Hayek Kallen Investment Management: 13F holdings
CIK 14306812026Q2
| Positions | 97 |
|---|
| Reported value | $329.7m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 97 (+5 vs prior quarter) |
|---|
| Reported value | $329.7m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 132,590 | $38.4m | 11.6% |
| MSFT MICROSOFT CORP | 58,559 | $21.8m | 6.6% |
| GOOGL ALPHABET INC | 52,981 | $18.9m | 5.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 36,172 | $18.1m | 5.5% |
| WMT WALMART INC | 117,484 | $13.3m | 4.0% |
| NVDA NVIDIA CORPORATION | 65,406 | $13.1m | 4.0% |
| CAT CATERPILLAR INC | 11,607 | $12.4m | 3.7% |
| WM WASTE MGMT INC DEL | 46,746 | $10.4m | 3.2% |
| JPM JPMORGAN CHASE & CO | 29,852 | $9.8m | 3.0% |
| JNJ JOHNSON & JOHNSON | 36,608 | $9.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1430681")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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