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CIK: 0001430681
Total reported value
$329.7K
$329.7K
92 檔
28287.9%
In Q1 2025, Hayek Kallen Investment Management's U.S. equity holdings reached a combined market value of $329.7K, distributed across 92 disclosed stock positions.
In Q1 2025, Hayek Kallen Investment Management displayed an active expansion posture, initiating 92 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 28287.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $29.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.01% | +0.62% | -2.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.26% | -0.47% | -0.58% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.12% | -0.19% | -0.65% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.04% | -0.78% | -0.29% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 3.92% | -0.29% | -0.20% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.07% | +0.64% | -0.21% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.24% | -2.49% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | +0.14% | -0.44% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.54% | +0.18% | -1.63% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | +0.13% | +0.91% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.46% | +0.20% | -1.57% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.25% | -0.19% | -1.41% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.24% | -0.08% | -1.15% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.01% | +0.01% | +0.19% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.88% | -0.11% | -2.51% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.80% | -0.41% | +4.32% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.75% | +0.06% | -0.29% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.71% | +0.04% | +3.08% | |
| 19 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.62% | -0.11% | -1.47% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.58% | -0.06% | +15.60% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.53% | +1.01% | -0.04% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.18% | +0.56% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.44% | -0.01% | -0.19% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | -0.26% | +0.26% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.40% | -0.22% | -1.11% | |
| 26 | BP | Bp Plc-spons Adr | Stock-Energy | 1.37% | -0.48% | +6.09% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.30% | -0.07% | EXIT | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.17% | -0.12% | -3.20% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.10% | -0.27% | -0.93% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.07% | -1.55% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | -0.19% | +3.48% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.93% | +0.02% | -0.06% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.92% | +0.19% | +1.55% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.25% | +0.73% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.26% | -0.54% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | +0.01% | -7.10% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.25% | -0.04% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.10% | -1.45% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.33% | +1.71% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.04% | -3.36% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | +8.21% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.63% | -0.22% | -2.75% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.49% | — | -3.49% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.49% | +0.02% | +4.31% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.45% | -0.05% | -2.87% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.42% | — | +0.06% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.41% | +0.13% | +125.00% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.40% | -0.03% | -6.24% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | -0.03% | -4.14% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.34% | -0.14% | -0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | WMT | Walmart Inc | — | NEW | New buy |
| 5 | WM | Waste Management Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 12 | ORCL | Oracle CORP | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | KO | Coca-cola Co/the | — | NEW | New buy |
| 15 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 17 | UNP | Union Pacific CORP | — | NEW | New buy |
| 18 | PM | Philip Morris International | — | NEW | New buy |
| 19 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 20 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 21 | CAT | Caterpillar Inc | — | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 23 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 24 | PEP | Pepsico Inc | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 27 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 28 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 29 | ACN | Accenture plc | — | NEW | New buy |
| 30 | SO | Southern Co/the | — | NEW | New buy |
| 31 | PFE | Pfizer Inc | — | NEW | New buy |
| 32 | MO | Altria Group Inc | — | NEW | New buy |
| 33 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 37 | CVX | Chevron CORP | — | NEW | New buy |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 40 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 41 | HD | Home Depot Inc | — | NEW | New buy |
| 42 | T | At&t Inc | — | NEW | New buy |
| 43 | TGT | Target CORP | — | NEW | New buy |
| 44 | SBUX | Starbucks CORP | — | NEW | New buy |
| 45 | DUK | Duke Energy CORP | — | NEW | New buy |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 50 | SHEL | Shell Plc-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Hayek Kallen Investment Management reported a total U.S. public equity portfolio value of $329.7K across 92 disclosed positions in Q1 2025.
During Q1 2025, Hayek Kallen Investment Management's top holdings by market value included AAPL (11.0%)、MSFT (8.3%)、BRK-B (7.1%). The largest single position, AAPL, represented 11.0% of total portfolio value.
In Q1 2025, Hayek Kallen Investment Management made 92 total portfolio adjustments, initiating 92 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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