Callan Family Office, LLC Incresed Positions in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
2.25K
+ 80.0%
$71.11 - $82.25 $160K - $185K
5.06K $383M
EPR
Epr Properties

Real Estate
1.97K
+ 37.61%
$43.53 - $59.11 $85.7K - $116K
7.2K $420M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
763
+ 34.84%
$167.22 - $212.42 $128K - $162K
2.95K $584M
DOV
Dover Corp

Industrials
709
+ 48.4%
$151.14 - $186.7 $107K - $132K
2.17K $398M
TSCO
Tractor Supply CO

Consumer Cyclical
3.06K
+ 34.44%
$47.86 - $55.77 $146K - $171K
11.9K $630M
VIG
Vanguard Dividend Appreciation

ETFs
300
+ 4.47%
N/A
7.02K $1.44B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.81K
+ 1608.86%
$105.72 - $1416.0 $403K - $5.4M
4.05K $452M
NI
Nisource Inc.

Utilities
3.21K
+ 41.86%
$37.11 - $40.64 $119K - $130K
10.9K $439M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
493
+ 32.65%
$140.37 - $177.56 $69.2K - $87.5K
2K $344M
SLM
Slm Corp

Financial Services
2.79K
+ 27.63%
$24.84 - $34.36 $69.2K - $95.8K
12.9K $422M
TSEM
Tower Semiconductor LTD

Technology
1.75K
+ 27.92%
$29.65 - $43.8 $51.9K - $76.6K
8.01K $347M
RRC
Range Resources Corp

Energy
2.83K
+ 30.91%
$32.1 - $43.23 $90.9K - $122K
12K $488M
GIB
Cgi Inc

Technology
980
+ 29.84%
$96.47 - $109.59 $94.5K - $107K
4.26K $447M
TREX
Trex CO Inc

Industrials
2.33K
+ 60.7%
$50.52 - $61.77 $118K - $144K
6.17K $335M
TDS
Telephone & Data Systems Inc

Communication Services
3.74K
+ 35.16%
$31.74 - $39.52 $119K - $148K
14.4K $512M
DEO
Diageo PLC

Consumer Defensive
1.08K
+ 47.59%
$99.86 - $115.75 $107K - $124K
3.33K $336M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
479
+ 12.17%
$108.87 - $133.04 $52.1K - $63.7K
4.41K $587M
OMC
Omnicom Group Inc.

Communication Services
1.73K
+ 60.78%
$69.22 - $79.77 $120K - $138K
4.57K $329M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
642
+ 24.88%
$103.88 - $123.68 $66.7K - $79.4K
3.22K $398M
LGND
Ligand Pharmaceuticals Inc

Healthcare
426
+ 17.47%
$96.67 - $118.22 $41.2K - $50.4K
2.86K $326M
EMN
Eastman Chemical CO

Basic Materials
1.34K
+ 56.98%
$72.7 - $88.29 $97.6K - $119K
3.7K $276M
AROC
Archrock, Inc.

Energy
3.28K
+ 28.19%
$21.0 - $27.11 $68.9K - $88.9K
14.9K $370M
RSP
Invesco S&P 500 Equal Weight E

ETFs
140
+ 3.58%
$152.93 - $181.74 $21.4K - $25.4K
4.06K $737M
JOE
St Joe CO

Real Estate
957
+ 14.13%
$40.82 - $49.27 $39.1K - $47.2K
7.73K $369M
Diversified Energy Company P
861
+ 5.83%
N/A
15.6K $229M
OZK
Bank Ozk

Financial Services
59
+ 1.0%
$37.58 - $47.34 $2.22K - $2.79K
5.94K $279M
CHX
Champion X Corp

Energy
3.08K
+ 21.11%
$22.52 - $30.02 $69.5K - $92.6K
17.7K $439M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22
+ 0.26%
$72.02 - $73.82 $1.58K - $1.62K
8.49K $625M
ACIW
Aci Worldwide, Inc.

Technology
851
+ 20.69%
$44.59 - $57.17 $37.9K - $48.7K
4.97K $228M
VNQ
Vanguard Specialized Funds Van

ETFs
451
+ 1.47%
$79.79 - $91.42 $36K - $41.2K
31K $2.76B
FTGC
First Trust Global Tactical CO

ETFs
500
+ 1.85%
$23.09 - $25.91 $11.5K - $13K
27.5K $678M
Cooper Cos Inc
493
+ 12.73%
N/A
4.37K $311M
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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