Callan Family Office
Latest statistics and disclosures from Callan Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, IVV, MSFT, VOO, and represent 15.56% of Callan Family Office's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$13M), IEFA (+$7.0M), IEMG (+$5.3M), FISV (+$5.0M), OXY, CMCSA, POOL, BN, CHTR, IFF.
- Started 86 new stock positions in CXM, RYAN, GH, IMMR, MDLN, ALK, RDDT, PSN, WLK, EVTC.
- Reduced shares in these 10 stocks: IWD (-$34M), IWF (-$16M), ACWX (-$12M), AstraZeneca (-$12M), IWM (-$10M), , MSFT (-$6.8M), , ACWI, GOOG.
- Sold out of its positions in ACM, AFRM, ACRE, AstraZeneca, TEAM, BIO, BMRN, Cadence Bank, CPT, CGGO.
- Callan Family Office was a net seller of stock by $-88M.
- Callan Family Office has $4.4B in assets under management (AUM), dropping by -5.33%.
- Central Index Key (CIK): 0001938970
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Portfolio Holdings for Callan Family Office
Callan Family Office holds 1131 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Callan Family Office has 1131 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Callan Family Office March 31, 2026 positions
- Download the Callan Family Office March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.9 | $170M | 976k | 174.40 |
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| Apple (AAPL) | 3.4 | $150M | 591k | 253.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $131M | 201k | 653.21 |
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| Microsoft Corporation (MSFT) | 2.9 | $127M | -5% | 343k | 370.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $107M | 180k | 597.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $98M | -4% | 340k | 286.86 |
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| Amazon (AMZN) | 2.1 | $94M | 452k | 208.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $91M | +8% | 1.0M | 90.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $69M | -2% | 241k | 287.56 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 1.5 | $64M | -2% | 223k | 287.57 |
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| Broadcom (AVGO) | 1.4 | $63M | 202k | 309.51 |
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| Meta Platforms Cl A (META) | 1.2 | $51M | 89k | 572.13 |
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| Eli Lilly & Co. (LLY) | 1.1 | $49M | -3% | 53k | 919.76 |
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| Visa Com Cl A (V) | 0.9 | $40M | -6% | 132k | 302.24 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $39M | 115k | 337.95 |
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| Tesla Motors (TSLA) | 0.8 | $37M | 101k | 371.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $35M | 53k | 650.34 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $34M | 503k | 67.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $34M | -31% | 80k | 426.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $32M | +2% | 55k | 577.18 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $31M | -4% | 23k | 1320.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $30M | -3% | 62k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $30M | -3% | 101k | 294.16 |
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| Netflix (NFLX) | 0.6 | $28M | -12% | 286k | 96.15 |
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| Ge Aerospace Com New (GE) | 0.6 | $27M | +5% | 96k | 283.77 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.6 | $27M | 284k | 93.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $25M | 88k | 287.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $24M | -2% | 114k | 211.15 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $23M | +6% | 46k | 499.66 |
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| Wal-Mart Stores (WMT) | 0.5 | $23M | +2% | 182k | 124.28 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $22M | -4% | 115k | 192.90 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $22M | -2% | 195k | 113.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $22M | +9% | 68k | 320.81 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $21M | 226k | 93.98 |
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| Amphenol Corp Cl A (APH) | 0.5 | $21M | +2% | 164k | 126.35 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $20M | +13% | 163k | 124.31 |
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| Costco Wholesale Corporation (COST) | 0.4 | $20M | +3% | 20k | 996.44 |
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| Philip Morris International (PM) | 0.4 | $19M | -4% | 115k | 165.34 |
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| Wells Fargo & Company (WFC) | 0.4 | $19M | -4% | 234k | 79.61 |
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| Goldman Sachs (GS) | 0.4 | $18M | -2% | 21k | 846.00 |
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| Chevron Corporation (CVX) | 0.4 | $18M | -3% | 85k | 206.90 |
