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
KAI
Kadant Inc

Industrials
-689
- 4.58%
$297.58 - $358.61 $205K - $247K
14.4K $4.28B
ROAD
Construction Partners, Inc.

Industrials
-5.28K
- 64.69%
$93.43 - $136.74 $494K - $723K
2.88K $366M
HON
Honeywell International Inc

Industrials
-780
- 5.28%
$207.7 - $240.4 $162K - $188K
14K $2.95B
EQIX
Equinix Inc

Real Estate
-576
- 16.48%
$756.7 - $811.13 $436K - $467K
2.92K $2.29B
CNHI
Cnh Industrial N.V.

Industrials
-28.2K
- 31.84%
N/A
60.3K $655M
VRSK
Verisk Analytics, Inc.

Industrials
-963
- 23.08%
$242.3 - $312.95 $233K - $301K
3.21K $807M
TT
Trane Technologies PLC

Industrials
-904
- 13.91%
$398.96 - $472.54 $361K - $427K
5.59K $2.36B
SYK
Stryker Corp

Healthcare
-642
- 7.3%
$368.57 - $403.53 $237K - $259K
8.15K $3.01B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-3.42K
- 43.73%
$123.13 - $140.8 $421K - $482K
4.4K $565M
QCOM
Qualcomm Inc

Technology
-3.88K
- 15.12%
$145.84 - $173.55 $566K - $673K
21.8K $3.62B
WMB
Williams Companies, Inc.

Energy
-8.09K
- 8.19%
$56.52 - $64.01 $457K - $518K
90.6K $5.74B
AXON
Axon Enterprise, Inc.

Industrials
-184
- 6.21%
$698.02 - $870.97 $128K - $160K
2.78K $2B
KKR
Kkr & Co. Inc.

Financial Services
-3.03K
- 16.84%
$129.95 - $152.16 $393K - $461K
15K $1.94B
ZBRA
Zebra Technologies Corp

Technology
-1.28K
- 21.77%
$296.92 - $341.36 $379K - $436K
4.59K $1.36B
CE
Celanese Corp

Basic Materials
-1.68K
- 5.98%
$39.94 - $62.39 $67.2K - $105K
26.5K $1.11B
ICE
Intercontinental Exchange, Inc.

Financial Services
-964
- 5.14%
$167.28 - $188.45 $161K - $182K
17.8K $3B
RELX
Relx PLC

Communication Services
-4.54K
- 13.45%
$45.13 - $54.19 $205K - $246K
29.2K $1.39B
FTNT
Fortinet, Inc.

Technology
-2.04K
- 16.63%
$74.39 - $107.65 $152K - $220K
10.2K $860M
CCI
Crown Castle International Corp

Real Estate
-4.04K
- 53.98%
$92.96 - $113.91 $376K - $461K
3.45K $333M
NCNO
N Cino, Inc.

Technology
-15.2K
- 67.29%
$26.19 - $32.69 $398K - $497K
7.39K $200M
PG
Procter & Gamble CO

Consumer Defensive
-569
- 0.94%
$150.47 - $161.22 $85.6K - $91.7K
60K $9.22B
CTAS
Cintas Corp

Industrials
-791
- 5.37%
$199.29 - $226.27 $158K - $179K
13.9K $2.86B
UFPI
Ufp Industries Inc

Basic Materials
-1.76K
- 4.02%
$91.8 - $108.49 $161K - $191K
41.9K $3.92B
HLI
Houlihan Lokey, Inc.

Financial Services
-2.62K
- 55.8%
$181.55 - $209.19 $475K - $547K
2.07K $425M
ACGL
Arch Capital Group Ltd.

Financial Services
-4.57K
- 48.68%
$85.61 - $93.54 $391K - $428K
4.82K $437M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-6.07K
- 59.67%
$53.89 - $68.51 $327K - $416K
4.1K $224M
MKL
Markel Corp

Financial Services
-198
- 49.75%
$1898.34 - $2031.8 $376K - $402K
200 $382M
NRG
Nrg Energy, Inc.

Utilities
-2.65K
- 21.53%
$144.77 - $173.91 $384K - $461K
9.67K $1.57B
PLD
Prologis, Inc.

Real Estate
-4.99K
- 29.51%
$104.08 - $115.35 $519K - $575K
11.9K $1.36B
FTV
Fortive Corp

Technology
-3.65K
- 5.01%
$46.55 - $53.34 $170K - $194K
69.1K $3.38B
SHW
Sherwin Williams CO

Basic Materials
-1.25K
- 13.66%
$330.88 - $375.23 $413K - $469K
7.89K $2.73B
SFBS
Servis First Bancshares, Inc.

Financial Services
-5.33K
- 66.53%
$76.69 - $89.24 $409K - $476K
2.68K $216M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.6K
- 10.02%
$60.9 - $70.75 $219K - $254K
32.3K $2.02B
APPF
Appfolio Inc

Technology
-1.91K
- 70.22%
$229.81 - $321.25 $439K - $614K
810 $223M
TTE
Total Energies Se

Energy
-5.1K
- 8.88%
N/A
52.3K $3.12B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-652
- 16.15%
$332.69 - $399.0 $217K - $260K
3.39K $1.13B
ARES
Ares Management Corp

Financial Services
-2.06K
- 50.07%
$159.89 - $192.76 $329K - $397K
2.05K $328M
ERIC
Ericsson Lm Telephone CO

Technology
-43.2K
- 40.11%
$7.2 - $8.55 $311K - $370K
64.5K $534M
ROLL
Rbc Bearings Inc

Industrials
-1.16K
- 8.23%
N/A
12.9K $5.03B
CSGP
Costar Group, Inc.

Real Estate
-5.15K
- 29.15%
$81.42 - $96.83 $419K - $499K
12.5K $1.06B
OTIS
Otis Worldwide Corp

Industrials
-3.25K
- 37.75%
$84.93 - $101.07 $276K - $329K
5.37K $491M
FHB
First Hawaiian, Inc.

Financial Services
-13.6K
- 8.09%
$23.66 - $26.43 $322K - $359K
154K $3.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.38K
- 4.77%
$459.11 - $506.91 $1.09M - $1.2M
47.4K $23.8B
JCI
Johnson Controls International PLC

Industrials
-8.66K
- 6.18%
$103.24 - $111.73 $894K - $968K
131K $14.5B
AMP
Ameriprise Financial Inc

Financial Services
-194
- 3.35%
$486.13 - $544.55 $94.3K - $106K
5.6K $2.75B
WDS
Woodside Energy Group LTD

Energy
-21.5K
- 49.15%
$15.05 - $17.66 $324K - $380K
22.2K $335M
CBRE
Cbre Group, Inc.

Real Estate
-3.07K
- 36.07%
$137.04 - $165.9 $421K - $510K
5.45K $859M
TMUS
T Mobile Us, Inc.

Communication Services
-1.55K
- 4.9%
$226.02 - $259.01 $349K - $400K
30K $7.17B
NGG
National Grid PLC

Utilities
-4.15K
- 22.57%
$67.98 - $74.38 $282K - $309K
14.3K $1.04B
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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