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
PTC
Ptc Inc.

Technology
1.88K
+ 99.47%
$136.74 - $173.24 $257K - $326K
3.77K $649M
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
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
UMC
United Microelectronics Corp

Technology
44K
+ 406.79%
$6.12 - $8.32 $269K - $366K
54.8K $419M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
591
+ 106.87%
$328.01 - $475.68 $194K - $281K
1.14K $535M
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
WST
West Pharmaceutical Services Inc

Healthcare
1.5K
+ 75.82%
$190.39 - $227.7 $285K - $341K
3.47K $759M
TFC
Truist Financial Corp

Financial Services
6.73K
+ 48.34%
$34.79 - $42.99 $234K - $289K
20.7K $888M
FCNCA
First Citizens Bancshares Inc

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

Financial Services
1.11K
+ 13.95%
$74.81 - $124.33 $83.3K - $139K
9.1K $1.12B
BAX
Baxter International Inc

Healthcare
11.7K
+ 96.03%
$27.8 - $34.02 $324K - $397K
23.8K $721M
WTW
Willis Towers Watson PLC

Financial Services
1.34K
+ 39.28%
$295.96 - $337.43 $396K - $451K
4.74K $1.45B
FCFS
First Cash Holdings, Inc.

Financial Services
1.92K
+ 80.85%
$118.0 - $137.63 $226K - $264K
4.29K $579M
WAT
Waters Corp

Healthcare
871
+ 152.01%
$307.71 - $366.67 $268K - $319K
1.44K $504M
SITE
Site One Landscape Supply, Inc.

Industrials
2.4K
+ 120.84%
$104.79 - $127.3 $251K - $305K
4.38K $529M
SNV
Synovus Financial Corp

Financial Services
3.2K
+ 13.16%
$38.27 - $51.75 $122K - $165K
27.5K $1.42B
RF
Regions Financial Corp

Financial Services
11K
+ 100.82%
$18.34 - $23.52 $201K - $258K
21.9K $514M
CHH
Choice Hotels International Inc

Consumer Cyclical
2.21K
+ 120.03%
$117.49 - $134.0 $260K - $296K
4.05K $514M
NOVT
Novanta Inc

Technology
2.03K
+ 65.81%
N/A
5.12K $660M
CNP
Centerpoint Energy Inc

Utilities
6.99K
+ 124.06%
$35.5 - $39.05 $248K - $273K
12.6K $464M
TROW
Price T Rowe Group Inc

Financial Services
2.53K
+ 99.22%
$80.27 - $98.06 $203K - $248K
5.08K $490M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.24K
+ 28.38%
$144.63 - $179.53 $179K - $222K
5.59K $920M
FANG
Diamondback Energy, Inc.

Energy
2.62K
+ 55.67%
$119.25 - $161.49 $312K - $423K
7.33K $1.01B
PSX
Phillips 66

Energy
2.23K
+ 73.15%
$92.87 - $125.73 $207K - $280K
5.27K $629M
Rb Global Inc
2.22K
+ 87.78%
N/A
4.75K $504M
HSY
Hershey CO

Consumer Defensive
1.55K
+ 65.52%
$151.29 - $173.13 $234K - $268K
3.91K $649M
HAL
Halliburton CO

Energy
15.2K
+ 115.74%
$19.26 - $25.7 $293K - $391K
28.4K $578M
GPC
Genuine Parts CO

Consumer Cyclical
1.98K
+ 110.88%
$105.54 - $129.09 $209K - $255K
3.76K $456M
Jacobs Solutions Inc
1.66K
+ 87.66%
N/A
3.56K $468M
PHM
Pultegroup Inc

Consumer Cyclical
2.17K
+ 96.4%
$92.02 - $106.54 $199K - $231K
4.42K $466M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.45K
+ 93.82%
$84.41 - $106.28 $206K - $260K
5.05K $480M
WBD
Warner Bros. Discovery, Inc.

Communication Services
16.5K
+ 88.42%
$7.69 - $11.46 $127K - $189K
35.1K $403M
DVN
Devon Energy Corp

Energy
7.91K
+ 74.76%
$26.8 - $37.92 $212K - $300K
18.5K $588M
FLR
Fluor Corp

Industrials
976
+ 10.63%
$30.86 - $51.42 $30.1K - $50.2K
10.2K $521M
DAR
Darling Ingredients Inc.

Consumer Defensive
2.44K
+ 16.85%
$27.63 - $38.64 $67.4K - $94.2K
16.9K $641M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
7.89K
+ 77.92%
$22.9 - $26.78 $181K - $211K
18K $451M
RGLD
Royal Gold Inc

Basic Materials
902
+ 49.7%
$155.48 - $186.71 $140K - $168K
2.72K $483M
CSL
Carlisle Companies Inc

Industrials
415
+ 50.61%
$317.1 - $408.5 $132K - $170K
1.24K $461M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.92K
+ 82.52%
$55.13 - $75.25 $161K - $220K
6.45K $443M
LKQ
Lkq Corp

Consumer Cyclical
5.88K
+ 80.9%
$36.86 - $43.38 $217K - $255K
13.2K $487M
CBZ
Cbiz, Inc.

Industrials
3.15K
+ 25.32%
$66.19 - $79.64 $208K - $250K
15.6K $1.12B
SLB
Schlumberger Limited

Energy
6.48K
+ 112.86%
$31.95 - $42.2 $207K - $273K
12.2K $413M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.08K
+ 91.07%
$91.57 - $110.76 $190K - $230K
4.36K $419M
UNM
Unum Group

Financial Services
2.05K
+ 43.54%
$70.48 - $82.91 $144K - $170K
6.75K $545M
IWS
Ishares Russell Midcap Value E

ETFs
690
+ 6.66%
$110.58 - $132.14 $76.3K - $91.2K
11.1K $1.46B
RGEN
Repligen Corp

Healthcare
1.3K
+ 44.62%
$108.89 - $145.23 $141K - $189K
4.21K $524M
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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