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HALLMARK CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HALLMARK CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000924166
持仓数
316
前50大市值合计
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 7
增持 44
减持 80
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
—
LABORATORY CORP OF AMERICA HOL
-$22.1M
1,693
-98%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$17.5M
96,363
建仓
VICI
VICI PROPERTIES INC
+$3.5M
123,771
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
GLW
CORNING INC
+$3.2M
88,265
减持
TPR
TAPESTRY INC
-$3.1M
464,787
-0%
清仓
PPL
PPL CORP
-$3.0M
0
-100%
增持
AMGN
AMGEN INC
-$2.7M
91,004
+1%
增持
CI
CIGNA CORPORATION
-$2.6M
74,898
+1%
清仓
PAYX
PAYCHEX INC
-$2.6M
0
-100%
减持
ROST
ROSS STORES INC
-$2.4M
153,084
-0%
减持
TMUS
T-MOBILE US INC
-$2.2M
123,602
-1%
增持
FTNT
INVESCO QQQ TRUST ETF
+$2.1M
6,889
+491%
清仓
QQQ
INVESCO QQQ TRUST ETF
-$2.0M
0
-100%
减持
GOOGL
ALPHABET CLASS A
+$1.9M
8,731
-1%
增持
NEM
NEWMONT MINING CORP
-$1.8M
222,765
+2%
减持
STWD
STARWOOD PROPERTY TRUST INC
-$1.7M
701,503
-3%
减持
PGR
PROGRESSIVE CORP
-$1.6M
198,999
-0%
减持
EME
EMCOR GROUP INC
-$1.6M
155,550
-2%
减持
META
FACEBOOK INC
-$1.6M
64,754
-4%
减持
PFE
PFIZER INC
+$1.3M
505,125
-3%
增持
LMT
LOCKHEED MARTIN CORPORATION
-$1.3M
51,004
+2%
减持
ORCL
ORACLE CORPORATION
+$1.2M
266,908
-6%
减持
HUBB
HUBBELL INC
-$1.2M
96,677
-3%
减持
IWF
ISHARES RUSSELL 1000 GROWTH FU
-$1.1M
30,599
-12%
减持
HON
HONEYWELL INTERNATIONAL INC
-$1.1M
93,773
-2%
减持
ELV
ANTHEM INC
-$835.0K
52,245
-2%
增持
DRI
DARDEN RESTAURANTS INC
+$834.0K
134,041
+1%
减持
CE
CELANESE CORP
-$742.0K
131,280
-3%
减持
—
ACCENTURE PLC
+$722.0K
72,964
-5%
减持
CAH
CARDINAL HEALTH INC
-$625.0K
63,742
-4%
增持
VZ
VERIZON COMMUNICATIONS
-$624.0K
362,349
+1%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$618.0K
224,611
-0%
减持
COR
AMERISOURCEBERGEN CORP
+$606.0K
144,936
-1%
减持
CMCSA
COMCAST CORPORATION
-$601.0K
380,689
-1%
减持
DKS
DICKS SPORTING GOODS INC
+$591.0K
43,940
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$590.0K
22,726
-0%
减持
AMG
AFFILIATED MANAGERS GROUP
-$564.0K
107,703
-1%
增持
CACI
CACI INTERNATIONAL INC
+$563.0K
68,946
+0%
增持
CVX
CHEVRON CORPORATION
-$524.0K
194,100
+1%
减持
JNJ
JOHNSON & JOHNSON
-$449.0K
125,734
-0%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ET
-$439.0K
0
-100%
增持
QCOM
QUALCOMM INC
-$415.0K
30,266
+0%
减持
DG
DOLLAR GENERAL CORP
-$414.0K
81,367
-0%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$373.0K
57,109
+2%
减持
MSFT
MICROSOFT CORPORATION
+$369.0K
115,580
-3%
减持
KMI
KINDER MORGAN INC
