Callan Family Office, LLC New Holdings in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
72.7K
New
$52.13 - $74.29 $3.79M - $5.4M
72.7K $3.79B
AXON
Axon Enterprise, Inc.

Industrials
2.96K
New
$497.13 - $827.94 $1.47M - $2.45M
2.96K $2.45B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
53K
New
$34.72 - $42.74 $1.84M - $2.27M
53K $2.27B
LCII
Lci Industries

Consumer Cyclical
22.4K
New
$75.07 - $92.4 $1.68M - $2.07M
22.4K $2.05B
HUBS
Hubspot Inc

Technology
3.02K
New
$487.07 - $672.24 $1.47M - $2.03M
3.02K $1.68B
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.04K
New
$283.31 - $388.96 $1.14M - $1.57M
4.04K $1.51B
NGG
National Grid PLC

Utilities
18.4K
New
$62.74 - $74.79 $1.15M - $1.38M
18.4K $1.37B
VRSK
Verisk Analytics, Inc.

Industrials
4.17K
New
$277.03 - $321.33 $1.16M - $1.34M
4.17K $1.3B
FTNT
Fortinet, Inc.

Technology
12.3K
New
$84.71 - $108.69 $1.04M - $1.33M
12.3K $1.3B
Ralliant Corp
24.2K
New
N/A
24.2K $1.17B
HWM
Howmet Aerospace Inc.

Industrials
5.75K
New
$112.33 - $186.13 $646K - $1.07M
5.75K $1.07B
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
O
Realty Income Corp

Real Estate
18.1K
New
$52.27 - $58.52 $944K - $1.06M
18.1K $1.04B
VRSN
Verisign Inc

Technology
3.38K
New
$234.49 - $288.8 $794K - $977K
3.38K $977M
PSA
Public Storage

Real Estate
3.3K
New
$266.31 - $309.77 $877K - $1.02M
3.3K $967M
LEN
Lennar Corp

Consumer Cyclical
8.64K
New
$102.76 - $115.66 $888K - $1M
8.64K $956M
FAST
Fastenal CO

Industrials
22.5K
New
$40.65 - $83.16 $917K - $1.88M
22.5K $947M
MPWR
Monolithic Power Systems Inc

Technology
1.29K
New
$455.19 - $737.73 $588K - $952K
1.29K $944M
NET
Cloudflare, Inc.

Technology
4.73K
New
$97.08 - $195.83 $459K - $926K
4.73K $926M
WDC
Western Digital Corp

Technology
14.4K
New
$30.54 - $63.99 $438K - $919K
14.4K $919M
OSK
Oshkosh Corp

Industrials
7.91K
New
$79.17 - $113.62 $626K - $899K
7.91K $898M
UAL
United Airlines Holdings, Inc.

Industrials
10.9K
New
$56.15 - $84.23 $613K - $919K
10.9K $869M
ROAD
Construction Partners, Inc.

Industrials
8.17K
New
$68.75 - $110.36 $562K - $901K
8.17K $868M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4.51K
New
$162.37 - $200.76 $732K - $905K
4.51K $852M
Ferguson Enterprises Inc
3.88K
New
N/A
3.88K $844M
TTWO
Take Two Interactive Software Inc

Communication Services
3.43K
New
$194.58 - $243.05 $666K - $832K
3.43K $832M
CAG
Conagra Brands Inc.

Consumer Defensive
40.6K
New
$20.4 - $26.78 $827K - $1.09M
40.6K $830M
FLEX
Flex Ltd.

Technology
16.6K
New
$26.68 - $50.09 $442K - $830K
16.6K $827M
NTES
Net Ease, Inc.

Communication Services
6.14K
New
$91.37 - $134.58 $561K - $826K
6.14K $826M
ZS
Zscaler, Inc.

Technology
2.63K
New
$174.67 - $315.32 $459K - $829K
2.63K $825M
MKL
Markel Corp

Financial Services
398
New
$1678.5 - $1997.36 $668K - $795K
398 $795M
DLR
Digital Realty Trust, Inc.

Real Estate
4.56K
New
$136.11 - $177.69 $621K - $810K
4.56K $795M
KMI
Kinder Morgan, Inc.

Energy
26.8K
New
$25.21 - $29.4 $676K - $789K
26.8K $789M
IRM
Iron Mountain Inc

Real Estate
7.58K
New
$76.93 - $105.25 $583K - $797K
7.58K $777M
RBLX
Roblox Corp

Communication Services
7.36K
New
$51.22 - $105.59 $377K - $777K
7.36K $774M
BAH
Booz Allen Hamilton Holding Corp

Industrials
7.42K
New
$99.97 - $129.69 $742K - $963K
7.42K $773M
CCI
Crown Castle International Corp

Real Estate
7.49K
New
$94.83 - $107.06 $710K - $802K
7.49K $770M
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
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
10.9K
New
$64.31 - $75.93 $700K - $826K
10.9K $740M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
47.8K
New
$13.71 - $15.46 $655K - $738K
47.8K $738M
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
Onestream Inc
25.3K
New
N/A
25.3K $715M
ARES
Ares Management Corp

Financial Services
4.11K
New
$118.04 - $175.83 $486K - $723K
4.11K $713M
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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