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
NU
Nu Holdings Ltd.

Financial Services
26.3K
New
$9.6 - $13.72 $253K - $361K
26.3K $361M
GRMN
Garmin LTD

Technology
1.73K
New
$173.63 - $218.07 $300K - $377K
1.73K $360M
DAVA
Endava PLC

Technology
23.4K
New
$13.81 - $21.5 $323K - $503K
23.4K $358M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
9.98K
+ 50.15%
$22.56 - $29.85 $225K - $298K
29.9K $854M
ACWI
Ishares Msci Acwi ETF

ETFs
905
+ 4.58%
$103.59 - $128.6 $93.7K - $116K
20.7K $2.66B
TS
Tenaris Sa

Energy
9.93K
+ 119.5%
$30.71 - $39.46 $305K - $392K
18.2K $682M
FE
Firstenergy Corp

Utilities
8.86K
New
$38.31 - $43.17 $339K - $382K
8.86K $357M
VALE
Vale S.A.

Basic Materials
36.7K
New
$8.26 - $10.1 $303K - $371K
36.7K $357M
PTC
Ptc Inc.

Technology
1.88K
+ 99.47%
$136.74 - $173.24 $257K - $326K
3.77K $649M
TBK
Triumph Bancorp, Inc.

Financial Services
6.47K
New
N/A
6.47K $356M
PFGC
Performance Food Group CO

Consumer Defensive
4.05K
New
$71.62 - $89.56 $290K - $363K
4.05K $354M
HBAN
Huntington Bancshares Inc

Financial Services
21.1K
New
$12.49 - $16.76 $263K - $353K
21.1K $353M
SIG
Signet Jewelers LTD

Consumer Cyclical
4.42K
New
$50.77 - $82.74 $225K - $366K
4.42K $352M
PCAR
Paccar Inc

Industrials
3.77K
+ 96.13%
$86.4 - $99.09 $326K - $374K
7.7K $732M
PHG
Koninklijke Philips Nv

Healthcare
15.1K
+ 164.54%
$21.67 - $25.64 $327K - $387K
24.3K $582M
UNF
Unifirst Corp

Industrials
1.84K
New
$161.86 - $189.64 $298K - $349K
1.84K $347M
TER
Teradyne, Inc

Technology
3.85K
New
$67.96 - $91.05 $261K - $350K
3.85K $346M
EOG
Eog Resources Inc

Energy
3.06K
+ 133.33%
$104.61 - $129.97 $320K - $397K
5.35K $640M
TAP
Molson Coors Beverage CO

Consumer Defensive
8.36K
+ 188.97%
$47.24 - $62.46 $395K - $522K
12.8K $615M
Aegon LTD
47.6K
New
N/A
47.6K $345M
CFG
Citizens Financial Group Inc

Financial Services
7.66K
New
$34.27 - $44.75 $262K - $343K
7.66K $343M
UMC
United Microelectronics Corp

Technology
44K
+ 406.79%
$6.12 - $8.32 $269K - $366K
54.8K $419M
NEU
Newmarket Corp

Basic Materials
493
New
$519.95 - $690.86 $256K - $341K
493 $341M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.24K
New
$99.75 - $151.89 $224K - $341K
2.24K $340M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.71K
New
$143.35 - $197.67 $246K - $339K
1.71K $337M
BLD
Top Build Corp

Industrials
1.04K
New
$275.93 - $326.59 $287K - $340K
1.04K $337M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.05K
New
$137.62 - $174.44 $282K - $358K
2.05K $335M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.05K
New
$71.96 - $83.42 $291K - $338K
4.05K $335M
SHG
Shinhan Financial Group CO LTD

Financial Services
7.41K
New
N/A
7.41K $335M
POWI
Power Integrations Inc

Technology
5.98K
New
$42.13 - $59.01 $252K - $353K
5.98K $335M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
591
+ 106.87%
$328.01 - $475.68 $194K - $281K
1.14K $535M
PATH
Ui Path, Inc.

Technology
26K
New
$9.79 - $13.31 $254K - $346K
26K $332M
PPG
Ppg Industries Inc

Basic Materials
2.91K
New
$91.66 - $115.04 $266K - $334K
2.91K $331M
CBSH
Commerce Bancshares Inc

Financial Services
5.31K
New
$55.42 - $65.63 $294K - $349K
5.31K $330M
NTNX
Nutanix, Inc.

Technology
4.31K
New
$58.17 - $83.07 $251K - $358K
4.31K $330M
ORCC
Owl Rock Capital Corp

Financial Services
22.6K
New
N/A
22.6K $325M
LNT
Alliant Energy Corp

Utilities
5.36K
New
$58.79 - $64.85 $315K - $348K
5.36K $324M
BDX
Becton Dickinson & CO

Healthcare
1.88K
New
$165.15 - $226.42 $311K - $426K
1.88K $324M
Brookfield Infrastructure CO
7.78K
New
N/A
7.78K $324M
ABEV
Ambev S.A.

Consumer Defensive
131K
+ 152.82%
$2.15 - $2.55 $281K - $334K
217K $522M
HES
Hess Corp

Energy
2.69K
+ 109.12%
$126.32 - $161.29 $340K - $434K
5.16K $715M
HLMN
Hillman Solutions Corp.

Industrials
44.7K
New
$6.66 - $8.99 $298K - $402K
44.7K $319M
WST
West Pharmaceutical Services Inc

Healthcare
1.5K
+ 75.82%
$190.39 - $227.7 $285K - $341K
3.47K $759M
CLX
Clorox CO

Consumer Defensive
2.64K
New
$118.01 - $148.69 $311K - $392K
2.64K $317M
BR
Broadridge Financial Solutions, Inc.

Technology
1.29K
+ 23.41%
$217.22 - $246.25 $280K - $317K
6.79K $1.65B
TFC
Truist Financial Corp

Financial Services
6.73K
+ 48.34%
$34.79 - $42.99 $234K - $289K
20.7K $888M
MT
Arcelor Mittal

Basic Materials
9.97K
New
$23.47 - $31.65 $234K - $315K
9.97K $315M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.45K
New
$105.8 - $131.55 $259K - $322K
2.45K $315M
FCNCA
First Citizens Bancshares Inc

Financial Services
141
+ 37.5%
$1561.69 - $1966.55 $220K - $277K
517 $1.01B
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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