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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 52
减持 88
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
CAG
CONAGRA BRANDS INC COM
+$18.2M
483,880
减持
AAP
ADVANCE AUTO PARTS INC COM
-$12.5M
113
-100%
减持
AAPL
APPLE INC COM
+$8.4M
247,514
-1%
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
DKS
DICKS SPORTING GOODS INC COM
-$5.3M
0
-100%
减持
CI
THE CIGNA GROUP COM
-$5.1M
61,425
-2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$4.8M
451,364
+39%
减持
JBL
JABIL INC COM
+$4.6M
283,507
-5%
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$4.6M
50,608
建仓
O
REALTY INCOME CORP COM
+$4.6M
72,087
减持
MSFT
MICROSOFT CORP COM
+$4.6M
98,125
-1%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$4.4M
219,545
+18%
增持
EOG
EOG RES INC COM
+$4.3M
40,311
+1770%
减持
POR
PORTLAND GEN ELEC CO COM NEW
-$4.2M
1
-100%
减持
WPC
WP CAREY INC COM
-$4.2M
1
-100%
增持
PFE
PFIZER INC COM
-$4.1M
472,645
+4%
减持
—
LIFE STORAGE INC COM
-$3.9M
1
-100%
增持
CVS
CVS HEALTH CORP COM
-$3.8M
243,591
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.8M
167,148
+9%
增持
TGT
TARGET CORP COM
+$3.8M
108,305
+14%
增持
USB
US BANCORP DEL COM NEW
+$3.4M
95,628
+9340%
减持
CVX
CHEVRON CORP NEW COM
-$2.9M
142,378
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$2.7M
260,842
-4%
减持
PB
PROSPERITY BANCSHARES INC COM
-$2.7M
233,048
-0%
减持
ELV
ELEVANCE HEALTH INC COM
-$2.5M
43,079
-1%
增持
JNJ
JOHNSON & JOHNSON COM
-$2.4M
122,725
+1%
减持
AVGO
BROADCOM INC COM
+$2.4M
43,528
-5%
增持
NEM
NEWMONT CORP COM
+$2.2M
279,491
+15%
增持
CSCO
CISCO SYS INC COM
+$2.2M
462,400
+0%
减持
HON
HONEYWELL INTL INC COM
-$2.1M
90,670
-0%
减持
ROST
ROSS STORES INC COM
-$2.1M
159,223
-3%
减持
NFG
NATIONAL FUEL GAS CO COM
-$2.0M
351,426
-0%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.9M
0
-100%
增持
AMGN
AMGEN INC COM
-$1.8M
88,969
+0%
减持
ORCL
ORACLE CORP COM
+$1.7M
235,739
-5%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$1.6M
236,565
+5%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.5M
67,363
+1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.5M
2,494
-80%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.5M
111,349
+43%
增持
STWD
STARWOOD PPTY TR INC COM
+$1.4M
738,707
+16%
减持
DRI
DARDEN RESTAURANTS INC COM
+$1.3M
111,940
-4%
减持
TPR
TAPESTRY INC COM
+$1.2M
447,550
-6%
减持
CNP
CENTERPOINT ENERGY INC COM
-$1.2M
604,352
-5%
增持
—
TRITON INTL LTD CL A
-$1.1M
240,481
+2%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$1.1M
367,587
+8%
增持
TROW
PRICE T ROWE GROUP INC COM
+$1.0M
38,449
+26%
减持
COR
AMERISOURCEBERGEN CORP COM
-$980.1K
121,363
-1%
减持
MET
METLIFE INC COM
-$978.3K
65,030
-1%
减持
CACI
CACI INTL INC CL A
-$972.4K
58,589
-4%
增持
MGY
MAGNOLIA OIL & GAS CORP CL A
-$934.7K
740,427
+1%
增持
TFC
TRUIST FINL CORP COM
+$795.7K
111,930
+59%
增持
CNXC
CONCENTRIX CORP COM
-$792.3K
95,494
+3%
减持
LKQ
LKQ CORP COM
+$762.7K
324,680
-2%
增持
QCOM
QUALCOMM INC COM
+$741.0K
33,523
+4%
减持
PGR
PROGRESSIVE CORP COM
+$721.6K
151,174
-6%
增持
NTAP
NETAPP INC COM
+$702.2K
70,075
+12%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$666.5K
68,334
-5%
增持
MPT
MEDICAL PPTYS TRUST INC COM
-$656.3K
251,044
+3%
增持
T
AT&T INC COM
+$626.3K
240,931
+11%
减持
TRV
TRAVELERS COMPANIES INC COM
-$526.8K
26,419
-2%
增持
PRU
PRUDENTIAL FINL INC COM
-$510.7K
40,348
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$506.3K
24,998
+0%
减持
TXN
TEXAS INSTRS INC COM
+$495.7K
23,995
-0%
减持
MRK
MERCK & CO INC COM
-$486.4K
53,973
-4%
减持
GILD
GILEAD SCIENCES INC COM
-$483.3K
57,581
-6%
减持
HUBB
HUBBELL INC COM
-$464.4K
77,617
-6%
减持
MS
MORGAN STANLEY COM NEW
-$433.7K
199,553
-6%
减持
CAT
CATERPILLAR INC COM
-$400.6K
22,071
-3%
增持
GD
GENERAL DYNAMICS CORP COM
-$383.2K
20,772
+1%
减持
TMUS
T-MOBILE US INC COM
+$367.0K
122,196
-1%
增持
AIZ
ASSURANT INC COM
-$362.5K
113,781
+1%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$349.7K
38,568
-2%
减持
HPQ
HP INC COM
+$328.9K
142,175
-1%
增持
VLY
Valley National Bncp
+$317.9K
109,202
+79%
增持
V
VISA INC COM CL A
+$316.0K
2,557
+104%
增持
AMZN
AMAZON COM INC COM
+$291.3K
12,860
+4%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$275.9K
42,852
-2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$267.6K
