Loading…
CIK 0001430681 • 6 13F filings • May 15, 2025 – Aug 17, 2026
Import this data to Google Sheets with:
=jivedata("hayek-kallen-investment-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $762 | 0.2%Prev: 0.3% | 6,080 SH | Decreased |
| ABBVIE INC | COM | $8K | 2.4%Prev: 2.4% | 33,114 SH | Decreased-372 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $2K | 0.7%Prev: 0.7% | 8,336 SH | Increased-305 SH |
| ACUITY INC | COM | $325 | 0.1%Prev: 0.1% | 903 SH | Decreased-69 SH |
| ALPHABET INC | CAP STK CL A | $17K | 5.4%Prev: 4.3% | 54,339 SH | Increased-1,073 SH |
| ALPHABET INC | CAP STK CL C | $794 | 0.3%Prev: 0.2% | 2,531 SH | Increased+1 SH |
| ALTRIA GROUP INC | COM | $2K | 0.8%Prev: 0.9% | 43,224 SH | Decreased-289 SH |
| AMARIN CORP PLC | SPONSORED ADR | $360 | 0.1%Prev: 0.1% | 25,821 SH | Decreased |
| AMAZON COM INC | COM | $5K | 1.7%Prev: 1.6% | 23,821 SH | Increased+177 SH |
| ANAVEX LIFE SCIENCES CORP | COM NEW | $70 | 0.0%Prev: 0.0% | 19,703 SH | Decreased+7,600 SH |
| APPLE INC | COM | $37K | 11.6%Prev: 11.0% | 134,653 SH | Increased-2,006 SH |
| AT&T INC | COM | $2K | 0.6%Prev: 0.6% | 72,659 SH | Decreased+1,167 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $656 | 0.2%Prev: 0.2% | 2,550 SH | Decreased |
| BANK AMERICA CORP | COM | $1K | 0.4%Prev: 0.3% | 22,527 SH | Increased+2,810 SH |
| BANK NEW YORK MELLON CORP | COM | $746 | 0.2%Prev: 0.2% | 6,429 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $18K | 5.7%Prev: 5.8% | 36,055 SH | Decreased-301 SH |
| BLACKSTONE INC | COM | $270 | 0.1%Prev: 0.1% | 1,750 SH | Decreased-100 SH |
| BOEING CO | COM | $792 | 0.2%Prev: 0.2% | 3,650 SH | Increased |
| BP PLC | SPONSORED ADR | $4K | 1.2%Prev: 1.2% | 111,950 SH | Increased-632 SH |
| BROADCOM INC | COM | $276 | 0.1%Prev: 0.1% | 798 SH | Increased |
| CATERPILLAR INC | COM | $7K | 2.3%Prev: 1.9% | 12,566 SH | Increased-259 SH |
| CHEVRON CORP NEW | COM | $2K | 0.7%Prev: 0.7% | 14,450 SH | Increased+749 SH |
| CISCO SYS INC | COM | $2K | 0.8%Prev: 0.7% | 31,750 SH | Increased-61 SH |
| CITIGROUP INC | COM NEW | $2K | 0.7%Prev: 0.6% | 19,197 SH | Increased-199 SH |
| COCA COLA CO | COM | $5K | 1.7%Prev: 1.6% | 76,709 SH | Increased-134 SH |
| CORMEDIX INC | COM | $342 | 0.1%Prev: 0.1% | 29,443 SH | |
| CORTEVA INC | COM | $229 | 0.1%Prev: 0.1% | 3,419 SH | Decreased |
| DEERE & CO | COM | $2K | 0.8%Prev: 0.7% | 5,157 SH | Increased+88 SH |
| DISNEY WALT CO | COM | $1K | 0.4%Prev: 0.4% | 11,355 SH | Decreased-677 SH |
| DOMINION ENERGY INC | COM | $529 | 0.2%Prev: 0.2% | 9,028 SH | Decreased-800 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1K | 0.4%Prev: 0.4% | 10,465 SH | Decreased-11 SH |
| EATON CORP PLC | SHS | $349 | 0.1%Prev: 0.1% | 1,096 SH | Decreased |
