HALLMARK CAPITAL MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 1.513 B 8.79 %

Average holding period

17 ans

Performance

$ 1.228 B 52 673.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HALLMARK CAPITAL MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.59% 54.263 M $ 450317 2021/06/30 4.245 M $ 10.35 %
2025/09/30 AAPL APPLE INC COM 3.24% 48.983 M $ 192368 2013/03/31 9.481 M $ 24.11 %
2025/09/30 AVGO BROADCOM INC COM 3.03% 45.804 M $ 138839 2018/09/30 7.744 M $ 19.68 %
2025/09/30 MSFT MICROSOFT CORP COM 2.50% 37.806 M $ 72992 2013/03/31 1.479 M $ 4.13 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 2.18% 33.028 M $ 139915 2025/03/31 15.053 M $ 63.56 %
2025/09/30 GOOGL ALPHABET INC CAP STK CL A 2.18% 32.960 M $ 135584 2016/06/30 9.141 M $ 37.94 %
2025/09/30 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 2.10% 31.785 M $ 643556 2023/09/30 3.575 M $ 13.05 %
2025/09/30 MS MORGAN STANLEY COM NEW 2.05% 31.076 M $ 195498 2020/12/31 3.591 M $ 12.85 %
2025/09/30 GLW CORNING INC COM 2.05% 31.050 M $ 378520 2024/09/30 11.908 M $ 55.98 %
2025/09/30 TPR TAPESTRY INC COM 1.96% 29.577 M $ 261239 2020/12/31 6.794 M $ 28.94 %
2025/09/30 ORCL ORACLE CORP COM 1.86% 28.134 M $ 100034 2013/03/31 9.316 M $ 28.64 %
2025/09/30 CSCO CISCO SYS INC COM 1.78% 26.977 M $ 394279 2013/03/31 -376.556 K $ -1.38 %
2025/09/30 ABC CENCORA INC COM 1.77% 26.834 M $ 85862 2013/03/31 0.000 $ 0.00 %
2025/09/30 CFG CITIZENS FINL GROUP INC COM 1.75% 26.448 M $ 497523 2024/06/30 4.275 M $ 18.79 %
2025/09/30 LRGG MACQUARIE FOCUSED LARGE GROWTH ETF 1.66% 25.107 M $ 835497 2024/06/30 1.071 M $ 4.78 %
2025/09/30 HAS HASBRO INC COM 1.64% 24.828 M $ 327326 2025/03/31 814.825 K $ 2.75 %
2025/09/30 HUBB HUBBELL INC COM 1.59% 24.051 M $ 55892 2020/03/31 1.239 M $ 5.36 %
2025/09/30 MET METLIFE INC COM 1.58% 23.864 M $ 289713 2015/03/31 555.730 K $ 2.42 %
2025/09/30 AMGN AMGEN INC COM 1.57% 23.809 M $ 84367 2013/03/31 248.059 K $ 1.07 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC COM 1.57% 23.783 M $ 541137 2013/03/31 366.498 K $ 1.57 %
2025/09/30 KBWB INVESCO KBW BANK ETF 1.56% 23.605 M $ 301822 2024/06/30 1.672 M $ 9.20 %
2025/09/30 CACI CACI INTL INC CL A 1.52% 23.048 M $ 46208 2020/12/31 1.028 M $ 4.63 %
2025/09/30 VTV VANGUARD VALUE ETF 1.52% 22.919 M $ 122898 2019/09/30 1.133 M $ 5.52 %
2025/09/30 DELL DELL TECHNOLOGIES INC CL C 1.50% 22.724 M $ 160289 2022/06/30 3.083 M $ 15.64 %
2025/09/30 CVX CHEVRON CORP NEW COM 1.48% 22.457 M $ 144613 2013/03/31 1.732 M $ 8.45 %
2025/09/30 PGR PROGRESSIVE CORP COM 1.47% 22.198 M $ 89887 2019/03/31 -1.773 M $ -7.46 %
2025/09/30 NFG NATIONAL FUEL GAS CO COM 1.44% 21.721 M $ 235152 2020/06/30 1.797 M $ 9.04 %
2025/09/30 TMUS T-MOBILE US INC COM 1.43% 21.579 M $ 90144 2018/03/31 101.458 K $ 0.47 %
2025/09/30 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 1.41% 21.380 M $ 108120 2025/09/30 0.000 $ 0.00 %
2025/09/30 STWD STARWOOD PPTY TR INC COM 1.41% 21.310 M $ 1100164 2016/09/30 -766.414 K $ -3.49 %
2025/09/30 DAL DELTA AIR LINES INC DEL COM NEW 1.39% 21.069 M $ 371257 2024/09/30 0.000 $ 0.00 %
2025/09/30 AIZ ASSURANT INC COM 1.37% 20.771 M $ 95897 2019/03/31 1.816 M $ 9.68 %
2025/09/30 SON SONOCO PRODS CO COM 1.37% 20.696 M $ 480307 2013/03/31 -230.437 K $ -1.08 %