69,381
+5%
增持
SON
SONOCO PRODS CO COM
+$258.6K
354,016
+1%
减持
DG
DOLLAR GEN CORP NEW COM
-$258.0K
13
-99%
建仓
ULTA
ULTA BEAUTY INC COM
+$248.8K
456
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$248.8K
39,333
+14%
减持
SDY
SPDR S&P Div ETF
-$248.1K
39,508
-4%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$246.7K
57,001
-2%
建仓
ENPH
ENPHASE ENERGY INC COM
+$243.5K
1,158
减持
ABBV
ABBVIE INC COM
-$236.5K
36,400
-3%
建仓
HCA
HCA HEALTHCARE INC COM
+$234.1K
888
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$226.6K
13,550
+38%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
+$208.1K
16,868
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$205.1K
10,113
-1%
减持
MCD
MCDONALDS CORP COM
+$197.7K
17,269
-2%
减持
STT
STATE STR CORP COM
-$187.8K
60,241
-2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$186.9K
1,478
-11%
减持
CMI
CUMMINS INC COM
-$184.3K
17,999
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$181.2K
61,170
-0%
减持
WM
WASTE MGMT INC DEL COM
-$175.5K
150
-88%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$175.5K
6,658
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$172.1K
7,682
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$160.2K
35,144
+5%
增持
ENTG
ENTEGRIS INC COM
+$160.0K
2,731
+180%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$159.4K
2,679
-2%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$158.8K
800
-73%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$156.7K
33,620
-1%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$150.5K
4,263
-18%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$140.5K
32,429
+4%
增持
AMAT
APPLIED MATLS INC COM
+$131.3K
5,064
+0%
减持
—
AMDOCS LTD SHS
+$127.9K
49,559
-3%
增持
HD
HOME DEPOT INC COM
+$123.5K
16,224
+10%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$120.5K
2,390
-64%
增持
JPM
JPMORGAN CHASE & CO COM
-$118.6K
39,406
+1%
增持
MMM
3M CO COM
+$105.7K
1,234
+517%
增持
KMI
KINDER MORGAN INC DEL COM
-$104.9K
228,318
+1%
减持
VRP
INVESCO VARIABLE RATE PREFERRED ETF
-$102.1K
44,590
-8%
减持
MDLZ
MONDELEZ INTL INC CL A
-$99.5K
400
-79%
减持
VCSH
Vanguard S/T Corp
-$96.7K
31,326
-5%
减持
SPY
SPDR S&P 500 ETF TRUST
+$95.5K
8,350
-4%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$94.0K
64,303
+5%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$89.1K
1,046
-22%
减持
VICI
VICI PPTYS INC COM
-$88.8K
138,477
-3%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$87.2K
7,969
-2%
减持
TOTL
SPDR Doubleline
-$86.4K
5,908
-28%
减持
GPC
GENUINE PARTS CO COM
-$85.0K
83
-85%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$85.0K
17,616
-3%
清仓
RHI
ROBERT HALF INTL INC COM
-$81.9K
0
-100%
减持
VTV
VANGUARD VALUE ETF
-$81.0K
18,458
-1%
减持
LITE
LUMENTUM HLDGS INC COM
-$75.6K
91
-94%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$75.2K
23,716
+12%
减持
FTNT
FORTINET INC COM
+$72.5K
4,222
-1%
清仓
LAD
LITHIA MTRS INC COM
-$71.7K
0
-100%
减持
BA
BOEING CO COM
-$66.2K
388
-50%
减持
DIS
DISNEY WALT CO COM
-$64.8K
1,462
-40%
减持
DE
DEERE & CO COM
-$63.6K
741
-14%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$60.6K
11,962
+4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$60.0K
6,053
-16%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$55.7K
614
-67%
减持
BND
Vanguard Total Bond
-$53.7K
9,081
-10%
减持
MA
MASTERCARD INCORPORATED CL A
-$52.7K
229
-41%
清仓
PM
PHILIP MORRIS INTL INC COM
-$50.6K
0
-100%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$49.4K
2,173
-25%
减持
VUG
VANGUARD GROWTH ETF
+$49.2K
1,549
-2%
减持
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
+$48.7K
22,978
-4%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$48.1K
7,079
-9%
减持
LLY
LILLY ELI & CO COM
-$47.5K
1,269
-4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$45.7K
138
+1%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$45.0K
3,397
-33%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$44.3K
686
+5%
减持
INTC
INTEL CORP COM
+$43.4K
7,800
-3%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$42.0K
2,673
-4%
增持
COST
COSTCO WHSL CORP NEW COM
+$41.8K
991
+0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$41.6K
710
+137%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$41.2K
1,168
-32%
