Callan Family Office
Latest statistics and disclosures from Callan Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, IVV, AMZN, and represent 19.33% of Callan Family Office's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.8M), IBP, ORCL, TSLA, ACWX, AON, ACWI, IVW, AMD, HDB.
- Started 27 new stock positions in METC, KTOS, MHO, BMO, WCC, IWO, IBP, NICE, ASH, UEC.
- Reduced shares in these 10 stocks: QQQ (-$25M), IWF (-$11M), IVV (-$9.0M), NVDA (-$6.8M), DFCA, COST, AMZN, META, COF, CSCO.
- Sold out of its positions in AAON, ASLE, AKYA, ALGN, ANSS, AHH, TEAM, BMI, BOH, BXP.
- Callan Family Office was a net seller of stock by $-224M.
- Callan Family Office has $3.1B in assets under management (AUM), dropping by -0.99%.
- Central Index Key (CIK): 0001938970
Tip: Access up to 7 years of quarterly data
Positions held by Callan Family Office consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Callan Family Office
Callan Family Office holds 848 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Callan Family Office has 848 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Callan Family Office Sept. 30, 2025 positions
- Download the Callan Family Office September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $151M | 291k | 517.95 |
|
|
| NVIDIA Corporation (NVDA) | 4.5 | $140M | -4% | 749k | 186.58 |
|
| Apple (AAPL) | 4.0 | $126M | +4% | 493k | 254.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $115M | -7% | 172k | 669.30 |
|
| Amazon (AMZN) | 2.4 | $76M | -4% | 345k | 219.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $71M | 292k | 243.55 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $71M | 811k | 87.31 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $55M | -5% | 74k | 734.38 |
|
| Broadcom (AVGO) | 1.5 | $48M | 145k | 329.91 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $48M | 196k | 243.10 |
|
|
| Tesla Motors (TSLA) | 1.2 | $37M | +9% | 83k | 444.72 |
|
| Visa Com Cl A (V) | 1.1 | $35M | -2% | 103k | 341.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $34M | -2% | 51k | 666.18 |
|
| Netflix (NFLX) | 1.1 | $34M | -5% | 28k | 1198.92 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $31M | -5% | 41k | 762.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $31M | -3% | 467k | 65.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $27M | -28% | 58k | 468.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $24M | -4% | 47k | 502.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $24M | -2% | 76k | 315.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $23M | +8% | 194k | 120.72 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $22M | -5% | 106k | 206.51 |
|
| Ge Aerospace Com New (GE) | 0.7 | $21M | +2% | 68k | 300.82 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $20M | -5% | 208k | 95.47 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $19M | -3% | 69k | 279.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $19M | 57k | 328.17 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $19M | -6% | 33k | 568.81 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $18M | -2% | 107k | 167.33 |
|
| Wells Fargo & Company (WFC) | 0.6 | $18M | -8% | 212k | 83.82 |
|
| UnitedHealth (UNH) | 0.6 | $17M | -7% | 50k | 345.30 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $17M | +5% | 137k | 123.75 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $17M | -16% | 18k | 925.63 |
|
| S&p Global (SPGI) | 0.5 | $16M | -2% | 34k | 486.71 |
|
| Oracle Corporation (ORCL) | 0.5 | $16M | +30% | 57k | 281.24 |
|
| Lowe's Companies (LOW) | 0.5 | $16M | -2% | 62k | 251.31 |
|
| Wal-Mart Stores (WMT) | 0.5 | $16M | -8% | 151k | 103.06 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $15M | 105k | 145.65 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $15M | 75k | 203.59 |
|
|
| AmerisourceBergen (COR) | 0.5 | $15M | 49k | 312.53 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $15M | -3% | 157k | 96.55 |
