Hayek Kallen Investment Management

Holdings as of 2026-06-30, filed 2026-08-17

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 48 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
97
Value reported by manager
$329.7K
Sum of our stored positions
$329.7K
should match the line above
Disclosure lag
48 d
quarter end to filing
Top 5 concentration
33.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

97 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$38.4K132,590037833100
MICROSOFT CORPCOM$21.8K58,559594918104
ALPHABET INCCAP STK CL A$18.9K52,98102079K305
BERKSHIRE HATHAWAY INC DELCL B NEW$18.1K36,172084670702
WALMART INCCOM$13.3K117,484931142103
NVIDIA CORPORATIONCOM$13.1K65,40667066G104
CATERPILLAR INCCOM$12.4K11,607149123101
WASTE MGMT INC DELCOM$10.4K46,74694106L109
JPMORGAN CHASE & COCOM$9.8K29,85246625H100
JOHNSON & JOHNSONCOM$9.3K36,608478160104
ABBVIE INCCOM$8.3K32,91000287Y109
INTERNATIONAL BUSINESS MACHSCOM$7.8K27,560459200101
VISA INCCOM CL A$7.4K21,71192826C839
ISHARES TR0-3 MTH TREASURY$6.4K63,31346436E718
COCA COLA COCOM$6.3K77,223191216100
AMAZON COM INCCOM$6K25,353023135106
NOVARTIS AGSPONSORED ADR$5.9K37,53866987V109
PHILIP MORRIS INTL INCCOM$5.4K29,900718172109
VERIZON COMMUNICATIONS INCCOM$5.3K126,32192343V104
UNION PAC CORPCOM$5.2K19,142907818108
ORACLE CORPCOM$4.9K33,21668389X105
INVESCO QQQ TRUNIT SER 1$4.6K6,24746090E103
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$4.5K89,47446641Q837
THERMO FISHER SCIENTIFIC INCCOM$4.4K8,765883556102
VANGUARD WHITEHALL FDSHIGH DIV YLD$4.2K26,407921946406
BP PLCSPONSORED ADR$4.1K109,902055622104
CISCO SYS INCCOM$3.7K31,51017275R102
PEPSICO INCCOM$3.4K25,038713448108
DEERE & COCOM$3.3K5,278244199105
ALTRIA GROUP INCCOM$3.1K43,48502209S103
MERCK & CO INCCOM$3.1K24,05958933Y105
MCDONALDS CORPCOM$3K11,019580135101
CITIGROUP INCCOM NEW$2.8K20,037172967424
SOUTHERN COCOM$2.7K28,200842587107
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS$2.5K43,31692206C102
CHEVRON CORPORATIONCOM$2.4K14,400166764100
EXXON MOBIL CORPCOM$2.4K17,36230231G102
PFIZER INCCOM$2.3K94,912717081103
LOWES COS INCCOM$1.8K8,255548661107
US BANCORPCOM NEW$1.7K27,974902973304
HOME DEPOT INCCOM$1.7K4,781437076102
AT&T INCCOM$1.6K75,47400206R102
ISHARES TRCORE US AGGBD ET$1.5K15,515464287226
STARBUCKS CORPCOM$1.5K14,537855244109
BANK OF AMER CORPCOM$1.4K25,290060505104
DUKE ENERGY CORP NEWCOM NEW$1.3K10,49326441C204
MASTERCARD INCORPORATEDCL A$1.1K2,15957636Q104
DISNEY WALT COCOM$1.1K11,134254687106
STATE STR SPDR S&P 500 ETF TTR UNIT$1.1K1,41878462F103
NORFOLK SOUTHN CORPCOM$1K3,220655844108
BANK OF NY MELLON CORPCOM$9306,429064058100
ALPHABET INCCAP STK CL C$8972,53902079K107
TESLA INCCOM$8742,07888160R101
SCHWAB STRATEGIC TRUS DIVIDEND EQ$80825,471808524797
RTX CORPORATIONCOM$8034,23275513E101
BOEING COCOM$7903,650097023105
SHELL PLCSPON ADS$7689,904780259305
META PLATFORMS INCCL A$7421,31730303M102
PARKER-HANNIFIN CORPCOM$709725701094104
MICRON TECHNOLOGY INCCOM$689597595112103
SCHWAB STRATEGIC TRUS TIPS ETF$68025,671808524870
DOMINION ENERGY INCCOM$6169,02825746U109
GLOBE LIFE INCCOM$6123,42537959E102
NEXTERA ENERGY INCCOM$5736,52365339F101
AUTOMATIC DATA PROCESSING INCOM$5712,550053015103
PROCTER & GAMBLE COCOM$5653,853742718109
ACCENTURE PLC IRELANDSHS CLASS A$5584,481G1151C101
ABBOTT LABORATORIESCOM$5526,080002824100
ADVANCED MICRO DEVICES INCCOM$499859007903107
BROADCOM INCCOM$4971,31411135F101
LAM RESEARCH CORPCOM NEW$4821,112512807306
STATE STR SPDR DOW JONES INDUT SER 1$46989878467X109
EATON CORP PLCSHS$4671,096G29183103
WELLS FARGO & COCOM$4675,655949746101
ISHARES TRSHRT NAT MUN ETF$4604,325464288158
WESTERN DIGITAL CORPCOM$447700958102105
TRUIST FINL CORPCOM$4118,25089832Q109
ISHARES TRRUSSELL 2000 ETF$3921,305464287655
ISHARES TRNATIONAL MUN ETF$3913,630464288414
VANGUARD SCOTTSDALE FDSINT-TERM CORP$3664,42692206C870
ACUITY INCCOM$34090300508Y102
VANGUARD MUN BD FDSTAX EXEMPT BD$3246,407922907746
SCHWAB STRATEGIC TRLONG TERM US$3139,990808524680
CORTEVA INCCOM$2903,41922052L104
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$2641,24046137V357
MONDELEZ INTL INCCL A$2594,472609207105
HONEYWELL INTL INCCOM$2471,105438516205
HONEYWELL AEROSPACE INCCOM$2441,10543849R105
VANGUARD INDEX FDSVALUE ETF$2281,044922908744
ROUNDHILL ETF TRUSTMEMORY ETF$2142,90077926X320
HUNTINGTON BANCSHARES INCCOM$21211,984446150104
SCHWAB STRATEGIC TRMUN BD ETF$2078,000808524649
BLACKSTONE INCCOM$2061,75009260D107
AMARIN CORP PLCSPONSORED ADR$20412,809023111404
FRANKLIN TEMPLETON ETF TRFRANKLIN DYN MUN$2018,00035473P868
CORMEDIX INCCOM$12315,72821900C308
ANAVEX LIFE SCIENCES CORPCOM NEW$12247,109032797300
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-17