Hall Capital Management Co. Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Hall Capital Management Co. Inc. reported 98 stock positions worth $259.1 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 7.7% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Vanguard Ftse All-World Ex-U (VEU, 6.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 27 and reduced 49. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +22%) and the biggest sale Kimberly-Clark (KMB, shares −81%).

Most Recent 13F
Q2 2026
Location
BARRINGTON, RI
CIK
0001122490
Portfolio Value
$259.1M (Q4 2025)
SEC Filing
0001122490-26-000001 ↗ filed Feb 17, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $202.6M Q1 2024 Q2 2024: $209.8M Q2 2024 Q4 2024: $214.4M Q4 2024 Q1 2025: $215.9M Q1 2025 Q2 2025: $236.7M Q2 2025 Q3 2025: $253.6M Q3 2025 Q4 2025: $259.1M $259.1M Q4 2025 Q1 2026: $279.8M Q1 2026 Q2 2026: $321.2M Q2 2026

Holdings 98 stocks · $259.1M
VCIT Vanguard Int-Term Corporate 7.73% 239,239 $20.0M Add +11.8%
MSFT Microsoft Corp. 6.91% 36,997 $17.9M Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U 6.65% 234,225 $17.2M Add +21.6%
IGSB iShares 1-5Y Inv Grade Corp. 5.04% 247,010 $13.1M Add +12.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.72% 42,145 $12.2M Add +2.6%
AAPL Apple Inc. 4.34% 41,339 $11.2M Reduce -0.6%
JPM JPMorgan Chase & Co. 3.67% 29,471 $9.5M Reduce -0.6%
JAAA Janus Henderson Aaa Clo ETF 3.18% 163,067 $8.2M Add +10.0%
GOOGL Alphabet Inc. Class A 3.16% 26,123 $8.2M Reduce -2.3%
WMT Walmart Inc. 2.59% 60,270 $6.7M Reduce -1.3%
JNJ Johnson & Johnson 2.33% 29,166 $6.0M Add +0.1%
COST Costco Wholesale Corp. 1.95% 5,864 $5.1M Add +1.0%
XLE SS Energy Select Sector 1.94% 112,252 $5.0M Reduce -0.2%
SMH Vaneck Semiconductor ETF 1.82% 13,127 $4.7M Reduce -0.2%
WM Waste Management Inc. 1.72% 20,301 $4.5M Reduce -1.3%
ADP Automatic Data Processing 1.63% 16,439 $4.2M Reduce -3.5%
PEP Pepsico Inc. 1.48% 26,797 $3.8M Reduce -1.9%
AMZN Amazon.com Inc. 1.45% 16,307 $3.8M Reduce -0.3%
MCD McDonald's Corp. 1.41% 11,985 $3.7M Add +0.6%
ABBV Abbvie Inc. 1.41% 15,944 $3.6M Reduce -0.7%
V Visa Inc. Class A 1.40% 10,356 $3.6M Add +1.1%
ABT Abbott Laboratories 1.32% 27,371 $3.4M Reduce -0.2%
UNP Union Pacific Corp. 1.27% 14,186 $3.3M Reduce -0.6%
ORCL Oracle Corp. 1.18% 15,642 $3.0M Add +1.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.18% 37,778 $3.0M Add +2.4%
HD Home Depot Inc. 1.17% 8,827 $3.0M Reduce -1.2%
LMT Lockheed Martin Corp. 1.10% 5,866 $2.8M Reduce -4.1%
VIG Vanguard Dividend Apprec ETF 1.09% 12,842 $2.8M Add +3.2%
DLR Digital Realty Trust Inc. 1.08% 18,049 $2.8M Reduce -1.5%
DUK Duke Energy Corp. 1.06% 23,481 $2.8M Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.99% 16,661 $2.6M Reduce -2.0%
AXP American Express Co. 0.97% 6,819 $2.5M Add +1.2%