|
| Bank of America Corporation (BAC) | 0.5 | $15M | -7% | 286k | 51.59 |
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $15M | -6% | 132k | 109.95 |
|
| Capital One Financial (COF) | 0.4 | $14M | -16% | 66k | 212.58 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $14M | -5% | 31k | 447.23 |
|
| Goldman Sachs (GS) | 0.4 | $14M | -14% | 17k | 796.37 |
|
| Philip Morris International (PM) | 0.4 | $13M | 81k | 162.20 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $13M | +4% | 54k | 241.96 |
|
| Servicenow (NOW) | 0.4 | $13M | -3% | 14k | 920.28 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $13M | 63k | 201.53 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $12M | -5% | 93k | 133.94 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $12M | -13% | 13k | 968.09 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $12M | -8% | 109k | 108.96 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $11M | -4% | 19k | 596.03 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $11M | 88k | 128.24 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $11M | -2% | 229k | 47.20 |
|
| MetLife (MET) | 0.3 | $11M | -7% | 131k | 82.37 |
|
| Chevron Corporation (CVX) | 0.3 | $11M | +5% | 69k | 155.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $11M | -2% | 193k | 54.18 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $10M | +7% | 142k | 73.46 |
|
| Intuit (INTU) | 0.3 | $10M | -2% | 15k | 682.91 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $10M | +11% | 135k | 75.39 |
|
| Johnson & Johnson (JNJ) | 0.3 | $10M | -2% | 55k | 185.42 |
|
| Gilead Sciences (GILD) | 0.3 | $9.8M | 88k | 111.00 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $9.6M | +13% | 53k | 182.42 |
|
| Abbvie (ABBV) | 0.3 | $9.6M | +18% | 41k | 231.54 |
|
| Fiserv (FI) | 0.3 | $9.5M | -7% | 74k | 128.93 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $9.5M | 220k | 43.16 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $9.2M | 60k | 153.65 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $9.0M | -2% | 18k | 490.38 |
|
| FedEx Corporation (FDX) | 0.3 | $8.9M | -11% | 38k | 235.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $8.9M | -2% | 75k | 118.83 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $8.8M | -3% | 51k | 170.85 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $8.8M | +3% | 121k | 72.77 |
|
| Blackrock (BLK) | 0.3 | $8.7M | -3% | 7.5k | 1165.87 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $8.6M | 77k | 112.75 |
|
|
| Primerica (PRI) | 0.3 | $8.6M | -7% | 31k | 277.59 |
|
| Emcor (EME) | 0.3 | $8.4M | -9% | 13k | 649.54 |
|
| Cigna Corp (CI) | 0.3 | $8.4M | -8% | 29k | 288.25 |
|
| Amgen (AMGN) | 0.3 | $8.4M | -4% | 30k | 282.20 |
|
| Home Depot (HD) | 0.3 | $8.4M | -7% | 21k | 405.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $8.3M | -2% | 264k | 31.42 |
|
| Simpson Manufacturing (SSD) | 0.3 | $8.1M | -4% | 48k | 167.46 |
|
| Ross Stores (ROST) | 0.3 | $7.9M | -5% | 52k | 152.39 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $7.9M | 16k | 485.02 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $7.8M | -10% | 29k | 272.72 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $7.6M | +23% | 11k | 718.54 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $7.5M | -7% | 78k | 95.89 |
|
| Coca-Cola Company (KO) | 0.2 | $7.5M | -12% | 113k | 66.32 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $7.4M | -3% | 157k | 47.25 |
|
| American Express Company (AXP) | 0.2 | $7.4M | -4% | 22k | 332.16 |
|
| Norfolk Southern (NSC) | 0.2 | $7.4M | -3% | 25k | 300.40 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $7.4M | -4% | 26k | 279.28 |
|
| Walt Disney Company (DIS) | 0.2 | $7.3M | -3% | 64k | 114.50 |
|
| Vistra Energy (VST) | 0.2 | $7.3M | -16% | 37k | 195.92 |
|