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| Johnson Controls Internation SHS (JCI) | 0.4 | $17M | -6% | 128k | 130.95 |
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| Micron Technology (MU) | 0.4 | $17M | -3% | 49k | 337.84 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $17M | -2% | 98k | 169.66 |
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| Bank of America Corporation (BAC) | 0.4 | $16M | -5% | 337k | 48.75 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $16M | -11% | 168k | 97.23 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $16M | +2% | 107k | 152.75 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $16M | -5% | 35k | 460.99 |
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| AmerisourceBergen (COR) | 0.4 | $16M | -8% | 52k | 314.14 |
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| UnitedHealth (UNH) | 0.4 | $16M | -2% | 59k | 270.59 |
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| Johnson & Johnson (JNJ) | 0.4 | $16M | -4% | 65k | 244.44 |
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| GSK Sponsored Adr (GSK) | 0.4 | $16M | 282k | 55.19 |
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| Lowe's Companies (LOW) | 0.3 | $15M | -6% | 65k | 236.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $15M | +4% | 238k | 64.08 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $15M | +3% | 107k | 142.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $15M | -69% | 69k | 213.67 |
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| FedEx Corporation (FDX) | 0.3 | $15M | 41k | 356.18 |
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| S&p Global (SPGI) | 0.3 | $15M | -11% | 34k | 425.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $15M | -41% | 58k | 248.00 |
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| Gilead Sciences (GILD) | 0.3 | $15M | 104k | 139.37 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $14M | -2% | 118k | 118.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $14M | +4% | 181k | 77.11 |
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| Caterpillar (CAT) | 0.3 | $14M | 19k | 708.46 |
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| Merck & Co (MRK) | 0.3 | $14M | +3% | 113k | 120.29 |
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| Abbvie (ABBV) | 0.3 | $13M | +4% | 61k | 217.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $13M | +68% | 188k | 69.75 |
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| Astrazeneca Ord (AZN) | 0.3 | $13M | NEW | 67k | 196.90 |
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| Advanced Micro Devices (AMD) | 0.3 | $12M | 61k | 203.43 |
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| Capital One Financial (COF) | 0.3 | $12M | -8% | 67k | 182.43 |
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| Shell Spon Ads (SHEL) | 0.3 | $12M | 131k | 93.00 |
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| Marsh & McLennan Companies (MRSH) | 0.3 | $12M | -7% | 70k | 173.45 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $12M | -2% | 223k | 54.05 |
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| CVS Caremark Corporation (CVS) | 0.3 | $12M | +6% | 165k | 71.82 |
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| Amgen (AMGN) | 0.3 | $12M | -3% | 33k | 351.85 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $12M | +17% | 244k | 48.18 |
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| Ross Stores (ROST) | 0.3 | $12M | -8% | 54k | 216.63 |
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| Oracle Corporation (ORCL) | 0.3 | $12M | -3% | 78k | 147.11 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $11M | -2% | 19k | 616.76 |
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| Abbott Laboratories (ABT) | 0.3 | $11M | -8% | 111k | 102.67 |
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| Coherent Corp (COHR) | 0.3 | $11M | -12% | 48k | 238.21 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $11M | +27% | 77k | 146.28 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $11M | +48% | 172k | 65.00 |
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| Cisco Systems (CSCO) | 0.2 | $10M | -3% | 132k | 77.59 |
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| Coca-Cola Company (KO) | 0.2 | $10M | -4% | 132k | 76.05 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $9.8M | +20% | 163k | 60.43 |
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| Applied Materials (AMAT) | 0.2 | $9.7M | -6% | 28k | 341.79 |
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| ConocoPhillips (COP) | 0.2 | $9.5M | 72k | 132.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $9.5M | 108k | 88.16 |
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| MetLife (MET) | 0.2 | $9.2M | 131k | 70.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $9.2M | +12% | 21k | 430.29 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $9.1M | -7% | 19k | 491.53 |
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| Home Depot (HD) | 0.2 | $9.1M | -2% | 28k | 328.90 |
