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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 62
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
LITE
LUMENTUM HOLDINGS INC
+$14.3M
135,457
减持
LMT
LOCKHEED MARTIN CORPORATION
-$14.0M
10,159
-80%
减持
AAPL
APPLE INC
+$9.3M
299,958
-3%
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。
减持
PFE
PFIZER INC
+$6.7M
480,722
-5%
减持
AVGO
BROADCOM INC
+$6.2M
43,436
-7%
减持
—
ACCENTURE PLC
+$4.8M
67,919
-7%
增持
NEM
NEWMONT MINING CORP
+$4.8M
272,020
+22%
减持
MSFT
MICROSOFT CORPORATION
+$4.5M
110,261
-5%
清仓
—
CORESITE REALTY CORP
-$4.2M
0
-100%
减持
ELV
ANTHEM INC
+$3.9M
50,388
-4%
减持
CVS
CVS HEALTH CORPORATION
+$3.8M
259,299
-4%
建仓
—
AMDOCS LTD
+$3.7M
48,929
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.4M
95,238
-1%
减持
NFG
NATIONAL FUEL & GAS CO
+$3.4M
394,319
-5%
减持
CSCO
CISCO SYSTEMS INC
+$3.3M
430,808
-2%
清仓
CAH
CARDINAL HEALTH INC
-$3.2M
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
+$2.6M
222,205
-1%
减持
CVX
CHEVRON CORPORATION
+$2.4M
188,643
-3%
减持
PGR
PROGRESSIVE CORP
+$2.2M
196,389
-1%
减持
CI
CIGNA CORPORATION
+$2.1M
74,592
-0%
减持
LKQ
LKQ CORP
+$2.1M
348,588
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$1.9M
273,258
-4%
减持
AAP
ADVANCE AUTO PARTS INC
+$1.9M
90,890
-5%
减持
HUBB
HUBBELL INC
+$1.9M
92,858
-4%
增持
TPR
TAPESTRY INC
+$1.8M
468,264
+1%
减持
DG
DOLLAR GENERAL CORP
+$1.8M
80,819
-1%
减持
CNP
CENTERPOINT ENERGY INC
+$1.8M
746,091
-4%
增持
CMCSA
COMCAST CORPORATION
-$1.7M
390,093
+2%
减持
CE
CELANESE CORP
+$1.6M
127,410
-3%
减持
EME
EMCOR GROUP INC
+$1.5M
152,650
-2%
减持
COR
AMERISOURCEBERGEN CORP
+$1.5M
141,424
-2%
减持
QCOM
QUALCOMM INC
+$1.5M
29,359
-3%
增持
AMGN
AMGEN INC
+$1.4M
92,442
+2%
增持
ABBV
ABBVIE INC
+$1.4M
43,432
+6%
减持
HPQ
HP INC
+$1.3M
130,603
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
126,290
+0%
减持
—
LIFE STORAGE INC
+$1.3M
37,827
-4%
减持
GOOGL
ALPHABET CLASS A
+$1.2M
8,482
-3%
减持
META
META PLATFORMS INC
-$1.1M
61,976
-4%
减持
HD
HOME DEPOT INC
+$1.1M
15,013
-4%
减持
ORCL
ORACLE CORPORATION
-$1.1M
254,422
-5%
增持
ROST
ROSS STORES INC
+$977.0K
154,355
+1%
增持
PG
PROCTER & GAMBLE COMPANY
+$952.0K
39,618
+0%
减持
INGR
INGREDION INC
+$934.0K
142,779
-1%
减持
SPY
SPDR S&P 500 TRUST ETF
+$925.0K
29,169
-3%
增持
TMUS
T-MOBILE US INC
-$816.0K
129,121
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$762.0K
22,861
+1%
减持
—
BROADCOM INC CONVERTIBLE PFD 8
+$753.0K
1,638
-5%
减持
PEP
PEPSICO INC
+$752.0K
32,998
-0%
增持
SDY
SPDR S&P DIVIDEND ETF
+$691.0K
50,947
+2%
增持
MPT
MEDICAL PROPERTIES TRUST INC
