Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025

Callan Family Office, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.17 Trillion distributed in 931 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147B, Nvidia Corp with a value of $124B, Ishares Core S&P 500 ETF with a value of $115B, Apple Inc. with a value of $96.5B, and Amazon Com Inc with a value of $78.9B.

Examining the 13F form we can see an increase of $1.84T in the current position value, from $1.33T to 3.17T.

Callan Family Office, LLC is based out at Radnor, PA

Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.17 Trillion
Technology: $719 Billion
ETFs: $574 Billion
Financial Services: $455 Billion
Healthcare: $286 Billion
Industrials: $253 Billion
Communication Services: $247 Billion
Consumer Cyclical: $244 Billion
Consumer Defensive: $118 Billion
Other: $211 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.1B
$732 Million 0.02% of portfolio
7,700
Q2 2025 Added 96.13%
$15B
$545 Million 0.02% of portfolio
6,752
Q2 2025 Added 43.54%
$63.1B
$497 Million 0.02% of portfolio
3,701
Q2 2025 New
$10.7B
$514 Million 0.02% of portfolio
13,497
Q2 2025 New
$23.7B
$490 Million 0.02% of portfolio
5,076
Q2 2025 Added 99.22%
$38.2B
$673 Million 0.02% of portfolio
26,896
Q2 2025 New
$24B
$649 Million 0.02% of portfolio
3,768
Q2 2025 Added 99.47%
$39.8B
$680 Million 0.02% of portfolio
2,048
Q2 2025 New
$73.8B
$774 Million 0.02% of portfolio
7,362
Q2 2025 New
$142B
$601 Million 0.02% of portfolio
8,179
Q2 2025 New
$11.7B
$721 Million 0.02% of portfolio
23,806
Q2 2025 Added 96.03%
$6.63B
$524 Million 0.02% of portfolio
4,210
Q2 2025 Added 44.62%
$6.56B
$630 Million 0.02% of portfolio
11,937
Q2 2025 Added 34.44%
$25.2B
$514 Million 0.02% of portfolio
21,857
Q2 2025 Added 100.82%
$9.34B
$488 Million 0.02% of portfolio
11,989
Q2 2025 Added 30.91%
$15.6B
$619 Million 0.02% of portfolio
3,447
Q2 2025 New
$7.48B
$704 Million 0.02% of portfolio
12,351
Q2 2025 New
$34.2B
$492 Million 0.02% of portfolio
2,918
Q2 2025 New
$6.2B
$514 Million 0.02% of portfolio
4,053
Q2 2025 Added 120.03%
$11.3B
$588 Million 0.02% of portfolio
9,529
Q2 2025 New
$77.4B
$659 Million 0.02% of portfolio
26,195
Q2 2025 Added 180.01%
$23.9B
$479 Million 0.02% of portfolio
4,187
Q2 2025 New
$24.7B
$582 Million 0.02% of portfolio
24,266
Q2 2025 Added 164.54%
$8.12B
$619 Million 0.02% of portfolio
5,833
Q2 2025 New
$32.1B
$656 Million 0.02% of portfolio
2,530
Q2 2025 New
$20.2B
$578 Million 0.02% of portfolio
28,374
Q2 2025 Added 115.74%
$5.31B
$641 Million 0.02% of portfolio
16,907
Q2 2025 Added 16.85%
$2.94B
$637 Million 0.02% of portfolio
10,169
Q2 2025 New
$932M
$479 Million 0.02% of portfolio
19,062
Q2 2025 New
$33.8B
$690 Million 0.02% of portfolio
5,624
Q2 2025 New
$13.7B
$690 Million 0.02% of portfolio
8,557
Q2 2025 Added 212.41%
$28.8B
$612 Million 0.02% of portfolio
2,807
Q2 2025 New
$25.1B
$623 Million 0.02% of portfolio
3,946
Q2 2025 Added 106.06%
$24.4B
$486 Million 0.02% of portfolio
7,203
Q2 2025 New
$14.3B
$640 Million 0.02% of portfolio
21,770
Q2 2025 Added 171.51%
$70.2B
$640 Million 0.02% of portfolio
5,348
Q2 2025 Added 133.33%
$10.4B
$594 Million 0.02% of portfolio
5,082
Q2 2025 New
$42.9B
$785 Million 0.02% of portfolio
18,075
Q2 2025 Added 213.31%
$13.9B
$509 Million 0.02% of portfolio
4,099
Q2 2025 New
$28.9B
$777 Million 0.02% of portfolio
7,575
Q2 2025 New
$19.2B
$578 Million 0.02% of portfolio
3,921
Q2 2025 Added 183.1%
$33.8B
$548 Million 0.02% of portfolio
23,138
Q2 2025 New
$6.67B
$615 Million 0.02% of portfolio
5,900
Q2 2025 New
$42.4B
$739 Million 0.02% of portfolio
5,736
Q2 2025 Added 161.56%
$18.5B
$655 Million 0.02% of portfolio
31,681
Q2 2025 New
$1.71B
$627 Million 0.02% of portfolio
5,946
Q2 2025 New
$34.2B
$655 Million 0.02% of portfolio
6,529
Q2 2025 Added 218.18%
$62B
$789 Million 0.02% of portfolio
26,829
Q2 2025 New
$20.2B
$580 Million 0.02% of portfolio
16,350
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 931
  • Current Value $3.17 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 398 stocks
  • Additional Purchases 483 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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