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
$16.4B
$383 Million 0.03% of portfolio
4,704
Q1 2025 Added 14.4%
$102B
$453 Million 0.03% of portfolio
4,053
Q1 2025 Reduced 0.12%
$5.18B
$435 Million 0.03% of portfolio
14,607
Q1 2025 Reduced 0.03%
$15.2B
$356 Million 0.03% of portfolio
6,286
Q1 2025 Added 0.93%
$41.7B
$458 Million 0.03% of portfolio
3,700
Q1 2025 Reduced 9.47%
$23.3B
$404 Million 0.03% of portfolio
2,364
Q1 2025 Reduced 24.38%
$3.76B
$425 Million 0.03% of portfolio
1,260
Q1 2025 Reduced 41.12%
$21.8B
$396 Million 0.03% of portfolio
10,581
Q1 2025 Added 3.69%
$49.3B
$399 Million 0.03% of portfolio
6,336
Q1 2025 Reduced 46.02%
$41.8B
$394 Million 0.03% of portfolio
2,468
Q1 2025 Reduced 13.71%
$112B
$456 Million 0.03% of portfolio
671
Q1 2025 Reduced 32.15%
$33.1B
$382 Million 0.03% of portfolio
6,524
Q1 2025 Reduced 2.19%
$65.8B
$423 Million 0.03% of portfolio
14,379
Q1 2025 Reduced 44.73%
$10.9B
$342 Million 0.03% of portfolio
17,599
Q1 2025 Added 4.87%
$2.19B
$409 Million 0.03% of portfolio
53,883
Q4 2024 New
$3.73B
$359 Million 0.03% of portfolio
6,151
Q1 2025 Reduced 68.95%
$47.2B
$388 Million 0.03% of portfolio
1,239
Q1 2025 Reduced 6.7%
$19.3B
$334 Million 0.03% of portfolio
13,152
Q1 2025 Added 5.68%
$35.5B
$421 Million 0.03% of portfolio
1,002
Q1 2025 Added 9.87%
$38.3B
$455 Million 0.03% of portfolio
4,587
Q1 2025 Reduced 28.68%
$9.96B
$441 Million 0.03% of portfolio
2,190
Q1 2025 Reduced 1.35%
$7.13B
$437 Million 0.03% of portfolio
3,752
Q1 2025 Added 0.64%
$42.1B
$441 Million 0.03% of portfolio
3,049
Q1 2025 Reduced 4.75%
$76.1B
$453 Million 0.03% of portfolio
4,837
Q1 2025 Reduced 28.34%
$5.65B
$452 Million 0.03% of portfolio
14,469
Q1 2025 Reduced 1.65%
$18B
$339 Million 0.03% of portfolio
745
Q1 2025 Reduced 61.81%
$13.3B
$386 Million 0.03% of portfolio
2,116
Q1 2025 Reduced 30.8%
$37B
$428 Million 0.03% of portfolio
4,384
Q1 2025 Added 0.67%
$5.62B
$395 Million 0.03% of portfolio
3,086
Q1 2025 Added 1.35%
$6.62B
$223 Million 0.02% of portfolio
3,837
Q1 2025 Added 0.03%
$67.7B
$294 Million 0.02% of portfolio
2,292
Q1 2025 Reduced 24.88%
$26.5B
$248 Million 0.02% of portfolio
1,408
Q1 2025 Reduced 21.99%
$30.2B
$306 Million 0.02% of portfolio
968
Q1 2025 Reduced 45.5%
$74.1B
$247 Million 0.02% of portfolio
9,355
Q1 2025 Reduced 54.35%
$4.03B
$275 Million 0.02% of portfolio
5,233
Q1 2025 Reduced 13.85%
$11.7B
$240 Million 0.02% of portfolio
2,739
Q1 2025 Reduced 11.84%
$4.61B
$223 Million 0.02% of portfolio
6,264
Q1 2025 Reduced 0.13%
$8.58B
$254 Million 0.02% of portfolio
3,794
Q1 2025 Added 5.8%
$72.3B
$326 Million 0.02% of portfolio
1,786
Q1 2025 Reduced 15.32%
$20.1B
$325 Million 0.02% of portfolio
8,306
Q1 2025 Reduced 30.23%
$26.2B
$257 Million 0.02% of portfolio
1,465
Q1 2025 Reduced 9.06%
$31.3B
$214 Million 0.02% of portfolio
362
Q1 2025 Reduced 43.79%
$26.7B
$244 Million 0.02% of portfolio
1,764
Q1 2025 Reduced 8.6%
$16.2B
$244 Million 0.02% of portfolio
3,373
Q1 2025 Reduced 3.27%
$3.97B
$305 Million 0.02% of portfolio
11,637
Q4 2024 New
$34.7B
$264 Million 0.02% of portfolio
3,535
Q1 2025 Reduced 0.62%
$34.9B
$234 Million 0.02% of portfolio
2,432
Q1 2025 Reduced 4.89%
$28.2B
$270 Million 0.02% of portfolio
34,756
Q1 2025 Added 142.78%
$5.53B
$241 Million 0.02% of portfolio
1,982
Q1 2025 Reduced 5.26%

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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