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.
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 |