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CIK: 0001430681
Total reported value
$329.7K
$329.7K
93 檔
34457.6%
In Q4 2025, Hayek Kallen Investment Management's U.S. equity holdings reached a combined market value of $329.7K, distributed across 93 disclosed stock positions.
Hayek Kallen Investment Management executed strategic sector rebalancing during Q4 2025, establishing 92 new positions while fully exiting 93 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 11.55% | — | — | ||
| 2 | ✓ | Stock-Other | 8.91% | — | — | ||
| 3 | ✓ | Stock-Other | 5.72% | — | — | ||
| 4 | ✓ | Stock-Other | 5.37% | — | — | ||
| 5 | ✓ | Stock-Other | 4.31% | — | — | ||
| 6 | ✓ | Stock-Other | 3.93% | — | — | ||
| 7 | ✓ | Stock-Other | 3.20% | — | — | ||
| 8 | ✓ | Stock-Other | 2.98% | — | — | ||
| 9 | ✓ | Stock-Other | 2.56% | — | — | ||
| 10 | ✓ | Stock-Other | 2.39% | — | — | ||
| 11 | ✓ | Abbott Laboratories | Stock-Other | 2.39% | — | — | |
| 12 | ✓ | Stock-Other | 2.37% | — | — | ||
| 13 | ✓ | Stock-Other | 2.31% | — | — | ||
| 14 | ✓ | Stock-Other | 2.27% | — | — | ||
| 15 | ✓ | Stock-Other | 1.81% | — | — | ||
| 16 | ✓ | Stock-Other | 1.74% | — | — | ||
| 17 | ✓ | Stock-Other | 1.69% | — | — | ||
| 18 | ✓ | Stock-Other | 1.69% | — | — | ||
| 19 | ✓ | Stock-Other | 1.67% | — | — | ||
| 20 | ✓ | Stock-Other | 1.59% | — | — | ||
| 21 | ✓ | Stock-Other | 1.51% | — | — | ||
| 22 | ✓ | Stock-Other | 1.42% | — | — | ||
| 23 | ✓ | Stock-Other | 1.27% | — | — | ||
| 24 | ✓ | Stock-Other | 1.23% | — | — | ||
| 25 | ✓ | Stock-Other | 1.18% | — | — | ||
| 26 | ✓ | Stock-Other | 1.16% | — | — | ||
| 27 | ✓ | Stock-Other | 1.07% | — | — | ||
| 28 | ✓ | Stock-Other | 0.95% | — | — | ||
| 29 | ✓ | Stock-Other | 0.86% | — | — | ||
| 30 | ✓ | Stock-Other | 0.79% | — | — | ||
| 31 | ✓ | Stock-Other | 0.79% | — | — | ||
| 32 | ✓ | Stock-Other | 0.78% | — | — | ||
| 33 | ✓ | Stock-Other | 0.77% | — | — | ||
| 34 | ✓ | Stock-Other | 0.76% | — | — | ||
| 35 | ✓ | Stock-Other | 0.74% | — | — | ||
| 36 | ✓ | Stock-Other | 0.71% | — | — | ||
| 37 | ✓ | Stock-Other | 0.71% | — | — | ||
| 38 | ✓ | Stock-Other | 0.69% | — | — | ||
| 39 | ✓ | Stock-Other | 0.68% | — | — | ||
| 40 | ✓ | Stock-Other | 0.64% | — | — | ||
| 41 | ✓ | Stock-Other | 0.57% | — | — | ||
| 42 | ✓ | Stock-Other | 0.52% | — | — | ||
| 43 | ✓ | Stock-Other | 0.52% | — | — | ||
| 44 | ✓ | Stock-Other | 0.50% | — | — | ||
| 45 | ✓ | Stock-Other | 0.41% | — | — | ||
| 46 | ✓ | Stock-Other | 0.39% | — | — | ||
| 47 | ✓ | Stock-Other | 0.39% | — | — | ||
| 48 | ✓ | Stock-Other | 0.39% | — | — | ||
| 49 | ✓ | Stock-Other | 0.33% | — | — | ||
| 50 | ✓ | Stock-Other | 0.32% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 2 | ✓ | — | NEW | New buy | |
| 3 | AAPL | Apple Inc | — | EXIT | Sold out |
| 4 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 5 | ✓ | — | NEW | New buy | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | ✓ | — | NEW | New buy | |
| 10 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 11 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 12 | WMT | Walmart Inc | — | EXIT | Sold out |
| 13 | ✓ | — | NEW | New buy | |
| 14 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 15 | WM | Waste Management Inc | — | EXIT | Sold out |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ✓ | — | NEW | New buy | |
| 18 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 19 | ✓ | — | NEW | New buy | |
| 20 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 21 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 22 | ✓ | — | NEW | New buy | |
| 23 | ✓ | Abbott Laboratories | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 26 | ✓ | — | NEW | New buy | |
| 27 | ✓ | — | NEW | New buy | |
| 28 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 29 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 30 | ✓ | — | NEW | New buy | |
| 31 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 32 | ✓ | — | NEW | New buy | |
| 33 | ✓ | — | NEW | New buy | |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ✓ | — | NEW | New buy | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 37 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 38 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 39 | ✓ | — | NEW | New buy | |
| 40 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 41 | PM | Philip Morris International | — | EXIT | Sold out |
| 42 | ✓ | — | NEW | New buy | |
| 43 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 44 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 45 | ✓ | — | NEW | New buy | |
| 46 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ✓ | — | NEW | New buy | |
| 49 | BP | Bp Plc-spons Adr | — | EXIT | Sold out |
| 50 | ✓ | — | 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 93 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , , ) accounted for 34457.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $36.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $34.8M
During Q4 2025, Hayek Kallen Investment Management's top holdings by market value included (11.6%)、 (8.9%)、 (5.7%). The largest single position, , represented 11.6% of total portfolio value.
In Q4 2025, Hayek Kallen Investment Management made 185 total portfolio adjustments, initiating 92 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 93 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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