Callan Family Office
Latest statistics and disclosures from Callan Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, NVDA, IEFA, and represent 22.29% of Callan Family Office's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$62M), AAPL (+$58M), NVDA (+$48M), AMZN (+$30M), GOOG (+$29M), GOOGL (+$20M), LLY (+$17M), META (+$16M), UNH (+$14M), V (+$14M).
- Started 448 new stock positions in UBS, BA, ANSS, TT, LII, DOV, MRVL, TRV, PFG, ODFL.
- Reduced shares in these 10 stocks: IVV (-$10M), SPY, IEFA, EFA, , TFIN, VOO, DVY, AIFD, IJH.
- Sold out of its positions in BlackRock, AIFD, AIQ, HBI, IDU, OTEX, SOAR, XHB, THS, TFIN.
- Callan Family Office was a net buyer of stock by $980M.
- Callan Family Office has $1.6B in assets under management (AUM), dropping by 164.22%.
- Central Index Key (CIK): 0001938970
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Portfolio Holdings for Callan Family Office
Callan Family Office holds 627 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Callan Family Office has 627 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Callan Family Office Dec. 31, 2024 positions
- Download the Callan Family Office December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $95M | -9% | 161k | 588.68 |
|
Apple (AAPL) | 4.9 | $77M | +315% | 306k | 250.42 |
|
Microsoft Corporation (MSFT) | 4.6 | $72M | +627% | 171k | 421.50 |
|
NVIDIA Corporation (NVDA) | 3.4 | $54M | +794% | 404k | 134.29 |
|
Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $53M | -2% | 753k | 70.28 |
|
Amazon (AMZN) | 2.7 | $42M | +232% | 193k | 219.39 |
|
Alphabet Cap Stk Cl C (GOOG) | 2.1 | $33M | +633% | 175k | 190.44 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $30M | -10% | 52k | 586.08 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $30M | 476k | 62.31 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $22M | 56k | 401.58 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $21M | +1413% | 111k | 189.30 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $21M | +64% | 113k | 185.13 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $20M | +11% | 102k | 190.88 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $18M | +6% | 173k | 101.53 |
|
Eli Lilly & Co. (LLY) | 1.1 | $17M | +2849% | 23k | 772.00 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $17M | +13% | 60k | 289.81 |
|
Meta Platforms Cl A (META) | 1.1 | $17M | +1616% | 29k | 585.51 |
|
UnitedHealth (UNH) | 1.0 | $16M | +822% | 31k | 505.86 |
|
Visa Com Cl A (V) | 1.0 | $15M | +1281% | 48k | 316.04 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $14M | 162k | 88.40 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $14M | +180% | 30k | 453.28 |
|
Tesla Motors (TSLA) | 0.9 | $14M | +2677% | 33k | 403.84 |
|
Broadcom (AVGO) | 0.8 | $13M | +2169% | 54k | 231.84 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $12M | +7% | 55k | 220.96 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $12M | 21k | 569.58 |
|
|
Costco Wholesale Corporation (COST) | 0.7 | $12M | +247% | 13k | 916.27 |
|
JPMorgan Chase & Co. (JPM) | 0.6 | $9.9M | +385% | 42k | 239.71 |
|
Netflix (NFLX) | 0.6 | $9.5M | +491% | 11k | 891.32 |
