Hall Capital Management Co. Inc.

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Hall Capital Management Co. Inc. reported 94 stock positions worth $236.7 million. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 7.0%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 53 and reduced 20. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +56%) and the biggest sale Thermo Fisher Scientific (TMO, shares −16%).

Most Recent 13F: Q2 2026
Location: BARRINGTON, RI
CIK: 0001122490
Portfolio Value: $236.7M (Q2 2025)
SEC Filing: 0001085146-25-004095 ↗ filed Jul 23, 2025

Holdings Value

Holdings 94 stocks · $236.7M


MSFT Microsoft Corp.	7.83%	37,277	$18.5M	Reduce -0.0%
VCIT Vanguard Int-Term Corporate	7.04%	200,924	$16.7M	Add +7.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	4.99%	42,186	$11.8M	Add +0.5%
VEU Vanguard Ftse All-World Ex-U	4.81%	169,530	$11.4M	Add +56.0%
IGSB iShares 1-5Y Inv Grade Corp.	4.56%	204,782	$10.8M	Add +5.9%
JPM JPMorgan Chase & Co.	3.65%	29,800	$8.6M	Add +0.6%
AAPL Apple Inc.	3.56%	41,123	$8.4M	Add +2.6%
JAAA Janus Henderson Aaa Clo ETF	3.16%	147,479	$7.5M	Reduce -2.5%
WMT Walmart Inc.	2.54%	61,595	$6.0M	Add +0.4%
COST Costco Wholesale Corp.	2.47%	5,905	$5.8M	Add +0.3%
ADP Automatic Data Processing	2.22%	17,031	$5.3M	Reduce -0.3%
XLE SS Energy Select Sector	2.04%	57,006	$4.8M	Add +2.6%
GOOGL Alphabet Inc. Class A	2.01%	26,992	$4.8M	Add +2.3%
WM Waste Management Inc.	2.00%	20,652	$4.7M	Reduce -0.4%
JNJ Johnson & Johnson	1.88%	29,115	$4.4M	Add +1.0%
ABT Abbott Laboratories	1.58%	27,434	$3.7M	Reduce -0.7%
V Visa Inc. Class A	1.54%	10,276	$3.6M	Add +1.2%
AMZN Amazon.com Inc.	1.53%	16,493	$3.6M	Add +1.1%
PEP Pepsico Inc.	1.53%	27,367	$3.6M	Add +2.3%
SMH Vaneck Semiconductor ETF	1.52%	12,867	$3.6M	Add +0.3%
ORCL Oracle Corp.	1.48%	16,060	$3.5M	Add +0.8%
MCD McDonald's Corp.	1.47%	11,949	$3.5M	Add +0.1%
UNP Union Pacific Corp.	1.40%	14,360	$3.3M	Add +1.6%
HD Home Depot Inc.	1.38%	8,933	$3.3M	Add +0.4%
DLR Digital Realty Trust Inc.	1.35%	18,309	$3.2M	Add +2.8%
ABBV Abbvie Inc.	1.26%	16,134	$3.0M	Add +0.9%
HON Honeywell International Inc.	1.24%	12,628	$2.9M	Add +1.6%
LMT Lockheed Martin Corp.	1.20%	6,155	$2.9M	Add +1.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	1.19%	34,821	$2.8M	Add +11.5%
DUK Duke Energy Corp.	1.18%	23,671	$2.8M	Add +1.0%
KMB Kimberly-Clark Corp.	1.12%	20,584	$2.7M	Add +0.9%
META Meta Platforms Inc. Class A	1.10%	3,517	$2.6M	Add +1.2%
VIG Vanguard Dividend Apprec ETF	1.08%	12,472	$2.6M	Reduce -0.0%
XLF SS Financial Select Sector	0.99%	44,743	$2.3M	Add +14.2%
PG The Procter & Gamble Co.	0.98%	14,497	$2.3M	Add +2.8%
BRK.B Berkshire Hathaway Inc. Class B	0.91%	4,457	$2.2M	Add +0.3%
AXP American Express Co.	0.90%	6,712	$2.1M	Add +2.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.90%	17,246	$2.1M	Reduce -2.2%
EMR Emerson Electric Co.	0.87%	15,488	$2.1M	Add +0.8%
ISRG Intuitive Surgical Inc.	0.87%	3,788	$2.1M	Add +1.6%
TMO Thermo Fisher Scientific Inc.	0.84%	4,889	$2.0M	Reduce -15.6%