-$365.0K
222,571
-1%
减持
NTAP
NETAPP INC
+$365.0K
56,948
-2%
增持
SON
SONOCO PRODUCTS CO
-$360.0K
53,796
+1%
减持
AIZ
ASSURANT INC
-$350.0K
127,758
-3%
增持
MSM
MSC INDUSTRIAL DIRECT CO INC
-$343.0K
42,563
+2%
减持
LKQ
LKQ CORP
-$333.0K
373,654
-4%
清仓
FMC
F M C CORP
-$328.0K
0
-100%
增持
HPQ
HP INC
-$322.0K
131,440
+1%
建仓
—
AON PLC CL A
+$271.0K
948
减持
JPM
J P MORGAN CHASE & CO
+$265.0K
45,922
-2%
建仓
V
VISA INC
+$255.0K
1,145
清仓
—
ALEXION PHARMACEUTICALS INC
-$252.0K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$250.0K
0
-100%
建仓
LAD
LITHIA MOTORS INC
+$243.0K
768
减持
CNP
CENTERPOINT ENERGY INC
-$243.0K
773,973
-2%
清仓
ICE
INTERCONTINENTAL EXCHANGE INC
-$238.0K
0
-100%
减持
SPY
SPDR S&P 500 TRUST ETF
-$235.0K
30,128
-2%
增持
TFC
TRUIST FINANCIAL CORPORATION
+$233.0K
66,955
+1%
清仓
VNQ
VANGUARD REIT INDEX ETF
-$232.0K
0
-100%
清仓
CDNS
CADENCE DESIGNS SYSEMS INC
-$232.0K
0
-100%
清仓
—
AMEDISYS INC
-$231.0K
0
-100%
增持
SDY
SPDR S&P DIVIDEND ETF
-$228.0K
50,082
+0%
清仓
DLTR
DOLLAR TREE INC
-$226.0K
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$223.0K
0
-100%
增持
MCD
MC DONALD'S CORPORATION
+$218.0K
16,494
+1%
清仓
COP
CONOCOPHILLIPS
-$216.0K
0
-100%
减持
SWK
STANLEY BLACK AND DECKER INC
-$216.0K
3,293
-15%
减持
ABBV
ABBVIE INC
-$215.0K
41,133
-0%
清仓
—
HOLOGIC INC
-$214.0K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MAR
-$213.0K
4,200
-40%
建仓
LSTR
LANDSTAR SYS INC
+$210.0K
1,328
增持
—
LYONDELLBASELL INDUSTRIES N V
-$210.0K
35,588
+3%
清仓
TGT
TARGET CORPORATION
-$210.0K
0
-100%
增持
PG
PROCTER & GAMBLE COMPANY
+$206.0K
39,553
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$205.0K
4,015
+67%
增持
INGR
INGREDION INC
-$204.0K
144,539
+0%
清仓
KO
COCA-COLA COMPANY
-$204.0K
0
-100%
增持
CMI
CUMMINS ENGINE INC
-$203.0K
14,463
+2%
清仓
UNP
UNION PACIFIC CORP
-$200.0K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$198.0K
0
-100%
增持
T
A T & T INC
-$193.0K
128,814
+1%
增持
GD
GENERAL DYNAMICS CORP
+$190.0K
20,595
+1%
减持
MRK
MERCK & COMPANY
-$188.0K
61,536
-1%
增持
VWO
VANGUARD MSCI EMERGING MARKETS
-$182.0K
44,845
+0%
减持
KR
KROGER CO
+$177.0K
97,586
-1%
减持
FDX
FEDEX CORPORATION
-$167.0K
1,255
-15%
减持
AMZN
AMAZON INC
-$166.0K
652
-3%
减持
—
EATON CORP PLC SHS
-$165.0K
4,659
-20%
减持
PYPL
PAYPAL HOLDINGS INC
-$165.0K
3,768
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHINE
-$163.0K
26,066
+1%
减持
IWM
ISHARES RUSSELL 2000 INDEX ETF
-$157.0K
12,426
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$156.0K
2,338
-13%
减持
AVGO
BROADCOM INC
-$156.0K
46,816
-2%
减持
DIS
DISNEY, WALT COMPANY
-$155.0K
10,206
-5%
减持
MDLZ