2025/09/30 PFE PFIZER INC COM 1.35% 20.478 M $ 803690 2013/03/31 1.000 M $ 5.12 %
2025/09/30 ROST ROSS STORES INC COM 1.34% 20.215 M $ 132652 2013/03/31 3.259 M $ 19.45 %
2025/09/30 SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.33% 20.044 M $ 225823 2019/03/31 1.354 M $ 7.20 %
2025/09/30 JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.31% 19.889 M $ 392050 2022/06/30 16.906 K $ 0.10 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC COM 1.29% 19.511 M $ 49819 2021/09/30 -2.608 M $ -12.03 %
2025/09/30 CRM SALESFORCE INC COM 1.27% 19.209 M $ 81049 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOX AMDOCS LTD SHS 1.27% 19.156 M $ 233469 2021/12/31 -2.227 M $ -10.07 %
2025/09/30 ACN ACCENTURE PLC IRELAND SHS CLASS A 1.24% 18.806 M $ 76262 2013/03/31 -2.985 M $ -17.49 %
2025/09/30 DRI DARDEN RESTAURANTS INC COM 1.22% 18.494 M $ 97154 2021/06/30 -2.656 M $ -12.67 %
2025/09/30 HON HONEYWELL INTL INC COM 1.18% 17.922 M $ 85141 2013/03/31 -1.876 M $ -9.61 %
2025/09/30 CI THE CIGNA GROUP COM 1.18% 17.806 M $ 61771 2018/12/31 -2.589 M $ -12.80 %
2025/09/30 PYPL PAYPAL HLDGS INC COM 1.02% 15.375 M $ 229275 2018/12/31 -1.653 M $ -9.77 %
2025/09/30 IPAC ISHARES CORE MSCI PACIFIC ETF 0.79% 11.949 M $ 162730 2023/09/30 750.513 K $ 6.89 %
2025/09/30 SHLD GLOBAL X DEFENSE TECH ETF 0.72% 10.888 M $ 155007 2025/03/31 982.976 K $ 16.58 %
2025/09/30 PPA INVESCO AEROSPACE & DEFENSE ETF 0.67% 10.098 M $ 64961 2023/09/30 789.053 K $ 9.71 %
2025/09/30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.67% 10.091 M $ 53197 2024/09/30 589.254 K $ 4.38 %
2025/09/30 TAP MOLSON COORS BEVERAGE CO CL B 0.65% 9.860 M $ 217899 2025/03/31 -900.103 K $ -5.91 %
2025/09/30 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.50% 7.550 M $ 149799 2023/09/30 320.702 K $ 4.74 %
2025/09/30 JPM JPMORGAN CHASE & CO. COM 0.45% 6.843 M $ 21694 2013/03/31 553.937 K $ 8.80 %
2025/09/30 QCOM QUALCOMM INC COM 0.41% 6.275 M $ 37721 2020/06/30 249.820 K $ 4.46 %
2025/09/30 XLE ENERGY SELECT SECTOR SPDR FUND 0.41% 6.163 M $ 68982 2021/06/30 270.137 K $ 5.34 %
2025/09/30 NVDA NVIDIA CORPORATION COM 0.40% 6.066 M $ 32509 2021/12/31 831.397 K $ 18.10 %
2025/09/30 ABBV ABBVIE INC COM 0.40% 6.063 M $ 26186 2013/03/31 1.175 M $ 24.74 %
2025/09/30 CAT CATERPILLAR INC COM 0.39% 5.908 M $ 12382 2022/03/31 1.113 M $ 22.91 %
2025/09/30 NTAP NETAPP INC COM 0.38% 5.754 M $ 48570 2020/06/30 570.679 K $ 11.18 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS COM 0.35% 5.326 M $ 18877 2018/06/30 -232.422 K $ -4.28 %
2025/09/30 STT STATE STR CORP COM 0.35% 5.226 M $ 45051 2022/09/30 434.966 K $ 9.09 %
2025/09/30 AMZN AMAZON COM INC COM 0.34% 5.178 M $ 23583 2016/06/30 3.858 K $ 0.08 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 0.34% 5.068 M $ 27330 2013/03/31 855.790 K $ 21.39 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.33% 4.998 M $ 41404 2019/03/31 453.580 K $ 9.65 %
2025/09/30 PNC PNC FINL SVCS GROUP INC COM 0.33% 4.961 M $ 24692 2024/06/30 354.044 K $ 7.78 %
2025/09/30 GD GENERAL DYNAMICS CORP COM 0.32% 4.828 M $ 14160 2021/03/31 689.477 K $ 16.92 %
2025/09/30 SKYY FIRST TRUST CLOUD COMPUTING ETF 0.32% 4.778 M $ 35545 2023/09/30 444.220 K $ 10.51 %