|
S&p Global (SPGI) | 0.6 | $9.3M | +1911% | 19k | 498.03 |
|
Mastercard Incorporated Cl A (MA) | 0.6 | $8.9M | +538% | 17k | 526.57 |
|
Bank of America Corporation (BAC) | 0.6 | $8.7M | +142% | 198k | 43.95 |
|
Wal-Mart Stores (WMT) | 0.6 | $8.7M | NEW | 96k | 90.35 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $8.5M | +475% | 43k | 197.49 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $8.2M | 91k | 90.93 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $7.7M | +747% | 22k | 351.79 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $7.7M | +4% | 174k | 44.04 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $7.6M | +11% | 66k | 115.22 |
|
Intuitive Surgical Com New (ISRG) | 0.5 | $7.5M | NEW | 15k | 521.96 |
|
Abbott Laboratories (ABT) | 0.5 | $7.5M | +1166% | 66k | 113.11 |
|
Procter & Gamble Company (PG) | 0.5 | $7.3M | +880% | 44k | 167.65 |
|
Thermo Fisher Scientific (TMO) | 0.5 | $7.3M | +179% | 14k | 520.21 |
|
Lowe's Companies (LOW) | 0.5 | $7.2M | +1108% | 29k | 246.80 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $7.0M | -3% | 118k | 58.93 |
|
Wells Fargo & Company (WFC) | 0.4 | $6.9M | +1388% | 98k | 70.24 |
|
Servicenow (NOW) | 0.4 | $6.0M | NEW | 5.6k | 1060.12 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.4 | $6.0M | +6% | 114k | 52.47 |
|
Home Depot (HD) | 0.4 | $5.8M | +356% | 15k | 388.99 |
|
Fiserv (FI) | 0.4 | $5.8M | +491% | 28k | 205.42 |
|
Blackrock (BLK) | 0.4 | $5.8M | NEW | 5.6k | 1025.11 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $5.6M | +70% | 44k | 128.62 |
|
Ishares Gold Tr Ishares New (IAU) | 0.4 | $5.6M | +3% | 112k | 49.51 |
|
Marsh & McLennan Companies (MMC) | 0.4 | $5.6M | +1562% | 26k | 212.41 |
|
Johnson & Johnson (JNJ) | 0.3 | $5.2M | +269% | 36k | 144.62 |
|
Automatic Data Processing (ADP) | 0.3 | $5.2M | NEW | 18k | 292.73 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $5.2M | 125k | 41.82 |
|
|
Charles Schwab Corporation (SCHW) | 0.3 | $5.2M | NEW | 70k | 74.01 |
|
Merck & Co (MRK) | 0.3 | $5.2M | +1005% | 52k | 99.48 |
|
Amphenol Corp Cl A (APH) | 0.3 | $5.1M | +528% | 73k | 69.45 |
|
Goldman Sachs (GS) | 0.3 | $5.1M | +490% | 8.9k | 572.62 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.0M | 21k | 242.13 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.9M | -18% | 65k | 75.61 |
|
Cisco Systems (CSCO) | 0.3 | $4.8M | +332% | 82k | 59.20 |
|
Raytheon Technologies Corp (RTX) | 0.3 | $4.8M | +568% | 42k | 115.72 |
|
Vistra Energy (VST) | 0.3 | $4.7M | +215% | 34k | 137.87 |
|
Caterpillar (CAT) | 0.3 | $4.6M | +495% | 13k | 362.76 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $4.6M | +26% | 96k | 47.82 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.6M | 47k | 96.83 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.5M | -11% | 35k | 131.29 |
|
Palo Alto Networks (PANW) | 0.3 | $4.5M | +1883% | 25k | 181.96 |
|
Oracle Corporation (ORCL) | 0.3 | $4.2M | +465% | 26k | 166.64 |
|
Capital One Financial (COF) | 0.3 | $4.2M | +639% | 24k | 178.32 |
|
Arthur J. Gallagher & Co. (AJG) | 0.3 | $4.2M | +97% | 15k | 283.85 |
|
Adobe Systems Incorporated (ADBE) | 0.3 | $4.2M | +1935% | 9.4k | 444.68 |
