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Portfolio (Quarterly) Guide ↗

Hayek Kallen Investment Management

· CIK 0001430681
13F Portfolio $317M AUM Filed Mar 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 93 New
Page 3 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AT&T INC 72,659.0 $1.8M 0.57% NEW $24.84
42 US BANCORP DEL 31,003.0 $1.7M 0.52% NEW $53.35
43 HOME DEPOT INC 4,757.0 $1.6M 0.52% NEW $344.12
44 ISHARES TR 15,777.0 $1.6M 0.50% NEW $99.89
45 DISNEY WALT CO 11,355.0 $1.3M 0.41% NEW $113.78
46 STARBUCKS CORP 14,837.0 $1.2M 0.39% NEW $84.18
47 BANK AMERICA CORP 22,527.0 $1.2M 0.39% NEW $55.00
48 DUKE ENERGY CORP NEW 10,465.0 $1.2M 0.39% NEW $117.25
49 SHELL PLC 14,036.0 $1.0M 0.33% NEW $73.45
50 NOVO-NORDISK A S 19,943.0 $1.0M 0.32% NEW $50.90
51 MASTERCARD INCORPORATED 1,775.0 $1.0M 0.32% NEW $570.70
52 NORFOLK SOUTHN CORP 3,220.0 $930K 0.29% NEW $288.82
53 TESLA INC 2,013.0 $905K 0.29% NEW $449.58
54 RTX CORPORATION 4,582.0 $840K 0.27% NEW $183.33
55 SPDR S&P 500 ETF TR 1,226.0 $836K 0.26% NEW $681.89
56 ALPHABET INC 2,531.0 $794K 0.25% NEW $313.71
57 BOEING CO 3,650.0 $792K 0.25% NEW $216.99
58 ABT ABBOTT LABS Healthcare 6,080.0 $762K 0.24% NEW $125.33 -30.3%
59 SCHWAB STRATEGIC TR 28,385.0 $752K 0.24% NEW $26.49
60 BANK NEW YORK MELLON CORP 6,429.0 $746K 0.23% NEW $116.04
Page 3 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%