Callan Capital, LLC Incresed Positions in Q1 2025

Callan Capital, LLC

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OSK
Oshkosh Corp

Industrials
254
+ 8.12%
$89.56 - $116.4 $22.7K - $29.6K
3.38K $318K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
488
+ 4.94%
$27.01 - $28.54 $13.2K - $13.9K
10.4K $289K
CMCSA
Comcast Corp

Communication Services
678
+ 8.72%
$33.19 - $38.23 $22.5K - $25.9K
8.45K $311K
SYK
Stryker Corp

Healthcare
25
+ 3.57%
$355.18 - $399.9 $8.88K - $10K
726 $270K
PEP
Pepsico Inc

Consumer Defensive
167
+ 3.13%
$142.64 - $156.42 $23.8K - $26.1K
5.51K $825K
TJX
Tjx Companies Inc

Consumer Cyclical
70
+ 2.16%
$112.81 - $126.16 $7.9K - $8.83K
3.31K $403K
MFC
Manulife Financial Corp

Financial Services
118
+ 0.73%
$28.41 - $31.82 $3.35K - $3.75K
16.2K $504K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.61%
$128.74 - $138.67 $1.93K - $2.08K
2.48K $337K
LHX
L3 Harris Technologies, Inc.

Industrials
53
+ 5.03%
$194.65 - $222.86 $10.3K - $11.8K
1.11K $231K
PEG
Public Service Enterprise Group Inc

Utilities
208
+ 6.32%
$78.2 - $90.39 $16.3K - $18.8K
3.5K $287K
PSO
Pearson PLC

Communication Services
661
+ 3.68%
$15.45 - $17.75 $10.2K - $11.7K
18.6K $298K
ISRG
Intuitive Surgical Inc

Healthcare
71
+ 6.89%
$476.63 - $610.45 $33.8K - $43.3K
1.1K $545K
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 1.15%
$283.24 - $338.07 $2.55K - $3.04K
795 $234K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
563
+ 6.29%
$92.51 - $102.81 $52.1K - $57.9K
9.51K $879K
APH
Amphenol Corp

Technology
304
+ 9.03%
$61.62 - $78.55 $18.7K - $23.9K
3.67K $240K
VTV
Vanguard Value ETF

ETFs
4
+ 0.32%
$167.73 - $179.21 $671 - $717
1.26K $217K
GS
Goldman Sachs Group Inc

Financial Services
48
+ 5.01%
$524.81 - $672.19 $25.2K - $32.3K
1.01K $549K
CIO
City Office Reit, Inc.

Real Estate
1.87K
+ 7.06%
$4.81 - $5.52 $8.99K - $10.3K
28.4K $147K
Neumora Therapeutics Inc.
2.59K
+ 0.41%
N/A
639K $0
Ge Vernova Inc
67
+ 8.56%
N/A
850 $0
Natwest Group PLC
3.11K
+ 15.85%
N/A
22.7K $0
Brookfield Corp
361
+ 5.7%
N/A
6.7K $0
Te Connectivity PLC
109
+ 5.26%
N/A
2.18K $0
Hafnia LTD
5.53K
+ 27.52%
N/A
25.6K $0
Gsk PLC
3.71K
+ 38.34%
N/A
13.4K $0
Lam Research Corp
675
+ 14.69%
N/A
5.27K $0
Blackrock Inc
56
+ 13.24%
N/A
479 $0
Linde PLC
336
+ 27.88%
N/A
1.54K $0
BA
Boeing CO

Industrials
73
+ 3.33%
$148.15 - $186.25 $10.8K - $13.6K
2.26K $385K
RSP
Invesco S&P 500 Equal Weight E

ETFs
20
+ 0.52%
$169.43 - $182.84 $3.39K - $3.66K
3.89K $673K
WMT
Walmart Inc.

Consumer Defensive
674
+ 2.68%
$84.5 - $105.05 $57K - $70.8K
25.8K $2.27M
LRGF
Ishares Tr

ETFs
2
+ 0.03%
$56.95 - $63.95 $114 - $128
6.48K $375K
SYF
Synchrony Financial

Financial Services
614
+ 14.11%
$51.9 - $70.63 $31.9K - $43.4K
4.97K $262K
GM
General Motors CO

Consumer Cyclical
397
+ 6.26%
$45.22 - $54.92 $18K - $21.8K
6.74K $316K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.61%
$302.31 - $337.54 $3.02K - $3.38K
1.66K $509K
NKE
Nike, Inc.

Consumer Cyclical
256
+ 7.39%
$63.29 - $81.72 $16.2K - $20.9K
3.72K $236K
BIIB
Biogen Inc.

Healthcare
56
+ 2.7%
$133.43 - $153.27 $7.47K - $8.58K
2.13K $291K
AMG
Affiliated Managers Group, Inc.

Financial Services
21
+ 1.21%
$154.65 - $189.71 $3.25K - $3.98K
1.76K $295K
JHG
Janus Henderson Group PLC

Financial Services
242
+ 4.22%
$35.98 - $45.94 $8.71K - $11.1K
5.98K $216K
GWW
W.W. Grainger, Inc.

Industrials
24
+ 3.0%
$953.54 - $1132.42 $22.9K - $27.2K
825 $814K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
134
+ 5.86%
$203.38 - $274.79 $27.3K - $36.8K
2.42K $496K
HON
Honeywell International Inc

Industrials
34
+ 1.24%
$202.75 - $226.52 $6.89K - $7.7K
2.78K $588K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
160
+ 2.63%
$80.73 - $94.96 $12.9K - $15.2K
6.24K $517K
BAC
Bank Of America Corp

Financial Services
237
+ 1.1%
$39.61 - $47.74 $9.39K - $11.3K
21.8K $910K
TT
Trane Technologies PLC

Industrials
44
+ 2.45%
$332.0 - $400.86 $14.6K - $17.6K
1.84K $618K
ETN
Eaton Corp PLC

Industrials
141
+ 9.09%
$271.83 - $371.23 $38.3K - $52.3K
1.69K $460K
CAT
Caterpillar Inc

Industrials
30
+ 1.51%
$326.75 - $407.63 $9.8K - $12.2K
2.01K $663K
PPBI
Pacific Premier Bancorp Inc

Financial Services
227
+ 1.28%
$21.05 - $26.35 $4.78K - $5.98K
17.9K $381K
ADBE
Adobe Inc.

Technology
255
+ 9.3%
$377.84 - $464.11 $96.3K - $118K
3K $1.15M
Activity Summary
Buys All Purchases 258 New Holdings 44 Increased Positions 214 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email