Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025

Callan Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 543 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.3B, Ishares Tr with a value of $57.4B, Apple Inc. with a value of $49.6B, Microsoft Corp with a value of $45.9B, and Ishares Core S&P Mid Cap ETF with a value of $30B.

Examining the 13F form we can see an decrease of $239B in the current position value, from $1.57T to 1.33T.

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 $1.33 Trillion
ETFs: $478 Billion
Technology: $223 Billion
Financial Services: $163 Billion
Healthcare: $123 Billion
Communication Services: $80.3 Billion
Consumer Cyclical: $76.7 Billion
Industrials: $62.8 Billion
Consumer Defensive: $39 Billion
Other: $67.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72B
$3.68 Billion 0.28% of portfolio
10,656
Q1 2025 Reduced 28.27%
$454B
$3.58 Billion 0.27% of portfolio
3,784
Q1 2025 Reduced 70.56%
$390B
$3.52 Billion 0.26% of portfolio
9,613
Q1 2025 Reduced 36.08%
$311B
$3.48 Billion 0.26% of portfolio
48,610
Q1 2025 Added 1.32%
$64.5B
$3.51 Billion 0.26% of portfolio
43,755
Q1 2025 Added 11.42%
$224B
$3.39 Billion 0.25% of portfolio
12,592
Q1 2025 Reduced 6.13%
$27.2B
$3.38 Billion 0.25% of portfolio
86,188
Q1 2025 Reduced 1.78%
$67.5B
$3.39 Billion 0.25% of portfolio
42,310
Q1 2025 Added 1.86%
$59.7B
$3.36 Billion 0.25% of portfolio
13,779
Q1 2025 Added 14.53%
$297B
$3.17 Billion 0.24% of portfolio
4,778
Q1 2025 Reduced 18.92%
$261B
$3.26 Billion 0.24% of portfolio
52,796
Q1 2025 Reduced 35.51%
$433B
$3.17 Billion 0.24% of portfolio
22,659
Q1 2025 Reduced 11.12%
$97.9B
$3.13 Billion 0.24% of portfolio
9,527
Q1 2025 Added 1.22%
$123B
$3.13 Billion 0.23% of portfolio
7,003
Q1 2025 Added 0.17%
$72.8B
$3.04 Billion 0.23% of portfolio
36,296
Q1 2025 Reduced 5.5%
$237B
$3.12 Billion 0.23% of portfolio
42,636
Q1 2025 Reduced 10.63%
$75.7B
$2.89 Billion 0.22% of portfolio
16,113
Q1 2025 Reduced 31.92%
$211B
$2.96 Billion 0.22% of portfolio
5,415
Q1 2025 Reduced 39.13%
$302B
$2.89 Billion 0.22% of portfolio
10,842
Q1 2025 Reduced 16.43%
$142B
$2.96 Billion 0.22% of portfolio
12,546
Q1 2025 Reduced 16.1%
$236B
$2.91 Billion 0.22% of portfolio
26,099
Q1 2025 Reduced 9.61%
$128B
$2.96 Billion 0.22% of portfolio
26,438
Q1 2025 Reduced 13.56%
$54.7B
$2.79 Billion 0.21% of portfolio
16,316
Q1 2025 Reduced 1.51%
$177B
$2.73 Billion 0.21% of portfolio
15,214
Q1 2025 Reduced 6.18%
$113B
$2.67 Billion 0.2% of portfolio
5,517
Q1 2025 Added 125.18%
$40.1B
$2.49 Billion 0.19% of portfolio
50,413
Q1 2025 Added 26.7%
$69B
$2.48 Billion 0.19% of portfolio
161,731
Q1 2025 Reduced 3.84%
$36.1B
$2.45 Billion 0.18% of portfolio
27,406
Q1 2025 Added 143.96%
$128B
$2.38 Billion 0.18% of portfolio
49,061
Q1 2025 Reduced 8.26%
$65.2B
$2.46 Billion 0.18% of portfolio
20,944
Q1 2025 Reduced 37.99%
$94.4B
$2.23 Billion 0.17% of portfolio
6,333
Q1 2025 Reduced 6.85%
$68.6B
$2.29 Billion 0.17% of portfolio
6,218
Q1 2025 Added 14.55%
$145B
$2.32 Billion 0.17% of portfolio
33,475
Q1 2025 Added 10.54%
$49.9B
$2.15 Billion 0.16% of portfolio
208,813
Q1 2025 Added 1.12%
$207B
$2.09 Billion 0.16% of portfolio
21,218
Q1 2025 Reduced 28.6%
$82.1B
$2.17 Billion 0.16% of portfolio
32,055
Q1 2025 Added 58.96%
$71.9B
$2.18 Billion 0.16% of portfolio
571
Q1 2025 Reduced 26.13%
$234B
$2.14 Billion 0.16% of portfolio
6,849
Q1 2025 Reduced 32.2%
$20.3B
$2.06 Billion 0.15% of portfolio
18,163
Q1 2025 Added 66.47%
$193B
$2.03 Billion 0.15% of portfolio
22,619
Q1 2025 Reduced 56.46%
$57B
$2.04 Billion 0.15% of portfolio
8,595
Q1 2025 Reduced 34.74%
$131B
$1.94 Billion 0.15% of portfolio
7,142
Q1 2025 Reduced 42.31%
$98.4B
$2.01 Billion 0.15% of portfolio
130,236
Q1 2025 Reduced 4.28%
$150B
$1.81 Billion 0.14% of portfolio
8,537
Q1 2025 Reduced 23.69%
$143B
$1.91 Billion 0.14% of portfolio
9,316
Q1 2025 Reduced 16.43%
$6.54B
$1.85 Billion 0.14% of portfolio
12,436
Q4 2024 New
$347B
$1.85 Billion 0.14% of portfolio
6,887
Q1 2025 Reduced 18.68%
$182B
$1.86 Billion 0.14% of portfolio
25,490
Q1 2025 Added 46.02%
$118B
$1.89 Billion 0.14% of portfolio
17,963
Q1 2025 Reduced 15.61%

Summary

  • Portfolio
  • No. of Stocks 543
  • Current Value $1.33 Trillion
  • Prior Value $1.57 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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