Callan Family Office, LLC Purchases in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
4.72K
+ 62.19%
$83.61 - $162.67 $395K - $768K
12.3K $1.98B
MLM
Martin Marietta Materials Inc

Basic Materials
2.21K
+ 423.37%
$452.51 - $568.19 $1M - $1.26M
2.73K $1.5B
CL
Colgate Palmolive CO

Consumer Defensive
13.8K
+ 286.29%
$87.57 - $96.0 $1.21M - $1.33M
18.7K $1.7B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.3K
+ 0.8%
$74.88 - $91.97 $97.4K - $120K
163K $15B
UBS
Ubs Group Ag

Financial Services
34.3K
+ 150.65%
$26.12 - $33.82 $895K - $1.16M
57K $1.93B
WELL
Welltower Inc.

Real Estate
7.93K
+ 247.81%
$136.49 - $155.22 $1.08M - $1.23M
11.1K $1.71B
GD
General Dynamics Corp

Industrials
3.86K
+ 126.86%
$247.68 - $291.66 $957K - $1.13M
6.91K $2.01B
TDG
Trans Digm Group Inc

Industrials
727
+ 126.43%
$1231.75 - $1520.64 $895K - $1.11M
1.3K $1.98B
Ralliant Corp
24.2K
New
N/A
24.2K $1.17B
DASH
Door Dash, Inc.

Communication Services
4.29K
+ 239.98%
$163.16 - $246.51 $699K - $1.06M
6.07K $1.5B
HOOD
Robinhood Markets, Inc.

Technology
12.3K
New
$34.17 - $93.63 $420K - $1.15M
12.3K $1.15B
PFE
Pfizer Inc

Healthcare
48.3K
+ 230.58%
$21.59 - $24.84 $1.04M - $1.2M
69.2K $1.68B
MO
Altria Group, Inc.

Consumer Defensive
19.8K
+ 207.84%
$55.56 - $60.91 $1.1M - $1.2M
29.3K $1.72B
MCK
Mckesson Corp

Healthcare
1.48K
+ 175.65%
$652.83 - $732.78 $966K - $1.08M
2.32K $1.7B
SNPS
Synopsys Inc

Technology
1.94K
+ 123.85%
$380.9 - $517.66 $740K - $1.01M
3.51K $1.8B
CTVA
Corteva, Inc.

Basic Materials
14.1K
+ 222.57%
$55.52 - $74.53 $783K - $1.05M
20.4K $1.52B
ING
Ing Groep Nv

Financial Services
45K
+ 75.22%
$16.62 - $21.98 $747K - $988K
105K $2.29B
HMC
Honda Motor CO LTD

Consumer Cyclical
37.8K
+ 338.9%
$25.0 - $30.93 $944K - $1.17M
48.9K $1.41B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.1K
+ 70.72%
$25.35 - $64.65 $357K - $911K
34K $1.7B
SE
Sea LTD

Consumer Cyclical
6.55K
+ 334.27%
$105.57 - $170.4 $691K - $1.12M
8.5K $1.36B
IDXX
Idexx Laboratories Inc

Healthcare
1.94K
+ 354.48%
$361.04 - $536.34 $700K - $1.04M
2.49K $1.33B
BTI
British American Tobacco P.L.C.

Consumer Defensive
21.9K
+ 245.2%
$39.43 - $49.34 $865K - $1.08M
30.9K $1.46B
CSX
Csx Corp

Industrials
31.9K
+ 222.09%
$26.69 - $32.91 $852K - $1.05M
46.3K $1.51B
ROP
Roper Technologies Inc

Industrials
1.96K
+ 187.66%
$519.19 - $590.78 $1.02M - $1.16M
3.01K $1.7B
CE
Celanese Corp

Basic Materials
19.8K
+ 235.54%
$37.49 - $59.36 $741K - $1.17M
28.1K $1.56B
HWM
Howmet Aerospace Inc.

Industrials
5.75K
New
$112.33 - $186.13 $646K - $1.07M
5.75K $1.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.26K
+ 2.73%
$39.89 - $49.46 $210K - $260K
198K $9.78B
FICO
Fair Isaac Corp

Technology
583
New
$1503.62 - $2206.01 $877K - $1.29M
583 $1.07B
KFRC
Kforce Inc

Industrials
25.8K
New
$36.59 - $49.86 $943K - $1.28M
25.8K $1.06B
APO
Apollo Global Management, Inc.

Financial Services
7.47K
New
$108.68 - $145.07 $812K - $1.08M
7.47K $1.06B
SHOP
Shopify Inc.

Technology
9.12K
New
$76.89 - $115.35 $701K - $1.05M
9.12K $1.05B
FMX
Mexican Economic Development Inc

Consumer Defensive
9.96K
+ 227.28%
$92.5 - $107.84 $922K - $1.07M
14.3K $1.48B
O
Realty Income Corp

Real Estate
18.1K
New
$52.27 - $58.52 $944K - $1.06M
18.1K $1.04B
MMM
3 M CO

Industrials
6.64K
+ 138.86%
$126.09 - $154.15 $837K - $1.02M
11.4K $1.74B
DUK
Duke Energy Corp

Utilities
9.02K
+ 109.98%
$112.46 - $124.05 $1.01M - $1.12M
17.2K $2.03B
EEM
Ishares Msci Emerging Markets

ETFs
11.8K
+ 11.63%
$38.52 - $48.28 $454K - $569K
113K $5.46B
MSCI
Msci Inc.

Financial Services
1.75K
+ 92.93%
$506.56 - $576.74 $885K - $1.01M
3.63K $2.09B
XEL
Xcel Energy Inc

Utilities
15.1K
+ 374.35%
$65.65 - $72.39 $990K - $1.09M
19.1K $1.3B
PRU
Prudential Financial Inc

Financial Services
9.58K
+ 221.04%
$95.12 - $112.71 $911K - $1.08M
13.9K $1.5B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
5.07K
+ 195.37%
$153.22 - $199.8 $777K - $1.01M
7.66K $1.44B
NEM
Newmont Corp

Basic Materials
15.9K
+ 252.64%
$44.18 - $59.46 $701K - $943K
22.1K $1.29B
MRVL
Marvell Technology, Inc.

Technology
11.9K
+ 305.94%
$49.38 - $79.97 $585K - $948K
15.7K $1.22B
VRSN
Verisign Inc

Technology
3.38K
New
$234.49 - $288.8 $794K - $977K
3.38K $977M
FIX
Comfort Systems Usa Inc

Industrials
1.52K
+ 205.12%
$296.51 - $536.21 $451K - $816K
2.26K $1.21B
PSA
Public Storage

Real Estate
3.3K
New
$266.31 - $309.77 $877K - $1.02M
3.3K $967M
AEP
American Electric Power CO Inc

Utilities
9.46K
+ 334.62%
$98.59 - $109.11 $933K - $1.03M
12.3K $1.28B
RACE
Ferrari N.V.

Consumer Cyclical
1.62K
+ 58.45%
$397.86 - $499.02 $643K - $806K
4.38K $2.15B
ETR
Entergy Corp

Utilities
11.8K
+ 179.0%
$79.01 - $86.61 $932K - $1.02M
18.4K $1.53B
USB
Us Bancorp \De\

Financial Services
19.8K
+ 92.22%
$36.4 - $45.76 $722K - $908K
41.4K $1.87B
Activity Summary
Buys All Purchases 881 New Holdings 398 Increased Positions 483 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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