2025/09/30 TRV TRAVELERS COMPANIES INC COM 0.31% 4.660 M $ 16689 2013/03/31 191.143 K $ 4.37 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC COM 0.31% 4.654 M $ 41369 2023/03/31 359.817 K $ 8.42 %
2025/09/30 DKS DICKS SPORTING GOODS INC COM 0.31% 4.637 M $ 20867 2025/06/30 502.870 K $ 12.34 %
2025/09/30 T AT&T INC COM 0.31% 4.613 M $ 163365 2013/03/31 -113.027 K $ -2.42 %
2025/09/30 USB US BANCORP DEL COM NEW 0.30% 4.537 M $ 93879 2016/03/31 286.843 K $ 6.81 %
2025/09/30 KMI KINDER MORGAN INC DEL COM 0.30% 4.526 M $ 159887 2020/09/30 -170.563 K $ -3.71 %
2025/09/30 HD HOME DEPOT INC COM 0.30% 4.489 M $ 11079 2016/03/31 416.879 K $ 10.51 %
2025/09/30 TROW PRICE T ROWE GROUP INC COM 0.29% 4.451 M $ 43366 2025/06/30 264.376 K $ 6.36 %
2025/09/30 GILD GILEAD SCIENCES INC COM 0.29% 4.317 M $ 38888 2014/09/30 5.045 K $ 0.12 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.28% 4.272 M $ 51187 2013/03/31 -36.061 K $ -0.86 %
2025/09/30 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.28% 4.260 M $ 70423 2024/06/30 302.896 K $ 7.90 %
2025/09/30 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.28% 4.247 M $ 43928 2024/06/30 661.455 K $ 18.77 %
2025/09/30 MRK MERCK & CO INC COM 0.27% 4.159 M $ 49551 2013/12/31 229.708 K $ 6.03 %
2025/09/30 JTEK JPMORGAN U.S. TECH LEADERS ETF 0.27% 4.155 M $ 45176 2024/06/30 262.083 K $ 8.89 %
2025/09/30 XOM EXXON MOBIL CORP COM 0.27% 4.153 M $ 36838 2013/03/31 177.175 K $ 4.59 %
2025/09/30 PEP PEPSICO INC COM 0.27% 4.152 M $ 29567 2013/03/31 232.646 K $ 6.36 %
2025/09/30 SDY SPDR S&P DIVIDEND ETF 0.27% 4.139 M $ 29553 2018/12/31 130.934 K $ 3.18 %
2025/09/30 SBUX STARBUCKS CORP COM 0.27% 4.120 M $ 48697 2024/03/31 -329.482 K $ -7.67 %
2025/09/30 PG PROCTER AND GAMBLE CO COM 0.27% 4.070 M $ 26488 2013/03/31 -142.464 K $ -3.56 %
2025/09/30 VICI VICI PPTYS INC COM 0.27% 4.067 M $ 124721 2021/09/30 1.232 K $ 0.03 %
2025/09/30 O REALTY INCOME CORP COM 0.27% 4.063 M $ 66838 2023/03/31 206.035 K $ 5.52 %
2025/09/30 KO COCA COLA CO COM 0.27% 4.023 M $ 60663 2020/12/31 -258.353 K $ -6.26 %
2025/09/30 VOT VANGUARD MID-CAP GROWTH ETF 0.27% 4.009 M $ 13645 2019/03/31 133.198 K $ 3.31 %
2025/09/30 LMT LOCKHEED MARTIN CORP COM 0.26% 3.999 M $ 8010 2013/03/31 278.496 K $ 7.79 %
2025/09/30 MSM MSC INDL DIRECT INC CL A 0.26% 3.990 M $ 43299 2020/03/31 303.376 K $ 8.37 %
2025/09/30 MCD MCDONALDS CORP COM 0.26% 3.921 M $ 12902 2018/12/31 147.015 K $ 4.01 %
2025/09/30 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.26% 3.867 M $ 33621 2023/09/30 238.252 K $ 5.03 %
2025/09/30 CMCSA COMCAST CORP NEW CL A 0.24% 3.694 M $ 117573 2018/12/31 -493.103 K $ -11.96 %
2025/09/30 HACK AMPLIFY CYBERSECURITY ETF 0.24% 3.674 M $ 42324 2024/09/30 18.320 K $ 0.50 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.22% 3.392 M $ 5092 2015/12/31 245.419 K $ 7.82 %
2025/09/30 PRU PRUDENTIAL FINL INC COM 0.22% 3.360 M $ 32387 2015/09/30 -115.070 K $ -3.44 %
2025/09/30 META META PLATFORMS INC CL A 0.21% 3.231 M $ 4400 2023/09/30 -13.240 K $ -0.50 %
2025/09/30 BSV VANGUARD SHORT-TERM BOND ETF 0.21% 3.195 M $ 40493 2022/06/30 7.813 K $ 0.27 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.21% 3.155 M $ 4714 2016/06/30 238.757 K $ 7.79 %