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| Linde SHS (LIN) | 0.2 | $9.0M | 18k | 495.76 |
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| Simpson Manufacturing (SSD) | 0.2 | $9.0M | 52k | 171.62 |
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| Boeing Company (BA) | 0.2 | $8.9M | +16% | 45k | 199.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $8.9M | 92k | 97.13 |
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| American Express Company (AXP) | 0.2 | $8.9M | -5% | 30k | 302.48 |
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| Cigna Corp (CI) | 0.2 | $8.9M | +34% | 33k | 266.75 |
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| Procter & Gamble Company (PG) | 0.2 | $8.9M | -4% | 62k | 144.44 |
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| Walt Disney Company (DIS) | 0.2 | $8.8M | -5% | 91k | 96.38 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $8.7M | 117k | 74.35 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.6M | +17% | 97k | 88.70 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $8.6M | +72% | 299k | 28.71 |
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| Emcor (EME) | 0.2 | $8.6M | -8% | 12k | 738.31 |
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| Air Products & Chemicals (APD) | 0.2 | $8.5M | +12% | 29k | 290.49 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $8.4M | 15k | 543.10 |
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| Aon Shs Cl A (AON) | 0.2 | $8.3M | +11% | 26k | 322.78 |
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| Blackrock (BLK) | 0.2 | $8.2M | -2% | 8.6k | 961.68 |
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| Acushnet Holdings Corp (GOLF) | 0.2 | $8.1M | 87k | 93.48 |
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| Toro Company (TTC) | 0.2 | $8.1M | +28% | 87k | 93.44 |
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| W.W. Grainger (GWW) | 0.2 | $8.1M | -8% | 7.4k | 1090.84 |
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| Constellation Energy (CEG) | 0.2 | $8.1M | 29k | 279.25 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $7.9M | +10% | 67k | 118.62 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $7.9M | 79k | 100.62 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $7.9M | +13% | 41k | 194.14 |
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| Primerica (PRI) | 0.2 | $7.9M | 31k | 250.48 |
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| FTI Consulting (FCN) | 0.2 | $7.6M | +8% | 43k | 176.77 |
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| Sap Se Spon Adr (SAP) | 0.2 | $7.6M | +6% | 45k | 171.21 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $7.6M | 36k | 213.66 |
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| Watts Water Technologies Cl A (WTS) | 0.2 | $7.5M | 26k | 290.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $7.5M | -4% | 19k | 390.41 |
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| O'reilly Automotive (ORLY) | 0.2 | $7.5M | 81k | 92.31 |
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| Haleon Spon Ads (HLN) | 0.2 | $7.4M | 735k | 10.01 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $7.3M | -3% | 120k | 61.05 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.2 | $7.3M | -2% | 105k | 69.37 |
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| Kla Corp Com New (KLAC) | 0.2 | $7.3M | 5.0k | 1472.48 |
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| Ge Vernova (GEV) | 0.2 | $7.3M | -15% | 8.3k | 872.90 |
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| Norfolk Southern (NSC) | 0.2 | $7.3M | -3% | 25k | 287.00 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $7.2M | -2% | 12k | 604.39 |
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| Metropcs Communications (TMUS) | 0.2 | $7.2M | +53% | 34k | 210.03 |
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| Bluerock Pvt Real Estate (BPRE) | 0.2 | $7.2M | -15% | 433k | 16.61 |
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| Totalenergies Se Act (TTE) | 0.2 | $7.2M | 79k | 91.31 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $7.2M | +30% | 15k | 484.91 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $7.1M | 34k | 209.02 |
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| Williams Companies (WMB) | 0.2 | $7.1M | -2% | 97k | 72.78 |
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| Microchip Technology (MCHP) | 0.2 | $7.0M | -8% | 108k | 64.61 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.0M | 46k | 151.41 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $7.0M | 9.0k | 772.64 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $7.0M | 123k | 56.79 |
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| Eaton Corp SHS (ETN) | 0.2 | $6.9M | -8% | 19k | 357.66 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $6.9M | +10% | 95k | 72.74 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $6.8M | -2% | 315k | 21.66 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $6.8M | +5% | 15k | 446.54 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $6.8M | -14% | 17k | 397.99 |