| Boeing Company (BA) | 0.2 | $7.3M | +5% | 34k | 215.83 |
|
| Caterpillar (CAT) | 0.2 | $7.3M | -12% | 15k | 477.15 |
|
| W.W. Grainger (GWW) | 0.2 | $7.3M | 7.6k | 952.96 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $7.2M | 127k | 56.58 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $7.2M | -4% | 30k | 239.38 |
|
| Uber Technologies (UBER) | 0.2 | $7.2M | -5% | 73k | 97.97 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $7.1M | 105k | 67.83 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $7.0M | 32k | 219.53 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $7.0M | 19k | 374.25 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.9M | 20k | 355.47 |
|
|
| Acushnet Holdings Corp (GOLF) | 0.2 | $6.9M | -4% | 88k | 78.49 |
|
| Shell Spon Ads (SHEL) | 0.2 | $6.7M | -4% | 94k | 71.53 |
|
| Automatic Data Processing (ADP) | 0.2 | $6.7M | 23k | 293.50 |
|
|
| FTI Consulting (FCN) | 0.2 | $6.6M | -3% | 41k | 161.65 |
|
| Microchip Technology (MCHP) | 0.2 | $6.6M | -7% | 103k | 64.22 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $6.6M | +8% | 21k | 309.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $6.5M | -22% | 27k | 246.60 |
|
| Cisco Systems (CSCO) | 0.2 | $6.5M | -28% | 96k | 68.42 |
|
| Cadence Design Systems (CDNS) | 0.2 | $6.5M | -2% | 19k | 351.26 |
|
| Booking Holdings (BKNG) | 0.2 | $6.5M | -4% | 1.2k | 5399.92 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $6.4M | -79% | 11k | 600.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.4M | -14% | 68k | 93.37 |
|
| O'reilly Automotive (ORLY) | 0.2 | $6.4M | -8% | 59k | 107.81 |
|
| Palo Alto Networks (PANW) | 0.2 | $6.4M | 31k | 203.62 |
|
|
| Merck & Co (MRK) | 0.2 | $6.3M | 75k | 83.93 |
|
|
| Toro Company (TTC) | 0.2 | $6.3M | -6% | 82k | 76.20 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $6.2M | -5% | 214k | 28.79 |
|
| Haleon Spon Ads (HLN) | 0.2 | $6.0M | -11% | 671k | 8.97 |
|
| Advanced Micro Devices (AMD) | 0.2 | $5.9M | +44% | 37k | 161.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $5.9M | +6% | 42k | 142.10 |
|
| Moelis & Co Cl A (MC) | 0.2 | $5.8M | -3% | 82k | 71.32 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $5.8M | -4% | 108k | 53.40 |
|
| Williams Companies (WMB) | 0.2 | $5.7M | -8% | 91k | 63.35 |
|
| Zimmer Holdings (ZBH) | 0.2 | $5.7M | +7% | 58k | 98.50 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $5.7M | -7% | 21k | 267.21 |
|
| Micron Technology (MU) | 0.2 | $5.7M | +26% | 34k | 167.32 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $5.6M | -3% | 116k | 48.72 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $5.6M | -17% | 31k | 183.73 |
|
| Coherent Corp (COHR) | 0.2 | $5.6M | -2% | 52k | 107.72 |
|
| ConocoPhillips (COP) | 0.2 | $5.6M | -5% | 59k | 94.59 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.6M | +7% | 93k | 59.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.5M | -12% | 16k | 352.75 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $5.5M | 84k | 65.92 |
|
|
| Constellation Energy (CEG) | 0.2 | $5.3M | -4% | 16k | 329.07 |
|
| State Street Corporation (STT) | 0.2 | $5.3M | -7% | 46k | 116.01 |
|
| SYSCO Corporation (SYY) | 0.2 | $5.3M | -4% | 64k | 82.34 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.2M | -4% | 17k | 303.89 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $5.2M | -7% | 7.5k | 698.00 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $5.2M | -7% | 87k | 59.61 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $5.2M | 10k | 499.21 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $5.2M | -6% | 19k | 275.10 |
|
| Fidelity National Information Services (FIS) | 0.2 | $5.1M | 78k | 65.94 |
|
|
| Gra (GGG) | 0.2 | $5.0M | -8% | 59k | 84.96 |
|
| RBC Bearings Incorporated (RBC) | 0.2 | $5.0M | -8% | 13k | 390.29 |
|
| Installed Bldg Prods (IBP) | 0.2 | $5.0M | NEW | 20k | 246.66 |
|
