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
$22B
$1.4 Billion 0.04% of portfolio
25,804
Q3 2025 Reduced 6.08%
$44.1B
$1.41 Billion 0.04% of portfolio
17,466
Q3 2025 Reduced 8.59%
$29.6B
$1.13 Billion 0.04% of portfolio
3,385
Q3 2025 Reduced 16.15%
$55.3B
$1.26 Billion 0.04% of portfolio
2,756
Q3 2025 Reduced 5.97%
$12.5B
$1.36 Billion 0.04% of portfolio
4,589
Q3 2025 Reduced 21.77%
$34.9B
$1.2 Billion 0.04% of portfolio
3,460
Q3 2025 Reduced 27.07%
$0
$1.41 Billion 0.04% of portfolio
4,802
Q3 2025 Reduced 2.5%
$55.8B
$1.33 Billion 0.04% of portfolio
6,586
Q3 2025 Added 1.17%
$78.2B
$1.21 Billion 0.04% of portfolio
3,736
Q3 2025 Reduced 17.07%
$92B
$1.03 Billion 0.03% of portfolio
6,809
Q3 2025 Added 10.88%
$9.48B
$796 Million 0.03% of portfolio
9,700
Q3 2025 Reduced 2.53%
$59.5B
$937 Million 0.03% of portfolio
20,494
Q3 2025 Reduced 0.81%
$8.3B
$1.04 Billion 0.03% of portfolio
3,269
Q3 2025 Reduced 7.31%
Ralliant Corp
-
$995 Million 0.03% of portfolio
-
Q3 2025 Reduced 5.83%
$81.3B
$932 Million 0.03% of portfolio
205,383
Q3 2025 Reduced 19.16%
$39.2B
$901 Million 0.03% of portfolio
5,375
Q3 2025 Reduced 2.61%
$47.7B
$940 Million 0.03% of portfolio
1,885
Q3 2025 Reduced 37.29%
$20.2B
$1.05 Billion 0.03% of portfolio
3,953
Q3 2025 Added 9.84%
$37.3B
$1.09 Billion 0.03% of portfolio
3,554
Q3 2025 Reduced 33.93%
$21B
$991 Million 0.03% of portfolio
41,892
Q3 2025 Reduced 10.12%
$26.8B
$877 Million 0.03% of portfolio
490
Q3 2025 Reduced 5.22%
$27.7B
$1.06 Billion 0.03% of portfolio
12,521
Q3 2025 Reduced 29.15%
$55.8B
$968 Million 0.03% of portfolio
6,986
Q3 2025 Reduced 5.11%
$0
$1 Billion 0.03% of portfolio
20,985
Q3 2025 Reduced 14.08%
$20.8B
$939 Million 0.03% of portfolio
49,918
Q3 2025 Reduced 3.92%
$11B
$890 Million 0.03% of portfolio
39,342
Q3 2025 Reduced 20.68%
$8.15B
$960 Million 0.03% of portfolio
7,398
Q3 2025 Reduced 6.48%
$23.2B
$801 Million 0.03% of portfolio
16,327
Q3 2025 Reduced 27.59%
$41.2B
$802 Million 0.03% of portfolio
2,692
Q3 2025 Reduced 28.56%
$0
$967 Million 0.03% of portfolio
8,752
Q3 2025 Added 0.53%
$26.8B
$937 Million 0.03% of portfolio
3,350
Q3 2025 Reduced 1.0%
$26.1B
$823 Million 0.03% of portfolio
4,356
Q3 2025 Added 10.39%
$33.9B
$807 Million 0.03% of portfolio
3,209
Q3 2025 Reduced 23.08%
$39.9B
$910 Million 0.03% of portfolio
8,768
Q3 2025 Reduced 37.0%
$31.1B
$997 Million 0.03% of portfolio
10,334
Q3 2025 Reduced 5.29%
$65.7B
$935 Million 0.03% of portfolio
11,702
Q3 2025 Reduced 37.37%
$57.9B
$883 Million 0.03% of portfolio
4,113
Q3 2025 Reduced 13.65%
Ferguson Enterprises Inc
-
$866 Million 0.03% of portfolio
-
Q3 2025 Reduced 0.57%
$64.9B
$860 Million 0.03% of portfolio
10,227
Q3 2025 Reduced 16.63%
$19.8B
$844 Million 0.03% of portfolio
13,386
Q3 2025 Reduced 27.21%
$57.4B
$944 Million 0.03% of portfolio
24,067
Q3 2025 Reduced 10.81%
$59.6B
$896 Million 0.03% of portfolio
4,177
Q3 2025 Reduced 11.71%
$0
$800 Million 0.03% of portfolio
4,218
Q3 2025 Added 4.02%
$14.3B
$801 Million 0.03% of portfolio
13,293
Q3 2025 New
$12.6B
$912 Million 0.03% of portfolio
10,958
Q3 2025 Reduced 17.81%
$26.5B
$998 Million 0.03% of portfolio
6,974
Q3 2025 Reduced 4.8%
$78.4B
$844 Million 0.03% of portfolio
6,336
Q3 2025 Reduced 15.16%
$0
$996 Million 0.03% of portfolio
21,605
Q3 2025 Reduced 11.27%
$2.63B
$792 Million 0.03% of portfolio
14,950
Q3 2025 Reduced 3.97%

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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