Hayek Kallen Investment Management
Q2 2026 13F filing
Updated 24 days ago97 disclosed positions worth $329.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $38.4M | 132.6K | 11.64% | — |
| 2 | M MSFT MICROSOFT CORP | $21.8M | 58.6K | 6.63% | — |
| 3 | G GOOGN ALPHABET INC | $18.9M | 53.0K | 5.74% | — |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $18.1M | 36.2K | 5.49% | — |
| 5 | W WMT WALMART INC | $13.3M | 117.5K | 4.04% | — |
| 6 | N NVDA NVIDIA CORPORATION | $13.1M | 65.4K | 3.97% | — |
| 7 | C CAT CATERPILLAR INC | $12.4M | 11.6K | 3.75% | — |
| 8 | W WM WASTE MGMT INC DEL | $10.4M | 46.7K | 3.16% | — |
| 9 | J JPM-PM JPMORGAN CHASE & CO | $9.8M | 29.9K | 2.96% | — |
| 10 | J JNJ JOHNSON & JOHNSON | $9.3M | 36.6K | 2.82% | — |
| 11 | A ABBV ABBVIE INC | $8.3M | 32.9K | 2.51% | — |
| 12 | I IBM INTERNATIONAL BUSINESS MACHS | $7.8M | 27.6K | 2.35% | — |
| 13 | V V VISA INC | $7.4M | 21.7K | 2.26% | — |
| 14 | E ETHA ISHARES TR | $6.4M | 63.3K | 1.93% | — |
| 15 | K KO COCA COLA CO | $6.3M | 77.2K | 1.90% | — |
| 16 | A AMZN AMAZON COM INC | $6M | 25.4K | 1.83% | — |
| 17 | N NVSEF NOVARTIS AG | $5.9M | 37.5K | 1.78% | — |
| 18 | P PM PHILIP MORRIS INTL INC | $5.4M | 29.9K | 1.64% | — |
| 19 | V VZ VERIZON COMMUNICATIONS INC | $5.3M | 126.3K | 1.62% | — |
| 20 | U UNP UNION PAC CORP | $5.2M | 19.1K | 1.58% | — |
| 21 | O ORCL-PD ORACLE CORP | $4.9M | 33.2K | 1.48% | — |
| 22 | Q QQQ INVESCO QQQ TR | $4.6M | 6.2K | 1.40% | — |
| 23 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $4.5M | 89.5K | 1.37% | — |
| 24 | T TMO THERMO FISHER SCIENTIFIC INC | $4.4M | 8.8K | 1.33% | — |
| 25 | V VGES VANGUARD WHITEHALL FDS | $4.2M | 26.4K | 1.27% | — |
| 26 | B BPPFF BP PLC | $4.1M | 109.9K | 1.23% | — |
| 27 | C CSCO CISCO SYS INC | $3.7M | 31.5K | 1.12% | — |
| 28 | P PEP PEPSICO INC | $3.4M | 25.0K | 1.03% | — |
| 29 | D DE DEERE & CO | $3.3M | 5.3K | 1.02% | — |
| 30 | M MO ALTRIA GROUP INC | $3.1M | 43.5K | 0.95% | — |
| 31 | M MRK MERCK & CO INC | $3.1M | 24.1K | 0.94% | — |
| 32 | M MCD MCDONALDS CORP | $3M | 11.0K | 0.90% | — |
| 33 | C C-PR CITIGROUP INC | $2.8M | 20.0K | 0.85% | — |
| 34 | S SOMN SOUTHERN CO | $2.7M | 28.2K | 0.82% | — |
| 35 | V VGES VANGUARD SCOTTSDALE FDS | $2.5M | 43.3K | 0.76% | — |
| 36 | C CVX CHEVRON CORPORATION | $2.4M | 14.4K | 0.72% | — |
| 37 | X XOM EXXON MOBIL CORP | $2.4M | 17.4K | 0.72% | — |
| 38 | P PFE PFIZER INC | $2.3M | 94.9K | 0.69% | — |
| 39 | L LOW LOWES COS INC | $1.8M | 8.3K | 0.55% | — |
| 40 | U USB-PS US BANCORP | $1.7M | 28.0K | 0.51% | — |
| 41 | H HD HOME DEPOT INC | $1.7M | 4.8K | 0.51% | — |
| 42 | A APP AT&T INC | $1.6M | 75.5K | 0.47% | — |
| 43 | E ETHA ISHARES TR | $1.5M | 15.5K | 0.47% | — |
| 44 | S SBUX STARBUCKS CORP | $1.5M | 14.5K | 0.45% | — |
| 45 | B BAC-PS BANK OF AMER CORP | $1.4M | 25.3K | 0.44% | — |
| 46 | D DUK-PA DUKE ENERGY CORP NEW | $1.3M | 10.5K | 0.40% | — |
| 47 | M MA MASTERCARD INCORPORATED | $1.1M | 2.2K | 0.34% | — |
| 48 | D DIS DISNEY WALT CO | $1.1M | 11.1K | 0.33% | — |
| 49 | S SPY STATE STR SPDR S&P 500 ETF T | $1.1M | 1.4K | 0.32% | — |
| 50 | N NSC NORFOLK SOUTHN CORP | $1M | 3.2K | 0.31% | — |