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
$5.58B
$565 Million 0.04% of portfolio
3,064
Q1 2025 Reduced 1.29%
$11.6B
$589 Million 0.04% of portfolio
19,918
Q1 2025 Reduced 46.22%
$88.7B
$578 Million 0.04% of portfolio
2,425
Q1 2025 Reduced 78.79%
$81.8B
$480 Million 0.04% of portfolio
3,297
Q1 2025 Added 22.93%
$5.69B
$539 Million 0.04% of portfolio
3,288
Q1 2025 Reduced 65.21%
$19.5B
$491 Million 0.04% of portfolio
6,898
Q1 2025 Reduced 64.79%
$29.6B
$573 Million 0.04% of portfolio
3,826
Q1 2025 Added 10.07%
$79.8B
$584 Million 0.04% of portfolio
716
Q1 2025 Reduced 68.87%
$33B
$505 Million 0.04% of portfolio
7,389
Q1 2025 Added 141.39%
$130B
$563 Million 0.04% of portfolio
84,043
Q1 2025 Reduced 57.0%
$16.9B
$564 Million 0.04% of portfolio
6,592
Q1 2025 Reduced 48.97%
$5.88B
$489 Million 0.04% of portfolio
8,879
Q1 2025 Reduced 6.37%
$53.1B
$482 Million 0.04% of portfolio
1,841
Q1 2025 Reduced 40.96%
$22.1B
$485 Million 0.04% of portfolio
1,313
Q1 2025 Reduced 61.14%
$74.9B
$547 Million 0.04% of portfolio
1,371
Q1 2025 Reduced 2.77%
$8.11B
$478 Million 0.04% of portfolio
6,566
Q1 2025 Reduced 38.13%
$108B
$535 Million 0.04% of portfolio
4,631
Q1 2025 Added 131.9%
$60.4B
$515 Million 0.04% of portfolio
16,526
Q1 2025 Reduced 43.09%
$99.4B
$496 Million 0.04% of portfolio
8,134
Q1 2025 Reduced 30.11%
$5.19B
$509 Million 0.04% of portfolio
3,392
Q1 2025 Reduced 39.21%
$49.3B
$472 Million 0.04% of portfolio
6,974
Q1 2025 Reduced 85.08%
$54.9B
$573 Million 0.04% of portfolio
13,928
Q1 2025 Reduced 10.07%
$44B
$569 Million 0.04% of portfolio
2,719
Q1 2025 Reduced 46.2%
$3.66B
$413 Million 0.03% of portfolio
10,649
Q4 2024 New
$60.5B
$376 Million 0.03% of portfolio
3,046
Q1 2025 Reduced 7.84%
$23.4B
$445 Million 0.03% of portfolio
895
Q1 2025 Reduced 79.75%
$33.6B
$372 Million 0.03% of portfolio
3,412
Q1 2025 Reduced 13.11%
$6.58B
$456 Million 0.03% of portfolio
2,237
Q1 2025 Reduced 42.69%
$25.3B
$338 Million 0.03% of portfolio
3,370
Q1 2025 Added 0.57%
$12.7B
$432 Million 0.03% of portfolio
2,594
Q1 2025 Reduced 63.35%
$12.1B
$342 Million 0.03% of portfolio
3,241
Q1 2025 Added 1.76%
$16B
$442 Million 0.03% of portfolio
1,973
Q1 2025 Added 18.93%
$33.9B
$440 Million 0.03% of portfolio
8,042
Q1 2025 Added 16.4%
$5.01B
$448 Million 0.03% of portfolio
6,530
Q1 2025 Reduced 72.44%
$33.6B
$382 Million 0.03% of portfolio
3,926
Q1 2025 Reduced 6.94%
$41.2B
$352 Million 0.03% of portfolio
3,407
Q1 2025 Reduced 4.7%
$16.3B
$418 Million 0.03% of portfolio
823
Q1 2025 Reduced 2.26%
$37.5B
$448 Million 0.03% of portfolio
2,237
Q1 2025 Reduced 7.49%
$64.1B
$460 Million 0.03% of portfolio
1,738
Q1 2025 Reduced 2.63%
$11.1B
$354 Million 0.03% of portfolio
3,871
Q1 2025 Added 40.97%
$7.02B
$370 Million 0.03% of portfolio
2,911
Q1 2025 Reduced 3.48%
$16B
$416 Million 0.03% of portfolio
12,144
Q1 2025 New
$95.6B
$370 Million 0.03% of portfolio
8,944
Q1 2025 Reduced 35.06%
$65.1B
$423 Million 0.03% of portfolio
2,060
Q1 2025 Reduced 9.37%
$10.6B
$366 Million 0.03% of portfolio
9,158
Q1 2025 Added 16.77%
$42.3B
$410 Million 0.03% of portfolio
3,132
Q1 2025 Added 5.99%
$49.3B
$384 Million 0.03% of portfolio
1,510
Q1 2025 Reduced 55.22%
$6.25B
$383 Million 0.03% of portfolio
3,579
Q1 2025 Reduced 33.0%
$56.5B
$408 Million 0.03% of portfolio
1,968
Q1 2025 Reduced 13.04%

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
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