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
CDNS
Cadence Design Systems Inc

Technology
-467
- 2.46%
$309.46 - $373.37 $145K - $174K
18.5K $6.51B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.7K
- 2.38%
$49.43 - $54.52 $232K - $256K
193K $10.5B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-9.98K
- 3.96%
$14.73 - $19.31 $147K - $193K
242K $4.66B
Lam Research Corp
-1.26K
- 4.8%
N/A
24.9K $3.34B
EME
Emcor Group, Inc.

Industrials
-1.29K
- 9.06%
$530.88 - $655.83 $684K - $845K
12.9K $8.4B
Arista Networks Inc
-133
- 0.69%
N/A
19.1K $2.79B
NSC
Norfolk Southern Corp

Industrials
-1.01K
- 3.93%
$259.49 - $300.41 $261K - $302K
24.5K $7.37B
BX
Blackstone Inc.

Financial Services
-1.74K
- 3.27%
$152.77 - $188.68 $265K - $328K
51.4K $8.79B
ELAN
Elanco Animal Health Inc

Healthcare
-6.88K
- 4.14%
$13.68 - $20.14 $94.1K - $139K
159K $3.21B
Coherent Corp
-1.29K
- 2.4%
N/A
52.2K $5.62B
Gsk PLC
-3.87K
- 1.73%
N/A
220K $9.48B
ROST
Ross Stores, Inc.

Consumer Cyclical
-2.84K
- 5.17%
$127.59 - $152.81 $363K - $434K
52.1K $7.95B
BKR
Baker Hughes CO

Energy
-4.66K
- 3.87%
$38.68 - $50.55 $180K - $235K
116K $5.63B
BK
Bank Of New York Mellon Corp

Financial Services
-9.85K
- 8.32%
$90.65 - $109.75 $893K - $1.08M
109K $11.8B
VTI
Vanguard Total Stock Market Et

ETFs
-1.02K
- 1.75%
$303.93 - $329.86 $308K - $335K
56.9K $18.7B
JPM
Jpmorgan Chase & CO

Financial Services
-2.11K
- 2.71%
$282.78 - $316.06 $595K - $665K
75.6K $23.8B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.9K
- 2.96%
$215.01 - $273.02 $409K - $520K
62.4K $15.7B
JNJ
Johnson & Johnson

Healthcare
-1.62K
- 2.88%
$155.17 - $185.42 $251K - $300K
54.5K $10.1B
Te Connectivity PLC
-424
- 1.31%
N/A
32.1K $7.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 2.21%
$617.65 - $666.84 $715K - $772K
51.1K $34B
RTX
Raytheon Technologies Corp

Industrials
-2.6K
- 2.36%
$144.19 - $167.33 $374K - $434K
107K $17.9B
IEFA
Ishares Tr

ETFs
-12.3K
- 1.5%
$81.7 - $87.53 $1.01M - $1.08M
811K $70.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.58K
- 3.61%
$224.68 - $282.71 $580K - $729K
68.9K $19.2B
MSFT
Microsoft Corp

Technology
-3.68K
- 1.25%
$491.09 - $535.64 $1.81M - $1.97M
291K $151B
AVGO
Broadcom Inc.

Technology
-5
- -0.0%
$264.74 - $369.57 $1.32K - $1.85K
145K $47.8B
GOOGL
Alphabet Inc.

Communication Services
-1.77K
- 0.9%
$174.36 - $254.72 $309K - $452K
195K $47.5B
NVDA
Nvidia Corp

Technology
-36.3K
- 4.62%
$153.3 - $186.58 $5.56M - $6.77M
749K $140B
GOOG
Alphabet Inc.

Communication Services
-4.23K
- 1.43%
$175.16 - $255.24 $740K - $1.08M
292K $71B
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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