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| Western Digital (WDC) | 0.2 | $6.7M | -7% | 25k | 270.49 |
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| State Street Corporation (STT) | 0.2 | $6.7M | -8% | 53k | 126.56 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.7M | +4% | 60k | 111.37 |
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| Fiserv (FISV) | 0.2 | $6.6M | +312% | 119k | 55.80 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $6.6M | 80k | 82.49 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $6.5M | 580k | 11.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.5M | 27k | 242.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $6.5M | -8% | 33k | 198.29 |
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| McDonald's Corporation (MCD) | 0.1 | $6.4M | 21k | 310.80 |
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| Barclays Adr (BCS) | 0.1 | $6.4M | -2% | 301k | 21.16 |
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| Booking Holdings (BKNG) | 0.1 | $6.2M | -7% | 1.5k | 4210.34 |
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| Jack Henry & Associates (JKHY) | 0.1 | $6.2M | +2% | 39k | 158.04 |
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| Zimmer Holdings (ZBH) | 0.1 | $6.2M | +34% | 69k | 90.42 |
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| TJX Companies (TJX) | 0.1 | $6.1M | +23% | 38k | 159.70 |
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| Gra (GGG) | 0.1 | $6.1M | 72k | 84.65 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $6.1M | +3% | 119k | 50.95 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $6.1M | +3% | 121k | 49.95 |
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| Intuit (INTU) | 0.1 | $6.1M | -33% | 14k | 432.37 |
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| Morgan Stanley Com New (MS) | 0.1 | $6.0M | -6% | 37k | 164.57 |
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| Cadence Design Systems (CDNS) | 0.1 | $6.0M | -6% | 22k | 277.87 |
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| Vistra Energy (VST) | 0.1 | $6.0M | 40k | 150.33 |
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| Citigroup Com New (C) | 0.1 | $6.0M | -7% | 53k | 113.41 |
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| Landstar System (LSTR) | 0.1 | $5.8M | +90% | 37k | 160.31 |
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| Servicenow (NOW) | 0.1 | $5.8M | -40% | 56k | 104.55 |
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| Welltower Inc Com reit (WELL) | 0.1 | $5.8M | +20% | 30k | 197.71 |
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| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $5.8M | 181k | 32.25 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $5.8M | 19k | 304.08 |
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| Automatic Data Processing (ADP) | 0.1 | $5.8M | +18% | 29k | 203.18 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $5.7M | 52k | 110.36 |
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| Corning Incorporated (GLW) | 0.1 | $5.7M | -6% | 42k | 135.97 |
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| McKesson Corporation (MCK) | 0.1 | $5.6M | 6.5k | 865.32 |
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| Installed Bldg Prods (IBP) | 0.1 | $5.6M | 21k | 265.15 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.5M | -29% | 48k | 114.99 |
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| Ubs Group SHS (UBS) | 0.1 | $5.4M | 139k | 39.07 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $5.4M | +27% | 76k | 71.18 |
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| Nextera Energy (NEE) | 0.1 | $5.4M | 58k | 92.88 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $5.4M | +4% | 58k | 93.29 |
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| Spdr Index Shs Fds State Street Spd (GNR) | 0.1 | $5.4M | 72k | 74.67 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $5.3M | 315k | 16.97 |
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| Analog Devices (ADI) | 0.1 | $5.3M | -4% | 17k | 318.14 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $5.3M | -4% | 254k | 20.70 |
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| salesforce (CRM) | 0.1 | $5.2M | -12% | 28k | 186.67 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $5.2M | +54% | 30k | 172.11 |
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| Danaher Corporation (DHR) | 0.1 | $5.2M | +5% | 27k | 189.60 |
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| Fortive (FTV) | 0.1 | $5.1M | +5% | 93k | 55.28 |
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| Carrier Global Corporation (CARR) | 0.1 | $5.0M | +37% | 90k | 56.31 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $5.0M | 256k | 19.75 |
