Hayek Kallen Investment Management Portfolio Holdings

Hayek Kallen Investment Management

  • $272 Million
  • Q1 2025

Hayek Kallen Investment Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.9M, Microsoft Corp with a value of $22.4M, Berkshire Hathaway Inc Class B with a value of $19.3M, Walmart Inc. with a value of $11M, and Waste Management Inc with a value of $10.6M.

Examining the 13F form we can see an decrease of $3.58M in the current position value, from $275M to 272M.

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 $272 Million
Technology: $77.8 Million
Financial Services: $39 Million
Healthcare: $33.7 Million
Consumer Defensive: $30 Million
Industrials: $23.7 Million
ETFs: $22 Million
Communication Services: $16.6 Million
Consumer Cyclical: $13.3 Million
Other: $13.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$671M
$102,000 0.04% of portfolio
11,902
Q4 2024 Added 0.33%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $272 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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