Hayek Kallen Investment Management Diversified Active

Location: Fairhope, AL

CIK: 0001430681 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 6, 2021

Total Value: $219M (100.0% shares, 0.0% debt)

Holdings (71)

AAPL APPLE INC 10.3%
Value $22.53M Shares 159,252 Est. Cost $84.39 Unrealized +70.5%
MSFT MICROSOFT CORP 9.2%
Value $20.27M Shares 71,889 Est. Cost $27.06 Unrealized +937.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.9%
Value $10.72M Shares 39,275 Est. Cost $113.40 Unrealized +147.7%
GOOGL ALPHABET INC 3.8%
Value $8.328M Shares 3,115 Est. Cost $51.53 Unrealized +162.1%
TMO THERMO FISHER SCIENTIFIC INC 3.6%
Value $7.995M Shares 13,993 Est. Cost $79.76 Unrealized +580.0%
WM WASTE MGMT INC DEL 3.4%
Value $7.465M Shares 49,981 Est. Cost $35.48 Unrealized +293.8%
WMT WALMART INC 2.8%
Value $6.163M Shares 44,219 Est. Cost $20.01 Unrealized +127.2%
INTC INTEL CORP 2.7%
Value $5.95M Shares 111,674 Est. Cost $18.56 Unrealized +168.4%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value $5.79M Shares 107,203 Est. Cost $27.19 Unrealized +55.7%
JNJ JOHNSON & JOHNSON 2.5%
Value $5.407M Shares 33,481 Est. Cost $59.66 Unrealized +151.9%
ORCL ORACLE CORP 2.3%
Value $5.064M Shares 58,125 Est. Cost $29.43 Unrealized +183.2%
SCHP SCHWAB STRATEGIC TR 2.3%
Value $4.956M Shares 79,188 Est. Cost $61.33 Unrealized
V VISA INC 2.3%
Value $4.938M Shares 22,169 Est. Cost $70.85 Unrealized +220.4%
TGT TARGET CORP 2.2%
Value $4.772M Shares 20,860 Est. Cost $48.56 Unrealized +352.8%
ACN ACCENTURE PLC IRELAND 2.2%
Value $4.729M Shares 14,781 Est. Cost $63.32 Unrealized +382.5%
PFE PFIZER INC 2.0%
Value $4.488M Shares 104,351 Est. Cost $18.68 Unrealized +91.0%
UNP UNION PAC CORP 2.0%
Value $4.483M Shares 22,873 Est. Cost $72.44 Unrealized +169.5%
SBUX STARBUCKS CORP 2.0%
Value $4.308M Shares 39,052 Est. Cost $40.55 Unrealized +160.7%
KO COCA COLA CO 1.8%
Value $3.919M Shares 74,689 Est. Cost $27.84 Unrealized +75.3%
NVDA NVIDIA CORP 1.8%
Value $3.887M Shares 18,761 Est. Cost $16.47 Unrealized +25.8%
JPM JPMORGAN CHASE & CO 1.7%
Value $3.787M Shares 23,136 Est. Cost $85.13 Unrealized +64.8%
PEP PEPSICO INC 1.7%
Value $3.678M Shares 24,454 Est. Cost $58.91 Unrealized +129.1%
NVO NOVO-NORDISK A S 1.7%
Value $3.651M Shares 38,026 Est. Cost $65.51 Unrealized
NVS NOVARTIS A G 1.6%
Value $3.511M Shares 42,935 Est. Cost $71.06 Unrealized
ABBV ABBVIE INC 1.6%
Value $3.502M Shares 32,462 Est. Cost $39.45 Unrealized +146.4%
MCD MCDONALDS CORP 1.5%
Value $3.325M Shares 13,792 Est. Cost $76.82 Unrealized +181.0%
CAT CATERPILLAR INC DEL 1.4%
Value $3.136M Shares 16,335 Est. Cost $115.71 Unrealized +66.0%
PM PHILIP MORRIS INTL INC 1.4%
Value $3.006M Shares 31,714 Est. Cost $49.85 Unrealized +62.6%
AMZN AMAZON COM INC 1.3%
Value $2.934M Shares 893 Est. Cost $64.97 Unrealized +165.5%
D DOMINION ENERGY INC 1.3%
Value $2.847M Shares 38,989 Est. Cost $54.80 Unrealized +13.9%
USB US BANCORP DEL 1.1%
Value $2.353M Shares 39,580 Est. Cost $35.08 Unrealized +33.0%
LOW LOWES COS INC 1.0%
Value $2.209M Shares 10,891 Est. Cost $100.18 Unrealized +83.3%
T AT&T INC 1.0%
Value $2.195M Shares 81,248 Est. Cost $12.27 Unrealized +30.9%
SO SOUTHERN CO 1.0%
Value $2.182M Shares 35,218 Est. Cost $28.76 Unrealized +90.2%
