maggie allison

Hayek Kallen Investment Management

Assets Managed

$307.003M

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

-3.1%(2Q avg: -1.55%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hayek Kallen Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Hayek Kallen Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.003M in assets, with a quarterly growth rate of -3.1% and a 2-quarter average growth rate of -1.55%. The portfolio is managed by maggie allison, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity New Position	11.03%	$33.837M 133,326 shares@ $253.8 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	7.1%	$21.77M 58,810 shares@ $370.18 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	5.69%	$17.447M 36,409 shares@ $479.2 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	5.1%	$15.643M 54,399 shares@ $287.57 avg price	New Position
WMT Walmart Inc Recent Activity New Position	4.83%	$14.805M 119,128 shares@ $124.28 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	3.73%	$11.451M 65,658 shares@ $174.41 avg price	New Position
WM Waste Management Inc Recent Activity New Position	3.46%	$10.593M 46,097 shares@ $229.8 avg price	New Position
JNJ Johnson & Johnson Recent Activity New Position	2.9%	$8.895M 36,391 shares@ $244.43 avg price	New Position
JPM Jpmorgan Chase & Co Recent Activity New Position	2.84%	$8.696M 29,561 shares@ $294.18 avg price	New Position
CAT Caterpillar Inc Recent Activity New Position	2.75%	$8.424M 11,891 shares@ $708.44 avg price	New Position

1-10 of 92