Hayek Kallen Investment Management Portfolio Changes Q2 2026
A detailed analysis of stock purchases and sales by Hayek Kallen Investment Management during the second quarter of 2026.
As reported for the period ending June 30, 2026, Hayek Kallen Investment Management has shown significant activity in its portfolio. The firm appears to have focused on both strengthening existing positions and strategically reducing exposure across various sectors.
The Technology sector remains a cornerstone of the fund's holdings, currently accounting for 28.25% of the total portfolio value ($328,812). Among its substantial Technology holdings, Apple Inc. (AAPL) and Microsoft Corp (MSFT) continue to be major weight contributors, although both saw a slight reduction in shares during this quarter (-0.55% and -0.43%, respectively). Other notable Technology stocks like NVIDIA Corp (NVDA) also experienced share decreases, while the fund added positions to funds tracking Accenture PLC Ireland (ACN).
In terms of direct stock purchases this quarter, Hayek Kallen initiated new positions or increased existing ones in several companies. The fund notably added shares to Nexera Energy Inc. (NEE), increasing its stake by 64.27%. Other significant additions include substantial increases for funds tracking JPMorgan Chase & Co (JPST) and Schwab Strategic Trust (SCMB).
The fund also bolstered positions in AT&T Inc. (T), raising its portfolio allocation by 3.08%, and made additions to funds focused on Franklin Templeton ETF Trust (FLMI) and Vanguard Scottsdale Fund Holdings (VGSH). Furthermore, the firm increased its stake in BP PLC (BP), adding 2065 shares to this position.
Conversely, during Q2 2026, the fund sold or reduced positions in several stocks. Shares of Vanguard Whitehall Fund Holdings (VYM) decreased by 3937 shares (-17.52% change), and Vanguard Scottsdale Fund Holdings (VGSH) saw a reduction of 2894 shares (-6.26%). The fund also significantly reduced its holdings in several ETFs, including JPST and SGOV.
The Technology sector allocation for Hayek Kallen portfolio stands at 28.25%, reflecting its continued dominance through direct holdings like Apple, Microsoft, and NVIDIA, as well as ETFs tracking Technology themes such as ACN.