Hayek Kallen Investment Management as of June 30, 2026
Portfolio Holdings for Hayek Kallen Investment Management
Hayek Kallen Investment Management holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.6 | $38M | 133k | 289.36 | |
| Microsoft Corporation (MSFT) | 6.6 | $22M | 59k | 373.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $19M | 53k | 357.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $18M | 36k | 500.39 | |
| Wal-Mart Stores (WMT) | 4.0 | $13M | 118k | 113.26 | |
| NVIDIA Corporation (NVDA) | 4.0 | $13M | 65k | 200.09 | |
| Caterpillar (CAT) | 3.7 | $12M | 12k | 1064.87 | |
| Waste Management (WM) | 3.2 | $10M | 47k | 222.89 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $9.8M | 30k | 327.31 | |
| Johnson & Johnson (JNJ) | 2.8 | $9.3M | 37k | 253.96 | |
| Abbvie (ABBV) | 2.5 | $8.3M | 33k | 251.66 | |
| International Business Machines (IBM) | 2.4 | $7.7M | 28k | 281.20 | |
| Visa Com Cl A (V) | 2.3 | $7.4M | 22k | 343.10 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.9 | $6.4M | 63k | 100.67 | |
| Coca-Cola Company (KO) | 1.9 | $6.3M | 77k | 81.27 | |
| Amazon (AMZN) | 1.8 | $6.0M | 25k | 238.35 | |
| Novartis Sponsored Adr (NVS) | 1.8 | $5.9M | 38k | 156.72 | |
| Philip Morris International (PM) | 1.6 | $5.4M | 30k | 180.90 | |
| Verizon Communications (VZ) | 1.6 | $5.3M | 126k | 42.34 | |
| Union Pacific Corporation (UNP) | 1.6 | $5.2M | 19k | 272.02 | |
| Oracle Corporation (ORCL) | 1.5 | $4.9M | 33k | 146.56 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $4.6M | 6.2k | 736.51 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $4.5M | 90k | 50.57 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $4.4M | 8.8k | 501.31 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $4.2M | 26k | 158.03 | |
| BP Sponsored Adr (BP) | 1.2 | $4.1M | 110k | 36.95 | |
| Cisco Systems (CSCO) | 1.1 | $3.7M | 32k | 117.45 | |
| Pepsi (PEP) | 1.0 | $3.4M | 25k | 135.39 | |
| Deere & Company (DE) | 1.0 | $3.3M | 5.3k | 634.33 | |
| Altria (MO) | 0.9 | $3.1M | 44k | 71.96 | |
| Merck & Co (MRK) | 0.9 | $3.1M | 24k | 128.52 | |
| McDonald's Corporation (MCD) | 0.9 | $3.0M | 11k | 270.35 | |
| Citigroup Com New (C) | 0.9 | $2.8M | 20k | 139.94 | |
| Southern Company (SO) | 0.8 | $2.7M | 28k | 95.71 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $2.5M | 43k | 58.20 | |
| Chevron Corporation (CVX) | 0.7 | $2.4M | 14k | 165.76 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $2.4M | 17k | 136.74 | |
| Pfizer (PFE) | 0.7 | $2.3M | 95k | 24.07 | |
| Lowe's Companies (LOW) | 0.6 | $1.8M | 8.3k | 220.47 | |
| Us Bancorp Com New (USB) | 0.5 | $1.7M | 28k | 60.41 | |
| Home Depot (HD) | 0.5 | $1.7M | 4.8k | 352.65 | |
| At&t (T) | 0.5 | $1.6M | 76k | 20.70 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.5M | 16k | 99.00 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.5M | 15k | 102.22 | |
| Bank of America Corporation (BAC) | 0.4 | $1.4M | 25k | 56.98 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $1.3M | 11k | 126.56 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | 2.2k | 513.66 | |
| Walt Disney Company (DIS) | 0.3 | $1.1M | 11k | 96.28 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.1M | 1.4k | 746.83 | |
| Norfolk Southern (NSC) | 0.3 | $1.0M | 3.2k | 314.60 | |
| Bank of New York Mellon Corporation (BNY) | 0.3 | $930k | 6.4k | 144.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $897k | 2.5k | 353.29 | |
| Tesla Motors (TSLA) | 0.3 | $874k | 2.1k | 420.60 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $808k | 26k | 31.72 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $803k | 4.2k | 189.74 | |
| Boeing Company (BA) | 0.2 | $790k | 3.7k | 216.44 | |
| Shell Spon Ads (SHEL) | 0.2 | $768k | 9.9k | 77.54 | |
| Meta Platforms Cl A (META) | 0.2 | $742k | 1.3k | 563.40 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $709k | 725.00 | 977.93 | |
| Micron Technology (MU) | 0.2 | $689k | 597.00 | 1154.10 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $680k | 26k | 26.49 | |
| Dominion Resources (D) | 0.2 | $616k | 9.0k | 68.23 | |
| Globe Life (GL) | 0.2 | $612k | 3.4k | 178.69 | |
| Nextera Energy (NEE) | 0.2 | $573k | 6.5k | 87.84 | |
| Automatic Data Processing (ADP) | 0.2 | $571k | 2.6k | 223.92 | |
| Procter & Gamble Company (PG) | 0.2 | $565k | 3.9k | 146.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $558k | 4.5k | 124.53 | |
| Abbott Laboratories (ABT) | 0.2 | $552k | 6.1k | 90.79 | |
| Advanced Micro Devices (AMD) | 0.2 | $499k | 859.00 | 580.91 | |
| Broadcom (AVGO) | 0.2 | $497k | 1.3k | 378.23 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $482k | 1.1k | 433.45 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $469k | 898.00 | 522.27 | |
| Wells Fargo & Company (WFC) | 0.1 | $467k | 5.7k | 82.58 | |
| Eaton Corp SHS (ETN) | 0.1 | $467k | 1.1k | 426.09 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $460k | 4.3k | 106.36 | |
| Western Digital (WDC) | 0.1 | $447k | 700.00 | 638.57 | |
| Truist Financial Corp equities (TFC) | 0.1 | $411k | 8.3k | 49.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $392k | 1.3k | 300.38 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $391k | 3.6k | 107.71 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $366k | 4.4k | 82.69 | |
| Acuity Brands (AYI) | 0.1 | $340k | 903.00 | 376.52 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $324k | 6.4k | 50.57 | |
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.1 | $313k | 10k | 31.33 | |
| Corteva (CTVA) | 0.1 | $290k | 3.4k | 84.82 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $264k | 1.2k | 212.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $259k | 4.5k | 57.92 | |
| Honeywell International (HON) | 0.1 | $247k | 1.1k | 223.53 | |
| Honeywell Aerospace (HONA) | 0.1 | $244k | 1.1k | 220.81 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $228k | 1.0k | 218.39 | |
| Roundhill Etf Trust Memory Etf | 0.1 | $214k | 2.9k | 73.79 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $212k | 12k | 17.69 | |
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $207k | 8.0k | 25.88 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $206k | 1.8k | 117.71 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.1 | $204k | 13k | 15.93 | |
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $201k | 8.0k | 25.12 | |
| Cormedix Inc cormedix (CRMD) | 0.0 | $123k | 16k | 7.82 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $122k | 47k | 2.59 |