Hall Capital Management Q2 2026 Investment Activity: Significant Buys & Sells

On Saturday, August 18th, 2024, Hall Capital Management Co Inc released its investment analysis covering holdings as of the end of June 30th, 2026. This comprehensive review provides valuable insights into their portfolio adjustments during this quarter.

Overall Portfolio Changes & Structure

The total value of Hall Capital Management's portfolio stood at $302,693,196 as of June 30th, 2026. The analysis shows a dynamic period with numerous adjustments to holdings.

Significant Purchases This Quarter

Hall Capital Management demonstrated active buying during the quarter:

• SCHWAB STRATEGIC TR (SCHG) saw a massive increase of +97,075% in shares held.
• The fund significantly boosted its position in Vanguard ETFs like VANGUARD WELLINGTON FD (VTES) by acquiring all existing shares (100.0% increase).
• VANGUARD SPECIALIZED FUNDS (VIG) experienced a substantial purchase, increasing its allocation.
• VANGUARD INDEX FDS (VTV), despite being an index fund itself, was also significantly added to the portfolio.

Notable Sales and Reductions This Quarter

In contrast to their buying activity, Hall Capital Management also divested from several positions:

• The investment in SPDR Select Sector Trust (XLF) was drastically reduced by -74.28%, indicating a strategic shift away from this sector.
• VANGUARD INDEX FDS (VBR) shares were sold, reducing its weight in the portfolio.
• The position in Blackstone Inc (BX) was significantly decreased by -82.62%.
• Other sales included reductions in holdings like VANGUARD INDEX FDS (VO) and VANECK ETF TRUST (HYD).

Their actions resulted in a portfolio where the Technology sector allocation remains significant at $41,143,906 or 13.59% of total value.