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
$5.65B
$6.92 Billion 0.22% of portfolio
88,190
Q3 2025 Reduced 4.42%
$130B
$6.93 Billion 0.22% of portfolio
19,485
Q3 2025 Reduced 1.93%
$140B
$6.98 Billion 0.22% of portfolio
18,662
Q3 2025 Added 0.1%
Te Connectivity PLC
-
$7.04 Billion 0.22% of portfolio
-
Q3 2025 Reduced 1.31%
$191B
$6.49 Billion 0.21% of portfolio
1,201
Q3 2025 Reduced 4.23%
$0
$6.43 Billion 0.21% of portfolio
10,717
Q3 2025 Reduced 79.58%
$54.4B
$6.6 Billion 0.21% of portfolio
21,293
Q3 2025 Added 8.62%
$270B
$6.75 Billion 0.21% of portfolio
94,299
Q3 2025 Reduced 4.56%
$319B
$6.53 Billion 0.21% of portfolio
95,468
Q3 2025 Reduced 28.3%
$104B
$6.72 Billion 0.21% of portfolio
22,892
Q3 2025 Added 1.55%
$5.68B
$6.62 Billion 0.21% of portfolio
40,922
Q3 2025 Reduced 3.85%
$29.5B
$6.6 Billion 0.21% of portfolio
102,724
Q3 2025 Reduced 7.31%
$152B
$6.55 Billion 0.21% of portfolio
26,554
Q3 2025 Reduced 22.15%
$86.4B
$6.51 Billion 0.21% of portfolio
18,539
Q3 2025 Reduced 2.46%
$6.2B
$6.37 Billion 0.2% of portfolio
59,099
Q3 2025 Reduced 8.83%
$235B
$6.3 Billion 0.2% of portfolio
75,011
Q3 2025 Reduced 0.39%
$0
$6.38 Billion 0.2% of portfolio
68,346
Q3 2025 Reduced 14.92%
$36B
$6.16 Billion 0.2% of portfolio
214,014
Q3 2025 Reduced 5.78%
$61.4B
$6.37 Billion 0.2% of portfolio
31,285
Q3 2025 Added 0.8%
$388B
$5.93 Billion 0.19% of portfolio
36,673
Q3 2025 Added 44.3%
$44.3B
$6.02 Billion 0.19% of portfolio
670,972
Q3 2025 Reduced 11.66%
$3.87B
$5.84 Billion 0.19% of portfolio
81,901
Q3 2025 Reduced 3.31%
$0
$5.92 Billion 0.19% of portfolio
41,679
Q3 2025 Added 6.38%
$151B
$5.54 Billion 0.18% of portfolio
15,704
Q3 2025 Reduced 12.49%
$18.9B
$5.73 Billion 0.18% of portfolio
58,194
Q3 2025 Added 7.33%
$0
$5.76 Billion 0.18% of portfolio
107,910
Q3 2025 Reduced 4.63%
$74.3B
$5.74 Billion 0.18% of portfolio
90,635
Q3 2025 Reduced 8.19%
$48.8B
$5.63 Billion 0.18% of portfolio
115,545
Q3 2025 Reduced 3.87%
$113B
$5.57 Billion 0.18% of portfolio
58,936
Q3 2025 Reduced 5.53%
Coherent Corp
-
$5.62 Billion 0.18% of portfolio
-
Q3 2025 Reduced 2.4%
$0
$5.56 Billion 0.18% of portfolio
92,750
Q3 2025 Added 7.02%
$279B
$5.71 Billion 0.18% of portfolio
21,373
Q3 2025 Reduced 7.49%
$177B
$5.63 Billion 0.18% of portfolio
30,631
Q3 2025 Reduced 17.33%
$0
$5.51 Billion 0.18% of portfolio
83,659
Q3 2025 Added 0.76%
$268B
$5.67 Billion 0.18% of portfolio
33,906
Q3 2025 Added 26.09%
$224B
$5.23 Billion 0.17% of portfolio
17,218
Q3 2025 Reduced 4.08%
$42.9B
$5.32 Billion 0.17% of portfolio
45,887
Q3 2025 Reduced 7.7%
$111B
$5.35 Billion 0.17% of portfolio
16,252
Q3 2025 Reduced 4.29%
$37.9B
$5.3 Billion 0.17% of portfolio
64,388
Q3 2025 Reduced 4.09%
$123B
$5.21 Billion 0.17% of portfolio
7,471
Q3 2025 Reduced 7.19%
$7.2B
$4.98 Billion 0.16% of portfolio
20,207
Q3 2025 New
$7.21B
$5.03 Billion 0.16% of portfolio
12,883
Q3 2025 Reduced 8.23%
$125B
$5.17 Billion 0.16% of portfolio
86,788
Q3 2025 Reduced 7.2%
$13.5B
$5.05 Billion 0.16% of portfolio
59,383
Q3 2025 Reduced 8.53%
$123B
$5.16 Billion 0.16% of portfolio
10,338
Q3 2025 Reduced 0.18%
$32.4B
$5.16 Billion 0.16% of portfolio
18,740
Q3 2025 Reduced 6.72%
$21.3B
$4.95 Billion 0.16% of portfolio
25,584
Q3 2025 Reduced 6.89%
$0
$4.88 Billion 0.16% of portfolio
35,268
Q3 2025 Added 70.58%
$39.1B
$5.11 Billion 0.16% of portfolio
77,567
Q3 2025 Reduced 1.9%

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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