| Sba Communications Corp Cl A (SBAC) | 0.2 | $4.9M | -6% | 26k | 193.35 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.9M | +70% | 35k | 138.24 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $4.8M | 42k | 113.88 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.8M | 7.8k | 612.38 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $4.7M | -3% | 242k | 19.25 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.5M | -13% | 19k | 236.37 |
|
| Linde SHS (LIN) | 0.1 | $4.5M | -5% | 9.5k | 475.02 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.4M | -32% | 11k | 391.64 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $4.4M | -14% | 78k | 55.75 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $4.4M | -11% | 111k | 39.19 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $4.3M | +64% | 126k | 34.16 |
|
| International Business Machines (IBM) | 0.1 | $4.3M | -10% | 15k | 282.16 |
|
| Kadant (KAI) | 0.1 | $4.3M | -4% | 14k | 297.58 |
|
| BancFirst Corporation (BANF) | 0.1 | $4.2M | +30% | 34k | 126.45 |
|
| Fifth Third Ban (FITB) | 0.1 | $4.2M | +3% | 95k | 44.55 |
|
| Aon Shs Cl A (AON) | 0.1 | $4.2M | +220% | 12k | 356.57 |
|
| Carrier Global Corporation (CARR) | 0.1 | $4.1M | -7% | 69k | 59.70 |
|
| Barclays Adr (BCS) | 0.1 | $4.1M | -5% | 198k | 20.67 |
|
| Landstar System (LSTR) | 0.1 | $4.1M | -11% | 33k | 122.56 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.1M | -10% | 26k | 158.96 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $4.1M | -3% | 54k | 75.10 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $4.0M | -18% | 56k | 70.98 |
|
| AutoZone (AZO) | 0.1 | $4.0M | -27% | 923.00 | 4290.24 |
|
| Ufp Industries (UFPI) | 0.1 | $3.9M | -4% | 42k | 93.49 |
|
| Rli (RLI) | 0.1 | $3.9M | -8% | 60k | 65.22 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $3.9M | 63k | 61.54 |
|
|
| First Hawaiian (FHB) | 0.1 | $3.8M | -8% | 154k | 24.83 |
|
| CorVel Corporation (CRVL) | 0.1 | $3.8M | -4% | 49k | 77.42 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.8M | +11% | 6.7k | 562.26 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.8M | 5.00 | 754200.00 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $3.8M | +7% | 17k | 225.55 |
|
| Danaher Corporation (DHR) | 0.1 | $3.8M | 19k | 198.26 |
|
|
| Applied Materials (AMAT) | 0.1 | $3.7M | -5% | 18k | 204.74 |
|
| At&t (T) | 0.1 | $3.7M | -17% | 131k | 28.24 |
|
| Progressive Corporation (PGR) | 0.1 | $3.7M | -38% | 15k | 246.95 |
|
| Nike CL B (NKE) | 0.1 | $3.7M | +19% | 53k | 69.73 |
|
| salesforce (CRM) | 0.1 | $3.7M | -15% | 15k | 237.00 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $3.6M | -16% | 228k | 15.94 |
|
| Qualcomm (QCOM) | 0.1 | $3.6M | -15% | 22k | 166.36 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $3.6M | -10% | 216k | 16.74 |
|
| Cme (CME) | 0.1 | $3.5M | -3% | 13k | 270.19 |
|
| Hp (HPQ) | 0.1 | $3.5M | -9% | 130k | 27.23 |
|
| Southern Company (SO) | 0.1 | $3.5M | -7% | 37k | 94.77 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $3.5M | -12% | 100k | 35.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.5M | -42% | 63k | 55.49 |
|
| American Tower Reit (AMT) | 0.1 | $3.4M | -5% | 18k | 192.32 |
|
| Banco Santander Adr (SAN) | 0.1 | $3.4M | -18% | 325k | 10.48 |
|
| TJX Companies (TJX) | 0.1 | $3.4M | -41% | 24k | 144.54 |
|
| Fortive (FTV) | 0.1 | $3.4M | -5% | 69k | 48.99 |
|
| Nextera Energy (NEE) | 0.1 | $3.4M | -6% | 45k | 75.49 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $3.3M | -4% | 25k | 133.90 |
|
| Alcon Ord Shs (ALC) | 0.1 | $3.3M | -21% | 44k | 74.51 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $3.3M | -23% | 43k | 76.72 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $3.3M | 13k | 260.44 |
|
|
| Ge Vernova (GEV) | 0.1 | $3.2M | -20% | 5.2k | 614.90 |
|
| Elanco Animal Health (ELAN) | 0.1 | $3.2M | -4% | 159k | 20.14 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $3.2M | -12% | 17k | 191.09 |
