☆HALL CAPITAL MANAGEMENT CO INC
Quality Q
0.261
AUM ($M)
321
Positions
107
Turnover
0.16
Top-10 wt
46%
Herfindahl
0.030
History (qtrs)
6
Excess Return
+9.3%
AI Eval Run AI Eval
Holdings · 117 positions · portfolio value $321M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 7.7% | -0.3% | 24.9 | 296,782 | +19,506 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 6.8% | -0.7% | 21.9 | 265,533 | +11,939 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 4.9% | +0.1% | 15.7 | 194,339 | +21,945 | 5 | — |
| ☆VTEI funds › | VANGUARD MUN BD FDS | NEW | — | 4.6% | +4.6% | 14.8 | 146,836 | +146,836 | 1 | -22.7% |
| ☆IGSB funds › | ISHARES TR | ADD | — | 4.5% | -0.5% | 14.5 | 276,838 | +7,658 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 4.3% | -1.1% | 13.9 | 37,139 | -96 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.2% | -0.5% | 13.5 | 46,511 | -1,922 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | NEW | — | 3.0% | +3.0% | 9.7 | 95,531 | +95,531 | 1 | -21.0% |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 3.0% | -0.3% | 9.5 | 29,004 | -398 | 5 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 2.7% | -0.4% | 8.8 | 173,351 | +729 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | Common Stock | 2.5% | -0.8% | 7.9 | 22,193 | -1,366 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 2.3% | -0.7% | 7.5 | 65,935 | +1,922 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | TRIM | — | 2.2% | +0.1% | 6.9 | 10,572 | -635 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 2.1% | -0.1% | 6.9 | 27,021 | -465 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 2.0% | +0.7% | 6.4 | 27,101 | +11,715 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 1.8% | -0.3% | 5.9 | 6,293 | +288 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 1.7% | +1.4% | 5.4 | 24,827 | +21,422 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 1.6% | +1.4% | 5.1 | 152,111 | +137,905 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 1.5% | -0.6% | 4.9 | 92,376 | -8,321 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 1.4% | -0.3% | 4.5 | 20,231 | -73 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 1.3% | -0.2% | 4.0 | 14,849 | -320 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | +0.6% | 3.9 | 13,015 | +6,694 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | Common Stock | 1.2% | +0.0% | 3.9 | 15,560 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | Common Stock | 1.2% | -0.4% | 3.8 | 16,107 | -354 | 5 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 1.2% | -0.1% | 3.8 | 47,789 | +3,103 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 1.2% | -0.4% | 3.8 | 27,921 | +745 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 1.1% | -0.1% | 3.6 | 16,022 | -36 | 5 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | ADD | — | 1.1% | -0.3% | 3.5 | 19,626 | +838 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 1.1% | -0.1% | 3.5 | 10,081 | -180 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 1.0% | -0.1% | 3.4 | 26,562 | +746 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 1.0% | -0.3% | 3.2 | 11,898 | -120 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.0% | +0.6% | 3.1 | 2,588 | +1,346 | 3 | -2.2% |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.0% | -0.1% | 3.1 | 8,743 | -152 | 5 | — |
| ☆STT funds › | STATE STR CORP | NEW | — | 0.9% | +0.9% | 2.8 | 16,800 | +16,800 | 1 | +131.1% |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.9% | -0.2% | 2.8 | 5,478 | -135 | 5 | — |
| ☆HYD funds › | VANECK ETF TRUST | NEW | — | 0.8% | +0.8% | 2.7 | 52,893 | +52,893 | 1 | -20.4% |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.8% | -0.2% | 2.6 | 29,598 | +456 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.8% | -0.1% | 2.6 | 12,925 | -150 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.8% | -0.2% | 2.5 | 17,221 | +862 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.8% | -0.1% | 2.4 | 16,124 | -104 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | Common Stock | 0.7% | -0.1% | 2.4 | 6,969 | -19 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | Common Stock | 0.7% | -0.2% | 2.3 | 25,416 | -2,222 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | -0.1% | 2.2 | 3,916 | +153 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.7% | -0.1% | 2.1 | 4,247 | -309 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | -0.1% | 2.0 | 20,987 | +725 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.6% | -0.1% | 1.9 | 13,490 | -1,343 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.5% | -0.1% | 1.6 | 11,205 | -590 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | HOLD | — | 0.5% | -0.1% | 1.6 | 4,230 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.5% | -0.1% | 1.6 | 19,500 | -2,671 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.5% | +0.5% | 1.5 | 6,837 | +6,837 | 1 | -11.2% |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.5% | -0.1% | 1.5 | 25,573 | +1,961 | 2 | -14.3% |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 0.4% | -0.2% | 1.4 | 3,614 | -76 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.4% | +0.4% | 1.4 | 6,253 | +6,253 | 1 | -104.9% |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | -0.0% | 1.1 | 1,536 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 1.0 | 1,348 | -24 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.3% | -0.0% | 0.9 | 15,764 | -212 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | Common Stock | 0.2% | -0.1% | 0.8 | 2,256 | -87 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.2% | -0.0% | 0.8 | 1,826 | -129 | 5 | — |
