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Hallmark Capital Management Inc.
Hallmark Capital Management Inc is an independent investment adviser based in Wayne, New Jersey, serving high-net-worth individuals, families, trusts, retirement plans, and charitable institutions. Founded in 1986, the firm provides portfolio management and advisory services to clients and manages diversified investment portfolios. Hallmark Capital Management Inc employs a team of investment professionals dedicated to delivering tailored financial solutions.
Investment Strategy
Hallmark Capital Management Inc provides customized investment management focusing on diversified portfolios of equities, fixed income, and alternative assets, based on each client's objectives, risk tolerance, and time horizon. The firm employs a disciplined, long-term approach to asset allocation and security selection, seeking to achieve steady growth and preserve capital through active management and independent research.
Latest 13F Filing Activity
Hallmark Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 297 equity positions with a total 13F market value of $1B. The fund increased holdings in Citizens Finl Group Inc. Com, Corning Inc. Com, Broadcom Inc. Com among other positions. Hallmark Capital Management Inc. reduced exposure to Elevance Health Inc. Com, Ringcentral Inc. CL A, Invesco S&P 500 Equal Weight Etf among others.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 2.95% | $41.0M | 375,688 | $70.80 | $109.20 | -$1.9M |
A AVGO | BROADCOM INC COM | 2.83% | $39.3M | 142,723 | $27.85 | $275.65 | +$14.2M |
A AAPL | APPLE INC COM | 2.83% | $39.3M | 191,695 | $21.64 | $205.17 | -$4.2M |
M MSFT | MICROSOFT CORP COM | 2.58% | $35.8M | 71,985 | $50.28 | $497.41 | +$7.5M |
O ORCL | ORACLE CORP COM | 2.34% | $32.5M | 148,796 | $35.11 | $218.63 | +$10.8M |
Industry Allocation
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