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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 7
增持 60
减持 70
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
META
META PLATFORMS INC
-$20.8M
0
-100%
建仓
CNXC
CONCENTRIX CORP
+$13.9M
83,199
减持
CVX
CHEVRON CORPORATION
+$6.0M
173,109
-8%
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
—
ACCENTURE PLC
-$5.6M
66,847
-2%
减持
LKQ
LKQ CORP
-$5.5M
339,819
-3%
建仓
CAT
CATERPILLAR INC
+$4.9M
21,820
清仓
KR
KROGER CO
-$4.4M
0
-100%
减持
MS
MORGAN STANLEY
-$4.0M
210,971
-8%
减持
PFE
PFIZER INC
-$3.7M
476,313
-1%
减持
NEM
NEWMONT MINING CORP
+$3.7M
259,191
-5%
减持
MSFT
MICROSOFT CORPORATION
-$3.6M
108,676
-1%
减持
AAPL
APPLE INC
-$3.5M
284,909
-5%
减持
CE
CELANESE CORP
-$3.4M
126,240
-1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH FU
-$3.2M
17,028
-35%
减持
AAP
ADVANCE AUTO PARTS INC
-$3.2M
90,033
-1%
增持
ROST
ROSS STORES INC
-$3.1M
160,773
+4%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$3.1M
275,468
+1%
增持
CSCO
CISCO SYSTEMS INC
-$2.9M
437,088
+1%
减持
AVGO
BROADCOM INC
-$2.8M
41,473
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.7M
90,503
-5%
减持
AIZ
ASSURANT INC
+$2.4M
120,392
-4%
增持
HUBB
HUBBELL INC
-$2.3M
92,912
+0%
增持
AMGN
AMGEN INC
+$2.2M
95,233
+3%
增持
DRI
DARDEN RESTAURANTS INC
-$2.2M
132,107
+1%
增持
EME
EMCOR GROUP INC
-$2.1M
154,043
+1%
增持
AMG
AFFILIATED MANAGERS GROUP
-$2.0M
99,811
+2%
减持
COR
AMERISOURCEBERGEN CORP
+$1.9M
133,948
-5%
减持
TPR
TAPESTRY INC
-$1.8M
463,826
-1%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$1.7M
219,757
-1%
增持
HD
HOME DEPOT INC
-$1.7M
15,262
+2%
减持
CVS
CVS HEALTH CORPORATION
-$1.6M
248,015
-4%
减持
TMUS
T-MOBILE US INC
+$1.6M
129,013
-0%
减持
CNP
CENTERPOINT ENERGY INC
+$1.5M
728,023
-2%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
129,589
+3%
减持
NFG
NATIONAL FUEL & GAS CO
+$1.3M
385,693
-2%
减持
PGR
PROGRESSIVE CORP
+$1.2M
187,621
-4%
减持
SPY
SPDR S&P 500 TRUST ETF
-$1.2M
28,095
-4%
减持
ORCL
ORACLE CORPORATION
-$1.1M
254,343
-0%
减持
CACI
CACI INTERNATIONAL INC
+$1.1M
64,802
-5%
增持
HON
HONEYWELL INTERNATIONAL INC
-$1.1M
95,138
+1%
减持
QCOM
QUALCOMM INC
-$963.0K
28,835
-2%
增持
LMT
LOCKHEED MARTIN CORPORATION
+$952.0K
10,334
+2%
减持
ABBV
ABBVIE INC
+$947.0K
42,116
-3%
增持
INGR
INGREDION INC
-$937.0K
147,589
+3%
增持
GOOGL
ALPHABET CLASS A
-$865.0K
8,524
+0%
增持
KMI
KINDER MORGAN INC
+$843.0K
231,701
+4%
减持
DKS
DICKS SPORTING GOODS INC
-$825.0K
42,316
-4%
增持
JPM
J P MORGAN CHASE & CO
-$817.0K
46,478
+3%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$773.0K
62,063
+3%
增持
TRV
TRAVELERS COMPANIES INC