| ☆AKRE funds › | PROFESIONALLY MANAGED PORTFO | TRIM | — | 0.2% | -0.0% | 0.8 | 14,321 | -176 | 3 | -30.4% |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 5,000 | -33 | 2 | +381.9% |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.2% | +0.0% | 0.7 | 613 | +0 | 5 | +80.2% |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.7% | 0.6 | 11,918 | -34,424 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | HOLD | — | 0.2% | +0.1% | 0.6 | 800 | +0 | 2 | +324.4% |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.2% | +0.1% | 0.6 | 1,627 | -44 | 3 | +112.7% |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | +0.0% | 0.6 | 2,893 | -52 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.2% | -0.0% | 0.5 | 4,183 | -125 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | HOLD | — | 0.2% | -0.0% | 0.5 | 2,326 | +0 | 4 | +31.8% |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.2% | -0.0% | 0.5 | 4,925 | -681 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.1% | -0.1% | 0.5 | 960 | -230 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | HOLD | — | 0.1% | -0.0% | 0.5 | 2,985 | +0 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.3% | 0.5 | 1,962 | -4,023 | 5 | — |
| ☆VCR funds › | VANGUARD WORLD FD | TRIM | — | 0.1% | -0.4% | 0.5 | 1,147 | -2,521 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.1% | -0.0% | 0.4 | 4,553 | +0 | 5 | — |
| ☆DGRW funds › | WISDOMTREE TR | HOLD | — | 0.1% | -0.0% | 0.4 | 4,543 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.1% | +0.0% | 0.4 | 1,120 | +0 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.1% | -0.0% | 0.4 | 4,286 | -125 | 5 | — |
| ☆CCJ funds › | CAMECO CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 3,960 | +0 | 5 | +42.8% |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 1,282 | -32 | 5 | — |
| ☆RWJ funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.4 | 6,700 | +0 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | Common Stock | 0.1% | -0.0% | 0.4 | 1,000 | +0 | 2 | +4.2% |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.1% | -0.0% | 0.4 | 327 | +0 | 2 | +39.6% |
| ☆ESGG funds › | FLEXSHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 1,632 | +0 | 5 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.1% | -0.0% | 0.4 | 2,162 | +0 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 3,411 | -82 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.1% | -0.1% | 0.3 | 1,096 | -818 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,302 | -6 | 5 | — |
| ☆HSY funds › | HERSHEY CO | HOLD | — | 0.1% | -0.0% | 0.3 | 1,875 | +0 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.3 | 729 | +729 | 1 | +1905.4% |
| ☆NVS funds › | NOVARTIS AG | HOLD | — | 0.1% | -0.0% | 0.3 | 1,985 | +0 | 5 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,330 | +0 | 5 | — |
| ☆DRI funds › | DARDEN RESTAURANTS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,411 | +0 | 5 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 3,750 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 1,900 | +0 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 2,583 | -569 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 0.1% | -0.0% | 0.3 | 277 | +0 | 3 | +27.1% |
| ☆MDLZ funds › | MONDELEZ INTL INC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,737 | -25 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | Common Stock | 0.1% | +0.1% | 0.3 | 460 | +460 | 1 | +105.4% |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 1,594 | -8 | 2 | -5.9% |
| ☆D funds › | DOMINION ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.3 | 3,758 | +0 | 5 | — |
| ☆BE funds › | BLOOM ENERGY CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 830 | +0 | 2 | +124.9% |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.1% | -0.5% | 0.2 | 2,050 | -9,748 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.2 | 625 | +0 | 4 | +0.7% |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.0% | 0.2 | 3,053 | +20 | 2 | -28.4% |
| ☆VOT funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 708 | +708 | 1 | +27.8% |
| ☆APH funds › | AMPHENOL CORP | NEW | Common Stock | 0.1% | +0.1% | 0.2 | 1,186 | +1,186 | 1 | +250.7% |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.1% | -0.0% | 0.2 | 2,215 | -725 | 5 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -12,484 | 0 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,828 | 0 | -18.5% |
| ☆CFG funds › | CITIZENS FINL GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,089 | 0 | — |
| ☆SHLD funds › | GLOBAL X FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,000 | 0 | -79.6% re-entry |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -7,547 | 0 | -72.7% |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -562 | 0 | — |
| ☆TROW funds › | PRICE T ROWE GROUP INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -9,312 | 0 | — |
| ☆FDIS funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,140 | 0 | — |
| ☆BLK funds › | BLACKROCK INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -367 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,618 | 0 | -61.0% re-entry |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 321 | 107 | 0.16 | 46% | 0.030 | 0.260 | — | in |
| 2026Q1 | 280 | 107 | 0.07 | 48% | 0.032 | 0.448 | — | in |
| 2025Q4 | 259 | 98 | 0.05 | 48% | 0.032 | 0.419 | — | in |
| 2025Q3 | 254 | 98 | 0.04 | 45% | 0.030 | 0.410 | — | in |
| 2025Q2 | 237 | 94 | 0.06 | 45% | 0.029 | 0.395 | — | entered |
| 2025Q1 | 216 | 92 | 0.00 | 42% | 0.028 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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