Hayek Kallen Investment Management Diversified Active

CIK: 0001430681 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 2, 2015

Total Value ($000): $135,369 (100.0% shares, 0.0% debt)

Holdings (60)

BRK/B BERKSHIRE HATHAWAY INC DEL 5.5%
Value ($000) $7,468 Shares 49,734 Est. Cost $110.02 Unrealized +31.2%
XOM EXXON MOBIL CORP 4.3%
Value ($000) $5,863 Shares 63,421 Est. Cost $53.69 Unrealized +8.0%
MSFT MICROSOFT CORP 4.1%
Value ($000) $5,485 Shares 118,080 Est. Cost $26.70 Unrealized +49.3%
VZ VERIZON COMMUNICATIONS INC 3.9%
Value ($000) $5,216 Shares 111,498 Est. Cost $26.74 Unrealized +3.4%
NVS NOVARTIS A G 3.7%
Value ($000) $5,062 Shares 54,625 Est. Cost $70.71 Unrealized
JNJ JOHNSON & JOHNSON 3.7%
Value ($000) $4,984 Shares 47,660 Est. Cost $59.66 Unrealized +29.6%
TMO THERMO FISHER SCIENTIFIC INC 3.5%
Value ($000) $4,785 Shares 38,189 Est. Cost $79.76 Unrealized +47.3%
AAPL APPLE INC 3.5%
Value ($000) $4,785 Shares 43,354 Est. Cost $17.88 Unrealized +34.7%
INTC INTEL CORP 3.5%
Value ($000) $4,777 Shares 131,643 Est. Cost $17.10 Unrealized +55.7%
CHINA MOBILE LIMITED 3.3%
Value ($000) $4,482 Shares 76,201 Est. Cost $51.64 Unrealized
KO COCA COLA CO 3.3%
Value ($000) $4,461 Shares 105,662 Est. Cost $27.84 Unrealized +7.9%
WMT WAL-MART STORES INC 3.2%
Value ($000) $4,397 Shares 51,202 Est. Cost $19.98 Unrealized +9.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 3.2%
Value ($000) $4,353 Shares 75,691 Est. Cost $39.20 Unrealized
GENERAL ELECTRIC CO 3.0%
Value ($000) $4,030 Shares 159,481 Est. Cost $23.37 Unrealized
TAP MOLSON COORS BREWING CO 2.9%
Value ($000) $3,929 Shares 52,719 Est. Cost $37.25 Unrealized +51.9%
PM PHILIP MORRIS INTL INC 2.9%
Value ($000) $3,894 Shares 47,803 Est. Cost $49.85 Unrealized -1.3%
WM WASTE MGMT INC DEL 2.9%
Value ($000) $3,887 Shares 75,739 Est. Cost $30.75 Unrealized +27.0%
MO ALTRIA GROUP INC 2.7%
Value ($000) $3,642 Shares 73,917 Est. Cost $16.28 Unrealized +46.0%
UNITED TECHNOLOGIES CORP 2.5%
Value ($000) $3,435 Shares 29,873 Est. Cost $93.41 Unrealized
MCD MCDONALDS CORP 2.3%
Value ($000) $3,059 Shares 32,647 Est. Cost $71.80 Unrealized -1.7%
PEP PEPSICO INC 2.1%
Value ($000) $2,899 Shares 30,653 Est. Cost $56.00 Unrealized +22.5%
ACN ACCENTURE PLC IRELAND 2.0%
Value ($000) $2,688 Shares 30,096 Est. Cost $63.32 Unrealized +9.4%
TGT TARGET CORP 1.9%
Value ($000) $2,608 Shares 34,359 Est. Cost $47.38 Unrealized +2.6%
ORCL ORACLE CORP 1.9%
Value ($000) $2,519 Shares 56,022 Est. Cost $27.69 Unrealized +24.6%
NVO NOVO-NORDISK A S 1.8%
Value ($000) $2,380 Shares 56,240 Est. Cost $67.55 Unrealized
QCOM QUALCOMM INC 1.7%
Value ($000) $2,342 Shares 31,506 Est. Cost $48.49 Unrealized +10.0%
PFE PFIZER INC 1.7%
Value ($000) $2,306 Shares 74,043 Est. Cost $17.01 Unrealized +5.7%
SO SOUTHERN CO 1.5%
Value ($000) $2,078 Shares 42,309 Est. Cost $26.62 Unrealized +10.8%
T AT&T INC 1.4%
