Hayek Kallen Investment Management as of March 31, 2026
Portfolio Holdings for Hayek Kallen Investment Management
Hayek Kallen Investment Management holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.0 | $34M | 133k | 253.79 | |
| Microsoft Corporation (MSFT) | 7.1 | $22M | 59k | 370.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $17M | 36k | 479.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $16M | 54k | 287.56 | |
| Wal-Mart Stores (WMT) | 4.8 | $15M | 119k | 124.28 | |
| NVIDIA Corporation (NVDA) | 3.7 | $12M | 66k | 174.40 | |
| Waste Management (WM) | 3.5 | $11M | 46k | 229.80 | |
| Johnson & Johnson (JNJ) | 2.9 | $8.9M | 36k | 244.43 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.7M | 30k | 294.17 | |
| Caterpillar (CAT) | 2.7 | $8.4M | 12k | 708.43 | |
| Abbvie (ABBV) | 2.3 | $7.2M | 33k | 217.48 | |
| International Business Machines (IBM) | 2.1 | $6.6M | 27k | 242.40 | |
| Visa Com Cl A (V) | 2.1 | $6.5M | 22k | 302.25 | |
| Verizon Communications (VZ) | 2.0 | $6.2M | 124k | 50.20 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $6.1M | 61k | 100.67 | |
| Novartis Sponsored Adr (NVS) | 1.9 | $5.8M | 38k | 152.74 | |
| Coca-Cola Company (KO) | 1.9 | $5.8M | 76k | 76.05 | |
| BP Sponsored Adr (BP) | 1.7 | $5.3M | 112k | 47.00 | |
| Oracle Corporation (ORCL) | 1.7 | $5.1M | 35k | 147.12 | |
| Amazon (AMZN) | 1.6 | $5.1M | 24k | 208.28 | |
| Philip Morris International (PM) | 1.6 | $4.9M | 30k | 165.32 | |
| Union Pacific Corporation (UNP) | 1.5 | $4.7M | 19k | 242.60 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $4.4M | 9.0k | 491.59 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $4.2M | 84k | 50.61 | |
| Pepsi (PEP) | 1.3 | $4.0M | 26k | 155.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.5M | 6.1k | 577.29 | |
| McDonald's Corporation (MCD) | 1.1 | $3.4M | 11k | 310.79 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $3.3M | 23k | 148.11 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $3.0M | 18k | 169.69 | |
| Chevron Corporation (CVX) | 1.0 | $3.0M | 15k | 206.92 | |
| Deere & Company (DE) | 0.9 | $2.9M | 5.2k | 563.40 | |
| Merck & Co (MRK) | 0.9 | $2.9M | 24k | 120.28 | |
| Altria (MO) | 0.9 | $2.8M | 43k | 65.99 | |
| Southern Company (SO) | 0.9 | $2.7M | 28k | 96.52 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $2.7M | 46k | 58.54 | |
| Pfizer (PFE) | 0.9 | $2.7M | 96k | 28.08 | |
| Cisco Systems (CSCO) | 0.8 | $2.4M | 31k | 77.58 | |
| Citigroup Com New (C) | 0.7 | $2.2M | 19k | 113.42 | |
| At&t (T) | 0.7 | $2.1M | 73k | 28.99 | |
| Lowe's Companies (LOW) | 0.6 | $2.0M | 8.4k | 236.25 | |
| Us Bancorp Com New (USB) | 0.5 | $1.6M | 30k | 52.01 | |
| Home Depot (HD) | 0.5 | $1.6M | 4.8k | 328.99 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.6M | 16k | 99.24 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $1.4M | 11k | 130.93 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.4M | 6.9k | 198.25 | |
| Starbucks Corporation (SBUX) | 0.4 | $1.3M | 15k | 89.57 | |
| Bank of America Corporation (BAC) | 0.4 | $1.2M | 24k | 48.77 | |
| Shell Spon Ads (SHEL) | 0.4 | $1.1M | 12k | 93.00 | |
| Walt Disney Company (DIS) | 0.4 | $1.1M | 11k | 96.37 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $980k | 2.0k | 499.75 | |
| Norfolk Southern (NSC) | 0.3 | $924k | 3.2k | 286.96 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $859k | 1.3k | 650.26 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $826k | 4.3k | 192.81 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $812k | 27k | 30.69 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $763k | 6.4k | 118.68 | |
| Tesla Motors (TSLA) | 0.2 | $752k | 2.0k | 371.73 | |
| Boeing Company (BA) | 0.2 | $726k | 3.7k | 198.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $726k | 2.5k | 286.84 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $725k | 27k | 26.60 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $649k | 725.00 | 895.17 | |
| Abbott Laboratories (ABT) | 0.2 | $624k | 6.1k | 102.63 | |
| Meta Platforms Cl A (META) | 0.2 | $592k | 1.0k | 572.53 | |
| Dominion Resources (D) | 0.2 | $558k | 9.0k | 61.81 | |
| Procter & Gamble Company (PG) | 0.2 | $556k | 3.9k | 144.30 | |
| Automatic Data Processing (ADP) | 0.2 | $518k | 2.6k | 203.14 | |
| Honeywell International (HON) | 0.2 | $493k | 2.2k | 226.04 | |
| Globe Life (GL) | 0.2 | $477k | 3.4k | 139.27 | |
| Wells Fargo & Company (WFC) | 0.1 | $448k | 5.6k | 79.64 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $434k | 937.00 | 463.18 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $397k | 3.7k | 106.58 | |
| Eaton Corp SHS (ETN) | 0.1 | $392k | 1.1k | 357.66 | |
| Truist Financial Corp equities (TFC) | 0.1 | $379k | 8.3k | 45.94 | |
| Nextera Energy (NEE) | 0.1 | $369k | 4.0k | 92.92 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $360k | 4.4k | 82.68 | |
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.1 | $333k | 11k | 31.44 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $324k | 1.3k | 248.28 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $300k | 6.0k | 49.94 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $297k | 2.8k | 106.07 | |
| Corteva (CTVA) | 0.1 | $286k | 3.4k | 83.65 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $258k | 4.5k | 57.69 | |
| Micron Technology (MU) | 0.1 | $256k | 757.00 | 338.18 | |
| Acuity Brands (AYI) | 0.1 | $253k | 903.00 | 280.18 | |
| Broadcom (AVGO) | 0.1 | $253k | 819.00 | 308.91 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $230k | 1.2k | 191.67 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $229k | 6.2k | 36.73 | |
| Western Digital (WDC) | 0.1 | $210k | 775.00 | 270.97 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $205k | 1.0k | 196.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $201k | 1.8k | 114.86 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $188k | 12k | 15.69 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.1 | $185k | 13k | 14.44 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $145k | 47k | 3.08 | |
| Cormedix Inc cormedix (CRMD) | 0.0 | $107k | 16k | 6.80 |