|
Eaton Corp SHS (ETN) | 0.3 | $4.1M | +915% | 12k | 331.87 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.1M | +1669% | 5.9k | 693.08 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.1M | -14% | 7.5k | 538.81 |
|
Exxon Mobil Corporation (XOM) | 0.3 | $4.0M | +278% | 37k | 107.57 |
|
American Express Company (AXP) | 0.3 | $4.0M | NEW | 13k | 296.79 |
|
Abbvie (ABBV) | 0.2 | $3.8M | +555% | 21k | 177.70 |
|
Fifth Third Ban (FITB) | 0.2 | $3.7M | +6% | 88k | 42.28 |
|
Booking Holdings (BKNG) | 0.2 | $3.6M | +1063% | 733.00 | 4968.42 |
|
Amgen (AMGN) | 0.2 | $3.6M | +550% | 14k | 260.64 |
|
Philip Morris International (PM) | 0.2 | $3.6M | +545% | 30k | 120.35 |
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $3.6M | NEW | 70k | 52.16 |
|
Ishares Emng Mkts Eqt (EMGF) | 0.2 | $3.6M | -3% | 80k | 45.23 |
|
Chevron Corporation (CVX) | 0.2 | $3.6M | +286% | 25k | 144.84 |
|
Air Products & Chemicals (APD) | 0.2 | $3.5M | +1420% | 12k | 290.04 |
|
Sanofi Sponsored Adr (SNY) | 0.2 | $3.4M | NEW | 71k | 48.23 |
|
Union Pacific Corporation (UNP) | 0.2 | $3.4M | +321% | 15k | 228.04 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $3.4M | +533% | 7.0k | 485.94 |
|
FedEx Corporation (FDX) | 0.2 | $3.4M | +294% | 12k | 281.34 |
|
SYSCO Corporation (SYY) | 0.2 | $3.3M | +1082% | 44k | 76.46 |
|
Microchip Technology (MCHP) | 0.2 | $3.3M | +1338% | 58k | 57.35 |
|
Walt Disney Company (DIS) | 0.2 | $3.3M | +325% | 30k | 111.35 |
|
Johnson Ctls Intl SHS (JCI) | 0.2 | $3.3M | NEW | 42k | 78.93 |
|
Comcast Corp Cl A (CMCSA) | 0.2 | $3.3M | +1302% | 87k | 37.53 |
|
MetLife (MET) | 0.2 | $3.2M | NEW | 39k | 81.88 |
|
Morgan Stanley Com New (MS) | 0.2 | $3.2M | NEW | 25k | 125.72 |
|
Marriott Intl Cl A (MAR) | 0.2 | $3.2M | NEW | 11k | 278.94 |
|
Norfolk Southern (NSC) | 0.2 | $3.1M | NEW | 13k | 234.70 |
|
Texas Instruments Incorporated (TXN) | 0.2 | $3.0M | NEW | 16k | 187.51 |
|
Shell Spon Ads (SHEL) | 0.2 | $3.0M | NEW | 48k | 62.65 |
|
Coca-Cola Company (KO) | 0.2 | $3.0M | +738% | 48k | 62.26 |
|
Progressive Corporation (PGR) | 0.2 | $3.0M | +1426% | 12k | 239.61 |
|
Bank of New York Mellon Corporation (BK) | 0.2 | $3.0M | NEW | 38k | 76.83 |
|
McDonald's Corporation (MCD) | 0.2 | $2.9M | +1318% | 10k | 289.89 |
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $2.9M | +31% | 25k | 117.50 |
|
Discover Financial Services (DFS) | 0.2 | $2.9M | NEW | 17k | 173.23 |
|
Metropcs Communications (TMUS) | 0.2 | $2.9M | +506% | 13k | 220.73 |
|
Kroger (KR) | 0.2 | $2.9M | NEW | 47k | 61.15 |
|
Ishares Tr Global Reit Etf (REET) | 0.2 | $2.9M | +12% | 119k | 23.97 |
|
Ge Aerospace Com New (GE) | 0.2 | $2.8M | +1430% | 17k | 166.79 |
|
Gilead Sciences (GILD) | 0.2 | $2.8M | NEW | 31k | 92.37 |
|
Novartis Sponsored Adr (NVS) | 0.2 | $2.8M | +1418% | 29k | 97.31 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.7M | +2% | 31k | 89.08 |
|
AmerisourceBergen (COR) | 0.2 | $2.7M | +602% | 12k | 224.68 |
|
Bhp Group Sponsored Ads (BHP) | 0.2 | $2.6M | NEW | 54k | 48.83 |
|
Novo-nordisk A S Adr (NVO) | 0.2 | $2.6M | NEW | 30k | 86.02 |
|
