Stock Taper

HAYEK KALLEN INVESTMENT MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU597$689K
Western Digital CorporationWDC700$447K
Parker-Hannifin CorporationPH725$709K
Advanced Micro Devices, Inc.AMD859$499K
Acuity Brands, Inc.AYI903$340K
Eaton Corporation plcETN1.1K$467K
Honeywell International Inc.HON1.1K$247K
Lam Research CorporationLRCX1.11K$482K
Broadcom Inc.AVGO1.31K$497K
Meta Platforms, Inc.META1.32K$742K
Blackstone Inc.BX1.75K$206K
Tesla, Inc.TSLA2.08K$874K
Mastercard IncorporatedMA2.16K$1.11M
Alphabet Inc.GOOG2.54K$897K
Automatic Data Processing, Inc.ADP2.55K$571K
Norfolk Southern CorporationNSC3.22K$1.01M
Corteva, Inc.CTVA3.42K$290K
Globe Life Inc.GL3.42K$612K
The Boeing CompanyBA3.65K$790K
The Procter & Gamble CompanyPG3.85K$565K