XLF SS Financial Select Sector 0.96% 45,496 $2.5M Add +1.5%
HON Honeywell International Inc. 0.94% 12,528 $2.4M Reduce -0.8%
META Meta Platforms Inc. Class A 0.91% 3,582 $2.4M Add +2.5%
NEE Nextera Energy Inc. 0.88% 28,454 $2.3M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.87% 4,463 $2.2M Reduce -0.2%
ISRG Intuitive Surgical Inc. 0.79% 3,605 $2.0M Reduce -2.7%
EMR Emerson Electric Co. 0.76% 14,778 $2.0M Reduce -2.4%
BSX Boston Scientific Corp. 0.76% 20,527 $2.0M Reduce -0.3%
BX Blackstone Inc. 0.75% 12,566 $1.9M Reduce -0.5%
PG The Procter & Gamble Co. 0.72% 12,936 $1.9M Reduce -10.0%
VNQ Vanguard Real Estate ETF 0.69% 20,312 $1.8M Add +2.8%
NVDA Nvidia Corp. 0.64% 8,912 $1.7M Reduce -2.3%
VB Vanguard Most SM-Cap ETF-Usd 0.63% 6,357 $1.6M Add +5.2%
KO The Coca-Cola Co. 0.60% 22,320 $1.6M Reduce -2.0%
AVGO Broadcom Inc. 0.56% 4,221 $1.5M Add +1.0%
VCR Vanguard Consumer Discre ETF 0.55% 3,628 $1.4M Reduce -0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.50% 6,064 $1.3M Add +1.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.41% 10,454 $1.1M Reduce -1.5%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.38% 14,833 $972K New
VOO Vanguard S&P 500 ETF 0.37% 1,536 $963K Add +2.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 16,903 $930K Reduce -4.9%
TSLA Tesla Inc. 0.34% 1,940 $872K Reduce -6.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 1,210 $825K Reduce -0.3%
PAYX Paychex Inc. 0.29% 6,746 $757K Reduce -4.7%
BRK.A Berkshire Hathaway Inc. Class A 0.29% 1 $755K No change
TMO Thermo Fisher Scientific Inc. 0.28% 1,269 $735K Reduce -20.3%
GOOG Alphabet Inc. Class C 0.28% 2,312 $726K Reduce -2.3%
SYK Stryker Corp. 0.26% 1,934 $680K Add +1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 3,488 $666K Add +3.1%
FDIS Fidelity MSCI Cons Discr Ind 0.20% 5,140 $525K No change
XLK SS Technology Select Sector 0.20% 3,600 $518K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 4,297 $489K Reduce -0.5%
SCHG Schwab US Large-Cap Growth 0.18% 14,206 $463K No change
YUM Yum! Brands Inc. 0.17% 2,985 $452K No change
DGRW Wisdomtree U.S. Quality Divi 0.16% 4,543 $406K No change
MDT Medtronic PLC 0.15% 4,126 $396K Reduce -4.3%
KMB Kimberly-Clark Corp. 0.15% 3,918 $395K Reduce -81.1%
NSC Norfolk Southern Corp. 0.15% 1,366 $394K Reduce -4.2%
BLK BlackRock Inc. 0.15% 360 $385K Reduce -7.7%
SO The Southern Co. 0.15% 4,378 $382K Reduce -0.2%
CCJ Cameco Corp. 0.14% 3,960 $362K No change
MRK Merck & Co. Inc. 0.14% 3,358 $353K Reduce -8.1%
MMM 3M Co. 0.13% 2,162 $346K Reduce -2.3%
CFG Citizens Financial Group 0.13% 5,891 $344K Reduce -0.7%
HSY The Hershey Co. 0.13% 1,875 $341K No change
CAT Caterpillar Inc. 0.13% 595 $341K No change
ESGG NT Stoxx GLBL ESG ETF 0.13% 1,632 $335K No change
