Hayek Kallen Investment Management Top Holdings and 13F Report (2025) About Hayek Kallen Investment ManagementInvestment ActivityHayek Kallen Investment Management has $294.05 thousand in total holdings as of June 30, 2025.Hayek Kallen Investment Management owns shares of 94 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 3.85% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Hayek Kallen Investment Management has purchased 92 new stocks and bought additional shares in 51 stocks.Hayek Kallen Investment Management sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $29,882Apple $28,202Berkshire Hathaway $17,703Walmart $12,189NVIDIA $11,773 Largest New Holdings this Quarter 023111404 - AMARIN CORP PLC $831 Holding75513E101 - RTX $695 Holding922907746 - Vanguard Tax-Exempt Bond ETF $295 Holding464288414 - iShares National Muni Bond ETF $293 Holding09260D107 - Blackstone $277 Holding Largest Purchases this Quarter AMARIN CORP PLC 51,211 shares (about $831.00)Invesco QQQ 1,295 shares (about $714.42)RTX 4,762 shares (about $695.00)Apple 2,853 shares (about $585.34)Amazon.com 2,160 shares (about $473.88) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 4,102 shares (about $241.14)Novo Nordisk A/S 2,837 shares (about $195.81)Zoetis 1,142 shares (about $178.22)iShares Core U.S. Aggregate Bond ETF 1,332 shares (about $132.10)McDonald's 387 shares (about $113.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofHayek Kallen Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$29,882$151 ▲0.5%60,07510.2%Computer and TechnologyAAPLApple$28,202$585 ▲2.1%137,4589.6%Computer and TechnologyBRK.BBerkshire Hathaway$17,703$80 ▲0.5%36,4436.0%FinanceWMTWalmart$12,189$31 ▼-0.3%124,6554.1%Retail/WholesaleNVDANVIDIA$11,773$393 ▲3.5%74,5204.0%Computer and TechnologyWMWaste Management$10,602$84 ▲0.8%46,3333.6%Business ServicesGOOGLAlphabet$9,697$197 ▲2.1%55,0243.3%Computer and TechnologyORCLOracle$9,522$20 ▼-0.2%43,5523.2%Computer and TechnologyJPMJPMorgan Chase & Co.$8,450$420 ▲5.2%29,1462.9%FinanceIBMInternational Business Machines$8,148$243 ▲3.1%27,6422.8%Computer and TechnologyVVisa$7,655$78 ▲1.0%21,5612.6%Business ServicesABBVAbbVie$6,243$134 ▲2.2%33,6352.1%MedicalJNJJohnson & Johnson$5,647$49 ▲0.9%36,9681.9%MedicalPMPhilip Morris International$5,484$145 ▲2.7%30,1111.9%Consumer StaplesKOCocaCola$5,450$67 ▲1.2%77,0331.9%Consumer StaplesAMZNAmazon.com$5,166$474 ▲10.1%23,5471.8%Retail/WholesaleCATCaterpillar$5,023$136 ▲2.8%12,9401.7%IndustrialsVZVerizon Communications$5,019$354 ▲7.6%115,9851.7%Computer and TechnologyNVSNovartis$4,706$72 ▼-1.5%38,8901.6%MedicalSGOViShares 0-3 Month Treasury Bond ETF$4,568$282 ▲6.6%45,3661.6%ETFUNPUnion Pacific$4,554$80 ▼-1.7%19,7941.5%TransportationTMOThermo Fisher Scientific$4,066$104 ▼-2.5%10,0271.4%MedicalJPSTJPMorgan Ultra-Short Income ETF$3,957$34 ▲0.9%78,0701.3%ETFPEPPepsiCo$3,517$90 ▲2.6%26,6391.2%Consumer StaplesMCDMcDonald's$3,454$113 ▼-3.2%11,8201.2%Retail/WholesaleQQQInvesco QQQ$3,384$714 ▲26.8%6,1341.2%FinanceBPBP$3,377$90 ▲2.7%112,8271.1%EnergyNVONovo Nordisk A/S$3,324$196 ▼-5.6%48,1591.1%MedicalVGSHVanguard Short-Term Treasury ETF$2,943$241 ▼-7.6%50,0641.0%ETFACNAccenture$2,869$4 ▼-0.2%9,5981.0%Computer and TechnologySOSouthern$2,741$29 ▼-1.0%29,8490.9%UtilitiesPFEPfizer$2,581$2 ▼-0.1%106,4850.9%MedicalVYMVanguard High Dividend Yield ETF$2,573$3 ▲0.1%19,2990.9%ETFMOAltria Group$2,543$77 ▲3.1%43,3820.9%Consumer StaplesCSCOCisco Systems$2,218$82 ▲3.8%31,9740.8%Computer and TechnologyTAT&T$2,032$290 ▲16.7%70,2270.7%Computer and TechnologyXOMExxon Mobil$1,956$54 ▼-2.7%18,1460.7%EnergyMRKMerck & Co., Inc.