| EXXON MOBIL CORP | COM | $2K | 0.7%Prev: 0.6% | 17,897 SH | Increased-275 SH |
| GLOBE LIFE INC | COM | $479 | 0.2%Prev: 0.2% | 3,425 SH | Decreased |
| GOLDMAN SACHS GROUP INC | COM | $232 | 0.1%Prev: 0.1% | 264 SH | Increased |
| HOME DEPOT INC | COM | $2K | 0.5%Prev: 0.6% | 4,757 SH | Decreased+1 SH |
| HONEYWELL INTL INC | COM | $425 | 0.1%Prev: 0.1% | 2,181 SH | Decreased |
| HUNTINGTON BANCSHARES INC | COM | $225 | 0.1%Prev: 0.1% | 12,984 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $8K | 2.6%Prev: 2.5% | 27,414 SH | Increased-236 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $230 | 0.1%Prev: 0.1% | 1,200 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $4K | 1.2%Prev: 1.2% | 6,077 SH | Increased |
| ISHARES TR | 0-3 MNTH TREASRY | $6K | 1.8%Prev: 1.7% | 57,129 SH | Increased+4,929 SH |
| ISHARES TR | CORE US AGGBD ET | $2K | 0.5%Prev: 0.1% | 15,777 SH | Increased+12,977 SH |
| ISHARES TR | NATIONAL MUN ETF | $300 | 0.1%Prev: 0.5% | 2,800 SH | Decreased-13,672 SH |
| ISHARES TR | RUSSELL 2000 ETF | $321 | 0.1%Prev: 0.1% | 1,305 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $365 | 0.1%Prev: 0.1% | 3,425 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4K | 1.3%Prev: 1.3% | 79,519 SH | Decreased-176 SH |
| JOHNSON & JOHNSON | COM | $8K | 2.4%Prev: 2.2% | 36,602 SH | Increased-229 SH |
| JPMORGAN CHASE & CO. | COM | $9K | 3.0%Prev: 2.9% | 29,341 SH | Increased+10 SH |
| LOWES COS INC | COM | $2K | 0.6%Prev: 0.7% | 8,399 SH | Decreased-27 SH |
| MASTERCARD INCORPORATED | CL A | $1K | 0.3%Prev: 0.3% | 1,775 SH | Increased |
| MCDONALDS CORP | COM | $3K | 1.1%Prev: 1.1% | 11,137 SH | Decreased-441 SH |
| MERCK & CO INC | COM | $3K | 0.8%Prev: 0.6% | 23,768 SH | Increased-371 SH |
| META PLATFORMS INC | CL A | $676 | 0.2%Prev: 0.2% | 1,024 SH | Decreased+53 SH |
| MICRON TECHNOLOGY INC | COM | $216 | 0.1% | 757 SH | New |
| MICROSOFT CORP | COM | $28K | 8.9%Prev: 9.7% | 58,363 SH | Decreased-1,074 SH |
| MONDELEZ INTL INC | CL A | $241 | 0.1%Prev: 0.1% | 4,472 SH | Decreased |
| NEXTERA ENERGY INC | COM | $319 | 0.1%Prev: 0.1% | 3,971 SH | Increased-100 SH |
| NORFOLK SOUTHN CORP | COM | $930 | 0.3%Prev: 0.3% | 3,220 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $5K | 1.7%Prev: 1.6% | 38,348 SH | Increased-517 SH |
| NOVO-NORDISK A S | ADR | $1K | 0.3%Prev: 0.5% | 19,943 SH | Decreased-8,065 SH |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | $154 | 0.0%Prev: 0.1% | 12,203 SH | Decreased-12,402 SH |
| NVIDIA CORPORATION | COM | $12K | 3.9%Prev: 4.2% | 66,755 SH | Decreased-4,446 SH |
| ORACLE CORP | COM | $7K | 2.3%Prev: 3.6% | 37,564 SH | Decreased-3,498 SH |
| PARKER-HANNIFIN CORP | COM | $703 | 0.2%Prev: 0.2% | 800 SH | Increased-25 SH |
