Hayek Kallen Investment Management has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $294 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.9M, Apple Inc. with a value of $28.2M, Berkshire Hathaway Inc Class B with a value of $17.7M, Walmart Inc. with a value of $12.2M, and Nvidia Corp with a value of $11.8M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $272M to 294M.
Hayek Kallen Investment Management is based out at Fairhope, AL
Below you can find more details about Hayek Kallen Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
Technology: $92.6 Million
Financial Services: $41.4 Million
Consumer Defensive: $31.5 Million
Healthcare: $30 Million
Industrials: $25.7 Million
ETFs: $24.3 Million
Communication Services: $19.4 Million
Consumer Cyclical: $14.3 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more