Q2 2026 13F · SEC CIK 1122490

Hall Capital Management Co Inc

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $321.2M
Reported positions: 107
Top holdings a year, 3 yrs: +14.2%
Average holding period: 4.7 yrs

Hall Capital Management Co Inc is a hedge fund that reported 107 positions worth $321.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard FTSE All (VEU, 7.7%), Vanguard Scottsdale Fds (VCIT, 6.8%), Vanguard Index Fds (VO, 4.9%). A portfolio copying its top holdings returned 14.2% a year over the last 3 years, against 23.7% for the S&P 500.

Hall Capital Management Co Inc holdings largest 50 of 107 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hall Capital Management Co Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEUVanguard FTSE All	7.7%	8.0%	296,782	+7.0%	$24.9M
VCITVanguard Scottsdale Fds	6.8%	7.5%	265,533	+4.7%	$21.9M
VOVanguard Index Fds	4.9%	4.8%	194,339	+12.7%	$15.7M
VTEIVanguard	4.6%	—	146,836	—	$14.8M
IGSBIshares 1-3 Yr Credit Bond ETF	4.5%	5.1%	276,838	+2.8%	$14.5M
MSFTMicrosoft Corp	4.3%	5.4%	37,139	-0.3%	$13.9M
AAPLApple Inc	4.2%	4.7%	46,511	-4.0%	$13.5M
VTESVanguard Wellington Fd	3.0%	—	95,531	—	$9.7M
JPMJpmorgan Chase & Co	3.0%	3.3%	29,004	-1.4%	$9.5M
JAAAJanus Detroit Str Tr	2.7%	3.1%	173,351	+0.4%	$8.8M
GOOGLAlphabet Inc	2.5%	3.2%	22,193	-5.8%	$7.9M
WMTWalmart Inc	2.3%	3.0%	65,935	+3.0%	$7.5M
SMHVaneck Semiconductor ETF	2.2%	2.0%	10,572	-5.7%	$6.9M
JNJJohnson & Johnson	2.1%	2.3%	27,021	-1.7%	$6.9M
VIGVanguard Dividend Appreciation ETF	2.0%	1.3%	27,101	+76.1%	$6.4M
COSTCostco Whsl Corp New	1.8%	2.2%	6,293	+4.8%	$5.9M
VTVVanguard Value ETF	1.7%	—	24,827	—	$5.4M
SCHGSchwab U.s. Large-Cap Growth ETF	1.6%	—	152,111	—	$5.1M
XLEState Street Energy Select Sector Spdr E	1.5%	2.1%	92,376	-8.3%	$4.9M
WMWaste Mgmt Inc Del	1.4%	1.7%	20,231	-0.4%	$4.5M
UNPUnion Pac Corp	1.3%	1.5%	14,849	-2.1%	$4.0M
VBVanguard Indx Fd	1.2%	0.6%	13,015	+105.9%	$3.9M
ABBVAbbvie Inc	1.2%	1.2%	15,560	+0.0%	$3.9M
AMZNAmazon Com Inc Com	1.2%	1.6%	16,107	-2.2%	$3.8M
HYGIshares Trust	1.2%	1.3%	47,789	+6.9%	$3.8M
PEPPepsico Inc	1.2%	1.5%	27,921	+2.7%	$3.8M
ADPAutomatic Data Processing Inc Com	1.1%	1.2%	16,022	-0.2%	$3.6M
DLRDigital Realty Trust Inc	1.1%	1.3%	19,626	+4.5%	$3.5M
VVisa Inc Com Cl A	1.1%	1.2%	10,081	-1.8%	$3.5M
DUKDuke Energy	1.0%	1.2%	26,562	+2.9%	$3.4M
MCDMcdonalds Corp Com	1.0%	1.3%	11,898	-1.0%	$3.2M
LLYLilly Eli & Co	1.0%	0.4%	2,588	+108.4%	$3.1M
HDHome Depot Inc Com	1.0%	1.0%	8,743	-1.7%	$3.1M
STTState Str Corp	0.9%	—	16,800	—	$2.8M
LMTLockheed Martin Corp Com	0.9%	1.0%	5,478	-2.4%	$2.8M
HYDVaneck ETF Trust	0.8%	—	52,893	—	$2.7M
NEENextera Energy Inc Com	0.8%	1.0%	29,598	+1.6%	$2.6M
NVDANvidia Corporation Com	0.8%	0.9%	12,925	-1.1%	$2.6M
ORCLOracle Corp	0.8%	0.9%	17,221	+5.3%	$2.5M
TJXTjx Cos Inc New Com	0.8%	0.9%	16,124	-0.6%	$2.4M
AXPAmerican Express Co Com	0.7%	0.8%	6,969	-0.3%	$2.4M
ABTAbbott Laboratories	0.7%	0.9%	25,416	-8.0%	$2.3M
METAMeta Platforms Inc Class A	0.7%	0.8%	3,916	+4.1%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	4,247	-6.8%	$2.1M
VNQVanguard Real Estate ETF	0.6%	0.7%	20,987	+3.6%	$2.0M
EMREmerson Elec Co Com	0.6%	0.7%	13,490	-9.1%	$1.9M
PGProcter & Gamble Co Com	0.5%	0.6%	11,205	-5.0%	$1.6M
AVGOBroadcom Inc	0.5%	0.6%	4,230	+0.0%	$1.6M
KOCoca Cola Co	0.5%	0.6%	19,500	-12.0%	$1.6M
HONHoneywell International Inc.	0.5%	—	6,837	—	$1.5M

