Callan Family Office, LLC Purchases in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
17
+ 1.65%
$502.71 - $593.81 $8.55K - $10.1K
1.05K $616M
NDAQ
Nasdaq, Inc.

Financial Services
1.1K
+ 20.96%
$72.17 - $83.76 $79.5K - $92.2K
6.35K $482M
EW
Edwards Lifesciences Corp

Healthcare
1.17K
+ 15.51%
$67.95 - $76.19 $79.3K - $88.9K
8.69K $630M
RUN
Sunrun Inc.

Technology
12.3K
New
$5.86 - $11.37 $72.2K - $140K
12.3K $72.2M
ELAN
Elanco Animal Health Inc

Healthcare
12.3K
+ 33.51%
$10.04 - $12.47 $124K - $153K
49K $515M
FATE
Fate Therapeutics Inc

Healthcare
82K
New
$0.79 - $1.87 $64.8K - $153K
82K $64.8M
DVN
Devon Energy Corp

Energy
377
+ 3.69%
$33.15 - $38.55 $12.5K - $14.5K
10.6K $396M
CABA
Cabaletta Bio, Inc.

Healthcare
41.6K
New
$1.39 - $2.74 $57.8K - $114K
41.6K $57.6M
FMX
Mexican Economic Development Inc

Consumer Defensive
29
+ 0.67%
$81.23 - $100.59 $2.36K - $2.92K
4.38K $428M
TNYA
Tenaya Therapeutics, Inc.

Healthcare
88.2K
New
$0.44 - $1.52 $38.8K - $134K
88.2K $50.3M
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
23.6K
New
$1.06 - $2.12 $25K - $50K
23.6K $38M
NI
Nisource Inc.

Utilities
106
+ 1.4%
$35.57 - $41.23 $3.77K - $4.37K
7.66K $307M
HLVX
Hille Vax, Inc.

Healthcare
19.3K
New
$1.45 - $2.14 $28K - $41.4K
19.3K $28M
TAP
Molson Coors Beverage CO

Consumer Defensive
209
+ 4.96%
$52.44 - $62.91 $11K - $13.1K
4.43K $269M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
24
+ 0.64%
$96.27 - $116.36 $2.31K - $2.79K
3.75K $437M
CBRE
Cbre Group, Inc.

Real Estate
177
+ 5.99%
$121.79 - $147.13 $21.6K - $26K
3.13K $410M
LYV
Live Nation Entertainment, Inc.

Communication Services
98
+ 1.78%
$115.79 - $154.66 $11.3K - $15.2K
5.6K $732M
RAPT
Rapt Therapeutics, Inc.

Healthcare
31.3K
+ 53.91%
$1.05 - $1.72 $32.9K - $53.8K
89.3K $109M
CHH
Choice Hotels International Inc

Consumer Cyclical
228
+ 14.13%
$127.89 - $155.97 $29.2K - $35.6K
1.84K $245M
JOE
St Joe CO

Real Estate
29
+ 0.43%
$43.61 - $49.45 $1.26K - $1.43K
6.77K $318M
KEYS
Keysight Technologies, Inc.

Technology
350
+ 10.07%
$148.16 - $185.11 $51.9K - $64.8K
3.83K $573M
DCI
Donaldson CO Inc

Industrials
208
+ 5.8%
$66.51 - $72.28 $13.8K - $15K
3.79K $254M
FHN
First Horizon Corp

Financial Services
818
+ 4.87%
$17.7 - $22.43 $14.5K - $18.3K
17.6K $342M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
96
+ 12.85%
$254.58 - $302.92 $24.4K - $29.1K
843 $215M
CPRT
Copart Inc

Consumer Cyclical
58
+ 0.93%
$52.3 - $59.83 $3.03K - $3.47K
6.29K $356M
CRH.L
Crh PLC

Basic Materials
129
+ 4.38%
N/A
3.07K $270M
HLI
Houlihan Lokey, Inc.

Financial Services
87
+ 6.16%
$154.43 - $187.4 $13.4K - $16.3K
1.5K $242M
VVV
Valvoline Inc

Energy
143
+ 2.33%
$34.44 - $40.19 $4.92K - $5.75K
6.28K $219M
MORN
Morningstar, Inc.

Financial Services
82
+ 10.49%
$282.49 - $334.73 $23.2K - $27.4K
864 $259M
HAL
Halliburton CO

Energy
707
+ 5.68%
$24.15 - $29.9 $17.1K - $21.1K
13.2K $334M
GM
General Motors CO

Consumer Cyclical
1.26K
+ 12.27%
$45.22 - $54.92 $56.9K - $69.1K
11.5K $541M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.44%
$120.24 - $134.3 $962 - $1.07K
1.81K $221M
GIB
Cgi Inc

Technology
139
+ 4.42%
$98.12 - $122.43 $13.6K - $17K
3.28K $328M
TROW
Price T Rowe Group Inc

Financial Services
323
+ 14.52%
$91.57 - $116.93 $29.6K - $37.8K
2.55K $234M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
126
+ 5.08%
$93.57 - $120.35 $11.8K - $15.2K
2.61K $249M
IT
Gartner Inc

Technology
90
+ 9.87%
$418.25 - $548.38 $37.6K - $49.4K
1K $421M
UTHR
United Therapeutics Corp

Healthcare
50
+ 5.45%
$304.42 - $380.78 $15.2K - $19K
968 $298M
FDX
Fedex Corp

Industrials
1.75K
+ 14.53%
$230.33 - $281.53 $403K - $492K
13.8K $3.36B
CBZ
Cbiz, Inc.

Industrials
489
+ 4.1%
$68.46 - $88.65 $33.5K - $43.3K
12.4K $942M
TREX
Trex CO Inc

Industrials
1
+ 0.03%
$54.0 - $74.44 $54 - $74.4
3.84K $223M
AMAT
Applied Materials Inc

Technology
493
+ 7.25%
$145.06 - $195.51 $71.5K - $96.4K
7.29K $1.06B
TT
Trane Technologies PLC

Industrials
33
+ 1.65%
$332.0 - $400.86 $11K - $13.2K
2.04K $687M
TOL
Toll Brothers, Inc.

Consumer Cyclical
56
+ 1.76%
$103.02 - $140.69 $5.77K - $7.88K
3.24K $342M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.05%
$302.31 - $337.54 $605 - $675
4.22K $1.29B
NTAP
Net App, Inc.

Technology
57
+ 2.16%
$87.84 - $126.3 $5.01K - $7.2K
2.7K $237M
NOVT
Novanta Inc

Technology
41
+ 1.35%
N/A
3.09K $395M
HPQ
Hp Inc

Technology
4.43K
+ 11.26%
$27.69 - $34.72 $123K - $154K
43.8K $1.21B
IWP
Ishares Russell Mid Cap Growth

ETFs
9
+ 0.11%
$114.9 - $139.6 $1.03K - $1.26K
8.09K $950M
WST
West Pharmaceutical Services Inc

Healthcare
314
+ 18.93%
$199.11 - $347.87 $62.5K - $109K
1.97K $442M
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 0 Puts 0
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