Sponsored

The Analysis of Hayek Kallen Investment Management's Holdings & P&L

Currently, Hayek Kallen Investment Management holds 92 types of securities in its portfolio with a total value $307.0K. In the most recent quarter, they have increased their positions in AAPL (+133.3K shares, valued at $33.8K), MSFT (+58.8K shares, valued at $21.8K), N/A (+36.4K shares, valued at $17.4K); initiated new positions in AAPL (+133.3K shares, valued at $33.8K), MSFT (+58.8K shares, valued at $21.8K), N/A (+36.4K shares, valued at $17.4K).

1M P&L

-30.8K-5.48%

3M P&L

-150.8K-22.10%

HY P&L

-241.9K-31.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices0.8K

100.0%

Top Industries by Stock Count

1Medical Devices1 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC133.3K sharesnew addition2026-03-312026-05-15

MSFT MICROSOFT CORP58.8K sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL36.4K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC54.4K sharesnew addition2026-03-312026-05-15

WMT WALMART INC119.1K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION65.7K sharesnew addition2026-03-312026-05-15

WM WASTE MGMT INC DEL46.1K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON36.4K sharesnew addition2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO29.6K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC11.9K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC32.9K sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS27.2K sharesnew addition2026-03-312026-05-15

V VISA INC21.6K sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC124.3K sharesnew addition2026-03-312026-05-15

SGOV ISHARES TR60.8K sharesnew addition2026-03-312026-05-15

NVS NOVARTIS AG38.1K sharesnew addition2026-03-312026-05-15

Sponsored

KO COCA COLA CO76.4K sharesnew addition2026-03-312026-05-15

BP BP PLC112.0K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP34.9K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC24.3K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC29.8K sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP19.2K sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC9.0K sharesnew addition2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F83.9K sharesnew addition2026-03-312026-05-15

Sponsored

PEP PEPSICO INC25.6K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR6.1K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP11.1K sharesnew addition2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS22.5K sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL CORP17.7K sharesnew addition2026-03-312026-05-15

CVX CHEVRON CORPORATION14.5K sharesnew addition2026-03-312026-05-15

DE DEERE & CO5.2K sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC23.7K sharesnew addition2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC43.2K sharesnew addition2026-03-312026-05-15

SO SOUTHERN CO28.2K sharesnew addition2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS46.2K sharesnew addition2026-03-312026-05-15

PFE PFIZER INC96.1K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC31.4K sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC19.4K sharesnew addition2026-03-312026-05-15

T AT&T INC73.2K sharesnew addition2026-03-312026-05-15

LOW LOWES COS INC8.4K sharesnew addition2026-03-312026-05-15

Sponsored

USB US BANCORP30.2K sharesnew addition2026-03-312026-05-15

HD HOME DEPOT INC4.8K sharesnew addition2026-03-312026-05-15

AGG ISHARES TR15.7K sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.5K sharesnew addition2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.9K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP14.7K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP23.6K sharesnew addition2026-03-312026-05-15

SHEL SHELL PLC12.3K sharesnew addition2026-03-312026-05-15

Sponsored

DIS DISNEY WALT CO11.4K sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.0K sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP3.2K sharesnew addition2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.3K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION4.3K sharesnew addition2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR26.5K sharesnew addition2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP6.4K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC2.0K sharesnew addition2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC2.5K sharesnew addition2026-03-312026-05-15

BA BOEING CO3.6K sharesnew addition2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR27.3K sharesnew addition2026-03-312026-05-15

PH PARKER-HANNIFIN CORP725 sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES6.1K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC1.0K sharesnew addition2026-03-312026-05-15

D DOMINION ENERGY INC9.0K sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.9K sharesnew addition2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.5K sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC2.2K sharesnew addition2026-03-312026-05-15

GL GLOBE LIFE INC3.4K sharesnew addition2026-03-312026-05-15

WFC WELLS FARGO & CO5.6K sharesnew addition2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND937 sharesnew addition2026-03-312026-05-15

SUB ISHARES TR3.7K sharesnew addition2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.1K sharesnew addition2026-03-312026-05-15

TFC TRUIST FINL CORP8.3K sharesnew addition2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC4.0K sharesnew addition2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-03-312026-05-15

SCHQ SCHWAB STRATEGIC TR10.6K sharesnew addition2026-03-312026-05-15

IWM ISHARES TR1.3K sharesnew addition2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS6.0K sharesnew addition2026-03-312026-05-15

MUB ISHARES TR2.8K sharesnew addition2026-03-312026-05-15

CTVA CORTEVA INC3.4K sharesnew addition2026-03-312026-05-15

MDLZ MONDELEZ INTL INC4.5K sharesnew addition2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC757 sharesnew addition2026-03-312026-05-15

AYI ACUITY INC903 sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC819 sharesnew addition2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-03-312026-05-15

NVO NOVO-NORDISK A S6.2K sharesnew addition2026-03-312026-05-15

WDC WESTERN DIGITAL CORP775 sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC1.8K sharesnew addition2026-03-312026-05-15

Sponsored

HBAN HUNTINGTON BANCSHARES INC12.0K sharesnew addition2026-03-312026-05-15

AMARIN CORP PLC AMARIN CORP PLC12.8K sharesnew addition2026-03-312026-05-15

AVXL ANAVEX LIFE SCIENCES CORP47.1K sharesnew addition2026-03-312026-05-15

CRMD CORMEDIX INC15.7K sharesnew addition2026-03-312026-05-15

AAPL

APPLE INC

New

Shares133.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

New

Shares58.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

New

Shares36.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares54.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

New

Shares119.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares65.7K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

New

Shares46.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

New

Shares36.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

New

Shares29.6K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

New

Shares11.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

New

Shares32.9K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares27.2K

Event2026-03-31

Filed2026-05-15

VISA INC

New

Shares21.6K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

New

Shares124.3K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares60.8K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

New

Shares38.1K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

New

Shares76.4K

Event2026-03-31

Filed2026-05-15

BP PLC

New

Shares112.0K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

New

Shares34.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares24.3K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

New

Shares29.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

New

Shares19.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares83.9K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

New

Shares25.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

New

Shares11.1K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

New

Shares22.5K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

New

Shares17.7K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

New

Shares14.5K

Event2026-03-31

Filed2026-05-15

DEERE & CO

New

Shares5.2K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

New

Shares23.7K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

New

Shares43.2K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

New

Shares28.2K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares46.2K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

New

Shares96.1K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

New

Shares31.4K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

New

Shares19.4K

Event2026-03-31

Filed2026-05-15

AT&T INC

New

Shares73.2K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

New

Shares8.4K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

New

Shares30.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

New

Shares15.7K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

New

Shares6.9K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

New

Shares14.7K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

New

Shares23.6K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

New

Shares12.3K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

New

Shares11.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

New

Shares26.5K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

BOEING CO

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

New

Shares27.3K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

New

Shares725

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15