Callan Family Office, LLC Incresed Positions in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
2.84K
+ 49.49%
$119.38 - $161.42 $339K - $459K
8.58K $1.03B
DXCM
Dexcom Inc

Healthcare
4.33K
+ 141.39%
$67.74 - $90.75 $293K - $393K
7.39K $505M
KKR
Kkr & Co. Inc.

Financial Services
2.63K
+ 131.9%
$108.17 - $167.07 $285K - $440K
4.63K $535M
APP
App Lovin Corp

Technology
1.28K
+ 74.96%
$238.08 - $510.13 $304K - $652K
2.98K $790M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
914
+ 26.59%
$132.75 - $177.12 $121K - $162K
4.35K $664M
FUTU
Futu Holdings LTD

Financial Services
88
+ 1.11%
$75.13 - $123.56 $6.61K - $10.9K
7.99K $817M
HLN
Haleon PLC

Healthcare
2.31K
+ 1.12%
$9.02 - $10.67 $20.9K - $24.7K
209K $2.15B
MSCI
Msci Inc.

Financial Services
386
+ 25.84%
$541.46 - $628.34 $209K - $243K
1.88K $1.06B
ERIC
Ericsson Lm Telephone CO

Technology
20.4K
+ 142.78%
$7.47 - $8.9 $153K - $182K
34.8K $270M
TDG
Trans Digm Group Inc

Industrials
63
+ 12.3%
$1251.32 - $1394.11 $78.8K - $87.8K
575 $795M
TJX
Tjx Companies Inc

Consumer Cyclical
975
+ 10.79%
$112.81 - $126.16 $110K - $123K
10K $1.22B
CB
Chubb LTD

Financial Services
75
+ 1.94%
$257.71 - $301.99 $19.3K - $22.6K
3.94K $1.19B
DOX
Amdocs LTD

Technology
1.13K
+ 40.97%
$82.21 - $92.02 $92.5K - $104K
3.87K $354M
VO
Vanguard Mid Cap ETF

ETFs
560
+ 12.36%
$251.87 - $277.95 $141K - $156K
5.09K $1.32B
DVY
Ishares Tr

ETFs
100
+ 0.29%
$128.58 - $138.1 $12.9K - $13.8K
34.7K $4.66B
JCI
Johnson Controls International PLC

Industrials
773
+ 1.86%
$76.12 - $90.6 $58.8K - $70K
42.3K $3.39B
RSP
Invesco S&P 500 Equal Weight E

ETFs
655
+ 20.09%
$169.43 - $182.84 $111K - $120K
3.92K $678M
MCK
Mckesson Corp

Healthcare
35
+ 4.34%
$566.21 - $672.99 $19.8K - $23.6K
842 $567M
MPC
Marathon Petroleum Corp

Energy
615
+ 22.93%
$134.72 - $159.03 $82.9K - $97.8K
3.3K $480M
CE
Celanese Corp

Basic Materials
3.04K
+ 56.72%
$47.02 - $74.12 $143K - $225K
8.39K $476M
WTW
Willis Towers Watson PLC

Financial Services
54
+ 1.61%
$306.61 - $340.78 $16.6K - $18.4K
3.41K $1.15B
MU
Micron Technology Inc

Technology
670
+ 5.63%
$86.89 - $109.38 $58.2K - $73.3K
12.6K $1.09B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
336
+ 21.41%
$634.14 - $744.83 $213K - $250K
1.91K $1.21B
RRC
Range Resources Corp

Energy
1.32K
+ 16.77%
$35.22 - $41.29 $46.3K - $54.3K
9.16K $366M
UNM
Unum Group

Financial Services
592
+ 14.4%
$71.8 - $83.34 $42.5K - $49.3K
4.7K $383M
ROP
Roper Technologies Inc

Industrials
17
+ 1.65%
$502.71 - $593.81 $8.55K - $10.1K
1.05K $616M
NDAQ
Nasdaq, Inc.

Financial Services
1.1K
+ 20.96%
$72.17 - $83.76 $79.5K - $92.2K
6.35K $482M
EW
Edwards Lifesciences Corp

Healthcare
1.17K
+ 15.51%
$67.95 - $76.19 $79.3K - $88.9K
8.69K $630M
ELAN
Elanco Animal Health Inc

Healthcare
12.3K
+ 33.51%
$10.04 - $12.47 $124K - $153K
49K $515M
DVN
Devon Energy Corp

Energy
377
+ 3.69%
$33.15 - $38.55 $12.5K - $14.5K
10.6K $396M
FMX
Mexican Economic Development Inc

Consumer Defensive
29
+ 0.67%
$81.23 - $100.59 $2.36K - $2.92K
4.38K $428M
AEE
Ameren Corp

Utilities
19
+ 0.57%
$86.87 - $103.67 $1.65K - $1.97K
3.37K $338M
NI
Nisource Inc.

Utilities
106
+ 1.4%
$35.57 - $41.23 $3.77K - $4.37K
7.66K $307M
TAP
Molson Coors Beverage CO

Consumer Defensive
209
+ 4.96%
$52.44 - $62.91 $11K - $13.1K
4.43K $269M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
24
+ 0.64%
$96.27 - $116.36 $2.31K - $2.79K
3.75K $437M
CBRE
Cbre Group, Inc.

Real Estate
177
+ 5.99%
$121.79 - $147.13 $21.6K - $26K
3.13K $410M
LYV
Live Nation Entertainment, Inc.

Communication Services
98
+ 1.78%
$115.79 - $154.66 $11.3K - $15.2K
5.6K $732M
RAPT
Rapt Therapeutics, Inc.

Healthcare
31.3K
+ 53.91%
$1.05 - $1.72 $32.9K - $53.8K
89.3K $109M
CHH
Choice Hotels International Inc

Consumer Cyclical
228
+ 14.13%
$127.89 - $155.97 $29.2K - $35.6K
1.84K $245M
JOE
St Joe CO

Real Estate
29
+ 0.43%
$43.61 - $49.45 $1.26K - $1.43K
6.77K $318M
KEYS
Keysight Technologies, Inc.

Technology
350
+ 10.07%
$148.16 - $185.11 $51.9K - $64.8K
3.83K $573M
DCI
Donaldson CO Inc

Industrials
208
+ 5.8%
$66.51 - $72.28 $13.8K - $15K
3.79K $254M
FHN
First Horizon Corp

Financial Services
818
+ 4.87%
$17.7 - $22.43 $14.5K - $18.3K
17.6K $342M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
96
+ 12.85%
$254.58 - $302.92 $24.4K - $29.1K
843 $215M
CPRT
Copart Inc

Consumer Cyclical
58
+ 0.93%
$52.3 - $59.83 $3.03K - $3.47K
6.29K $356M
CRH.L
Crh PLC

Basic Materials
129
+ 4.38%
N/A
3.07K $270M
HLI
Houlihan Lokey, Inc.

Financial Services
87
+ 6.16%
$154.43 - $187.4 $13.4K - $16.3K
1.5K $242M
VVV
Valvoline Inc

Energy
143
+ 2.33%
$34.44 - $40.19 $4.92K - $5.75K
6.28K $219M
MORN
Morningstar, Inc.

Financial Services
82
+ 10.49%
$282.49 - $334.73 $23.2K - $27.4K
864 $259M
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
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