HK
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Hayek Kallen Investment Management13F | |
| Hayek Kallen Investment Management | |
| Last update 2025-05-15 | 92 Stocks (2 new) |
| Value $272.00 Mil | Turnover 1 % |
Hayek Kallen Investment Manage... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 134,605 | 29,900.0 | -2.01% | 11.010 | -0.25% | 0.000 | +3.27% | -13.97% | 3,209,858.4 | Hardware | |
MSFT | Microsoft Corp | 59,771 | 22,440.0 | -0.58% | 8.260 | -0.05% | 0.000 | +32.53% | +22.02% | 3,807,989.5 | Software | |
BRK.B | Berkshire Hathaway Inc | 36,279 | 19,320.0 | -0.65% | 7.110 | -0.04% | 0.000 | -8.62% | +7.18% | 1,047,647.2 | Insurance | |
WMT | Walmart Inc | 124,974 | 10,970.0 | -0.29% | 4.040 | -0.01% | 0.000 | +1.02% | +7.45% | 770,788.7 | Retail - Defensive | |
WM | Waste Management Inc | 45,968 | 10,640.0 | -0.20% | 3.920 | -0.01% | 0.010 | +1.52% | +14.86% | 92,602.1 | Waste Management | |
GOOGL | Alphabet Inc | 53,908 | 8,340.0 | -0.21% | 3.070 | -0.01% | 0.000 | +21.51% | +2.36% | 2,346,898.9 | Interactive Media | |
NVDA | NVIDIA Corp | 72,032 | 7,810.0 | -2.49% | 2.880 | -0.09% | 0.000 | +62.43% | +28.75% | 4,215,755.0 | Semiconductors | |
V | Visa Inc | 21,341 | 7,480.0 | -0.44% | 2.750 | -0.01% | 0.000 | +6.52% | +13.34% | 697,399.6 | Credit Services | |
ABBV | AbbVie Inc | 32,913 | 6,900.0 | -1.63% | 2.540 | -0.04% | 0.000 | +6.89% | +10.53% | 337,630.3 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 27,698 | 6,790.0 | +0.91% | 2.500 | +0.02% | 0.000 | +22.98% | +26.93% | 823,293.7 | Banks |
Hayek Kallen Investment Management's Historical Top Holdings Breakdowns
Hayek Kallen Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -0.27% | 156.48 ($166.29) 175.67 | $152.89 | -8.06% | Reduce -57.85% | 3,263 | -4,478 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.25% | 209.68 ($231.67) 247.1 | $214.91 | -7.23% | Reduce -2.01% | 134,605 | -2,755 | |
C | Citigroup Inc | 2025-03-31 | Add Add | +0.23% | 67.23 ($76.25) 84.63 | $96.48 | 26.53% | Add 125% | 15,534 | 8,630 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.21% | 100.34 ($100.51) 100.68 | $100.64 | 0.12% | Add 15.6% | 42,570 | 5,745 | |
NVO | Novo Nordisk AS | 2025-03-31 | Reduce Reduce | -0.13% | 69.3 ($82.59) 90.95 | $70.42 | -14.74% | Reduce -7.65% | 50,996 | -4,224 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.13% | 79.17 ($80.9) 82.04 | $82.44 | 1.90% | New holding | 4,273 | 4,273 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.09% | 106.98 ($126.74) 149.43 | $172.68 | 36.25% | Reduce -2.49% | 72,032 | -1,843 | |
BP | BP PLC | 2025-03-31 | Add Add | +0.08% | 29.93 ($32.64) 35.31 | $32.35 | -0.89% | Add 6.09% | 109,825 | 6,300 | |
CTVA | Corteva Inc | 2025-03-31 | New Buy New Buy | +0.08% | 55.94 ($61.83) 66.15 | $73.44 | 18.79% | New holding | 3,419 | 3,419 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.07% | 83.01 ($93.37) 101.02 | $83.71 | -10.35% | Reduce -7.1% | 23,759 | -1,815 |
Hayek Kallen Investment Management Total Holding History ($B)
Hayek Kallen Investment Management's Asset Allocation
Hayek Kallen Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Hayek Kallen Investment Management's Hypothetical Growth since 2025-03-31
Hayek Kallen Investment Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hayek Kallen Investment Management's Holdings Heat Map
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Hayek Kallen Investment Management's Holdings Bubble Chart
Hayek Kallen Investment Management News
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