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
PUK
Prudential PLC

Financial Services
-6.55K
- 24.34%
$24.27 - $28.15 $159K - $184K
20.3K $570M
DRI
Darden Restaurants Inc

Consumer Cyclical
-211
- 9.71%
$184.73 - $220.27 $39K - $46.5K
1.96K $374M
NTRA
Natera, Inc.

Healthcare
-428
- 11.86%
$133.66 - $181.11 $57.2K - $77.5K
3.18K $512M
CHD
Church & Dwight CO Inc

Consumer Defensive
-680
- 15.58%
$85.84 - $99.09 $58.4K - $67.4K
3.68K $323M
VICI
Vici Properties Inc.

Real Estate
-2.96K
- 12.62%
$31.43 - $33.93 $93K - $100K
20.5K $668M
BLDR
Builders First Source, Inc.

Industrials
-912
- 26.19%
$116.91 - $149.21 $107K - $136K
2.57K $312M
COLB
Columbia Banking System, Inc.

Financial Services
-5.64K
- 26.29%
$23.26 - $27.31 $131K - $154K
15.8K $407M
PEG
Public Service Enterprise Group Inc

Utilities
-1.01K
- 6.83%
$79.99 - $90.14 $80.5K - $90.7K
13.7K $1.14B
SNX
Td Synnex Corp

Technology
-1.32K
- 29.62%
$135.82 - $166.01 $179K - $218K
3.12K $512M
NDAQ
Nasdaq, Inc.

Financial Services
-916
- 9.69%
$86.73 - $96.94 $79.4K - $88.8K
8.53K $755M
Rb Global Inc
-923
- 19.44%
N/A
3.83K $415M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-315
- 10.86%
$185.65 - $214.38 $58.5K - $67.5K
2.59K $518M
D
Dominion Energy, Inc

Utilities
-2.45K
- 18.32%
$56.32 - $62.1 $138K - $152K
10.9K $668M
TM
Toyota Motor Corp

Consumer Cyclical
-2.33K
- 12.24%
$167.86 - $202.79 $391K - $472K
16.7K $3.19B
TTWO
Take Two Interactive Software Inc

Communication Services
-539
- 15.74%
$217.37 - $259.96 $117K - $140K
2.89K $746M
RIO
Rio Tinto PLC

Basic Materials
-6.3K
- 14.65%
$57.66 - $66.01 $363K - $416K
36.7K $2.42B
MCK
Mckesson Corp

Healthcare
-229
- 9.87%
$659.01 - $772.54 $151K - $177K
2.09K $1.62B
HPE
Hewlett Packard Enterprise CO

Technology
-8.43K
- 27.82%
$19.81 - $25.24 $167K - $213K
21.9K $537M
GWRE
Guidewire Software, Inc.

Technology
-310
- 15.76%
$207.82 - $261.88 $64.4K - $81.2K
1.66K $381M
MLM
Martin Marietta Materials Inc

Basic Materials
-482
- 17.64%
$546.36 - $631.12 $263K - $304K
2.25K $1.42B
CBSH
Commerce Bancshares Inc

Financial Services
-1.14K
- 21.5%
$58.61 - $66.11 $66.9K - $75.5K
4.17K $249M
SLM
Slm Corp

Financial Services
-520
- 4.04%
$27.68 - $34.4 $14.4K - $17.9K
12.4K $342M
PATH
Ui Path, Inc.

Technology
-7.01K
- 27.01%
$10.44 - $13.38 $73.2K - $93.8K
19K $254M
ALL
Allstate Corp

Financial Services
-650
- 13.65%
$192.0 - $214.65 $125K - $140K
4.11K $883M
ICL
Icl Group Ltd.

Basic Materials
-5.14K
- 7.08%
$5.93 - $7.31 $30.5K - $37.6K
67.5K $423M
RS
Reliance Steel & Aluminum CO

Basic Materials
-112
- 8.54%
$277.33 - $343.66 $31.1K - $38.5K
1.2K $337M
EXR
Extra Space Storage Inc.

Real Estate
-349
- 8.9%
$134.36 - $152.88 $46.9K - $53.4K
3.57K $503M
SNV
Synovus Financial Corp

Financial Services
-16
- 0.06%
$46.55 - $59.6 $745 - $954
27.5K $1.35B
CINF
Cincinnati Financial Corp

Financial Services
-620
- 23.47%
$145.8 - $158.1 $90.4K - $98K
2.02K $320M
TPL
Texas Pacific Land Corp

Energy
-40
- 13.56%
$854.83 - $1075.97 $34.2K - $43K
255 $238M
Super Micro Computer Inc
-1.15K
- 8.03%
N/A
13.1K $628M
MMM
3 M CO

Industrials
-664
- 5.82%
$144.41 - $160.2 $95.9K - $106K
10.8K $1.67B
VALE
Vale S.A.

Basic Materials
-10.2K
- 27.88%
$9.53 - $10.95 $97.6K - $112K
26.5K $288M
K
Kellogg CO

Consumer Defensive
-971
- 21.19%
$76.96 - $82.02 $74.7K - $79.6K
3.61K $296M
BR
Broadridge Financial Solutions, Inc.

Technology
-147
- 2.16%
$233.75 - $266.89 $34.4K - $39.2K
6.64K $1.58B
CCL
Carnival Corp

Consumer Cyclical
-2.81K
- 16.52%
$28.37 - $32.49 $79.8K - $91.4K
14.2K $411M
SHG
Shinhan Financial Group CO LTD

Financial Services
-2.11K
- 28.45%
N/A
5.3K $267M
AVY
Avery Dennison Corp

Industrials
-191
- 6.92%
$158.71 - $184.63 $30.3K - $35.3K
2.57K $417M
JBL
Jabil Inc

Technology
-298
- 10.62%
$202.08 - $234.45 $60.2K - $69.9K
2.51K $545M
MKSI
Mks Instruments Inc

Technology
-1.38K
- 32.34%
$89.62 - $129.92 $124K - $180K
2.89K $358M
MGM
Mgm Resorts International

Consumer Cyclical
-2.05K
- 12.93%
$34.18 - $39.77 $70K - $81.4K
13.8K $478M
EXC
Exelon Corp

Utilities
-2.09K
- 11.59%
$42.73 - $45.54 $89.5K - $95.4K
16K $719M
GM
General Motors CO

Consumer Cyclical
-6.35K
- 23.14%
$48.89 - $61.24 $311K - $389K
21.1K $1.29B
CTSH
Cognizant Technology Solutions Corp

Technology
-127
- 2.51%
$66.67 - $80.98 $8.47K - $10.3K
4.93K $330M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.1K
- 23.36%
$53.54 - $64.21 $113K - $135K
6.9K $412M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-8.24K
- 27.29%
$15.38 - $20.2 $127K - $166K
22K $443M
PR
Permian Resources Corporation

Energy
-3.48K
- 16.07%
$12.8 - $14.51 $44.5K - $50.5K
18.2K $232M
ES
Eversource Energy

Utilities
-1.53K
- 24.18%
$62.86 - $71.14 $96.4K - $109K
4.81K $342M
F
Ford Motor CO

Consumer Cyclical
-10.1K
- 18.69%
$10.82 - $12.09 $110K - $123K
44.1K $528M
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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