Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025

Callan Family Office, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.17 Trillion distributed in 931 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147B, Nvidia Corp with a value of $124B, Ishares Core S&P 500 ETF with a value of $115B, Apple Inc. with a value of $96.5B, and Amazon Com Inc with a value of $78.9B.

Examining the 13F form we can see an increase of $1.84T in the current position value, from $1.33T to 3.17T.

Callan Family Office, LLC is based out at Radnor, PA

Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.17 Trillion
Technology: $719 Billion
ETFs: $574 Billion
Financial Services: $455 Billion
Healthcare: $286 Billion
Industrials: $253 Billion
Communication Services: $247 Billion
Consumer Cyclical: $244 Billion
Consumer Defensive: $118 Billion
Other: $211 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$147 Billion 4.63% of portfolio
294,741
Q2 2025 Added 140.82%
$456B
$124 Billion 3.92% of portfolio
785,706
Q2 2025 Added 201.71%
$0
$115 Billion 3.62% of portfolio
184,930
Q2 2025 Added 9.08%
$3.69T
$96.5 Billion 3.04% of portfolio
470,332
Q2 2025 Added 110.67%
$2.26T
$78.9 Billion 2.49% of portfolio
359,634
Q2 2025 Added 187.1%
$0
$68.7 Billion 2.17% of portfolio
822,991
Q2 2025 Added 8.56%
$1.78T
$58 Billion 1.83% of portfolio
78,625
Q2 2025 Added 188.59%
$1.24T
$52.5 Billion 1.66% of portfolio
295,786
Q2 2025 Added 94.22%
$545B
$40.2 Billion 1.27% of portfolio
29,983
Q2 2025 Added 104.51%
$127B
$39.9 Billion 1.26% of portfolio
144,923
Q2 2025 Added 248.9%
$551B
$37.6 Billion 1.19% of portfolio
105,875
Q2 2025 Added 154.97%
$1.21T
$34.8 Billion 1.1% of portfolio
197,241
Q2 2025 Added 214.96%
$0
$34.2 Billion 1.08% of portfolio
80,572
Q2 2025 Added 24.01%
$608B
$33.4 Billion 1.05% of portfolio
42,810
Q2 2025 Added 86.73%
$0
$32.3 Billion 1.02% of portfolio
52,260
Q2 2025 Reduced 0.87%
$0
$30.1 Billion 0.95% of portfolio
484,786
Q2 2025 Reduced 5.77%
$621B
$24.2 Billion 0.76% of portfolio
49,804
Q2 2025 Added 107.99%
$1.08T
$24 Billion 0.76% of portfolio
75,567
Q2 2025 Added 224.7%
$859B
$22.5 Billion 0.71% of portfolio
77,673
Q2 2025 Added 131.33%
$0
$21.9 Billion 0.69% of portfolio
112,198
Q2 2025 Reduced 5.78%
$439B
$21.4 Billion 0.67% of portfolio
21,594
Q2 2025 Added 470.67%
$179B
$20 Billion 0.63% of portfolio
219,563
Q2 2025 Added 224.35%
$0
$19.6 Billion 0.62% of portfolio
178,398
Q2 2025 Added 0.47%
$548B
$19.7 Billion 0.62% of portfolio
35,089
Q2 2025 Added 166.57%
$302B
$18.5 Billion 0.58% of portfolio
230,618
Q2 2025 Added 207.52%
$182B
$18.1 Billion 0.57% of portfolio
34,359
Q2 2025 Added 62.73%
$0
$17.6 Billion 0.56% of portfolio
57,915
Q2 2025 Reduced 7.17%
$169B
$17.6 Billion 0.55% of portfolio
32,303
Q2 2025 Added 127.98%
$306B
$17.2 Billion 0.54% of portfolio
66,702
Q2 2025 Added 229.54%
$245B
$16.9 Billion 0.53% of portfolio
54,209
Q2 2025 Added 144.75%
$83.2B
$16.7 Billion 0.53% of portfolio
78,298
Q2 2025 Added 385.93%
$229B
$16 Billion 0.51% of portfolio
109,786
Q2 2025 Added 194.75%
$281B
$16.2 Billion 0.51% of portfolio
165,672
Q2 2025 Added 133.26%
$1.27T
$16.2 Billion 0.51% of portfolio
71,486
Q2 2025 Added 71.74%
$73.5B
$14.8 Billion 0.47% of portfolio
140,121
Q2 2025 Added 231.18%
$172B
$14.9 Billion 0.47% of portfolio
14,467
Q2 2025 Added 163.52%
$0
$15 Billion 0.47% of portfolio
163,125
Q2 2025 Added 0.8%
$261B
$14.9 Billion 0.47% of portfolio
82,051
Q2 2025 Added 121.22%
$38.4B
$14.7 Billion 0.46% of portfolio
49,069
Q2 2025 Added 65.87%
$381B
$14.7 Billion 0.46% of portfolio
310,219
Q2 2025 Added 99.32%
$0
$14.3 Billion 0.45% of portfolio
73,767
Q2 2025 Reduced 11.59%
$152B
$14.3 Billion 0.45% of portfolio
64,349
Q2 2025 Added 120.46%
$0
$14 Billion 0.44% of portfolio
103,338
Q2 2025 Added 53.68%
$254B
$14 Billion 0.44% of portfolio
19,725
Q2 2025 Added 264.27%
$79.5B
$13.8 Billion 0.43% of portfolio
79,802
Q2 2025 Added 208.95%
$101B
$13.6 Billion 0.43% of portfolio
62,187
Q2 2025 Added 121.1%
$229B
$13.4 Billion 0.42% of portfolio
98,163
Q2 2025 Added 67.76%
$66.5B
$12.9 Billion 0.41% of portfolio
130,486
Q2 2025 Added 39.96%
$201B
$12.2 Billion 0.38% of portfolio
15,463
Q2 2025 Added 41.72%

Summary

  • Portfolio
  • No. of Stocks 931
  • Current Value $3.17 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 398 stocks
  • Additional Purchases 483 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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