Fund Update: Hayek Kallen Investment Management Just Disclosed New Holdings

Hayek Kallen Investment Management just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 21,749 shares of $SCHD (~$37). This was a increase of ~197.14% from their previous position.
• An increase of 37,123 shares of $VGSH (~$841). This was a increase of ~197.11% from their previous position.
• A decrease of 41,378 shares of $VYM (~$1,141). This was a increase of ~-68.55% from their previous position.
• A decrease of 12,484 shares of $CVS (~$908). This was a increase of ~-64.66% from their previous position.
• An increase of 17,403 shares of $SCHP (~$269). This was a increase of ~67.33% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Hayek Kallen Investment Management for more details.