Value ($000) $1,926 Shares 57,346 Est. Cost $11.52 Unrealized +2.5%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $1,851 Shares 21,667 Est. Cost $60.97 Unrealized +10.5%
UNP UNION PAC CORP 1.3%
Value ($000) $1,717 Shares 14,411 Est. Cost $65.91 Unrealized +35.7%
VOD VODAFONE GROUP PLC NEW 1.0%
Value ($000) $1,414 Shares 41,381 Est. Cost $36.80 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,407 Shares 12,539 Est. Cost $72.51 Unrealized -2.7%
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,285 Shares 30,363 Est. Cost $22.45 Unrealized 0.0%
SBUX STARBUCKS CORP 0.9%
Value ($000) $1,172 Shares 14,280 Est. Cost $30.19 Unrealized +3.6%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $1,165 Shares 16,833 Est. Cost $44.38 Unrealized +17.6%
ABT ABBOTT LABS 0.8%
Value ($000) $1,137 Shares 25,248 Est. Cost $28.85 Unrealized +22.4%
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,119 Shares 11,620 Est. Cost $41.72 Unrealized +54.5%
ABBV ABBVIE INC 0.7%
Value ($000) $939 Shares 14,347 Est. Cost $26.59 Unrealized +51.3%
MARATHON OIL CORP 0.6%
Value ($000) $857 Shares 30,286 Est. Cost $34.58 Unrealized
V VISA INC 0.6%
Value ($000) $847 Shares 3,230 Est. Cost $55.69 Unrealized 0.0%
PRA PROASSURANCE CORP 0.6%
Value ($000) $771 Shares 17,076 Est. Cost $49.77 Unrealized -8.1%
EXC EXELON CORP 0.5%
Value ($000) $679 Shares 18,321 Est. Cost $15.41 Unrealized +12.2%
D DOMINION RES INC VA NEW 0.4%
Value ($000) $595 Shares 7,742 Est. Cost $35.07 Unrealized +28.5%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $576 Shares 15,849 Est. Cost $23.27 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $496 Shares 5,935 Est. Cost $44.59 Unrealized +14.3%
TORCHMARK CORP 0.4%
Value ($000) $479 Shares 8,836 Est. Cost $61.16 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $381 Shares 5,514 Est. Cost $40.16 Unrealized +21.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $329 Shares 3,000 Est. Cost $56.99 Unrealized +50.6%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $328 Shares 5,777 Est. Cost $30.39 Unrealized +29.5%
WADDELL & REED FINL INC 0.2%
Value ($000) $313 Shares 6,286 Est. Cost $43.47 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $263 Shares 2,888 Est. Cost $55.75 Unrealized +15.9%
LDOS LEIDOS HLDGS INC 0.2%
Value ($000) $257 Shares 5,909 Est. Cost $26.62 Unrealized -12.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $245 Shares 2,308 Est. Cost $16.57 Unrealized +14.0%
KRAFT FOODS GROUP INC 0.2%
Value ($000) $244 Shares 3,902 Est. Cost $56.04 Unrealized
DCP MIDSTREAM PARTNERS LP 0.2%
Value ($000) $229 Shares 5,050 Est. Cost $54.07 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $181 Shares 19,296 Est. Cost $8.41 Unrealized
PEABODY ENERGY CORP 0.1%
Value ($000) $139 Shares 17,895 Est. Cost $14.64 Unrealized
VALE VALE S A 0.1%
Value ($000) $120 Shares 14,724 Est. Cost $13.15 Unrealized
TGB TASEKO MINES LTD 0.1%
Value ($000) $94 Shares 91,489 Est. Cost $1.81 Unrealized -27.8%