Callan Family Office, LLC Purchases in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
2.8K
+ 142.02%
$180.53 - $212.64 $505K - $594K
4.76K $959M
CUK
Carnival PLC

Consumer Cyclical
21.6K
New
$14.76 - $25.51 $318K - $550K
21.6K $550M
MSI
Motorola Solutions, Inc.

Technology
1.39K
+ 73.95%
$394.72 - $440.39 $547K - $610K
3.26K $1.37B
GFI
Gold Fields LTD

Basic Materials
23.1K
New
$19.94 - $25.71 $461K - $595K
23.1K $548M
DVY
Ishares Tr

ETFs
4.5K
+ 12.98%
$118.37 - $134.86 $533K - $607K
39.2K $5.2B
MGM
Mgm Resorts International

Consumer Cyclical
15.8K
New
$25.79 - $34.95 $408K - $553K
15.8K $545M
SOFI
So Fi Technologies, Inc.

Financial Services
29.9K
New
$9.5 - $18.21 $284K - $544K
29.9K $544M
NMR
Nomura Holdings Inc

Financial Services
78.4K
+ 152.43%
$4.95 - $6.6 $388K - $518K
130K $855M
IMO
Imperial Oil LTD

Energy
6.77K
New
$60.22 - $81.91 $407K - $554K
6.77K $538M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.1K
New
$419.99 - $501.97 $460K - $550K
1.1K $530M
ZTO
Zto Express (Cayman) Inc.

Industrials
29.5K
New
$16.51 - $19.83 $486K - $584K
29.5K $523M
STM
St Microelectronics N.V.

Technology
14.4K
+ 146.97%
$17.78 - $30.41 $257K - $439K
24.3K $738M
EXC
Exelon Corp

Utilities
12.3K
+ 213.31%
$42.2 - $47.37 $519K - $583K
18.1K $785M
SPSC
Sps Commerce Inc

Technology
3.8K
New
$121.61 - $152.67 $462K - $580K
3.8K $517M
VONE
Vanguard Russell 1000 ETF

ETFs
1.84K
New
$225.48 - $280.86 $415K - $517K
1.84K $517M
OVV
Ovintiv Inc.

Energy
13.5K
New
$31.18 - $44.14 $421K - $596K
13.5K $514M
TRGP
Targa Resources Corp.

Energy
3.28K
+ 146.71%
$157.32 - $205.72 $516K - $675K
5.52K $961M
VOD
Vodafone Group Public LTD CO

Communication Services
48K
New
$8.19 - $10.66 $393K - $512K
48K $512M
HEIA
Heico Crp Cl A
1.97K
New
N/A
1.97K $511M
Kenvue Inc
24.4K
New
N/A
24.4K $510M
GL
Globe Life Inc.

Financial Services
4.1K
New
$113.29 - $133.09 $464K - $546K
4.1K $509M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
30.2K
New
$12.82 - $18.15 $387K - $548K
30.2K $506M
TWLO
Twilio Inc

Communication Services
4.04K
New
$81.34 - $124.36 $329K - $502K
4.04K $502M
OTIS
Otis Worldwide Corp

Industrials
5.21K
+ 152.98%
$90.88 - $104.3 $474K - $544K
8.62K $853M
COLB
Columbia Banking System, Inc.

Financial Services
21.5K
New
$20.71 - $25.63 $444K - $550K
21.5K $502M
DHI
Horton D R Inc

Consumer Cyclical
3.78K
+ 47.68%
$115.1 - $129.63 $435K - $489K
11.7K $1.51B
HST
Host Hotels & Resorts, Inc.

Real Estate
32.5K
New
$12.7 - $16.07 $412K - $522K
32.5K $499M
VLO
Valero Energy Corp

Energy
3.7K
New
$104.69 - $141.77 $387K - $525K
3.7K $497M
AER
Aer Cap Holdings N.V.

Industrials
4.22K
New
$88.97 - $117.24 $375K - $494K
4.22K $493M
IR
Ingersoll Rand Inc.

Industrials
5.92K
New
$66.75 - $84.94 $395K - $503K
5.92K $493M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.92K
New
$136.63 - $176.62 $399K - $515K
2.92K $492M
GPS
Gap Inc

Consumer Cyclical
22.4K
New
N/A
22.4K $488M
DOW
Dow Inc.

Basic Materials
18.4K
New
$25.81 - $34.89 $475K - $642K
18.4K $487M
FFIN
First Financial Bankshares Inc

Financial Services
13.5K
New
$31.3 - $37.48 $424K - $507K
13.5K $487M
EQR
Equity Residential

Real Estate
7.2K
New
$61.82 - $71.72 $445K - $517K
7.2K $486M
AVY
Avery Dennison Corp

Industrials
2.76K
New
$159.58 - $183.97 $441K - $508K
2.76K $484M
RPM
Rpm International Inc

Basic Materials
4.4K
New
$96.97 - $117.58 $426K - $517K
4.4K $483M
AVB
Avalonbay Communities Inc

Real Estate
2.37K
New
$187.23 - $215.61 $443K - $510K
2.37K $481M
TGT
Target Corp

Consumer Defensive
5.26K
+ 76.94%
$88.76 - $105.77 $467K - $556K
12.1K $1.19B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
19.1K
New
$20.4 - $25.29 $389K - $482K
19.1K $479M
DG
Dollar General Corp

Consumer Defensive
4.19K
New
$86.02 - $114.95 $360K - $481K
4.19K $479M
CCL
Carnival Corp

Consumer Cyclical
17K
New
$16.43 - $28.12 $280K - $479K
17K $479M
ALV
Autoliv Inc

Consumer Cyclical
3.76K
+ 157.83%
$76.77 - $113.1 $289K - $425K
6.14K $687M
ADM
Archer Daniels Midland CO

Consumer Defensive
9K
New
$41.79 - $54.16 $376K - $487K
9K $475M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.17K
New
$186.58 - $225.78 $406K - $491K
2.17K $474M
SYF
Synchrony Financial

Financial Services
7.1K
New
$43.81 - $66.74 $311K - $474K
7.1K $474M
GWRE
Guidewire Software, Inc.

Technology
1.97K
New
$172.73 - $257.37 $340K - $506K
1.97K $463M
CMI
Cummins Inc

Industrials
1.35K
+ 108.64%
$267.12 - $336.65 $360K - $453K
2.59K $847M
MTG
Mgic Investment Corp

Financial Services
16.5K
New
$22.43 - $28.1 $369K - $462K
16.5K $458M
Activity Summary
Buys All Purchases 881 New Holdings 398 Increased Positions 483 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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