MONDELEZ INTERNATIONAL INC
-$155.0K
7,537
-21%
增持
MET
METLIFE INC
+$154.0K
61,764
+1%
减持
BAC
BANK OF AMERICA CORPORATION
+$136.0K
114,207
-0%
减持
HD
HOME DEPOT INC
+$132.0K
15,711
-0%
减持
INTC
INTEL CORPORATION
-$128.0K
17,267
-7%
增持
GPC
GENUINE PARTS CO
-$125.0K
29,594
+1%
减持
IJS
ISHARES S&P SMALLCAP 600 VALUE
-$110.0K
11,827
-4%
减持
EMR
EMERSON ELECTRIC CO
-$109.0K
7,053
-12%
增持
PEG
PUBLIC SERVICE ENTERPRISE GROU
+$107.0K
65,084
+1%
减持
MAS
MASCO CORP
-$104.0K
8,538
-13%
增持
GSLC
GOLDMAN SACHS LARGE-CAP ETF
+$101.0K
26,680
+5%
减持
CSCO
CISCO SYSTEMS INC
+$98.0K
440,380
-2%
增持
VONG
RUSSELL 1000 GROWTH INDEX ETF
+$98.0K
31,749
+4%
减持
ZTS
ZOETIS INC
-$97.0K
5,976
-11%
增持
POR
PORTLAND GENERAL ELECTRIC COMP
+$91.0K
79,206
+1%
减持
—
LIFE STORAGE INC
+$90.0K
39,271
-5%
减持
MS
MORGAN STANLEY
-$82.0K
237,132
-6%
减持
RH
RH INC
-$78.0K
860
-10%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$76.0K
285,315
+96%
增持
SHOP
SHOPIFY INC
+$74.0K
286
+33%
增持
PB
PROSPERITY BANCSHARES INC
-$74.0K
233,787
+0%
增持
MPT
MEDICAL PROPERTIES TRUST INC
+$62.0K
172,427
+2%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE E
+$62.0K
8,286
+15%
减持
—
ACTIVISION BLIZZARD INC
-$59.0K
2,653
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$58.0K
637
+5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$57.0K
5,734
-2%
减持
VUG
VANGUARD GROWTH ETF
-$53.0K
2,860
-7%
减持
TRV
TRAVELERS COMPANIES INC
+$50.0K
25,914
-0%
增持
AMAT
APPLIED MATERIALS INC
-$48.0K
5,414
+3%
减持
—
EXXON MOBIL CORPORATION
-$48.0K
5,338
-7%
减持
PEP
PEPSICO INC
+$46.0K
33,112
-1%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$46.0K
8,961
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC
-$45.0K
1,598
-8%
减持
—
BROADCOM INC CONVERTIBLE PFD 8
-$44.0K
1,728
-2%
减持
IVW
ISHARES S&P 500 GROWTH INDEX F
+$44.0K
51,464
-0%
减持
WMT
WALMART INC
-$44.0K
3,915
-6%
减持
GILD
GILEAD SCIENCES INC
+$43.0K
51,631
-0%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$41.0K
475
+8%
减持
PRU
PRUDENTIAL FINANCIAL INC
+$41.0K
34,689
-1%
减持
GOOG
ALPHABET INC
+$40.0K
319
-1%
增持
IVV
ISHARE CORE S&P 500 ETF
+$40.0K
6,520
+1%
减持
BAX
BAXTER INTERNATIONAL INC
-$39.0K
4,507
-10%
增持
TECH
BIO-TECHNE CORP
+$38.0K
581
+7%
减持
AAP
ADVANCE AUTO PARTS INC
-$38.0K
95,398
-2%
减持
PM
PHILIP MORRIS INTL INC
-$37.0K
3,476
-6%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$34.0K
2,118
-10%
增持
WPC
W P CAREY INC
-$33.0K
49,821
+1%
减持
USB
U S BANCORP
-$32.0K
7,153
-11%
减持
MA
MASTERCARD INC
-$32.0K
1,351
-2%
减持
XLC
COMMUNICATION SELECT SECTOR SP
-$30.0K
4,820
-6%
减持
DUK
DUKE ENERGY CORP
-$30.0K
3,582
-7%
