Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HAYEK KALLEN INVESTMENT MANAGEMENT | 02-08-2024 | 12-31-2023 | 87 | 239,508,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $27,723,000 | 143,996 | 11.57 | 11.16 | -1,520 | -1.04 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $24,206,000 | 64,370 | 10.11 | 9.21 | -736 | -1.13 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $13,332,000 | 37,380 | 5.57 | 5.96 | -582 | -1.53 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 4 | $8,469,000 | 47,285 | 3.54 | 3.25 | -382 | -0.80 | 12-31-2023 |
