Callan Family Office, LLC Incresed Positions in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
43.2K
+ 303.27%
$41.67 - $45.62 $1.8M - $1.97M
57.4K $2.48B
DHR
Danaher Corp

Healthcare
9.58K
+ 102.87%
$174.64 - $205.16 $1.67M - $1.97M
18.9K $3.73B
SBUX
Starbucks Corp

Consumer Cyclical
20.6K
+ 170.66%
$79.69 - $99.41 $1.64M - $2.05M
32.6K $2.99B
TTE
Total Energies Se

Energy
30.4K
+ 112.95%
N/A
57.4K $3.52B
MDT
Medtronic PLC

Healthcare
20.4K
+ 241.81%
$80.68 - $88.86 $1.65M - $1.82M
28.9K $2.52B
KLAC
Kla Corp

Technology
1.8K
+ 267.66%
$576.53 - $902.94 $1.04M - $1.62M
2.47K $2.21B
ECL
Ecolab Inc.

Basic Materials
6.08K
+ 148.09%
$225.65 - $270.95 $1.37M - $1.65M
10.2K $2.74B
Lam Research Corp
14.4K
+ 121.49%
N/A
26.2K $2.55B
C
Citigroup Inc

Financial Services
17.8K
+ 162.83%
$58.13 - $85.12 $1.03M - $1.51M
28.7K $2.45B
LMT
Lockheed Martin Corp

Industrials
3.35K
+ 47.89%
$430.82 - $486.45 $1.44M - $1.63M
10.4K $4.8B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
43.1K
+ 61.22%
$19.5 - $30.4 $841K - $1.31M
114K $3.32B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
112K
+ 85.9%
$12.23 - $15.46 $1.37M - $1.73M
242K $3.66B
TTD
Trade Desk, Inc.

Technology
20.8K
+ 258.29%
$45.27 - $79.4 $940K - $1.65M
28.8K $2.07B
HON
Honeywell International Inc

Industrials
6.24K
+ 73.11%
$182.86 - $232.88 $1.14M - $1.45M
14.8K $3.44B
AFL
Aflac Inc

Financial Services
16K
+ 163.45%
$99.77 - $112.45 $1.6M - $1.8M
25.8K $2.72B
RIO
Rio Tinto PLC

Basic Materials
28.2K
+ 191.35%
$52.32 - $62.75 $1.48M - $1.77M
43K $2.51B
EBAY
Ebay Inc

Consumer Cyclical
20.9K
+ 327.87%
$59.52 - $79.36 $1.25M - $1.66M
27.3K $2.03B
AIG
American International Group, Inc.

Financial Services
18.6K
+ 303.42%
$77.56 - $87.72 $1.45M - $1.64M
24.8K $2.12B
DXCM
Dexcom Inc

Healthcare
16.4K
+ 222.53%
$59.83 - $87.57 $984K - $1.44M
23.8K $2.08B
ADSK
Autodesk, Inc.

Technology
4.78K
+ 259.75%
N/A
6.62K $2.05B
AMP
Ameriprise Financial Inc

Financial Services
2.62K
+ 82.61%
$422.19 - $533.73 $1.11M - $1.4M
5.8K $3.09B
COIN
Coinbase Global, Inc.

Technology
3.34K
+ 182.73%
$151.47 - $375.07 $507K - $1.25M
5.17K $1.81B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.28K
+ 7.57%
$55.54 - $69.09 $516K - $641K
132K $9.11B
MDLZ
Mondelez International, Inc.

Consumer Defensive
21.9K
+ 156.61%
$63.54 - $68.5 $1.39M - $1.5M
35.9K $2.42B
PYPL
Pay Pal Holdings, Inc.

Financial Services
18.5K
+ 184.64%
$57.41 - $74.81 $1.06M - $1.38M
28.5K $2.12B
BCS
Barclays PLC

Financial Services
48.9K
+ 30.21%
$12.69 - $18.61 $620K - $909K
211K $3.91B
EMGF
Ishares Msci Emerging Markets

ETFs
15.9K
+ 14.09%
$41.37 - $52.07 $658K - $828K
129K $6.71B
MFC
Manulife Financial Corp

Financial Services
44.1K
+ 266.8%
$26.93 - $32.44 $1.19M - $1.43M
60.6K $1.94B
EMR
Emerson Electric CO

Industrials
9.33K
+ 133.33%
$94.15 - $133.33 $879K - $1.24M
16.3K $2.18B
Arista Networks Inc
12K
+ 164.21%
N/A
19.3K $1.97B
BRO
Brown & Brown, Inc.

Financial Services
13.4K
+ 189.41%
$104.48 - $124.43 $1.4M - $1.67M
20.5K $2.27B
ZTS
Zoetis Inc.

Healthcare
9.17K
+ 140.06%
$144.41 - $170.3 $1.32M - $1.56M
15.7K $2.45B
RELX
Relx PLC

Communication Services
24.4K
+ 263.05%
$45.31 - $55.66 $1.11M - $1.36M
33.7K $1.83B
CB
Chubb LTD

Financial Services
4.81K
+ 122.08%
$274.32 - $302.46 $1.32M - $1.46M
8.75K $2.54B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.4K
+ 14.05%
$90.56 - $109.49 $851K - $1.03M
76.3K $8.34B
PLD
Prologis, Inc.

Real Estate
12.8K
+ 316.85%
$89.76 - $112.34 $1.15M - $1.44M
16.9K $1.78B
MSTR
Microstrategy Inc

Technology
3.03K
+ 383.65%
$237.95 - $421.61 $720K - $1.28M
3.82K $1.54B
ADI
Analog Devices Inc

Technology
4.55K
+ 75.67%
$164.6 - $238.02 $749K - $1.08M
10.6K $2.51B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.44K
+ 167.18%
$177.93 - $313.14 $613K - $1.08M
5.5K $1.72B
MFG
Mizuho Financial Group Inc

Financial Services
225K
+ 153.11%
$4.25 - $5.66 $955K - $1.27M
371K $2.07B
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
DASH
Door Dash, Inc.

Communication Services
4.29K
+ 239.98%
$163.16 - $246.51 $699K - $1.06M
6.07K $1.5B
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
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email