Chipotle Mexican Grill (CMG) | 0.2 | $2.6M | NEW | 43k | 60.30 |
|
Cigna Corp (CI) | 0.2 | $2.6M | NEW | 9.4k | 276.14 |
|
Danaher Corporation (DHR) | 0.2 | $2.6M | +511% | 11k | 229.55 |
|
Murphy Usa (MUSA) | 0.2 | $2.5M | NEW | 5.1k | 501.75 |
|
Honeywell International (HON) | 0.2 | $2.5M | NEW | 11k | 225.89 |
|
Southern Company (SO) | 0.2 | $2.5M | +559% | 31k | 82.32 |
|
AutoZone (AZO) | 0.2 | $2.5M | +135% | 773.00 | 3202.04 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $2.4M | +23% | 47k | 52.22 |
|
Nextera Energy (NEE) | 0.2 | $2.4M | +1036% | 33k | 71.69 |
|
American Tower Reit (AMT) | 0.1 | $2.4M | NEW | 13k | 183.41 |
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Waste Management (WM) | 0.1 | $2.3M | NEW | 12k | 201.79 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.3M | NEW | 6.8k | 342.16 |
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Advanced Micro Devices (AMD) | 0.1 | $2.3M | NEW | 19k | 120.79 |
|
Cme (CME) | 0.1 | $2.3M | NEW | 9.9k | 232.23 |
|
Barclays Adr (BCS) | 0.1 | $2.2M | NEW | 168k | 13.29 |
|
Ross Stores (ROST) | 0.1 | $2.2M | +586% | 15k | 151.27 |
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Intuit (INTU) | 0.1 | $2.2M | NEW | 3.5k | 628.50 |
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salesforce (CRM) | 0.1 | $2.2M | NEW | 6.5k | 334.33 |
|
Equinix (EQIX) | 0.1 | $2.2M | NEW | 2.3k | 942.89 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.2M | NEW | 93k | 23.18 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.1 | $2.1M | NEW | 101k | 21.16 |
|
ConocoPhillips (COP) | 0.1 | $2.1M | NEW | 21k | 99.17 |
|
Sap Se Spon Adr (SAP) | 0.1 | $2.1M | NEW | 8.5k | 246.21 |
|
Ameriprise Financial (AMP) | 0.1 | $2.1M | NEW | 3.9k | 532.43 |
|
Republic Services (RSG) | 0.1 | $2.1M | NEW | 10k | 201.18 |
|
Sherwin-Williams Company (SHW) | 0.1 | $2.1M | +125% | 6.1k | 339.93 |
|
Teledyne Technologies Incorporated (TDY) | 0.1 | $2.1M | NEW | 4.4k | 464.13 |
|
Williams Companies (WMB) | 0.1 | $2.0M | NEW | 38k | 54.12 |
|
W.W. Grainger (GWW) | 0.1 | $2.0M | +592% | 1.9k | 1054.05 |
|
Carrier Global Corporation (CARR) | 0.1 | $2.0M | NEW | 30k | 68.26 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.1 | $2.0M | NEW | 31k | 63.86 |
|
Fidelity National Information Services (FIS) | 0.1 | $2.0M | +666% | 25k | 80.77 |
|
Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.0M | NEW | 36k | 54.50 |
|
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.0M | NEW | 136k | 14.49 |
|
Haleon Spon Ads (HLN) | 0.1 | $2.0M | NEW | 207k | 9.54 |
|
Occidental Petroleum Corporation (OXY) | 0.1 | $2.0M | NEW | 40k | 49.41 |
|
Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | NEW | 3.1k | 636.03 |
|
GSK Sponsored Adr (GSK) | 0.1 | $2.0M | NEW | 58k | 33.82 |
|
O'reilly Automotive (ORLY) | 0.1 | $1.9M | NEW | 1.6k | 1185.80 |
|
International Business Machines (IBM) | 0.1 | $1.9M | +615% | 8.8k | 219.83 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | 3.8k | 511.26 |
|
|
Pepsi (PEP) | 0.1 | $1.9M | +111% | 13k | 152.06 |
|
Nike CL B (NKE) | 0.1 | $1.9M | +510% | 25k | 75.67 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.9M | +546% | 32k | 59.73 |