$1,920$39 ▲2.1%24,2500.7%MedicalLOWLowe's Companies$1,902$56 ▲3.0%8,5730.6%Retail/WholesaleCVXChevron$1,875$89 ▲5.0%13,0930.6%EnergyHDHome Depot$1,747$4 ▲0.2%4,7660.6%Retail/WholesaleCCitigroup$1,649$327 ▲24.7%19,3710.6%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,641$132 ▼-7.5%16,5470.6%FinanceDISWalt Disney$1,508$229 ▲17.9%12,1630.5%Consumer DiscretionarySBUXStarbucks$1,416$182 ▲14.7%15,4490.5%Retail/WholesaleUSBU.S. Bancorp$1,265$56 ▲4.7%27,9510.4%FinanceDUKDuke Energy$1,234$49 ▲4.1%10,4620.4%UtilitiesTGTTarget$1,168$97 ▼-7.6%11,8350.4%Retail/WholesaleMAMastercard$997$260 ▲35.2%1,7750.3%Business ServicesSCHPSchwab U.S. TIPS ETF$990$92 ▼-8.5%37,1100.3%ETFSHELShell$986$112 ▲12.8%14,0000.3%EnergyBACBank of America$923$420 ▲83.5%19,5010.3%FinanceSCHDSchwab US Dividend Equity ETF$873$60 ▲7.4%32,9460.3%ETFAMARIN CORP PLC$831$831 ▲New Holding51,2110.3%SPONSORED ADRNSCNorfolk Southern$8240.0%3,2200.3%TransportationABTAbbott Laboratories$820$34 ▼-4.0%6,0300.3%MedicalADPAutomatic Data Processing$7860.0%2,5500.3%Computer and TechnologyBABoeing$765$189 ▲32.7%3,6500.3%AerospaceSPYSPDR S&P 500 ETF Trust$731$302 ▲70.2%1,1830.2%FinanceMETAMeta Platforms$717$253 ▲54.4%9710.2%Computer and TechnologyRTXRTX$695$695 ▲New Holding4,7620.2%AerospaceKVUEKenvue$689$55 ▲8.6%32,9100.2%Consumer StaplesDEDeere & Company$6610.0%1,2990.2%IndustrialsPGProcter & Gamble$6300.0%3,9510.2%Consumer StaplesTSLATesla$612$87 ▲16.6%1,9280.2%Auto/Tires/TrucksPHParker-Hannifin$6110.0%8750.2%IndustrialsBKBank of New York Mellon$5860.0%6,4290.2%FinanceDDominion Energy$567$40 ▲7.5%10,0280.2%UtilitiesWFCWells Fargo & Company$510$128 ▲33.6%6,3600.2%FinanceHONHoneywell International$5080.0%2,1810.2%Multi-Sector ConglomeratesTFCTruist Financial$475$86 ▲22.1%11,0470.2%FinanceGOOGAlphabet$449$96 ▲27.1%2,5300.2%Computer and TechnologyGLGlobe Life$4260.0%3,4250.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$417$124 ▲42.5%9460.1%FinanceETNEaton$3910.0%1,0960.1%IndustrialsSUBiShares Short-Term National Muni Bond ETF$3640.0%3,4250.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$347$7 ▼-1.9%4,1900.1%ETFZTSZoetis$331$178 ▼-35.0%2,1210.1%MedicalSCHQSchwab Long-Term U.S. Treasury ETF$3270.0%10,2500.1%ETFMDLZMondelez International$3020.0%4,4720.1%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$295$295 ▲New Holding6,0070.1%ETFMUBiShares National Muni Bond ETF$293$293 ▲New Holding2,8000.1%ETFNZFNuveen Municipal Credit Income Fund$292$81 ▲38.5%24,5280.1%Financial ServicesAYIAcuity$2900.0%9720.1%Business ServicesNEENextEra Energy$283$21 ▲8.0%4,0710.1%UtilitiesIWMiShares Russell 2000 ETF$2820.0%1,3050.1%FinanceBXBlackstone$277$277 ▲New Holding1,8500.1%FinanceCTVACorteva$2550.0%3,4190.1%Consumer StaplesHBANHuntington Bancshares$218$218 ▲New Holding12,9840.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$2180.0%1,2000.1%ETFKMBKimberly-Clark$2160.0%1,6740.1%Consumer StaplesICLRIcon$213$31 ▼-12.8%1,4650.1%MedicalNUVEEN DYNAMIC MUN OPPORTUNI$117$117 ▲New Holding11,6660.0%COM SHSAVXLAnavex Life Sciences$112$2 ▲1.7%12,1030.0%MedicalRAYTHEON TECHNOLOGIES CORP$0$650 ▼-100.0%00.0%COMAMRNAmarin$0$459 ▼-100.0%00.0%MedicalCVSCVS Health$0$343 ▼-100.0%00.0%MedicalMCKMcKesson$0$306 ▼-100.0%00.0%MedicalBRBSBlue Ridge Bankshares$0$43 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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