Callan Family Office, LLC Sells in Q1 2025

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-17.2K
- 72.44%
$63.83 - $75.78 $1.1M - $1.3M
6.53K $448M
DIS
Walt Disney CO

Communication Services
-8.5K
- 28.6%
$96.87 - $114.0 $823K - $969K
21.2K $2.09B
IBM
International Business Machines Corp

Technology
-5.84K
- 66.19%
$217.4 - $264.74 $1.27M - $1.55M
2.98K $742M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-2.2K
- 43.59%
$435.02 - $515.95 $958K - $1.14M
2.85K $1.34B
MC
Moelis & CO

Financial Services
-13.7K
- 68.95%
$57.91 - $81.2 $791K - $1.11M
6.15K $359M
WM
Waste Management Inc

Industrials
-6.25K
- 54.05%
$200.54 - $233.78 $1.25M - $1.46M
5.31K $1.23B
ORCL
Oracle Corp

Technology
-2.83K
- 11.12%
$139.81 - $186.47 $396K - $528K
22.7K $3.17B
NSC
Norfolk Southern Corp

Industrials
-4.58K
- 34.74%
$227.69 - $259.76 $1.04M - $1.19M
8.6K $2.04B
EME
Emcor Group, Inc.

Industrials
-2.07K
- 61.14%
$361.16 - $535.99 $746K - $1.11M
1.31K $485M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-556
- 2.68%
$522.96 - $601.18 $291K - $334K
20.2K $10.8B
NKE
Nike, Inc.

Consumer Cyclical
-10.7K
- 42.63%
$63.29 - $81.72 $680K - $878K
14.5K $918M
NEE
Nextera Energy Inc

Utilities
-13K
- 39.21%
$66.96 - $76.16 $872K - $991K
20.2K $1.43B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-17.7K
- 55.9%
$56.12 - $68.15 $996K - $1.21M
14K $950M
ASML
Asml Holding Nv

Technology
-1.12K
- 18.92%
$662.63 - $776.99 $739K - $866K
4.78K $3.17B
IEX
Idex Corp

Industrials
-4K
- 60.19%
$178.23 - $224.31 $713K - $897K
2.65K $479M
RLI
Rli Corp

Financial Services
-3.24K
- 44.49%
$71.75 - $163.21 $232K - $528K
4.04K $324M
USB
Us Bancorp \De\

Financial Services
-15.3K
- 41.55%
$40.92 - $50.9 $626K - $778K
21.5K $908M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-4.48K
- 63.35%
$166.63 - $185.86 $747K - $833K
2.59K $432M
GGG
Graco Inc

Industrials
-9.68K
- 62.67%
$80.53 - $87.54 $779K - $847K
5.77K $481M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.25K
- 32.2%
$279.74 - $321.29 $910K - $1.05M
6.85K $2.14B
EEM
Ishares Msci Emerging Markets

ETFs
-23.2K
- 18.64%
$40.81 - $45.34 $948K - $1.05M
101K $4.43B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-796
- 48.63%
$1187.71 - $1432.58 $945K - $1.14M
841 $1.2B
SCI
Service Corp International

Consumer Cyclical
-9.18K
- 59.29%
$75.99 - $84.16 $698K - $773K
6.3K $505M
HON
Honeywell International Inc

Industrials
-2.65K
- 23.69%
$202.75 - $226.52 $537K - $600K
8.54K $1.81B
AFL
Aflac Inc

Financial Services
-7.55K
- 43.51%
$100.99 - $111.19 $762K - $839K
9.8K $1.09B
PWR
Quanta Services, Inc.

Industrials
-1.86K
- 55.22%
$236.71 - $358.03 $441K - $667K
1.51K $384M
Ge Vernova Inc
-1.91K
- 47.83%
N/A
2.08K $635M
WRB
Berkley W R Corp

Financial Services
-12.7K
- 64.79%
$56.7 - $71.27 $720K - $905K
6.9K $491M
DHR
Danaher Corp

Healthcare
-1.83K
- 16.43%
$201.62 - $250.59 $369K - $459K
9.32K $1.91B
XEL
Xcel Energy Inc

Utilities
-9.74K
- 70.75%
$63.37 - $72.1 $617K - $702K
4.03K $285M
V
Visa Inc.

Financial Services
-6.55K
- 13.62%
$306.92 - $362.71 $2.01M - $2.38M
41.5K $14.6B
ACWI
Ishares Msci Acwi ETF

ETFs
-5.11K
- 20.52%
$115.16 - $124.13 $588K - $634K
19.8K $2.3B
CTAS
Cintas Corp

Industrials
-3.93K
- 48.11%
$182.09 - $208.14 $715K - $817K
4.23K $870M
Coherent Corp
-1.49K
- 8.55%
N/A
16K $1.04B
FDS
Factset Research Systems Inc

Financial Services
-1.21K
- 61.81%
$427.5 - $476.51 $516K - $575K
745 $339M
QCOM
Qualcomm Inc

Technology
-3.89K
- 32.03%
$151.94 - $175.86 $591K - $684K
8.25K $1.27B
AXP
American Express CO

Financial Services
-822
- 6.13%
$255.39 - $325.87 $210K - $268K
12.6K $3.39B
SNPS
Synopsys Inc

Technology
-998
- 38.89%
$428.58 - $551.54 $428K - $550K
1.57K $672M
MDT
Medtronic PLC

Healthcare
-8.23K
- 49.33%
$79.84 - $94.5 $657K - $778K
8.45K $759M
CNC
Centene Corp

Healthcare
-9.41K
- 53.24%
$55.93 - $65.89 $526K - $620K
8.27K $502M
TM
Toyota Motor Corp

Consumer Cyclical
-2.29K
- 28.3%
$176.53 - $195.35 $404K - $447K
5.8K $1.02B
AMP
Ameriprise Financial Inc

Financial Services
-739
- 18.88%
$472.29 - $575.13 $349K - $425K
3.18K $1.54B
IWR
Ishares Russell Mid Cap ETF

ETFs
-19
- 0.01%
$82.81 - $92.93 $1.57K - $1.77K
162K $13.8B
AJG
Arthur J. Gallagher & Co.

Financial Services
-4.2K
- 28.27%
$275.89 - $345.24 $1.16M - $1.45M
10.7K $3.68B
ISRG
Intuitive Surgical Inc

Healthcare
-282
- 1.95%
$476.63 - $610.45 $134K - $172K
14.2K $7.02B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-2.86K
- 39.58%
$154.39 - $176.55 $441K - $504K
4.36K $685M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.06K
- 65.78%
$314.47 - $431.35 $334K - $459K
553 $203M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.34K
- 46.2%
$194.65 - $222.86 $455K - $520K
2.72K $569M
MLM
Martin Marietta Materials Inc

Basic Materials
-889
- 63.0%
$460.39 - $552.64 $409K - $491K
522 $250M
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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