Hayek Kallen Investment Management — 13F holdings

Hayek Kallen Investment Management reported 97 holdings worth $330M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. AAPL APPLE INC — $38.4M (11.6%)
2. MSFT MICROSOFT CORP — $21.8M (6.6%)
3. GOOGL ALPHABET INC — $18.9M (5.7%)
4. BRK.B BERKSHIRE HATHAWAY INC DEL — $18.1M (5.5%)
5. WMT Walmart Inc — $13.3M (4.0%)
6. NVDA NVIDIA CORPORATION — $13.1M (4.0%)
7. CAT CATERPILLAR INC — $12.4M (3.7%)
8. WM WASTE MGMT INC DEL — $10.4M (3.2%)
9. JPM JPMORGAN CHASE & CO. — $9.77M (3.0%)
10. JNJ JOHNSON & JOHNSON — $9.30M (2.8%)