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
SBUX
Starbucks Corp

Consumer Cyclical
-8.82K
- 27.03%
$81.9 - $96.86 $723K - $855K
23.8K $2.02B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-3.33K
- 21.4%
$259.44 - $278.65 $864K - $928K
12.2K $3.17B
SPOT
Spotify Technology S.A.

Communication Services
-579
- 7.19%
$620.01 - $738.53 $359K - $428K
7.47K $5.21B
ABT
Abbott Laboratories

Healthcare
-5.5K
- 5.6%
$120.51 - $136.62 $663K - $751K
92.7K $12.4B
JKHY
Henry Jack & Associates Inc

Technology
-1.56K
- 7.05%
$148.45 - $182.09 $231K - $283K
20.5K $3.05B
T
At&T Inc.

Communication Services
-27.2K
- 17.23%
$26.94 - $29.62 $732K - $804K
130K $3.68B
DIS
Walt Disney CO

Communication Services
-2.05K
- 3.1%
$112.25 - $124.0 $230K - $255K
64.1K $7.34B
BRO
Brown & Brown, Inc.

Financial Services
-5.28K
- 25.81%
$90.88 - $108.93 $480K - $575K
15.2K $1.42B
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.08K
- 1.7%
$60.3 - $77.46 $65.1K - $83.7K
62.6K $3.85B
RLI
Rli Corp

Financial Services
-5.3K
- 8.16%
$64.17 - $71.7 $340K - $380K
59.6K $3.89B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-53
- 4.23%
$5364.25 - $5815.92 $284K - $308K
1.2K $6.49B
FDX
Fedex Corp

Industrials
-4.82K
- 11.29%
$217.1 - $243.2 $1.05M - $1.17M
37.8K $8.92B
ROP
Roper Technologies Inc

Industrials
-1.12K
- 37.29%
$495.03 - $573.0 $555K - $642K
1.89K $940M
CL
Colgate Palmolive CO

Consumer Defensive
-6.98K
- 37.37%
$79.36 - $93.33 $554K - $652K
11.7K $935M
AZO
Autozone Inc

Consumer Cyclical
-349
- 27.44%
$3649.42 - $4354.54 $1.27M - $1.52M
923 $3.96B
EAT
Brinker International, Inc

Consumer Cyclical
-248
- 1.85%
$126.68 - $184.02 $31.4K - $45.6K
13.1K $1.66B
AIG
American International Group, Inc.

Financial Services
-7.32K
- 29.55%
$76.34 - $85.87 $559K - $629K
17.5K $1.37B
WFC
Wells Fargo & Company

Financial Services
-19.1K
- 8.28%
$77.05 - $85.16 $1.47M - $1.63M
212K $17.7B
AMT
American Tower Corp

Real Estate
-1.06K
- 5.66%
$192.32 - $232.35 $204K - $247K
17.7K $3.41B
CPRT
Copart Inc

Consumer Cyclical
-14.3K
- 59.67%
$44.6 - $49.97 $638K - $715K
9.67K $435M
DE
Deere & CO

Industrials
-968
- 16.98%
$457.26 - $524.37 $443K - $508K
4.73K $2.16B
FICO
Fair Isaac Corp

Technology
-348
- 59.69%
$1311.26 - $1869.83 $456K - $651K
235 $352M
UPS
United Parcel Service Inc

Industrials
-5.67K
- 41.13%
$82.58 - $105.54 $468K - $598K
8.11K $678M
MORN
Morningstar, Inc.

Financial Services
-2.01K
- 66.86%
$231.72 - $311.89 $466K - $627K
996 $231M
IBM
International Business Machines Corp

Technology
-1.76K
- 10.42%
$234.77 - $292.47 $414K - $516K
15.2K $4.28B
Brookfield Corp
-11.7K
- 67.37%
N/A
5.68K $389M
UL
Unilever PLC

Consumer Defensive
-9.67K
- 20.91%
$58.43 - $65.01 $565K - $628K
36.6K $2.17B
IT
Gartner Inc

Technology
-1.18K
- 48.09%
$225.98 - $406.7 $268K - $482K
1.28K $336M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.39K
- 22.44%
$65.64 - $78.22 $420K - $500K
22.1K $1.48B
AZN
Astrazeneca PLC

Healthcare
-13.1K
- 23.53%
$68.72 - $82.11 $903K - $1.08M
42.7K $3.27B
DXCM
Dexcom Inc

Healthcare
-2.2K
- 9.24%
$66.46 - $89.53 $146K - $197K
21.6K $1.46B
WMT
Walmart Inc.

Consumer Defensive
-14.4K
- 8.69%
$94.4 - $104.27 $1.36M - $1.5M
151K $15.6B
PRI
Primerica, Inc.

Financial Services
-2.63K
- 7.86%
$255.46 - $285.58 $672K - $751K
30.8K $8.55B
MET
Metlife Inc

Financial Services
-10.5K
- 7.47%
$73.82 - $82.37 $778K - $868K
131K $10.8B
TDG
Trans Digm Group Inc

Industrials
-248
- 19.05%
$1271.04 - $1620.83 $315K - $402K
1.05K $1.39B
PRU
Prudential Financial Inc

Financial Services
-5.15K
- 37.0%
$100.68 - $109.89 $518K - $566K
8.77K $910M
CRWD
Crowd Strike Holdings, Inc.

Technology
-451
- 2.39%
$412.46 - $514.1 $186K - $232K
18.4K $9.02B
SNY
Sanofi

Healthcare
-6.25K
- 2.65%
$45.07 - $51.35 $281K - $321K
229K $10.8B
UNP
Union Pacific Corp

Industrials
-2.94K
- 13.33%
$214.91 - $237.16 $631K - $697K
19.1K $4.51B
RSG
Republic Services, Inc.

Industrials
-1.4K
- 10.36%
$225.33 - $246.01 $316K - $345K
12.1K $2.79B
WSO
Watsco Inc

Industrials
-1.14K
- 49.35%
$381.94 - $489.97 $435K - $558K
1.17K $472M
ELV
Elevance Health, Inc.

Healthcare
-769
- 17.07%
$274.66 - $395.76 $211K - $304K
3.74K $1.21B
GGG
Graco Inc

Industrials
-5.54K
- 8.53%
$82.58 - $88.81 $458K - $492K
59.4K $5.05B
WM
Waste Management Inc

Industrials
-1.81K
- 11.18%
$213.88 - $237.1 $387K - $429K
14.4K $3.18B
MUSA
Murphy Usa Inc.

Consumer Cyclical
-1.1K
- 20.11%
$361.83 - $435.43 $397K - $478K
4.36K $1.69B
MSCI
Msci Inc.

Financial Services
-865
- 23.85%
$526.48 - $588.0 $455K - $509K
2.76K $1.57B
HUBS
Hubspot Inc

Technology
-531
- 17.58%
$420.79 - $560.9 $223K - $298K
2.49K $1.16B
BAX
Baxter International Inc

Healthcare
-14.8K
- 62.27%
$21.71 - $31.23 $322K - $463K
8.98K $204M
ZTS
Zoetis Inc.

Healthcare
-2.45K
- 15.56%
$141.13 - $159.19 $345K - $389K
13.3K $1.94B
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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