|
| Waste Management (WM) | 0.1 | $3.2M | -11% | 14k | 220.83 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $3.2M | -21% | 12k | 259.44 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.2M | +14% | 33k | 97.63 |
|
| Donaldson Company (DCI) | 0.1 | $3.2M | -4% | 39k | 81.85 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $3.1M | -3% | 73k | 43.40 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $3.1M | -8% | 52k | 59.69 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $3.1M | -3% | 22k | 142.40 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $3.1M | NEW | 47k | 65.01 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $3.1M | -7% | 21k | 148.93 |
|
| Manhattan Associates (MANH) | 0.1 | $3.0M | -5% | 15k | 204.98 |
|
| Stryker Corporation (SYK) | 0.1 | $3.0M | -7% | 8.2k | 369.67 |
|
| Intercontinental Exchange (ICE) | 0.1 | $3.0M | -5% | 18k | 168.48 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $3.0M | 5.1k | 586.04 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $2.9M | +4% | 38k | 77.77 |
|
| Honeywell International (HON) | 0.1 | $2.9M | -5% | 14k | 210.50 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.9M | 32k | 91.42 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $2.9M | -5% | 14k | 205.26 |
|
| Kroger (KR) | 0.1 | $2.8M | -26% | 42k | 67.41 |
|
| Avantor (AVTR) | 0.1 | $2.8M | +2% | 227k | 12.48 |
|
| Pepsi (PEP) | 0.1 | $2.8M | +10% | 20k | 140.44 |
|
| Republic Services (RSG) | 0.1 | $2.8M | -10% | 12k | 229.48 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.8M | 19k | 145.71 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $2.8M | +103% | 19k | 148.61 |
|
| Ameriprise Financial (AMP) | 0.1 | $2.8M | -3% | 5.6k | 491.25 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $2.7M | -13% | 7.9k | 346.26 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.5M | -4% | 2.4k | 1078.60 |
|
| Ishares Tr Global Reit Etf (REET) | 0.1 | $2.5M | 99k | 25.56 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $2.5M | -7% | 97k | 26.08 |
|
| AFLAC Incorporated (AFL) | 0.1 | $2.5M | -12% | 23k | 111.70 |
|
| Ecolab (ECL) | 0.1 | $2.5M | -9% | 9.2k | 273.86 |
|
| Moody's Corporation (MCO) | 0.1 | $2.5M | -43% | 5.3k | 476.48 |
|
| Analog Devices (ADI) | 0.1 | $2.5M | -3% | 10k | 245.70 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.4M | 93k | 26.34 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.4M | -14% | 37k | 66.01 |
|
| Medtronic SHS (MDT) | 0.1 | $2.4M | -12% | 25k | 95.24 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.4M | -6% | 3.1k | 758.15 |
|
| FactSet Research Systems (FDS) | 0.1 | $2.4M | -5% | 8.3k | 286.49 |
|
| Trane Technologies SHS (TT) | 0.1 | $2.4M | -13% | 5.6k | 421.96 |
|
| Citigroup Com New (C) | 0.1 | $2.3M | -19% | 23k | 101.50 |
|
| ResMed (RMD) | 0.1 | $2.3M | -3% | 8.4k | 273.73 |
|
| Equinix (EQIX) | 0.1 | $2.3M | -16% | 2.9k | 783.24 |
|
| Chubb (CB) | 0.1 | $2.3M | -8% | 8.1k | 282.25 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $2.3M | -37% | 42k | 54.16 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $2.3M | -15% | 30k | 76.62 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.2M | -4% | 6.6k | 341.00 |
|
Past Filings by Callan Family Office
SEC 13F filings are viewable for Callan Family Office going back to 2022
- Callan Family Office 2025 Q3 filed Nov. 4, 2025
- Callan Family Office 2025 Q2 filed July 24, 2025
- Callan Family Office 2025 Q1 filed May 13, 2025
- Callan Family Office 2024 Q4 filed Feb. 7, 2025
- Callan Family Office 2024 Q3 filed Oct. 8, 2024
- Callan Family Office 2024 Q2 filed July 26, 2024
- Callan Family Office 2024 Q1 filed May 9, 2024
- Callan Family Office 2023 Q3 filed Nov. 14, 2023
- Callan Family Office 2023 Q2 filed Aug. 14, 2023
- Callan Family Office 2023 Q1 filed May 12, 2023
- Callan Family Office 2022 Q4 filed Feb. 23, 2023