NEE Nextera Energy Inc.	0.83%	28,200	$2.0M	Add +5.4%
VNQ Vanguard Real Estate ETF	0.77%	20,377	$1.8M	Reduce -0.5%
BX Blackstone Inc.	0.76%	12,053	$1.8M	Add +4.3%
KO The Coca-Cola Co.	0.69%	22,922	$1.6M	Add +3.0%
VB Vanguard Most SM-Cap ETF-Usd	0.62%	6,175	$1.5M	Add +0.9%
NVDA Nvidia Corp.	0.60%	9,060	$1.4M	Add +2.8%
VCR Vanguard Consumer Discre ETF	0.55%	3,616	$1.3M	Add +19.1%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.49%	5,989	$1.2M	Reduce -1.3%
AVGO Broadcom Inc.	0.49%	4,181	$1.2M	Add +4.3%
PAYX Paychex Inc.	0.44%	7,131	$1.0M	No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.44%	10,715	$1.0M	Reduce -1.3%
VOO Vanguard S&P 500 ETF	0.36%	1,496	$850K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.36%	17,857	$845K	Add +11.2%
SYK Stryker Corp.	0.32%	1,895	$750K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.32%	1,213	$749K	No change
BRK.A Berkshire Hathaway Inc. Class A	0.31%	1	$729K	No change
TSLA Tesla Inc.	0.27%	2,038	$647K	Add +10.0%
VTV Vanguard Mrngstr Val ETF-Aui	0.24%	3,259	$576K	Reduce -7.2%
BSX Boston Scientific Corp.	0.23%	5,168	$555K	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.23%	4,377	$543K	Add +23.6%
FDIS Fidelity MSCI Cons Discr Ind	0.21%	5,407	$509K	Reduce -7.7%
XLK SS Technology Select Sector	0.19%	1,800	$456K	No change
YUM Yum! Brands Inc.	0.19%	3,005	$445K	No change
GOOG Alphabet Inc. Class C	0.18%	2,350	$417K	Add +0.6%
SO The Southern Co.	0.18%	4,527	$416K	Add +25.2%
SCHG Schwab US Large-Cap Growth	0.18%	14,206	$415K	Reduce -14.3%
MRK Merck & Co. Inc.	0.17%	5,093	$403K	Reduce -16.5%
DRI Darden Restaurants Inc.	0.16%	1,771	$386K	Add +0.3%
DGRW Wisdomtree U.S. Quality Divi	0.16%	4,543	$380K	No change
BLK BlackRock Inc.	0.16%	360	$378K	Add +9.4%
MDT Medtronic PLC	0.15%	4,196	$366K	Add +0.1%
NSC Norfolk Southern Corp.	0.15%	1,426	$365K	Reduce -1.0%
SBUX Starbucks Corp.	0.15%	3,906	$358K	Reduce -0.1%
CLX Clorox Company	0.14%	2,851	$342K	Add +4.4%
MMM 3M Co.	0.14%	2,212	$337K	Add +0.6%
CL Colgate-Palmolive Co.	0.13%	3,495	$318K	No change
HSY The Hershey Co.	0.13%	1,875	$311K	No change
ESGG NT Stoxx GLBL ESG ETF	0.13%	1,632	$306K	No change
CCJ Cameco Corp.	0.12%	3,960	$294K	New
RWJ Invesco S&P Smallcap 600	0.12%	6,700	$290K	No change
NVS Novartis AG-Sponsored ADR	0.12%	2,355	$285K	Reduce -1.5%
MDLZ Mondelez International Inc. Class A	0.12%	4,157	$280K	Add +0.9%
LOW Lowe's Cos Inc.	0.12%	1,230	$273K	Add +1.6%
CFG Citizens Financial Group	0.11%	6,057	$271K	No change
GE General Electric filed as GE AEROSPACE	0.11%	1,032	$266K	Add +2.6%
SDY SS SPDR S&P Dividend ETF	0.11%	1,900	$258K	No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.10%	562	$248K	No change
IJH iShares Core S&P Midcap ETF	0.10%	3,750	$233K	No change
D Dominion Energy Inc.	0.10%	4,088	$231K	Reduce -14.8%
CAT Caterpillar Inc.	0.10%	595	$231K	New
MA Mastercard Inc. Class A	0.09%	382	$215K	No change
SHLD Global X Defense Tech ETF	0.09%	3,500	$211K	New
PFE Pfizer Inc.	0.09%	8,379	$203K	Reduce -0.2%