GE General Electric filed as GE AEROSPACE 0.13% 1,082 $333K Add +4.8%
RWJ Invesco S&P Smallcap 600 0.13% 6,700 $326K No change
SBUX Starbucks Corp. 0.12% 3,805 $320K Reduce -1.1%
LOW Lowe's Cos Inc. 0.12% 1,280 $309K Add +1.2%
PANW Palo Alto Networks Inc. 0.11% 1,506 $277K New
NVS Novartis AG-Sponsored ADR 0.11% 1,985 $274K Add +1.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 562 $270K No change
SDY SS SPDR S&P Dividend ETF 0.10% 1,900 $264K No change
CL Colgate-Palmolive Co. 0.10% 3,345 $264K Reduce -4.3%
DRI Darden Restaurants Inc. 0.10% 1,411 $260K Reduce -19.6%
IJH iShares Core S&P Midcap ETF 0.10% 3,750 $248K No change
MDLZ Mondelez International Inc. Class A 0.09% 4,457 $240K Add +7.2%
MS Morgan Stanley 0.09% 1,326 $235K No change
LLY Eli Lilly & Co. 0.09% 218 $234K New
D Dominion Energy Inc. 0.09% 3,758 $220K Reduce -0.4%
GS Goldman Sachs Group Inc. 0.08% 250 $220K New
MA Mastercard Inc. Class A 0.08% 382 $218K No change
XLY SS Consumer Disc Select Sect 0.08% 1,806 $216K No change
VTI VG Morningstar TS MKT ETF-US 0.08% 625 $210K No change

Portfolio Sells Q3 2025 → Q4 2025
KMB Kimberly-Clark Corp. Reduce -81.1% 0.15% −0.86
MSFT Microsoft Corp. Reduce -0.1% 6.91% −0.66
ADP Automatic Data Processing Reduce -3.5% 1.63% −0.34
HD Home Depot Inc. Reduce -1.2% 1.17% −0.25
DLR Digital Realty Trust Inc. Reduce -1.5% 1.08% −0.17
PG The Procter & Gamble Co. Reduce -10.0% 0.72% −0.16
CLX Clorox Company Sold out 0.00% −0.14
ABT Abbott Laboratories Reduce -0.2% 1.32% −0.13
LMT Lockheed Martin Corp. Reduce -4.1% 1.10% −0.11
HON Honeywell International Inc. Reduce -0.8% 0.94% −0.10
BX Blackstone Inc. Reduce -0.5% 0.75% −0.10
DUK Duke Energy Corp. Reduce -1.4% 1.06% −0.10
PFE Pfizer Inc. Sold out 0.00% −0.08
SHLD Global X Defense Tech ETF Sold out 0.00% −0.08
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.08
WM Waste Management Inc. Reduce -1.3% 1.72% −0.07
UNP Union Pacific Corp. Reduce -0.6% 1.27% −0.06
PAYX Paychex Inc. Reduce -4.7% 0.29% −0.06
ABBV Abbvie Inc. Reduce -0.7% 1.41% −0.06
XLE SS Energy Select Sector Reduce -0.2% 1.94% −0.04
BSX Boston Scientific Corp. Reduce -0.3% 0.76% −0.04
DRI Darden Restaurants Inc. Reduce -19.6% 0.10% −0.03
BLK BlackRock Inc. Reduce -7.7% 0.15% −0.03
NVDA Nvidia Corp. Reduce -2.3% 0.64% −0.03
PEP Pepsico Inc. Reduce -1.9% 1.48% −0.03
EMR Emerson Electric Co. Reduce -2.4% 0.76% −0.03
TSLA Tesla Inc. Reduce -6.1% 0.34% −0.03
JPM JPMorgan Chase & Co. Reduce -0.6% 3.67% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.87% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -20.3% 0.28% −0.02
NSC Norfolk Southern Corp. Reduce -4.2% 0.15% −0.02
SO The Southern Co. Reduce -0.2% 0.15% −0.02
TROW T Rowe Price Group Inc. Reduce -1.5% 0.41% −0.02
VCR Vanguard Consumer Discre ETF Reduce -0.1% 0.55% −0.02