+$668.0K
174,742
+1%
减持
AIZ
ASSURANT INC
-$662.0K
125,062
-2%
减持
MS
MORGAN STANLEY
-$589.0K
229,077
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$588.0K
130,885
-2%
减持
GPC
GENUINE PARTS CO
+$531.0K
29,379
-1%
增持
GIS
GENERAL MILLS INC
+$515.0K
65,100
+1%
增持
IVV
ISHARE CORE S&P 500 ETF
+$493.0K
6,923
+6%
减持
IVW
ISHARES S&P 500 GROWTH INDEX F
+$493.0K
51,350
-0%
增持
POR
PORTLAND GENERAL ELECTRIC COMP
+$473.0K
79,266
+0%
增持
WPC
W P CAREY INC
+$464.0K
50,001
+0%
减持
KR
KROGER CO
+$456.0K
97,246
-0%
减持
DIS
DISNEY, WALT COMPANY
-$454.0K
8,223
-19%
减持
IWF
ISHARES RUSSELL 1000 GROWTH FU
-$434.0K
26,020
-15%
增持
FTNT
INVESCO QQQ TRUST ETF
+$429.0K
7,205
+5%
减持
MCD
MC DONALD'S CORPORATION
+$417.0K
16,389
-1%
建仓
DE
DEERE & COMPANY
+$380.0K
1,107
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$380.0K
60,289
+6%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$371.0K
17,850
+1%
减持
JPM
J P MORGAN CHASE & CO
-$365.0K
45,169
-2%
减持
CACI
CACI INTERNATIONAL INC
+$358.0K
68,457
-1%
减持
PEG
PUBLIC SERVICE ENTERPRISE GROU
+$355.0K
64,737
-1%
增持
HON
HONEYWELL INTERNATIONAL INC
-$342.0K
93,832
+0%
增持
VTV
VANGUARD VALUE ETF
+$337.0K
19,371
+4%
增持
ZTS
ZOETIS INC
+$331.0K
6,110
+2%
建仓
RHI
ROBERT HALF INTERNATIONAL INC
+$324.0K
2,907
减持
VGT
VANGUARD INFORMATION TECHNOLOG
+$308.0K
5,538
-0%
增持
VONG
RUSSELL 1000 GROWTH INDEX ETF
+$288.0K
32,153
+1%
建仓
NVDA
NVIDIA CORP
+$270.0K
916
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$268.0K
19,667
+2%
增持
T
A T & T INC
+$268.0K
152,380
+18%
增持
GSLC
GOLDMAN SACHS LARGE-CAP ETF
+$264.0K
26,895
+1%
清仓
IEMG
ISHARES CORE MSCI EMERGING MAR
-$259.0K
0
-100%
增持
MSM
MSC INDUSTRIAL DIRECT CO INC
+$258.0K
43,670
+3%
减持
UNH
UNITEDHEALTH GROUP INC
+$250.0K
2,318
-1%
清仓
ITW
ILLINOIS TOOL WORKS INC
-$249.0K
0
-100%
建仓
—
AMEDISYS INC
+$240.0K
1,485
建仓
LLY
LILLY, ELI AND COMPANY
+$238.0K
860
减持
GD
GENERAL DYNAMICS CORP
+$232.0K
20,477
-1%
清仓
GTBIF
GREEN THUMB INDUSTRIES INC
-$222.0K
0
-100%
减持
GLW
CORNING INC
-$220.0K
80,586
-9%
建仓
KO
COCA-COLA COMPANY
+$218.0K
3,681
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR
+$217.0K
6,449
+7%
清仓
BA
BOEING CO
-$216.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$213.0K
2,286
减持
AMG
AFFILIATED MANAGERS GROUP
-$209.0K
97,648
-9%
建仓
UNP
UNION PACIFIC CORP
+$208.0K
826
增持
DKS
DICKS SPORTING GOODS INC
-$206.0K
43,979
+0%
建仓
VNQ
VANGUARD REIT INDEX ETF
+$206.0K
1,777
清仓
—
ACTIVISION BLIZZARD INC
-$205.0K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$198.0K
52,389
+1%
增持
AMAT
