Hayek Kallen Investment Management Diversified Active

Location: Fairhope, AL

CIK: 0001430681 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value: $132M (100.0% shares, 0.0% debt)

Holdings (59)

XOM EXXON MOBIL CORP 5.1%
Value $6.785M Shares 67,392 Est. Cost $53.69 Unrealized +15.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.9%
Value $6.435M Shares 50,848 Est. Cost $110.02 Unrealized +15.0%
VZ VERIZON COMMUNICATIONS INC 4.2%
Value $5.607M Shares 114,592 Est. Cost $26.74 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 4.2%
Value $5.508M Shares 52,643 Est. Cost $59.66 Unrealized +22.6%
NVS NOVARTIS A G 4.0%
Value $5.341M Shares 58,997 Est. Cost $70.71 Unrealized
MSFT MICROSOFT CORP 4.0%
Value $5.273M Shares 126,454 Est. Cost $26.70 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC 3.8%
Value $4.982M Shares 42,222 Est. Cost $79.76 Unrealized +42.2%
TAP MOLSON COORS BREWING CO 3.7%
Value $4.926M Shares 66,424 Est. Cost $37.25 Unrealized +30.6%
KO COCA COLA CO 3.6%
Value $4.698M Shares 110,916 Est. Cost $27.84 Unrealized +1.0%
PM PHILIP MORRIS INTL INC 3.3%
Value $4.377M Shares 51,914 Est. Cost $49.85 Unrealized -3.2%
AAPL APPLE INC 3.2%
Value $4.259M Shares 45,827 Est. Cost $17.88 Unrealized +4.3%
INTC INTEL CORP 3.2%
Value $4.22M Shares 136,561 Est. Cost $17.10 Unrealized +21.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 3.1%
Value $4.145M Shares 79,076 Est. Cost $39.20 Unrealized
GENERAL ELECTRIC CO 3.1%
Value $4.096M Shares 155,864 Est. Cost $23.33 Unrealized
WMT WAL-MART STORES INC 3.0%
Value $3.918M Shares 52,185 Est. Cost $19.98 Unrealized +2.7%
CHINA MOBILE LIMITED 2.9%
Value $3.816M Shares 78,501 Est. Cost $51.64 Unrealized
WM WASTE MGMT INC DEL 2.6%
Value $3.471M Shares 77,607 Est. Cost $30.75 Unrealized +11.6%
MCD MCDONALDS CORP 2.5%
Value $3.339M Shares 33,148 Est. Cost $71.80 Unrealized +4.2%
MO ALTRIA GROUP INC 2.5%
Value $3.337M Shares 79,555 Est. Cost $16.28 Unrealized +17.9%
UNITED TECHNOLOGIES CORP 2.5%
Value $3.3M Shares 28,580 Est. Cost $92.94 Unrealized
PEP PEPSICO INC 2.1%
Value $2.824M Shares 31,614 Est. Cost $56.00 Unrealized +8.8%
NVO NOVO-NORDISK A S 2.0%
Value $2.646M Shares 57,290 Est. Cost $67.55 Unrealized
ACN ACCENTURE PLC IRELAND 1.9%
Value $2.554M Shares 31,596 Est. Cost $63.32 Unrealized +4.4%
ORCL ORACLE CORP 1.7%
Value $2.263M Shares 55,836 Est. Cost $27.57 Unrealized +25.7%
QCOM QUALCOMM INC 1.6%
Value $2.106M Shares 26,591 Est. Cost $47.28 Unrealized +21.2%
HERTZ GLOBAL HOLDINGS INC 1.6%
Value $2.063M Shares 73,585 Est. Cost $22.29 Unrealized
VOD VODAFONE GROUP PLC NEW 1.4%
Value $1.827M Shares 54,721 Est. Cost $36.80 Unrealized
SO SOUTHERN CO 1.4%
Value $1.796M Shares 39,584 Est. Cost $26.58 Unrealized +1.5%