|
Qualcomm (QCOM) | 0.1 | $1.9M | +368% | 12k | 153.62 |
|
Charter Communications Inc N Cl A (CHTR) | 0.1 | $1.9M | NEW | 5.4k | 342.77 |
|
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $1.8M | +164% | 4.8k | 386.25 |
|
FTI Consulting (FCN) | 0.1 | $1.8M | +503% | 9.5k | 191.13 |
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AFLAC Incorporated (AFL) | 0.1 | $1.8M | NEW | 17k | 103.44 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | +354% | 10k | 172.42 |
|
Us Bancorp Del Com New (USB) | 0.1 | $1.8M | +494% | 37k | 47.83 |
|
Acushnet Holdings Corp (GOLF) | 0.1 | $1.7M | +630% | 24k | 71.08 |
|
Coherent Corp (COHR) | 0.1 | $1.7M | NEW | 18k | 94.73 |
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Brinker International (EAT) | 0.1 | $1.6M | NEW | 12k | 132.29 |
|
Analog Devices (ADI) | 0.1 | $1.6M | NEW | 7.5k | 212.46 |
|
Stryker Corporation (SYK) | 0.1 | $1.6M | NEW | 4.4k | 360.05 |
|
Toyota Motor Corp Ads (TM) | 0.1 | $1.6M | NEW | 8.1k | 194.61 |
|
Moody's Corporation (MCO) | 0.1 | $1.6M | NEW | 3.3k | 473.37 |
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $1.6M | NEW | 161k | 9.72 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $1.6M | 25k | 63.45 |
|
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ResMed (RMD) | 0.1 | $1.6M | NEW | 6.8k | 228.69 |
|
Emcor (EME) | 0.1 | $1.5M | +166% | 3.4k | 453.90 |
|
Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.5M | NEW | 23k | 65.52 |
|
Intercontinental Exchange (ICE) | 0.1 | $1.5M | NEW | 10k | 149.01 |
|
Cintas Corporation (CTAS) | 0.1 | $1.5M | NEW | 8.2k | 182.70 |
|
Moelis & Co Cl A (MC) | 0.1 | $1.5M | +549% | 20k | 73.88 |
|
Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.5M | +18% | 13k | 110.11 |
|
Alcon Ord Shs (ALC) | 0.1 | $1.5M | NEW | 17k | 84.89 |
|
Linde SHS (LIN) | 0.1 | $1.4M | NEW | 3.4k | 418.67 |
|
Te Connectivity Ord Shs (TEL) | 0.1 | $1.4M | NEW | 10k | 142.97 |
|
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.4M | NEW | 122k | 11.72 |
|
ConAgra Foods (CAG) | 0.1 | $1.4M | NEW | 51k | 27.75 |
|
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $1.4M | NEW | 28k | 50.07 |
|
IDEX Corporation (IEX) | 0.1 | $1.4M | NEW | 6.6k | 209.29 |
|
Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.4M | -18% | 12k | 113.61 |
|
Palantir Technologies Cl A (PLTR) | 0.1 | $1.4M | NEW | 18k | 75.63 |
|
Primerica (PRI) | 0.1 | $1.4M | +273% | 5.0k | 271.42 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.4M | 4.2k | 322.16 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.3M | NEW | 17k | 78.18 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.3M | -4% | 10k | 129.34 |
|
Medtronic SHS (MDT) | 0.1 | $1.3M | +347% | 17k | 79.88 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.3M | 4.6k | 288.85 |
|
|
Starbucks Corporation (SBUX) | 0.1 | $1.3M | NEW | 15k | 91.25 |
|
Deutsche Bank A G Namen Akt (DB) | 0.1 | $1.3M | NEW | 77k | 17.05 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | +416% | 12k | 107.74 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | -4% | 6.7k | 195.83 |
|
Ge Vernova (GEV) | 0.1 | $1.3M | NEW | 4.0k | 328.93 |
|