MDT Medtronic PLC Reduce -4.3% 0.15% −0.01
CL Colgate-Palmolive Co. Reduce -4.3% 0.10% −0.01
DIS The Walt Disney Co. Reduce -0.5% 0.19% −0.01
D Dominion Energy Inc. Reduce -0.4% 0.09% −0.01
SBUX Starbucks Corp. Reduce -1.1% 0.12% −0.00
BAC Bank of America Corp. Reduce -4.9% 0.36% −0.00
MMM 3M Co. Reduce -2.3% 0.13% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 0.32% −0.00
KO The Coca-Cola Co. Reduce -2.0% 0.60% +0.01
CFG Citizens Financial Group Reduce -0.7% 0.13% +0.01
MRK Merck & Co. Inc. Reduce -8.1% 0.14% +0.02
TJX TJX Companies Inc. Reduce -2.0% 0.99% +0.02
AMZN Amazon.com Inc. Reduce -0.3% 1.45% +0.04
GOOG Alphabet Inc. Class C Reduce -2.3% 0.28% +0.05
WMT Walmart Inc. Reduce -1.3% 2.59% +0.11
SMH Vaneck Semiconductor ETF Reduce -0.2% 1.82% +0.13

Portfolio Buys Q3 2025 → Q4 2025
VEU Vanguard Ftse All-World Ex-U Add +21.6% 6.65% +1.23
VCIT Vanguard Int-Term Corporate Add +11.8% 7.73% +0.64
IGSB iShares 1-5Y Inv Grade Corp. Add +12.6% 5.04% +0.45
AKRE Akre Focus ETF New 0.38% +0.38
JAAA Janus Henderson Aaa Clo ETF Add +10.0% 3.18% +0.22
JNJ Johnson & Johnson Add +0.1% 2.33% +0.20
PANW Palo Alto Networks Inc. New 0.11% +0.11
AXP American Express Co. Add +1.2% 0.97% +0.09
LLY Eli Lilly & Co. New 0.09% +0.09
GS Goldman Sachs Group Inc. New 0.08% +0.08
NEE Nextera Energy Inc. Add +0.2% 0.88% +0.04
VIG Vanguard Dividend Apprec ETF Add +3.2% 1.09% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +5.2% 0.63% +0.03
V Visa Inc. Class A Add +1.1% 1.40% +0.02
AVGO Broadcom Inc. Add +1.0% 0.56% +0.02
VOO Vanguard S&P 500 ETF Add +2.7% 0.37% +0.01
XLF SS Financial Select Sector Add +1.5% 0.96% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +3.1% 0.26% +0.01
NVS Novartis AG-Sponsored ADR Add +1.3% 0.11% +0.01
GE General Electric Add +4.8% 0.13% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.8% 0.50% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +2.4% 1.18% −0.01
LOW Lowe's Cos Inc. Add +1.2% 0.12% −0.01
MDLZ Mondelez International Inc. Class A Add +7.2% 0.09% −0.01
MCD McDonald's Corp. Add +0.6% 1.41% −0.01
SYK Stryker Corp. Add +1.1% 0.26% −0.02
VNQ Vanguard Real Estate ETF Add +2.8% 0.69% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.6% 4.72% −0.03
META Meta Platforms Inc. Class A Add +2.5% 0.91% −0.10
COST Costco Wholesale Corp. Add +1.0% 1.95% −0.17
ORCL Oracle Corp. Add +1.0% 1.18% −0.54

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$321.2MVEU, VCIT, VO, VTEI, IGSB
Q1 2026 107$279.8MVEU, VCIT, MSFT, IGSB, VO
Q4 2025 98$259.1MVCIT, MSFT, VEU, IGSB, VO
Q3 2025 98$253.6MMSFT, VCIT, VEU, VO, IGSB
Q2 2025 94$236.7MMSFT, VCIT, VO, VEU, IGSB
Q1 2025 92$215.9MVCIT, MSFT, VO, IGSB, AAPL
Q4 2024 101$214.4MMSFT, VCIT, VO, IGSB, AAPL
Q2 2024 98$209.8MMSFT, JAAA, VCIT, IGSB, VO
Q1 2024 98$202.6MMSFT, JAAA, VCIT, IGSB, VO