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
$143B
$6.48 Billion 0.2% of portfolio
24,286
Q2 2025 Added 352.25%
$40.8B
$6.44 Billion 0.2% of portfolio
79,067
Q2 2025 Added 230.22%
$206B
$5.96 Billion 0.19% of portfolio
75,305
Q2 2025 Added 232.93%
$66.8B
$5.88 Billion 0.19% of portfolio
76,645
Q2 2025 Added 200.77%
$36.1B
$5.91 Billion 0.19% of portfolio
227,143
Q2 2025 Added 234.85%
$137B
$6.18 Billion 0.19% of portfolio
8,050
Q2 2025 Added 226.57%
$6.57B
$5.84 Billion 0.18% of portfolio
64,826
Q2 2025 Added 7,608.2%
$14.3B
$5.58 Billion 0.18% of portfolio
64,924
Q2 2025 Added 1,026.18%
$95.3B
$5.86 Billion 0.18% of portfolio
19,006
Q2 2025 Added 260.92%
$119B
$5.6 Billion 0.18% of portfolio
62,387
Q2 2025 Added 247.31%
$106B
$5.48 Billion 0.17% of portfolio
16,981
Q2 2025 Added 421.69%
$4.6B
$5.28 Billion 0.17% of portfolio
84,703
Q2 2025 Added 1,277.06%
$1.42B
$5.29 Billion 0.17% of portfolio
51,452
Q2 2025 Added 1,101.31%
$7.21B
$5.4 Billion 0.17% of portfolio
14,039
Q2 2025 Added 829.74%
$41B
$5.29 Billion 0.17% of portfolio
49,715
Q2 2025 Added 81.4%
$4.51B
$5.27 Billion 0.17% of portfolio
37,939
Q2 2025 Added 1,018.48%
$50.8B
$5.46 Billion 0.17% of portfolio
74,617
Q2 2025 Added 204.16%
$242B
$5 Billion 0.16% of portfolio
18,351
Q2 2025 Added 188.95%
$163B
$4.95 Billion 0.16% of portfolio
40,044
Q2 2025 Added 300.0%
$41.8B
$5.08 Billion 0.16% of portfolio
67,132
Q2 2025 Added 195.53%
$134B
$5.07 Billion 0.16% of portfolio
22,030
Q2 2025 Added 75.59%
$37.8B
$4.92 Billion 0.16% of portfolio
55,689
Q2 2025 Added 321.15%
$232B
$4.99 Billion 0.16% of portfolio
16,918
Q2 2025 Added 467.15%
$21B
$4.95 Billion 0.16% of portfolio
54,222
Q2 2025 Added 198.53%
$124B
$4.8 Billion 0.15% of portfolio
10,357
Q2 2025 Added 47.89%
$16.1B
$4.68 Billion 0.15% of portfolio
63,680
Q2 2025 Added 231.27%
$3.51B
$4.78 Billion 0.15% of portfolio
15,055
Q2 2025 Added 1,094.84%
$93.8B
$4.66 Billion 0.15% of portfolio
9,290
Q2 2025 Added 265.6%
$80.3B
$4.72 Billion 0.15% of portfolio
1,272
Q2 2025 Added 122.77%
$2.97B
$4.69 Billion 0.15% of portfolio
64,936
Q2 2025 Added 1,508.52%
$46.5B
$4.61 Billion 0.15% of portfolio
120,200
Q2 2025 Added 217.64%
$135B
$4.4 Billion 0.14% of portfolio
91,553
Q2 2025 Added 86.61%
$5.98B
$4.34 Billion 0.14% of portfolio
43,701
Q2 2025 Added 1,121.04%
$211B
$4.56 Billion 0.14% of portfolio
157,631
Q2 2025 Added 257.61%
$47.9B
$4.13 Billion 0.13% of portfolio
57,602
Q2 2025 Added 725.95%
$278B
$4.2 Billion 0.13% of portfolio
69,112
Q2 2025 Added 266.12%
$3.24B
$4.19 Billion 0.13% of portfolio
168,009
Q2 2025 Added 1,476.37%
$91.8B
$4.15 Billion 0.13% of portfolio
18,784
Q2 2025 Added 485.17%
$72.1B
$4.15 Billion 0.13% of portfolio
15,568
Q2 2025 Added 198.35%
$186B
$4.09 Billion 0.13% of portfolio
25,652
Q2 2025 Added 210.86%
$11.6B
$3.97 Billion 0.13% of portfolio
22,046
Q2 2025 Added 941.87%
$267B
$4.03 Billion 0.13% of portfolio
28,599
Q2 2025 Added 123.92%
$115B
$3.88 Billion 0.12% of portfolio
252,170
Q2 2025 Added 80.34%
$140B
$3.73 Billion 0.12% of portfolio
18,899
Q2 2025 Added 102.87%
$17B
$3.79 Billion 0.12% of portfolio
72,724
Q2 2025 New
$12.8B
$3.9 Billion 0.12% of portfolio
8,710
Q2 2025 Added 1,069.13%
$241B
$3.9 Billion 0.12% of portfolio
55,814
Q2 2025 Added 189.96%
$88.5B
$3.71 Billion 0.12% of portfolio
16,196
Q2 2025 Added 205.01%
$31.5B
$3.77 Billion 0.12% of portfolio
91,660
Q2 2025 Added 6.35%

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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