Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.14 Trillion
  • Q3 2025

Callan Family Office, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.14 Trillion distributed in 848 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $151B, Nvidia Corp with a value of $140B, Apple Inc. with a value of $126B, Ishares Core S&P 500 ETF with a value of $115B, and Amazon Com Inc with a value of $75.6B.

Examining the 13F form we can see an decrease of $31.5B in the current position value, from $3.17T to 3.14T.

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 $3.14 Trillion
Technology: $767 Billion
ETFs: $567 Billion
Financial Services: $428 Billion
Healthcare: $267 Billion
Communication Services: $260 Billion
Industrials: $245 Billion
Consumer Cyclical: $245 Billion
Consumer Defensive: $101 Billion
Other: $198 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.8B
$283 Million 0.01% of portfolio
1,740
Q3 2025 Reduced 26.49%
$32.3B
$369 Million 0.01% of portfolio
1,867
Q3 2025 Added 48.17%
$2.83B
$200 Million 0.01% of portfolio
7,391
Q3 2025 Reduced 67.29%
$1.23B
$366 Million 0.01% of portfolio
50,670
Q3 2025 Reduced 20.78%
$3.53B
$250 Million 0.01% of portfolio
1,734
Q3 2025 New
$20.4B
$323 Million 0.01% of portfolio
3,684
Q3 2025 Reduced 15.58%
$15.1B
$305 Million 0.01% of portfolio
2,180
Q3 2025 Added 28.08%
$9.59B
$278 Million 0.01% of portfolio
897
Q3 2025 Added 4.3%
$4.67B
$424 Million 0.01% of portfolio
4,420
Q3 2025 Reduced 0.05%
$9.31B
$204 Million 0.01% of portfolio
8,981
Q3 2025 Reduced 62.27%
$1.19B
$420 Million 0.01% of portfolio
17,733
Q3 2025 Reduced 1.52%
$39.2B
$333 Million 0.01% of portfolio
3,447
Q3 2025 Reduced 53.98%
$3.62B
$406 Million 0.01% of portfolio
18,000
Q4 2022 New
Rubrik Inc.
-
$416 Million 0.01% of portfolio
-
Q3 2025 New
$54.5B
$424 Million 0.01% of portfolio
2,265
Q3 2025 Added 20.41%
$13.8B
$330 Million 0.01% of portfolio
2,801
Q3 2025 Reduced 36.28%
$9.4B
$352 Million 0.01% of portfolio
5,729
Q3 2025 Reduced 11.56%
$23.5B
$317 Million 0.01% of portfolio
931
Q3 2025 Reduced 9.17%
$28.7B
$213 Million 0.01% of portfolio
3,626
Q3 2025 Reduced 14.84%
$0
$215 Million 0.01% of portfolio
2,689
Q3 2025 New
Corpay Inc
-
$253 Million 0.01% of portfolio
-
Q3 2025 Added 41.55%
$18.8B
$358 Million 0.01% of portfolio
11,181
Q3 2025 Reduced 31.61%
$24.1B
$301 Million 0.01% of portfolio
2,152
Q3 2025 Reduced 12.31%
$9.78B
$435 Million 0.01% of portfolio
9,670
Q3 2025 Reduced 59.67%
$5.22B
$302 Million 0.01% of portfolio
5,927
Q3 2025 Reduced 0.19%
$83.6B
$233 Million 0.01% of portfolio
1,787
Q3 2025 New
$15B
$237 Million 0.01% of portfolio
4,706
Q3 2025 Reduced 37.37%
$6.49B
$253 Million 0.01% of portfolio
1,916
Q3 2025 Added 0.95%
$17.8B
$267 Million 0.01% of portfolio
5,303
Q3 2025 Reduced 28.45%
$19B
$279 Million 0.01% of portfolio
2,939
Q3 2025 Added 4.4%
$60.5B
$423 Million 0.01% of portfolio
4,659
Q3 2025 Reduced 31.14%
$3.87B
$216 Million 0.01% of portfolio
2,683
Q3 2025 Reduced 66.53%
$9.75B
$338 Million 0.01% of portfolio
1,545
Q3 2025 Reduced 32.5%
$24.8B
$251 Million 0.01% of portfolio
1,297
Q3 2025 Reduced 45.18%
$19.9B
$287 Million 0.01% of portfolio
593
Q3 2025 Added 17.66%
$53.3B
$332 Million 0.01% of portfolio
1,408
Q3 2025 Reduced 2.09%
$23.1B
$336 Million 0.01% of portfolio
1,088
Q3 2025 Reduced 8.8%
$3.65B
$297 Million 0.01% of portfolio
5,301
Q3 2025 Reduced 19.89%
$0
$406 Million 0.01% of portfolio
14,548
Q4 2024 New
$14.1B
$417 Million 0.01% of portfolio
2,570
Q3 2025 Reduced 6.92%
$6B
$434 Million 0.01% of portfolio
6,312
Q3 2025 Reduced 19.2%
$21.2B
$336 Million 0.01% of portfolio
619
Q2 2025 New
$9.63B
$326 Million 0.01% of portfolio
11,677
Q3 2025 Added 11.91%
$2.33B
$217 Million 0.01% of portfolio
3,892
Q3 2025 New
$4.4B
$366 Million 0.01% of portfolio
2,884
Q3 2025 Reduced 64.69%
$10.1B
$448 Million 0.01% of portfolio
11,900
Q3 2025 Reduced 0.74%
$10.5B
$212 Million 0.01% of portfolio
2,034
Q3 2025 Reduced 44.15%
$6.08B
$232 Million 0.01% of portfolio
10,588
Q3 2025 Reduced 0.1%
Ramaco Res Inc
-
$402 Million 0.01% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 848
  • Current Value $3.14 Trillion
  • Prior Value $3.17 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 629 stocks
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