| PEPSICO INC | COM | $4K | 1.2%Prev: 1.2% | 25,543 SH | Decreased-1,001 SH |
| PFIZER INC | COM | $2K | 0.7%Prev: 0.8% | 94,534 SH | Decreased-10,559 SH |
| PHILIP MORRIS INTL INC | COM | $5K | 1.5%Prev: 1.5% | 29,900 SH | Decreased-211 SH |
| PROCTER AND GAMBLE CO | COM | $552 | 0.2%Prev: 0.2% | 3,852 SH | Decreased |
| RTX CORPORATION | COM | $840 | 0.3%Prev: 0.3% | 4,582 SH | Increased-182 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $336 | 0.1%Prev: 0.1% | 10,590 SH | Decreased+110 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $724 | 0.2%Prev: 0.2% | 26,411 SH | Decreased-500 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $752 | 0.2%Prev: 0.3% | 28,385 SH | Decreased-8,135 SH |
| SHELL PLC | SPON ADS | $1K | 0.3%Prev: 0.3% | 14,036 SH | Increased+18 SH |
| SOUTHERN CO | COM | $2K | 0.8%Prev: 0.9% | 28,350 SH | Decreased-614 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $428 | 0.1%Prev: 0.1% | 891 SH | Increased-5 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $836 | 0.3%Prev: 0.3% | 1,226 SH | Increased-19 SH |
| STARBUCKS CORP | COM | $1K | 0.4%Prev: 0.4% | 14,837 SH | Decreased-387 SH |
| TARGET CORP | COM | $336 | 0.1%Prev: 0.1% | 3,436 SH | Decreased-1,793 SH |
| TESLA INC | COM | $905 | 0.3%Prev: 0.3% | 2,013 SH | Increased+85 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $5K | 1.7%Prev: 1.5% | 9,246 SH | Increased-239 SH |
| TRUIST FINL CORP | COM | $406 | 0.1%Prev: 0.2% | 8,250 SH | Decreased-2,797 SH |
| UNION PAC CORP | COM | $4K | 1.4%Prev: 1.5% | 19,390 SH | Decreased-159 SH |
| US BANCORP DEL | COM NEW | $2K | 0.5%Prev: 0.5% | 31,003 SH | Increased+450 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $302 | 0.1%Prev: 0.1% | 6,007 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $331 | 0.1%Prev: 0.1% | 3,954 SH | Decreased-237 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3K | 0.9%Prev: 0.9% | 46,457 SH | Decreased-2,593 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3K | 0.9%Prev: 0.9% | 20,968 SH | Increased+292 SH |
| VERIZON COMMUNICATIONS INC | COM | $5K | 1.6%Prev: 1.7% | 123,321 SH | Decreased-2,671 SH |
| VISA INC | COM CL A | $8K | 2.4%Prev: 2.3% | 21,395 SH | Increased-188 SH |
| WALMART INC | COM | $14K | 4.3%Prev: 4.1% | 122,521 SH | Increased-2,081 SH |
| WASTE MGMT INC DEL | COM | $10K | 3.2%Prev: 3.3% | 46,185 SH | Decreased-465 SH |
| WELLS FARGO CO NEW | COM | $573 | 0.2%Prev: 0.2% | 6,150 SH | Increased-210 SH |
| 13F-HR |
| 0001430681-26-000003 |
| $330K |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001430681-25-000003 | $294K | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001430681-26-000002 | $307K | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001430681-25-000002 | $272K | View |