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
CME
Cme Group Inc.

Financial Services
-518
- 3.8%
$258.83 - $287.1 $134K - $149K
13.1K $3.55B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.89K
- 37.44%
$84.43 - $97.93 $160K - $185K
3.16K $268M
SHEL
Shell PLC

Energy
-4.5K
- 4.56%
$69.82 - $73.93 $314K - $333K
94.3K $6.75B
ORI
Old Republic International Corp

Financial Services
-6.54K
- 38.82%
$35.74 - $42.47 $234K - $278K
10.3K $438M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.47K
- 7.64%
$91.28 - $97.59 $591K - $631K
78.2K $7.5B
CAH
Cardinal Health Inc

Healthcare
-980
- 21.78%
$146.04 - $167.63 $143K - $164K
3.52K $552M
HSBC
Hsbc Holdings PLC

Financial Services
-12.8K
- 18.48%
$60.27 - $70.98 $770K - $907K
56.3K $4B
DBX
Dropbox, Inc.

Technology
-7.68K
- 39.82%
$26.13 - $32.17 $201K - $247K
11.6K $351M
L
Loews Corp

Financial Services
-2.4K
- 52.49%
$89.82 - $100.39 $216K - $241K
2.17K $218M
STZ
Constellation Brands, Inc.

Consumer Defensive
-935
- 34.97%
$131.78 - $176.09 $123K - $165K
1.74K $234M
MFC
Manulife Financial Corp

Financial Services
-4.7K
- 7.75%
$29.9 - $32.34 $140K - $152K
55.9K $1.74B
CTRA
Coterra Energy Inc.

Energy
-4.72K
- 10.12%
$23.09 - $25.45 $109K - $120K
41.9K $991M
SCHW
Schwab Charles Corp

Financial Services
-11.7K
- 5.34%
$91.03 - $98.69 $1.07M - $1.16M
208K $19.8B
MAT
Mattel Inc

Consumer Cyclical
-7.39K
- 32.51%
$16.66 - $20.55 $123K - $152K
15.4K $258M
AFL
Aflac Inc

Financial Services
-3.14K
- 12.16%
$98.09 - $111.7 $308K - $351K
22.7K $2.53B
APAM
Artisan Partners Asset Management Inc.

Financial Services
-2.71K
- 3.6%
$43.4 - $48.34 $117K - $131K
72.5K $3.15B
FOXA
Fox Corp

Communication Services
-5.01K
- 27.21%
$53.87 - $63.06 $270K - $316K
13.4K $844M
BALL
Ball Corp

Consumer Cyclical
-2.81K
- 37.37%
$48.47 - $59.71 $136K - $168K
4.71K $237M
CNO
Cno Financial Group, Inc.

Financial Services
-4.97K
- 33.35%
$35.49 - $40.41 $176K - $201K
9.93K $393M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.79K
- 19.97%
$119.73 - $134.7 $215K - $242K
7.19K $959M
MAR
Marriott International Inc

Consumer Cyclical
-73
- 0.58%
$255.35 - $282.87 $18.6K - $20.6K
12.5K $3.26B
DGX
Quest Diagnostics Inc

Healthcare
-1.14K
- 33.01%
N/A
2.31K $440M
DLR
Digital Realty Trust, Inc.

Real Estate
-991
- 21.73%
$161.21 - $180.02 $160K - $178K
3.57K $617M
Bunge Global Sa
-2.28K
- 25.98%
N/A
6.5K $528M
Ralliant Corp
-1.41K
- 5.83%
N/A
22.8K $995M
TD
Toronto Dominion Bank

Financial Services
-2.87K
- 35.11%
$72.55 - $79.95 $208K - $230K
5.31K $424M
Natwest Group PLC
-12.4K
- 15.58%
N/A
67K $949M
ZS
Zscaler, Inc.

Technology
-456
- 17.35%
$267.68 - $316.5 $122K - $144K
2.17K $651M
SCI
Service Corp International

Consumer Cyclical
-2.38K
- 17.81%
$75.63 - $83.25 $180K - $198K
11K $912M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-50
- 0.65%
$158.24 - $191.13 $7.91K - $9.56K
7.61K $1.26B
TRV
Travelers Companies, Inc.

Financial Services
-818
- 15.49%
$250.62 - $279.43 $205K - $229K
4.46K $1.25B
VOD
Vodafone Group Public LTD CO

Communication Services
-18.2K
- 38.01%
$10.67 - $12.06 $195K - $220K
29.8K $345M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-4.21K
- 36.24%
$26.76 - $38.05 $113K - $160K
7.4K $204M
BMY
Bristol Myers Squibb CO

Healthcare
-2.88K
- 10.55%
$43.31 - $48.98 $125K - $141K
24.5K $1.1B
RACE
Ferrari N.V.

Consumer Cyclical
-285
- 6.51%
$436.24 - $517.65 $124K - $148K
4.09K $1.99B
SRE
Sempra Energy

Utilities
-3.79K
- 30.11%
$74.14 - $89.98 $281K - $341K
8.8K $792M
FHN
First Horizon Corp

Financial Services
-10.3K
- 20.68%
$21.16 - $23.23 $217K - $238K
39.3K $890M
WST
West Pharmaceutical Services Inc

Healthcare
-1.18K
- 34.04%
$210.08 - $279.1 $248K - $330K
2.29K $600M
IRM
Iron Mountain Inc

Real Estate
-1.51K
- 19.92%
$89.46 - $104.46 $135K - $158K
6.07K $618M
AGCO
Agco Corp

Industrials
-1.67K
- 30.78%
$106.41 - $117.97 $178K - $197K
3.76K $403M
INVH
Invitation Homes Inc.

Real Estate
-4.03K
- 35.67%
$28.9 - $32.78 $117K - $132K
7.27K $213M
SO
Southern CO

Utilities
-2.9K
- 7.23%
$90.83 - $96.0 $264K - $279K
37.2K $3.53B
AMCR
Amcor PLC

Consumer Cyclical
-13.2K
- 27.78%
$7.97 - $9.94 $105K - $132K
34.4K $281M
MTG
Mgic Investment Corp

Financial Services
-5.77K
- 35.08%
$25.06 - $28.92 $145K - $167K
10.7K $303M
SITE
Site One Landscape Supply, Inc.

Industrials
-1.46K
- 33.36%
$121.97 - $152.97 $178K - $223K
2.92K $376M
ON
On Semiconductor Corp

Technology
-2.43K
- 22.2%
$46.98 - $62.45 $114K - $152K
8.51K $419M
RPM
Rpm International Inc

Basic Materials
-1.6K
- 36.28%
$110.07 - $128.23 $176K - $205K
2.8K $330M
NOK
Nokia Corp

Technology
-24.8K
- 28.28%
$4.05 - $5.23 $101K - $130K
63K $303M
OKE
Oneok Inc

Energy
-765
- 6.92%
$71.36 - $83.47 $54.6K - $63.9K
10.3K $751M
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
Track This Portfolio

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email