Portfolio Sells Q1 2025 → Q2 2025


TMO Thermo Fisher Scientific Inc.	Reduce -15.6%	0.84%	−0.50
JAAA Janus Henderson Aaa Clo ETF	Reduce -2.5%	3.16%	−0.39
WM Waste Management Inc.	Reduce -0.4%	2.00%	−0.23
ADP Automatic Data Processing	Reduce -0.3%	2.22%	−0.20
HELO JPMorgan Hedged Equity ETF	Sold out	0.00%	−0.18
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.16
ABT Abbott Laboratories	Reduce -0.7%	1.58%	−0.12
TJX TJX Companies Inc.	Reduce -2.2%	0.90%	−0.10
VNQ Vanguard Real Estate ETF	Reduce -0.5%	0.77%	−0.09
MRK Merck & Co. Inc.	Reduce -16.5%	0.17%	−0.08
VIG Vanguard Dividend Apprec ETF	Reduce -0.0%	1.08%	−0.04
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -7.2%	0.24%	−0.04
VBR Vngrd Mrngst SL-CP Val ETF-U	Reduce -1.3%	0.49%	−0.03
D Dominion Energy Inc.	Reduce -14.8%	0.10%	−0.03
SBUX Starbucks Corp.	Reduce -0.1%	0.15%	−0.03
TROW T Rowe Price Group Inc.	Reduce -1.3%	0.44%	−0.03
SCHG Schwab US Large-Cap Growth	Reduce -14.3%	0.18%	−0.02
FDIS Fidelity MSCI Cons Discr Ind	Reduce -7.7%	0.21%	−0.01
PFE Pfizer Inc.	Reduce -0.2%	0.09%	−0.01
NSC Norfolk Southern Corp.	Reduce -1.0%	0.15%	−0.00
NVS Novartis AG-Sponsored ADR	Reduce -1.5%	0.12%	−0.00
MSFT Microsoft Corp.	Reduce -0.0%	7.83%	+1.35

