Callan Family Office, LLC Reduced Holdings in Q3 2025

Callan Family Office, LLC

  • $3.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-41.8K
- 79.58%
$546.99 - $602.2 $22.9M - $25.2M
10.7K $6.43B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22.7K
- 28.23%
$420.11 - $472.68 $9.56M - $10.8M
57.8K $27.1B
NFLX
Netflix Inc

Communication Services
-1.67K
- 5.58%
$1147.87 - $1297.18 $1.92M - $2.17M
28.3K $33.9B
COST
Costco Wholesale Corp

Consumer Defensive
-3.64K
- 16.88%
$915.95 - $994.57 $3.34M - $3.62M
18K $16.6B
FISV
Fiserv Inc

Technology
-6.13K
- 7.68%
N/A
73.7K $9.5B
NVO
Novo Nordisk A S

Healthcare
-46.1K
- 42.43%
$45.38 - $71.7 $2.09M - $3.3M
62.5K $3.47B
ISRG
Intuitive Surgical Inc

Healthcare
-1.8K
- 5.56%
$433.66 - $544.47 $779K - $978K
30.5K $13.6B
ACN
Accenture PLC

Technology
-7.56K
- 22.15%
$232.56 - $304.78 $1.76M - $2.3M
26.6K $6.55B
META
Meta Platforms, Inc.

Communication Services
-4.18K
- 5.31%
$695.21 - $791.73 $2.9M - $3.31M
74.4K $54.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-15.1K
- 4.21%
$211.65 - $238.24 $3.2M - $3.6M
345K $75.6B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5.51K
- 32.96%
$366.54 - $479.53 $2.02M - $2.64M
11.2K $4.39B
PGR
Progressive Corp

Financial Services
-9.4K
- 38.72%
$238.61 - $264.3 $2.24M - $2.49M
14.9K $3.68B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-15.1K
- 11.98%
$38.58 - $58.24 $584K - $882K
111K $4.36B
COF
Capital One Financial Corp

Financial Services
-12.7K
- 16.24%
$207.29 - $229.74 $2.64M - $2.92M
65.6K $13.9B
CSCO
Cisco Systems, Inc.

Technology
-37.7K
- 28.3%
$66.2 - $71.79 $2.49M - $2.71M
95.5K $6.53B
V
Visa Inc.

Financial Services
-3.07K
- 2.89%
$332.09 - $358.86 $1.02M - $1.1M
103K $35.1B
LLY
Eli Lilly & CO

Healthcare
-2.24K
- 5.23%
$625.65 - $812.69 $1.4M - $1.82M
40.6K $31B
MCO
Moodys Corp

Financial Services
-4K
- 43.08%
$472.69 - $521.32 $1.89M - $2.09M
5.29K $2.52B
CI
Cigna Corp

Healthcare
-2.61K
- 8.24%
$262.23 - $334.39 $685K - $874K
29.1K $8.39B
TXN
Texas Instruments Inc

Technology
-6.42K
- 17.33%
N/A
30.6K $5.63B
NOW
Service Now, Inc.

Technology
-513
- 3.55%
$850.86 - $1044.69 $436K - $536K
14K $12.8B
HLN
Haleon PLC

Healthcare
-88.6K
- 11.66%
$8.72 - $10.35 $772K - $917K
671K $6.02B
INTU
Intuit Inc

Technology
-349
- 2.26%
$646.03 - $807.39 $225K - $282K
15.1K $10.3B
SPGI
S&P Global Inc.

Financial Services
-792
- 2.31%
$484.94 - $564.15 $384K - $447K
33.6K $16.3B
PM
Philip Morris International Inc.

Consumer Defensive
-772
- 0.94%
$157.77 - $183.27 $122K - $141K
81.3K $13.2B
ALC
Alcon Inc

Healthcare
-11.7K
- 21.01%
$73.24 - $92.22 $857K - $1.08M
44K $3.28B
KO
Coca Cola CO

Consumer Defensive
-15.5K
- 12.03%
$65.67 - $71.67 $1.02M - $1.11M
113K $7.49B
TJX
Tjx Companies Inc

Consumer Cyclical
-16.5K
- 41.19%
$121.35 - $144.54 $2M - $2.38M
23.5K $3.4B
TTD
Trade Desk, Inc.

Technology
-17.8K
- 61.79%
$43.93 - $89.76 $782K - $1.6M
11K $540M
FDS
Factset Research Systems Inc

Financial Services
-459
- 5.27%
$283.86 - $450.3 $130K - $207K
8.25K $2.36B
SBAC
Sba Communications Corp

Real Estate
-1.89K
- 6.89%
$191.35 - $239.35 $362K - $453K
25.6K $4.95B
CRVL
Corvel Corp

Financial Services
-2.38K
- 4.63%
$77.22 - $104.34 $184K - $248K
49.1K $3.8B
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-25.1K
- 37.51%
$52.62 - $61.93 $1.32M - $1.56M
41.9K $2.27B
CMCSA
Comcast Corp

Communication Services
-8.01K
- 2.94%
$31.41 - $36.33 $251K - $291K
264K $8.3B
ADBE
Adobe Inc.

Technology
-2.24K
- 12.49%
$333.65 - $392.1 $748K - $879K
15.7K $5.54B
ABNB
Airbnb, Inc.

Consumer Cyclical
-9.4K
- 41.62%
$118.3 - $142.16 $1.11M - $1.34M
13.2K $1.6B
CRM
Salesforce, Inc.

Technology
-2.92K
- 15.92%
$231.66 - $273.65 $677K - $800K
15.4K $3.66B
FIS
Fidelity National Information Services, Inc.

Technology
-1.5K
- 1.9%
$63.37 - $82.35 $95.1K - $124K
77.6K $5.11B
CARR
Carrier Global Corp

Industrials
-5.23K
- 7.0%
$58.75 - $80.73 $307K - $422K
69.4K $4.14B
SAP
Sap Se

Technology
-1.73K
- 7.49%
$252.42 - $311.93 $437K - $540K
21.4K $5.71B
VST
Vistra Corp.

Utilities
-7.17K
- 16.09%
$182.0 - $217.92 $1.31M - $1.56M
37.4K $7.33B
KR
Kroger CO

Consumer Defensive
-15.4K
- 26.78%
$64.52 - $74.35 $995K - $1.15M
42.2K $2.84B
MELI
Mercadolibre Inc

Consumer Cyclical
-404
- 35.19%
$2292.04 - $2514.05 $926K - $1.02M
744 $1.74B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.74K
- 7.2%
$57.1 - $70.52 $385K - $475K
86.8K $5.17B
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.35K
- 10.51%
$265.78 - $299.3 $889K - $1M
28.5K $7.77B
MCHP
Microchip Technology Inc

Technology
-8.1K
- 7.31%
$60.95 - $75.26 $494K - $610K
103K $6.6B
VRT
Vertiv Holdings CO

Industrials
-11.5K
- 48.4%
N/A
12.2K $1.85B
LSTR
Landstar System Inc

Industrials
-4.54K
- 11.96%
$120.68 - $146.55 $547K - $665K
33.4K $4.09B
MA
Mastercard Inc

Financial Services
-2.38K
- 6.79%
$550.18 - $598.96 $1.31M - $1.43M
32.7K $18.6B
Activity Summary
Buys All Purchases 175 New Holdings 27 Increased Positions 148 Sells All Sells 629 Reductions 629 Sold out 0 Options Calls 0 Puts 0
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