Gra (GGG) | 0.1 | $1.3M | NEW | 15k | 84.29 |
|
Baker Hughes Company Cl A (BKR) | 0.1 | $1.3M | NEW | 32k | 41.02 |
|
Hp (HPQ) | 0.1 | $1.3M | NEW | 39k | 32.63 |
|
Texas Roadhouse (TXRH) | 0.1 | $1.3M | NEW | 7.1k | 180.43 |
|
Synopsys (SNPS) | 0.1 | $1.2M | NEW | 2.6k | 485.36 |
|
Broadridge Financial Solutions (BR) | 0.1 | $1.2M | NEW | 5.5k | 226.09 |
|
Synovus Finl Corp Com New (SNV) | 0.1 | $1.2M | +7% | 24k | 51.23 |
|
HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.2M | NEW | 25k | 49.46 |
|
Service Corporation International (SCI) | 0.1 | $1.2M | +482% | 16k | 79.82 |
|
Ecolab (ECL) | 0.1 | $1.2M | +201% | 5.1k | 234.32 |
|
Rli (RLI) | 0.1 | $1.2M | NEW | 7.3k | 164.83 |
|
Simpson Manufacturing (SSD) | 0.1 | $1.2M | +250% | 7.2k | 165.83 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.5k | 264.13 |
|
|
Eni S P A Sponsored Adr (E) | 0.1 | $1.2M | NEW | 44k | 27.36 |
|
Target Corporation (TGT) | 0.1 | $1.2M | NEW | 8.7k | 135.18 |
|
Avantor (AVTR) | 0.1 | $1.2M | NEW | 56k | 21.07 |
|
Unilever Spon Adr New (UL) | 0.1 | $1.2M | NEW | 20k | 56.70 |
|
Zimmer Holdings (ZBH) | 0.1 | $1.2M | NEW | 11k | 105.63 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.2M | 7.1k | 161.77 |
|
|
W.R. Berkley Corporation (WRB) | 0.1 | $1.1M | NEW | 20k | 58.52 |
|
At&t (T) | 0.1 | $1.1M | NEW | 50k | 22.77 |
|
D.R. Horton (DHI) | 0.1 | $1.1M | +491% | 8.1k | 139.82 |
|
Zoetis Cl A (ZTS) | 0.1 | $1.1M | NEW | 6.9k | 162.93 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.1M | NEW | 1.6k | 712.33 |
|
Datadog Cl A Com (DDOG) | 0.1 | $1.1M | NEW | 7.8k | 142.89 |
|
Applied Materials (AMAT) | 0.1 | $1.1M | NEW | 6.8k | 162.63 |
|
State Street Corporation (STT) | 0.1 | $1.1M | +309% | 11k | 98.15 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | +369% | 13k | 85.66 |
|
TJX Companies (TJX) | 0.1 | $1.1M | +267% | 9.0k | 120.81 |
|
Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | NEW | 8.0k | 134.34 |
|
Centene Corporation (CNC) | 0.1 | $1.1M | NEW | 18k | 60.58 |
|
Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.1M | NEW | 18k | 58.81 |
|
Chubb (CB) | 0.1 | $1.1M | NEW | 3.9k | 276.30 |
|
Quanta Services (PWR) | 0.1 | $1.1M | NEW | 3.4k | 316.05 |
|
L3harris Technologies (LHX) | 0.1 | $1.1M | +92% | 5.1k | 210.28 |
|
Emerson Electric (EMR) | 0.1 | $1.1M | +147% | 8.5k | 123.93 |
|
United Parcel Service CL B (UPS) | 0.1 | $1.1M | +351% | 8.4k | 126.10 |
|
Uber Technologies (UBER) | 0.1 | $1.1M | NEW | 18k | 60.32 |
|
General Dynamics Corporation (GD) | 0.1 | $1.1M | +83% | 4.0k | 263.49 |
|
Willis Towers Watson SHS (WTW) | 0.1 | $1.1M | +160% | 3.4k | 313.28 |
|
International Flavors & Fragrances (IFF) | 0.1 | $1.0M | NEW | 12k | 84.55 |
|
Brown & Brown (BRO) | 0.1 | $1.0M | +67% | 10k | 102.02 |
|
Constellation Energy (CEG) | 0.1 | $1.0M | NEW | 4.6k | 223.71 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.0M | 8.1k | 126.75 |
|
|
Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | NEW | 14k | 72.23 |
|
Past Filings by Callan Family Office
SEC 13F filings are viewable for Callan Family Office going back to 2022
- 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