Portfolio Buys Q1 2025 → Q2 2025


VEU Vanguard Ftse All-World Ex-U	Add +56.0%	4.81%	+1.76
ORCL Oracle Corp.	Add +0.8%	1.48%	+0.45
JPM JPMorgan Chase & Co.	Add +0.6%	3.65%	+0.28
SMH Vaneck Semiconductor ETF	Add +0.3%	1.52%	+0.26
BSX Boston Scientific Corp.	New	0.23%	+0.23
AVGO Broadcom Inc.	Add +4.3%	0.49%	+0.18
META Meta Platforms Inc. Class A	Add +1.2%	1.10%	+0.17
DLR Digital Realty Trust Inc.	Add +2.8%	1.35%	+0.17
NVDA Nvidia Corp.	Add +2.8%	0.60%	+0.16
CCJ Cameco Corp.	New	0.12%	+0.12
GOOGL Alphabet Inc. Class A	Add +2.3%	2.01%	+0.12
CAT Caterpillar Inc.	New	0.10%	+0.10
VCR Vanguard Consumer Discre ETF	Add +19.1%	0.55%	+0.10
EMR Emerson Electric Co.	Add +0.8%	0.87%	+0.09
AMZN Amazon.com Inc.	Add +1.1%	1.53%	+0.09
AXP American Express Co.	Add +2.8%	0.90%	+0.09
SHLD Global X Defense Tech ETF	New	0.09%	+0.09
XLF SS Financial Select Sector	Add +14.2%	0.99%	+0.09
DIS The Walt Disney Co.	Add +23.6%	0.23%	+0.07
TSLA Tesla Inc.	Add +10.0%	0.27%	+0.05
WMT Walmart Inc.	Add +0.4%	2.54%	+0.05
BAC Bank of America Corp.	Add +11.2%	0.36%	+0.05
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +11.5%	1.19%	+0.05
HON Honeywell International Inc.	Add +1.6%	1.24%	+0.02
SO The Southern Co.	Add +25.2%	0.18%	+0.02
GE General Electric	Add +2.6%	0.11%	+0.02
BLK BlackRock Inc.	Add +9.4%	0.16%	+0.02
ISRG Intuitive Surgical Inc.	Add +1.6%	0.87%	+0.01
BX Blackstone Inc.	Add +4.3%	0.76%	+0.01
GOOG Alphabet Inc. Class C	Add +0.6%	0.18%	+0.01
DRI Darden Restaurants Inc.	Add +0.3%	0.16%	−0.01
MMM 3M Co.	Add +0.6%	0.14%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Add +0.9%	0.62%	−0.01
MDLZ Mondelez International Inc. Class A	Add +0.9%	0.12%	−0.01
VCIT Vanguard Int-Term Corporate	Add +7.9%	7.04%	−0.01
LOW Lowe's Cos Inc.	Add +1.6%	0.12%	−0.02
MDT Medtronic PLC	Add +0.1%	0.15%	−0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +0.5%	4.99%	−0.04
CLX Clorox Company	Add +4.4%	0.14%	−0.04
LMT Lockheed Martin Corp.	Add +1.8%	1.20%	−0.05
NEE Nextera Energy Inc.	Add +5.4%	0.83%	−0.05
KO The Coca-Cola Co.	Add +3.0%	0.69%	−0.05
V Visa Inc. Class A	Add +1.2%	1.54%	−0.11
COST Costco Wholesale Corp.	Add +0.3%	2.47%	−0.11
IGSB iShares 1-5Y Inv Grade Corp.	Add +5.9%	4.56%	−0.13
HD Home Depot Inc.	Add +0.4%	1.38%	−0.13
PG The Procter & Gamble Co.	Add +2.8%	0.98%	−0.14
DUK Duke Energy Corp.	Add +1.0%	1.18%	−0.14
UNP Union Pacific Corp.	Add +1.6%	1.40%	−0.15
BRK.B Berkshire Hathaway Inc. Class B	Add +0.3%	0.91%	−0.18

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	107	$321.2M	VEU, VCIT, VO, VTEI, IGSB
Q1 2026	107	$279.8M	VEU, VCIT, MSFT, IGSB, VO
Q4 2025	98	$259.1M	VCIT, MSFT, VEU, IGSB, VO
Q3 2025	98	$253.6M	MSFT, VCIT, VEU, VO, IGSB
Q2 2025	94	$236.7M	MSFT, VCIT, VO, VEU, IGSB
Q1 2025	92	$215.9M	VCIT, MSFT, VO, IGSB, AAPL
Q4 2024	101	$214.4M	MSFT, VCIT, VO, IGSB, AAPL
Q2 2024	98	$209.8M	MSFT, JAAA, VCIT, IGSB, VO
Q1 2024	98	$202.6M	MSFT, JAAA, VCIT, IGSB, VO