MO ALTRIA GROUP INC 1.0%
Value $2.094M Shares 46,012 Est. Cost $16.64 Unrealized +104.3%
MRK MERCK & CO INC 0.9%
Value $2.004M Shares 26,681 Est. Cost $51.20 Unrealized +29.2%
CVS CVS HEALTH CORP 0.9%
Value $1.958M Shares 23,075 Est. Cost $49.09 Unrealized +47.7%
RIVERNORTH FLEXIBLE MUNI INC 0.9%
Value $1.884M Shares 93,000 Est. Cost $20.06 Unrealized
CSCO CISCO SYS INC 0.9%
Value $1.864M Shares 34,247 Est. Cost $32.70 Unrealized +50.6%
ZTS ZOETIS INC 0.8%
Value $1.654M Shares 8,518 Est. Cost $129.15 Unrealized +50.0%
CVX CHEVRON CORP NEW 0.7%
Value $1.485M Shares 14,639 Est. Cost $71.12 Unrealized +17.2%
ICLR ICON PLC 0.7%
Value $1.462M Shares 5,580 Est. Cost $157.56 Unrealized +54.3%
NUVEEN DYNAMIC MUN OPPORTUNI 0.6%
Value $1.339M Shares 80,108 Est. Cost $16.03 Unrealized
DIS DISNEY WALT CO 0.6%
Value $1.27M Shares 7,510 Est. Cost $121.88 Unrealized +42.9%
XOM EXXON MOBIL CORP 0.6%
Value $1.252M Shares 21,293 Est. Cost $53.72 Unrealized -9.8%
NUVEEN MUNICIPAL CREDIT INC 0.5%
Value $1.035M Shares 64,667 Est. Cost $16.13 Unrealized
NUVEEN CORE PLUS IMPACT FUND 0.5%
Value $1.002M Shares 51,250 Est. Cost $19.41 Unrealized
AMARIN CORP PLC 0.4%
Value $826K Shares 161,952 Est. Cost $9.89 Unrealized
ABT ABBOTT LABS 0.4%
Value $801K Shares 6,780 Est. Cost $34.52 Unrealized +228.7%
TAP MOLSON COORS BREWING CO 0.3%
Value $689K Shares 14,857 Est. Cost $39.61 Unrealized +7.7%
RAYTHEON TECHNOLOGIES CORP 0.3%
Value $683K Shares 7,941 Est. Cost $61.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value $661K Shares 6,769 Est. Cost $57.31 Unrealized +52.3%
ROYAL DUTCH SHELL PLC 0.3%
Value $610K Shares 13,782 Est. Cost $31.79 Unrealized
VFC V F CORP 0.3%
Value $559K Shares 10,200 Est. Cost $77.60 Unrealized -1.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value $525K Shares 9,315 Est. Cost $71.00 Unrealized
GL GLOBE LIFE INC 0.2%
Value $516K Shares 5,801 Est. Cost $86.06 Unrealized +4.8%
NEE NEXTERA ENERGY INC 0.2%
Value $494K Shares 6,286 Est. Cost $54.53 Unrealized +31.8%
QQQ INVESCO QQQ TR 0.2%
Value $469K Shares 1,309 Est. Cost $179.52 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value $402K Shares 1,895 Est. Cost $183.14 Unrealized +14.9%
META FACEBOOK INC 0.2%
Value $396K Shares 1,168 Est. Cost $207.33 Unrealized +72.5%
PRA PROASSURANCE CORP 0.1%
Value $320K Shares 13,466 Est. Cost $49.77 Unrealized -53.7%
BLACKROCK INNOVATION AND GRW 0.1%
Value $317K Shares 17,500 Est. Cost $20.29 Unrealized
C CITIGROUP INC 0.1%
Value $291K Shares 4,153 Est. Cost $59.69 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $277K Shares 1,984 Est. Cost $84.02 Unrealized +51.5%
MDT MEDTRONIC PLC 0.1%
Value $274K Shares 2,183 Est. Cost $70.12 Unrealized +61.8%
GOOG ALPHABET INC 0.1%
Value $269K Shares 101 Est. Cost $98.47 Unrealized +39.0%
PH PARKER HANNIFIN CORP 0.1%
Value $259K Shares 925 Est. Cost $149.40 Unrealized +87.7%
WFC WELLS FARGO CO NEW 0.1%
Value $257K Shares 5,535 Est. Cost $41.29 Unrealized +0.7%
BRBS BLUE RIDGE BANKSHARES INC VA 0.1%
Value $233K Shares 13,234 Est. Cost $14.48 Unrealized +7.1%
ADAMS DIVERSIFIED EQUITY FD 0.1%
Value $227K Shares 11,450 Est. Cost $13.97 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $132K Shares 20,008 Est. Cost $8.27 Unrealized