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
$239 Million 0.02% of portfolio
16,199
Q1 2025 New
$4.43B
$212 Million 0.02% of portfolio
5,080
Q1 2025 New
$11.9B
$203 Million 0.02% of portfolio
5,164
Q1 2025 New
$37.8B
$315 Million 0.02% of portfolio
1,830
Q1 2025 Added 4.33%
$29.9B
$222 Million 0.02% of portfolio
1,841
Q1 2025 New
$11.9B
$217 Million 0.02% of portfolio
1,510
Q1 2025 New
$14.1B
$256 Million 0.02% of portfolio
20,844
Q1 2025 Reduced 48.8%
$16.6B
$239 Million 0.02% of portfolio
742
Q1 2025 Reduced 0.54%
$37B
$227 Million 0.02% of portfolio
2,052
Q1 2025 Reduced 39.91%
$18B
$316 Million 0.02% of portfolio
51,457
Q1 2025 Reduced 14.5%
$22.1B
$234 Million 0.02% of portfolio
2,548
Q1 2025 Added 14.52%
$15.9B
$307 Million 0.02% of portfolio
7,663
Q1 2025 Added 1.4%
$1.38B
$251 Million 0.02% of portfolio
9,381
Q1 2025 Reduced 43.08%
$39.8B
$303 Million 0.02% of portfolio
6,276
Q1 2025 Reduced 51.46%
$20.3B
$293 Million 0.02% of portfolio
1,889
Q1 2025 Reduced 11.4%
$50.7B
$240 Million 0.02% of portfolio
5,739
Q1 2025 New
$21.3B
$233 Million 0.02% of portfolio
9,173
Q1 2025 Reduced 49.49%
$91.2B
$270 Million 0.02% of portfolio
8,005
Q1 2025 Reduced 51.68%
$1.21B
$264 Million 0.02% of portfolio
10,121
Q1 2025 Reduced 41.73%
$46.9B
$312 Million 0.02% of portfolio
2,193
Q1 2025 Reduced 10.05%
$47.9B
$249 Million 0.02% of portfolio
7,290
Q1 2025 Reduced 45.84%
$2.7B
$318 Million 0.02% of portfolio
6,773
Q1 2025 Added 0.43%
$5.5B
$255 Million 0.02% of portfolio
5,879
Q4 2024 Added 8.09%
$65.5B
$237 Million 0.02% of portfolio
2,259
Q1 2025 Reduced 32.51%
$17.2B
$274 Million 0.02% of portfolio
2,193
Q1 2025 Reduced 6.92%
$23.5B
$216 Million 0.02% of portfolio
9,820
Q1 2025 Reduced 49.51%
$4.21B
$300 Million 0.02% of portfolio
2,733
Q1 2025 Reduced 37.13%
$21.7B
$258 Million 0.02% of portfolio
1,915
Q1 2025 Reduced 5.34%
$8.76B
$211 Million 0.02% of portfolio
2,381
Q1 2025 Reduced 31.44%
$8.36B
$296 Million 0.02% of portfolio
10,088
Q4 2024 New
$8.07B
$212 Million 0.02% of portfolio
9,990
Q1 2025 New
$12.1B
$214 Million 0.02% of portfolio
1,236
Q1 2025 Reduced 46.66%
$90.7B
$255 Million 0.02% of portfolio
1,958
Q1 2025 Reduced 18.08%
$24.4B
$269 Million 0.02% of portfolio
3,763
Q1 2025 Reduced 2.71%
$32.6B
$280 Million 0.02% of portfolio
6,411
Q1 2025 Reduced 5.76%
$67.3B
$271 Million 0.02% of portfolio
70,957
Q1 2025 Reduced 10.94%
$11.5B
$309 Million 0.02% of portfolio
7,272
Q1 2025 Reduced 5.53%
$54.1B
$328 Million 0.02% of portfolio
1,972
Q1 2025 Reduced 49.5%
$54.4B
$239 Million 0.02% of portfolio
3,874
Q1 2025 Reduced 0.84%
$1.75B
$256 Million 0.02% of portfolio
2,438
Q4 2024 New
$21.1B
$279 Million 0.02% of portfolio
820
Q1 2025 Reduced 9.29%
$35.2B
$250 Million 0.02% of portfolio
522
Q1 2025 Reduced 63.0%
$2.73B
$72.2 Million 0.01% of portfolio
12,324
Q1 2025 New
$19.6B
$77.2 Million 0.01% of portfolio
10,804
Q4 2024 New
$827M
$84.7 Million 0.01% of portfolio
10,532
Q1 2025 New
$564M
$122 Million 0.01% of portfolio
54,528
Q1 2025 Reduced -0.0%
$4.24B
$73.9 Million 0.01% of portfolio
18,840
Q4 2024 New
$8.69B
$130 Million 0.01% of portfolio
23,085
Q4 2024 New
$40.1B
$200 Million 0.01% of portfolio
85,634
Q1 2025 Reduced 43.25%

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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