21,946,302 | 6.83% | up ×6 |
| VO | $15,657,893 | 4.87% | up ×3 |
| IGSB | $14,509,080 | 4.52% | up ×5 |
| JAAA | $8,752,492 | 2.72% | up ×4 |
| VIG | $6,412,639 | 2.00% | up ×3 |
| COST | $5,886,913 | 1.83% | up ×3 |
| HYG | $3,821,686 | 1.19% | up ×6 |
| NEE | $2,597,816 | 0.81% | up ×5 |
| ORCL | $2,523,738 | 0.79% | up ×3 |
| META | $2,205,844 | 0.69% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VTEI | $14,826,031 | 146,836 | 4.62% |
| VTES | $9,678,246 | 95,531 | 3.01% |
| STT | $2,849,280 | 16,800 | 0.89% |
| HYD | $2,724,518 | 52,893 | 0.85% |
| Unknown issuer (CUSIP: 438516205) | $1,530,804 | 6,837 | 0.48% |
| Unknown issuer (CUSIP: 43849R105) | $1,382,413 | 6,253 | 0.43% |
| DELL | $314,534 | 729 | 0.10% |
| AMD | $267,219 | 460 | 0.08% |
| VOT | $216,860 | 708 | 0.07% |
| APH | $209,116 | 1,186 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VIG | Bought more | +12K | +$2.9M |
| VEU | Bought more | +20K | +$2.4M |
| VO | Bought more | +22K | +$2.3M |
| VB | Bought more | +7K | +$2.1M |
| LLY | Bought more | +1K | +$1.9M |
| XLF | Trimmed | -34K | -$1.8M |
| MSFT | Trimmed | -96 | -$1.3M |
| SMH | Trimmed | -635 | +$1.3M |
| GOOGL | Trimmed | -1K | -$1.1M |
| XLE | Trimmed | -8K | -$1.1M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 12,484 | $2,675,696 | -1.9% |
| TROW | June 30, 2026 | 9,312 | $958,019 | 0.0% |
| CSX | March 31, 2025 | 17,795 | $574,245 | 74.9% |
| FDIS | June 30, 2026 | 5,140 | $524,691 | No longer tracked |
| BSX | June 30, 2026 | 7,547 | $434,783 | 15.8% |
| HELO | June 30, 2025 | 6,614 | $394,714 | No longer tracked |
| BLK | June 30, 2026 | 367 | $391,075 | 20.3% |
| RTX | March 31, 2025 | 3,187 | $368,800 | 60.5% |
| CLX | Dec. 31, 2025 | 2,851 | $351,528 | 4.6% |
| JEPI | March 31, 2025 | 6,003 | $345,369 | No longer tracked |
| UNH | June 30, 2025 | 644 | $337,400 | 24.2% |
| CFG | June 30, 2026 | 5,089 | $331,039 | 0.5% |
| BMY | March 31, 2025 | 5,815 | $328,896 | 8.3% |
| MO | March 31, 2025 | 6,025 | $315,047 | 11.2% |
| MS | March 31, 2025 | 2,426 | $304,997 | 81.4% |
| DIA | June 30, 2026 | 562 | $279,117 | No longer tracked |
| VZ | March 31, 2025 | 6,203 | $248,038 | 9.0% |
| TTD | March 31, 2025 | 2,006 | $235,765 | -75.8% |
| MA | March 31, 2026 | 382 | $218,076 | 15.1% |
| XLY | June 30, 2026 | 1,828 | $216,344 | No longer tracked |
| CAT | March 31, 2025 | 595 | $215,842 | 149.8% |
| PFE | Dec. 31, 2025 | 8,318 | $211,943 | 12.7% |
| SHLD | Dec. 31, 2025 | 3,000 | $210,720 | No longer tracked |
| PLTR | Dec. 31, 2025 | 1,147 | $209,236 | -2.7% |
| SHLD | June 30, 2026 | 3,000 | $204,630 | No longer tracked |
| CCJ | March 31, 2025 | 3,960 | $203,504 | 147.0% |
| PFE | June 30, 2026 | 7,618 | $203,401 | 16.5% |
| XLY | March 31, 2025 | 903 | $202,588 | No longer tracked |
| MOAT | March 31, 2025 | 2,172 | $201,433 | No longer tracked |
| AWP | March 31, 2025 | 11,500 | $44,390 | 1.8% |