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
AWK
American Water Works Company, Inc.

Utilities
5.66K
+ 301.33%
$133.82 - $151.96 $757K - $859K
7.53K $1.05B
CCI
Crown Castle International Corp

Real Estate
7.49K
New
$94.83 - $107.06 $710K - $802K
7.49K $770M
BMY
Bristol Myers Squibb CO

Healthcare
19.2K
+ 236.08%
$44.12 - $59.6 $847K - $1.14M
27.3K $1.27B
FOXA
Fox Corp

Communication Services
13.8K
+ 297.82%
$47.21 - $57.04 $650K - $785K
18.4K $1.03B
VICI
Vici Properties Inc.

Real Estate
23.4K
New
$29.41 - $32.97 $689K - $773K
23.4K $764M
CAH
Cardinal Health Inc

Healthcare
4.5K
New
$125.0 - $168.0 $562K - $756K
4.5K $756M
D
Dominion Energy, Inc

Utilities
13.4K
New
$49.66 - $58.0 $664K - $775K
13.4K $755M
AON
Aon PLC

Financial Services
2.27K
+ 165.57%
$335.85 - $398.81 $762K - $905K
3.64K $1.3B
RMD
Resmed Inc

Healthcare
2.02K
+ 30.12%
$204.54 - $258.0 $414K - $522K
8.74K $2.25B
ANSS
Ansys Inc

Technology
2.04K
+ 210.43%
$284.19 - $351.22 $579K - $715K
3.01K $1.06B
TAK
Takeda Pharmaceutical CO LTD

Healthcare
47.8K
New
$13.71 - $15.46 $655K - $738K
47.8K $738M
PWR
Quanta Services, Inc.

Industrials
1.45K
+ 95.83%
$239.47 - $381.26 $347K - $552K
2.96K $1.12B
IQV
Iqvia Holdings Inc.

Healthcare
4.82K
+ 342.26%
$137.0 - $174.37 $660K - $840K
6.23K $981M
CVNA
Carvana Co.

Consumer Cyclical
2.17K
New
$162.57 - $345.64 $352K - $749K
2.17K $730M
ATO
Atmos Energy Corp

Utilities
4.73K
New
$145.06 - $162.66 $687K - $770K
4.73K $729M
E
Eni Spa

Energy
20.8K
+ 58.48%
$25.19 - $32.93 $523K - $684K
56.3K $1.82B
MTD
Mettler Toledo International Inc

Healthcare
613
+ 306.5%
$970.15 - $1216.57 $595K - $746K
813 $955M
Onestream Inc
25.3K
New
N/A
25.3K $715M
A
Agilent Technologies, Inc.

Healthcare
5.98K
+ 75.01%
$99.29 - $120.52 $594K - $721K
14K $1.65B
ARES
Ares Management Corp

Financial Services
4.11K
New
$118.04 - $175.83 $486K - $723K
4.11K $713M
FHN
First Horizon Corp

Financial Services
32K
+ 181.81%
$16.21 - $21.2 $519K - $678K
49.6K $1.05B
Bunge Global Sa
8.78K
New
N/A
8.78K $705M
OMF
One Main Holdings, Inc.

Financial Services
12.4K
New
$40.42 - $57.0 $499K - $704K
12.4K $704M
Super Micro Computer Inc
14.3K
New
N/A
14.3K $698M
UTHR
United Therapeutics Corp

Healthcare
2.5K
+ 258.26%
$276.47 - $328.4 $691K - $821K
3.47K $997M
KEYS
Keysight Technologies, Inc.

Technology
3.92K
+ 102.56%
$127.02 - $165.4 $498K - $649K
7.75K $1.27B
QRVO
Qorvo, Inc.

Technology
8.19K
New
$50.81 - $84.91 $416K - $696K
8.19K $696M
BP
Bp PLC

Energy
24.2K
+ 302.84%
$26.11 - $33.81 $633K - $820K
32.2K $965M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
21.2K
+ 290.37%
$32.56 - $35.71 $689K - $756K
28.5K $941M
DELL
Dell Technologies Inc.

Technology
5.62K
New
$71.63 - $125.98 $403K - $709K
5.62K $690M
EQT
Eqt Corp

Energy
10.4K
+ 60.45%
$46.11 - $60.44 $477K - $626K
27.5K $1.6B
NOC
Northrop Grumman Corp

Industrials
1.4K
+ 119.61%
$456.3 - $540.39 $640K - $758K
2.58K $1.29B
PEG
Public Service Enterprise Group Inc

Utilities
8.01K
+ 119.16%
$77.13 - $84.18 $617K - $674K
14.7K $1.24B
SRE
Sempra Energy

Utilities
8.82K
+ 234.49%
$63.78 - $78.91 $563K - $696K
12.6K $954M
MORN
Morningstar, Inc.

Financial Services
2.14K
+ 247.8%
$255.31 - $313.93 $547K - $672K
3.01K $943M
UPS
United Parcel Service Inc

Industrials
7.35K
+ 114.12%
$91.92 - $110.2 $675K - $809K
13.8K $1.39B
TYL
Tyler Technologies Inc

Technology
1.15K
New
$521.68 - $592.84 $600K - $682K
1.15K $682M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.28K
+ 142.68%
$109.83 - $131.67 $580K - $695K
8.98K $1.14B
CNC
Centene Corp

Healthcare
13.5K
+ 163.67%
$53.4 - $64.29 $722K - $870K
21.8K $1.18B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.91K
+ 187.92%
$224.32 - $326.09 $429K - $624K
2.93K $956M
SPG
Simon Property Group Inc

Real Estate
4.3K
+ 218.0%
$140.37 - $171.44 $603K - $737K
6.27K $1.01B
ROK
Rockwell Automation, Inc

Industrials
2.05K
New
$218.97 - $332.17 $448K - $680K
2.05K $680M
MNST
Monster Beverage Corp

Consumer Defensive
10.4K
+ 159.07%
$55.01 - $64.24 $571K - $667K
16.9K $1.06B
WDS
Woodside Energy Group LTD

Energy
43.7K
New
$11.5 - $16.77 $503K - $734K
43.7K $675M
GLW
Corning Inc

Technology
10.8K
+ 71.73%
$39.07 - $52.59 $424K - $570K
26K $1.37B
IAU
Ishares Gold Trust

ETFs
4.67K
+ 4.16%
$56.1 - $64.74 $262K - $302K
117K $7.3B
PUK
Prudential PLC

Financial Services
26.9K
New
$18.03 - $25.49 $485K - $686K
26.9K $673M
Brookfield Corp
9.64K
+ 124.42%
N/A
17.4K $1.08B
ESLT
Elbit Systems LTD

Industrials
1.47K
New
$364.73 - $454.9 $535K - $668K
1.47K $660M
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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