+$751.0K
26,244
+1%
减持
CI
CIGNA CORPORATION
+$730.0K
74,535
-0%
增持
—
LYONDELLBASELL INDUSTRIES N V
+$714.0K
38,679
+9%
增持
GD
GENERAL DYNAMICS CORP
+$688.0K
20,553
+0%
增持
GLW
CORNING INC
+$686.0K
99,840
+24%
增持
DG
DOLLAR GENERAL CORP
-$678.0K
82,570
+2%
增持
SON
SONOCO PRODUCTS CO
+$633.0K
61,333
+11%
增持
MRK
MERCK & COMPANY
+$569.0K
65,378
+5%
增持
MET
METLIFE INC
+$566.0K
63,063
+2%
减持
—
LIFE STORAGE INC
-$557.0K
37,297
-1%
减持
ELV
ANTHEM INC
+$540.0K
48,649
-3%
增持
VZ
VERIZON COMMUNICATIONS
+$530.0K
393,265
+5%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
-$498.0K
18,160
+2%
清仓
TXN
TEXAS INSTRUMENTS INC
-$496.0K
0
-100%
增持
NTAP
NETAPP INC
-$485.0K
56,980
+1%
增持
—
AMDOCS LTD
+$482.0K
50,402
+3%
增持
MSM
MSC INDUSTRIAL DIRECT CO INC
+$478.0K
48,702
+12%
减持
—
BROADCOM INC CONVERTIBLE PFD 8
-$443.0K
1,506
-8%
减持
PG
PROCTER & GAMBLE COMPANY
-$438.0K
39,548
-0%
减持
IVW
ISHARES S&P 500 GROWTH INDEX F
-$438.0K
50,526
-2%
增持
PB
PROSPERITY BANCSHARES INC
-$438.0K
235,572
+1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$423.0K
43,877
-6%
建仓
DHR
DANAHER CORPORATION
+$419.0K
1,427
清仓
TER
TERADYNE INC
-$402.0K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$395.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$394.0K
0
-100%
建仓
EOG
E O G RESOURCES INC
+$383.0K
3,213
减持
VGT
VANGUARD INFORMATION TECHNOLOG
-$382.0K
5,174
-7%
减持
IWM
ISHARES RUSSELL 2000 INDEX ETF
-$379.0K
11,619
-6%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$378.0K
8,772
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$362.0K
2,993
+29%
增持
POR
PORTLAND GENERAL ELECTRIC COMP
+$358.0K
82,549
+4%
建仓
BAH
BOOZ ALLEN HAMILTON HOLDING CO
+$345.0K
3,927
增持
GILD
GILEAD SCIENCES INC
-$344.0K
58,190
+11%
减持
ZTS
ZOETIS INC
-$339.0K
6,105
-0%
清仓
—
LABORATORY CORP OF AMERICA HOL
-$335.0K
0
-100%
增持
BAC
BANK OF AMERICA CORPORATION
-$326.0K
109,379
+1%
减持
PYPL
PAYPAL HOLDINGS INC
-$324.0K
3,345
-11%
增持
STWD
STARWOOD PROPERTY TRUST INC
+$312.0K
714,298
+2%
增持
LITE
LUMENTUM HOLDINGS INC
-$300.0K
143,721
+6%
减持
PRU
PRUDENTIAL FINANCIAL INC
+$293.0K
33,641
-1%
增持
PEG
PUBLIC SERVICE ENTERPRISE GROU
+$272.0K
65,586
+1%
减持
LOW
LOWES COMPANIES INC
-$271.0K
2,375
-18%
清仓
DBX
DROPBOX INC
-$268.0K
0
-100%
增持
CMI
CUMMINS ENGINE INC
+$266.0K
16,860
+15%
清仓
EPI
WISDOMTREE TRUST INDIA EARNING
-$263.0K
0
-100%
减持
VONG
RUSSELL 1000 GROWTH INDEX ETF
-$257.0K
31,780
-1%
减持
FTNT
INVESCO QQQ TRUST ETF
-$253.0K
7,142
-1%
增持
VICI
VICI PROPERTIES INC
+$246.0K
136,182
+13%
减持
IVV
ISHARE CORE S&P 500 ETF
-$242.0K
6,744
-3%
减持
GSLC
GOLDMAN SACHS LARGE-CAP ETF
-$238.0K
