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Hayek Kallen Investment Management
Hayek Kallen Investment Management is a registered investment adviser based in Fairhope, Alabama. The firm, operating under SEC CIK 0001430681, specializes in equity portfolio management and serves a range of institutional and private clients. The team reports its Form 13F filings quarterly and manages a substantial and diversified equity portfolio, with holdings in major US companies. The firm has been active since at least 2008 and is headquartered on the Gulf Coast, serving clients with comprehensive asset management solutions.
Investment Strategy
Hayek Kallen Investment Management focuses on managing diversified portfolios of publicly traded equities, with a significant emphasis on large-cap US stocks such as Microsoft, Apple, Berkshire Hathaway, Walmart, and Nvidia, which together comprise a third of the firm's equity assets. The firm employs fundamental analysis to select securities and seeks long-term appreciation while actively adjusting positions in response to changing market and company conditions. The firm takes both top-down and bottom-up approaches, evaluating macroeconomic trends as well as company-specific metrics to inform investment decisions.
Latest 13F Filing Activity
Hayek Kallen Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions with a total 13F market value of $294M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Oracle Corp. among other positions. Hayek Kallen Investment Management reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.16% | $29.9M | 60,075 | $42.90 | $497.41 | +$7.4M |
A AAPL | APPLE INC | 9.59% | $28.2M | 137,458 | $27.20 | $205.17 | -$1.7M |
| BERKSHIRE HATHAWAY INC DEL | 6.02% | $17.7M | 36,443 | $104.37 | $485.77 | -$1.6M | |
W WMT | WALMART INC | 4.15% | $12.2M | 124,655 | $24.23 | $97.78 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 4.00% | $11.8M | 74,520 | $9.62 | $157.99 | +$4.0M |
Industry Allocation
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