APPLIED MATERIALS INC
+$192.0K
5,652
+4%
增持
KMI
KINDER MORGAN INC
-$186.0K
223,129
+0%
增持
ABT
ABBOTT LABORATORIES
+$175.0K
6,499
+4%
增持
MRK
MERCK & COMPANY
+$173.0K
62,555
+2%
减持
STWD
STARWOOD PROPERTY TRUST INC
-$172.0K
697,591
-1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR
-$160.0K
4,834
-27%
增持
ADP
AUTOMATIC DATA PROCESSING
+$157.0K
2,828
+5%
增持
TER
TERADYNE INC
+$154.0K
2,458
+8%
减持
PB
PROSPERITY BANCSHARES INC
+$153.0K
232,114
-1%
增持
AMZN
AMAZON INC
+$149.0K
687
+5%
减持
—
LABORATORY CORP OF AMERICA HOL
-$142.0K
1,065
-37%
减持
VWO
VANGUARD MSCI EMERGING MARKETS
-$124.0K
42,828
-4%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$122.0K
46,534
+3%
增持
XLY
CONSUMER DISC SELECT SECTOR SP
+$118.0K
2,750
+11%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD E
+$118.0K
4,682
+19%
减持
VICI
VICI PROPERTIES INC
+$114.0K
120,547
-3%
减持
PNC
P N C FINANCIAL CORP
-$113.0K
1,083
-36%
增持
KLAC
KLA-TENCOR CORPORATION
+$111.0K
871
+10%
增持
SHW
SHERWIN-WILLIAMS CO
+$109.0K
1,075
+11%
增持
EW
EDWARDS LIFESCIENCES CORP
+$109.0K
4,339
+8%
减持
TRV
TRAVELERS COMPANIES INC
+$105.0K
25,860
-0%
减持
VLY
VALLEY NATIONAL BANCORP
-$105.0K
75,837
-12%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$105.0K
1,911
+8%
减持
NTAP
NETAPP INC
+$102.0K
56,682
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$99.0K
694
+9%
增持
EL
LAUDER, ESTEE COS INC
+$99.0K
945
+13%
减持
VUG
VANGUARD GROWTH ETF
+$86.0K
2,854
-0%
增持
ORLY
O REILLY AUTOMOTIVE INC
+$84.0K
530
+12%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE E
+$83.0K
8,994
+9%
增持
NVR
NVR INC
+$83.0K
57
+8%
增持
CDW
CDW CORPORATION
+$79.0K
2,024
+10%
减持
—
LYONDELLBASELL INDUSTRIES N V
-$77.0K
35,384
-1%
增持
HSY
HERSHEY FOODS CORPORATION
+$72.0K
1,801
+11%
增持
GGG
GRACO INC
+$71.0K
3,867
+12%
增持
LSTR
LANDSTAR SYS INC
+$71.0K
1,569
+18%
增持
VZ
VERIZON COMMUNICATIONS
-$67.0K
375,345
+4%
增持
NKE
NIKE INC
+$64.0K
1,926
+9%
增持
ENTG
ENTEGRIS INC
+$61.0K
2,562
+10%
增持
FICO
FAIR ISAAC CORP
+$60.0K
626
+18%
增持
TECH
BIO-TECHNE CORP
+$59.0K
659
+13%
减持
BX
BLACKSTONE GROUP INC
+$58.0K
4,653
-1%
增持
CMI
CUMMINS ENGINE INC
-$56.0K
14,631
+1%
增持
MET
METLIFE INC
+$54.0K
61,870
+0%
增持
—
AON PLC CL A
+$52.0K
1,075
+13%
减持
WM
WASTE MANAGEMENT INC
+$47.0K
3,499
-3%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$43.0K
9,062
+1%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR
-$43.0K
3,119
-18%
减持
TFC
TRUIST FINANCIAL CORPORATION
-$42.0K
66,354
-1%
减持
IYR
ISHARES DOW JONES U S REAL EST
+$40.0K
3,231
-1%
减持
INTC
INTEL CORPORATION
-$39.0K
17,117
-1%