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| Marriott Intl Cl A (MAR) | 0.1 | $5.0M | 15k | 327.08 |
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| SYSCO Corporation (SYY) | 0.1 | $5.0M | -16% | 70k | 71.33 |
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| Palo Alto Networks (PANW) | 0.1 | $4.9M | -4% | 31k | 160.32 |
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| International Business Machines (IBM) | 0.1 | $4.9M | -5% | 20k | 242.38 |
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| International Flavors & Fragrances (IFF) | 0.1 | $4.9M | +133% | 67k | 72.55 |
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| Rli (RLI) | 0.1 | $4.9M | +42% | 86k | 57.04 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $4.8M | 20k | 243.07 |
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| At&t (T) | 0.1 | $4.8M | +3% | 166k | 28.99 |
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| Fifth Third Ban (FITB) | 0.1 | $4.8M | +6% | 103k | 46.46 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $4.7M | -2% | 159k | 29.78 |
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| Honeywell International (HON) | 0.1 | $4.7M | 21k | 226.03 |
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| Comfort Systems USA (FIX) | 0.1 | $4.7M | 3.4k | 1378.99 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $4.7M | 70k | 67.00 |
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| Moelis & Co Cl A (MC) | 0.1 | $4.6M | 81k | 57.00 |
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| Edwards Lifesciences (EW) | 0.1 | $4.5M | +2% | 56k | 80.08 |
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| Equinix (EQIX) | 0.1 | $4.5M | +9% | 4.6k | 980.27 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.5M | -48% | 32k | 138.37 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.4M | +10% | 120k | 36.75 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $4.4M | 169k | 26.05 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $4.4M | -24% | 20k | 216.58 |
|
| Intercontinental Exchange (ICE) | 0.1 | $4.4M | -4% | 28k | 157.28 |
|
| Charter Communications Cl A (CHTR) | 0.1 | $4.3M | +187% | 20k | 215.88 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $4.3M | 21k | 206.09 |
|
|
| Pool Corporation (POOL) | 0.1 | $4.3M | +433% | 20k | 210.68 |
|
| Kadant (KAI) | 0.1 | $4.3M | +9% | 15k | 292.35 |
|
| Pepsi (PEP) | 0.1 | $4.2M | +3% | 27k | 155.29 |
|
| Cme (CME) | 0.1 | $4.2M | -2% | 14k | 295.35 |
|
| Chubb (CB) | 0.1 | $4.2M | -3% | 13k | 325.93 |
|
| Eni Spa Sponsored Adr (E) | 0.1 | $4.2M | -6% | 74k | 56.61 |
|
| Uber Technologies (UBER) | 0.1 | $4.1M | -29% | 57k | 71.93 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $4.1M | 37k | 109.69 |
|
|
| Murphy Usa (MUSA) | 0.1 | $4.1M | 8.3k | 493.97 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $4.0M | +508% | 100k | 40.47 |
|
| Southern Company (SO) | 0.1 | $4.0M | -4% | 42k | 96.52 |
|
| Fidelity National Information Services (FIS) | 0.1 | $4.0M | +42% | 85k | 46.91 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $4.0M | -9% | 159k | 24.88 |
|
| Elanco Animal Health (ELAN) | 0.1 | $3.9M | 164k | 23.93 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.9M | +2% | 5.7k | 682.27 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.9M | 44k | 89.59 |
|
|
| First Hawaiian (FHB) | 0.1 | $3.9M | +2% | 157k | 24.64 |
|
| Medtronic SHS (MDT) | 0.1 | $3.8M | 44k | 86.65 |
|
|
| Waste Management (WM) | 0.1 | $3.8M | -3% | 16k | 229.79 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $3.8M | +2% | 137k | 27.40 |
|
| Donaldson Company (DCI) | 0.1 | $3.7M | 44k | 84.87 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $3.7M | -4% | 470k | 7.94 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $3.7M | -4% | 44k | 84.60 |
|
| Ufp Industries (UFPI) | 0.1 | $3.7M | +47% | 40k | 92.12 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $3.7M | +16% | 62k | 58.47 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $3.6M | +2% | 31k | 118.05 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.6M | +3% | 15k | 244.17 |
|
| Verizon Communications (VZ) | 0.1 | $3.6M | +6% | 73k | 50.20 |
|
| Qualcomm (QCOM) | 0.1 | $3.6M | -7% | 28k | 128.78 |
|
| BancFirst Corporation (BANF) | 0.1 | $3.6M | +18% | 33k | 108.50 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.6M | 33k | 108.25 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.6M | 5.00 | 718140.00 |
|
|
| AutoZone (AZO) | 0.1 | $3.6M | -21% | 1.1k | 3377.79 |
|
| Deere & Company (DE) | 0.1 | $3.5M | -5% | 6.3k | 563.32 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $3.5M | 5.8k | 605.03 |
|
|
| Transunion (TRU) | 0.1 | $3.4M | +362% | 50k | 69.19 |
|
Past Filings by Callan Family Office
SEC 13F filings are viewable for Callan Family Office going back to 2022
- Callan Family Office 2026 Q1 filed May 13, 2026
- Callan Family Office 2025 Q4 filed Feb. 12, 2026
- 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