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HC Capital Solutions
Brad Conger · Investment Advisor · Multi-Strategy
HC Capital Solutions is a separate operating division of Hirtle Callaghan & Co., LLC, serving as the primary investment adviser to the HC Capital Trust. Based in West Conshohocken, Pennsylvania, the firm operates within the broader Hirtle Callaghan platform, which pioneered the Outsourced Chief Investment Officer (OCIO) model for institutional and private clients. HC Capital Solutions focuses on asset allocation and the selection of independent specialist managers to manage its diverse range of portfolios. The division oversees approximately twenty-two distinct investment portfolios across various asset classes, including domestic and international equities, fixed income, and alternative strategies. By leveraging a multi-manager framework, HC Capital Solutions provides comprehensive portfolio construction, continuous manager due diligence, and risk oversight designed to meet the sophisticated investment needs of families, endowments, and foundations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.9% |
| YTD return | +15.4% |
| Sharpe ratio | 3.67 |
| Win rate | 55% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.hccapitalsolutions.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.2% | +17.0% |
| AAPL | Apple Inc | 14.6% | +28.7% |
| MSFT | Microsoft Corporation | 11.4% | -0.2% |
| GOOGL | Alphabet Inc Class A | 11.4% | +34.5% |
| AMZN | Amazon.com Inc | 7.7% | +12.0% |
| AVGO | Broadcom Inc | 4.7% | +6.9% |
| META | Meta Platforms Inc. | 3.9% | -3.0% |
| AMD | Advanced Micro Devices Inc | 3.0% | +133.3% |
| JNJ | Johnson & Johnson | 2.8% | +36.1% |
| TSLA | Tesla Inc | 2.5% | -16.7% |
| MU | Micron Technology Inc | 2.5% | +21.6% |
| LLY | Eli Lilly and Company | 2.4% | +31.5% |
| JPM | JPMorgan Chase & Co | 2.3% | +13.0% |
| CSCO | Cisco Systems Inc | 2.2% | +47.3% |
| INTC | Intel Corporation | 2.1% | +74.6% |
| XOM | Exxon Mobil Corp | 2.0% | +2.1% |
| BRK-A | Berkshire Hathaway Inc | 2.0% | +2.9% |
| WMT | Walmart Inc. Common Stock | 1.9% | -0.2% |
| V | Visa Inc. Class A | 1.7% | +7.1% |
| CAT | Caterpillar Inc | 1.6% | -0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MU | 3.2% → 2.5% |
| Sep 7, 2026 | BUY | XOM | 1.7% → 2.0% |
| Sep 7, 2026 | SELL | AMD | 3.1% → 3.0% |
| Sep 7, 2026 | SELL | LLY | 2.7% → 2.4% |
| Sep 7, 2026 | SELL | MA | 1.7% → 0.0% |
Investment Style Analysis
HC Capital Solutions is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, HC Capital Solutions made a significant move by reducing the position in MU. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution employs a multi-manager investment philosophy that centers on the Outsourced Chief Investment Officer (OCIO) model. Its strategy involves constructing diversified portfolios by selecting and overseeing 'Specialist Managers'—independent investment firms chosen for their specific expertise in particular asset classes or styles. HC Capital Solutions focuses on institutional-grade asset allocation and rigorous manager due diligence to manage risk and enhance returns. The core philosophy is to provide clients with access to a highly specialized and broad range of investment strategies, spanning from value and growth equity to core fixed income and commodities, all unified under a centralized risk management and portfolio construction framework.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with HC Capital Solutions.
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Frequently asked questions
How is the simulated portfolio for HC Capital Solutions constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is HC Capital Solutions's largest holding?
As of the latest filing, HC Capital Solutions's top position is NVIDIA Corporation (NVDA), representing 17.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is HC Capital Solutions's historical performance and risk profile?
Our simulation indicates a total return of +21.9% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.67, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does HC Capital Solutions primarily invest in?
HC Capital Solutions has a strong preference for the Semiconductors sector, which makes up 29.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is HC Capital Solutions's portfolio concentrated or diversified?
HC Capital Solutions runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has HC Capital Solutions performed in 2026?
Our AI-simulated model portfolio for HC Capital Solutions tracks a Year-to-Date (YTD) return of +15.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Brad Conger manage HC Capital Solutions directly?
Yes, Brad Conger serves as the key portfolio manager for HC Capital Solutions, overseeing the investment strategy and final capital allocation decisions.