26,064
-3%
减持
SDY
SPDR S&P DIVIDEND ETF
-$232.0K
49,535
-3%
清仓
BNY
BANK OF NEW YORK MELLON CORP
-$228.0K
0
-100%
建仓
FMC
F M C CORP
+$227.0K
1,725
减持
HPQ
HP INC
-$227.0K
129,276
-1%
增持
GPC
GENUINE PARTS CO
-$218.0K
30,953
+5%
减持
DIS
DISNEY, WALT COMPANY
-$216.0K
7,710
-6%
清仓
NEE
NEXTERA ENERGY INC
-$213.0K
0
-100%
减持
VUG
VANGUARD GROWTH ETF
-$211.0K
2,452
-14%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$209.0K
5,268
-8%
清仓
VNQ
VANGUARD REIT INDEX ETF
-$206.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$205.0K
2,045
增持
IBM
INTERNATIONAL BUSINESS MACHINE
+$198.0K
29,423
+8%
清仓
HST
HOST MARRIOTT CORP
-$184.0K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$165.0K
6,323
-3%
增持
MPT
MEDICAL PROPERTIES TRUST INC
-$158.0K
187,845
+7%
增持
PEP
PEPSICO INC
-$151.0K
33,343
+1%
减持
MAS
MASCO CORP
-$134.0K
6,175
-3%
增持
TFC
TRUIST FINANCIAL CORPORATION
+$131.0K
70,834
+7%
增持
VTV
VANGUARD VALUE ETF
+$125.0K
20,135
+4%
增持
AMAT
APPLIED MATERIALS INC
-$124.0K
5,807
+3%
增持
T
A T & T INC
+$110.0K
163,267
+7%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$110.0K
6,359
-1%
减持
IJS
ISHARES S&P SMALLCAP 600 VALUE
-$109.0K
10,466
-7%
增持
VWO
VANGUARD MSCI EMERGING MARKETS
-$100.0K
43,782
+2%
减持
WM
WASTE MANAGEMENT INC
-$99.0K
3,059
-13%
增持
DE
DEERE & COMPANY
+$97.0K
1,147
+4%
减持
PM
PHILIP MORRIS INTL INC
-$89.0K
2,512
-27%
减持
ADP
AUTOMATIC DATA PROCESSING
-$89.0K
2,671
-6%
减持
—
EATON CORP PLC SHS
-$88.0K
4,071
-0%
增持
SHW
SHERWIN-WILLIAMS CO
-$86.0K
1,172
+9%
减持
IWD
ISHARES RUSSELL 1000 VALUE IND
-$83.0K
1,763
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC
+$78.0K
1,577
-1%
减持
MDLZ
MONDELEZ INTERNATIONAL INC
-$71.0K
6,837
-9%
增持
EL
LAUDER, ESTEE COS INC
-$68.0K
1,036
+10%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR
-$67.0K
2,551
-18%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE E
+$65.0K
9,920
+10%
减持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$64.0K
3,672
-6%
增持
CMCSA
COMCAST CORPORATION
+$62.0K
420,673
+8%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$62.0K
20,165
+3%
减持
XLY
CONSUMER DISC SELECT SECTOR SP
-$57.0K
2,731
-1%
增持
ADBE
ADOBE SYSTEMS INC
-$56.0K
670
+5%
增持
NVR
NVR INC
-$56.0K
63
+11%
减持
CDW
CDW CORPORATION
-$55.0K
2,005
-1%
增持
—
AON PLC CL A
+$55.0K
1,161
+8%
减持
MA
MASTERCARD INC
-$52.0K
1,174
-11%
增持
HSY
HERSHEY FOODS CORPORATION
+$45.0K
1,813
+1%
增持
FICO
FAIR ISAAC CORP
+$44.0K
675
+8%
减持
XLC
COMMUNICATION SELECT SECTOR SP
-$43.0K
4,465
-1%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$41.0K
1,868
-12%
减持
—
AMEDISYS INC
-$39.0K
1,165
-22%