TGT TARGET CORP 1.3%
Value $1.762M Shares 30,411 Est. Cost $47.92 Unrealized -13.1%
PFE PFIZER INC 1.2%
Value $1.56M Shares 52,563 Est. Cost $16.79 Unrealized +4.5%
UNP UNION PAC CORP 1.1%
Value $1.48M Shares 14,841 Est. Cost $65.91 Unrealized +13.4%
SLB SCHLUMBERGER LTD 1.0%
Value $1.384M Shares 11,733 Est. Cost $54.19 Unrealized +38.1%
T AT&T INC 1.0%
Value $1.332M Shares 37,656 Est. Cost $11.33 Unrealized +3.9%
MARATHON OIL CORP 1.0%
Value $1.259M Shares 31,531 Est. Cost $34.58 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value $1.202M Shares 9,205 Est. Cost $71.59 Unrealized +6.0%
CL COLGATE PALMOLIVE CO 0.9%
Value $1.183M Shares 17,353 Est. Cost $44.38 Unrealized +15.4%
ABT ABBOTT LABS 0.8%
Value $1.048M Shares 25,623 Est. Cost $28.85 Unrealized +9.2%
CVS CVS CAREMARK CORPORATION 0.7%
Value $902K Shares 11,967 Est. Cost $41.72 Unrealized +31.6%
PEABODY ENERGY CORP 0.6%
Value $857K Shares 52,393 Est. Cost $14.64 Unrealized
ABBV ABBVIE INC 0.6%
Value $820K Shares 14,522 Est. Cost $26.59 Unrealized +24.0%
EXC EXELON CORP 0.6%
Value $815K Shares 22,354 Est. Cost $15.41 Unrealized +9.5%
PRA PROASSURANCE CORP 0.6%
Value $758K Shares 17,076 Est. Cost $49.77 Unrealized -10.1%
MDLZ MONDELEZ INTL INC 0.5%
Value $645K Shares 17,137 Est. Cost $23.27 Unrealized +21.6%
D DOMINION RES INC VA NEW 0.4%
Value $575K Shares 8,047 Est. Cost $35.07 Unrealized +22.4%
TORCHMARK CORP 0.4%
Value $498K Shares 6,076 Est. Cost $65.20 Unrealized
COP CONOCOPHILLIPS 0.4%
Value $484K Shares 5,646 Est. Cost $40.16 Unrealized +32.8%
WADDELL & REED FINL INC 0.3%
Value $406K Shares 6,486 Est. Cost $43.47 Unrealized
SBUX STARBUCKS CORP 0.3%
Value $393K Shares 5,080 Est. Cost $28.87 Unrealized 0.0%
VALE VALE S A 0.3%
Value $358K Shares 27,074 Est. Cost $13.15 Unrealized
KRAFT FOODS GROUP INC 0.3%
Value $341K Shares 5,686 Est. Cost $56.04 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value $330K Shares 5,696 Est. Cost $30.39 Unrealized +24.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value $327K Shares 4,405 Est. Cost $41.99 Unrealized +6.0%
NSC NORFOLK SOUTHERN CORP 0.2%
Value $309K Shares 3,000 Est. Cost $56.99 Unrealized +33.4%
DCP MIDSTREAM PARTNERS LP 0.2%
Value $294K Shares 5,150 Est. Cost $54.07 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value $246K Shares 19,296 Est. Cost $8.41 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $238K Shares 2,321 Est. Cost $16.57 Unrealized +8.2%
LDOS LEIDOS HLDGS INC 0.2%
Value $227K Shares 5,909 Est. Cost $26.62 Unrealized -16.7%
PG PROCTER & GAMBLE CO 0.2%
Value $209K Shares 2,660 Est. Cost $55.00 Unrealized +6.0%
TGB TASEKO MINES LTD 0.1%
Value $121K Shares 48,509 Est. Cost $2.16 Unrealized 0.0%