What Hall Capital Management Co Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.5% /yr; S&P 500 +20.1%
3 years: +14.2% /yr; S&P 500 +23.7%
5 years: +8.4% /yr; S&P 500 +12.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$321.2M	107
Q1 2026	$279.8M	107
Q4 2025	$259.1M	98
Q3 2025	$253.6M	98
Q2 2025	$236.7M	94
Q1 2025	$215.9M	92
Q4 2024	$214.4M	101
Q2 2024	$209.8M	98
Q1 2024	$202.6M	98
Q4 2023	$170.3M	93
Q3 2023	$155.9M	91
Q2 2023	$177.0M	92

Questions about Hall Capital Management Co Inc's portfolio

What stocks does Hall Capital Management Co Inc own?

Hall Capital Management Co Inc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 107 positions worth $321.2M. The largest are Vanguard FTSE All (VEU) at 7.7%, Vanguard Scottsdale Fds (VCIT) at 6.8%, Vanguard Index Fds (VO) at 4.9%, Vanguard (VTEI) at 4.6% and Ishares 1-3 Yr Credit Bond ETF (IGSB) at 4.5%.

What did Hall Capital Management Co Inc buy last quarter?

In Q2 2026, Hall Capital Management Co Inc added Lilly Eli & Co (LLY) (+108.4% shares), Vanguard Indx Fd (VB) (+105.9% shares) and Vanguard Dividend Appreciation ETF (VIG) (+76.1% shares), compared with its Q1 2026 filing.

What did Hall Capital Management Co Inc sell last quarter?

In Q2 2026, Hall Capital Management Co Inc cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Blackstone Inc Com (BX), cut from its top 50 Vanguard World Fd (VCR), Coca Cola Co (KO) (-12.0% shares), Emerson Elec Co Com (EMR) (-9.1% shares) and State Street Energy Select Sector Spdr E (XLE) (-8.3% shares), compared with its Q1 2026 filing.

How has Hall Capital Management Co Inc's portfolio performed?

A portfolio copying Hall Capital Management Co Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.2% a year over the last 3 years, against +23.7% for the S&P 500. Over 1 year: +10.5% against +20.1%. Over 5 years: +8.4% a year against +12.9%.

When is Hall Capital Management Co Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hall Capital Management Co Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.