Callan Capital, LLC Portfolio Holdings
Callan Capital, LLC
- $1.36 Billion
- Q4 2024
Callan Capital, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 351 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $135M, Meta Platforms, Inc. with a value of $133M, Schwab Fundamental U S Large C with a value of $88.1M, Schwab Strategic Tr Intl Eqty with a value of $72.3M, and Schwab Fundamental Intl Large with a value of $61.3M.
Examining the 13F form we can see an decrease of $59.3M in the current position value, from $1.42B to 1.36B.
Callan Capital, LLC is based out at La Jolla, CA
Below you can find more details about Callan Capital, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 351
- Current Value $1.36 Billion
- Prior Value $1.42 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 136 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks