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
PAYX
Paychex Inc

Industrials
-2.33K
- 32.88%
$136.06 - $154.52 $316K - $359K
4.75K $733M
EQNR
Equinor Asa

Energy
-11.1K
- 54.35%
$22.37 - $26.45 $249K - $295K
9.36K $247M
ROLL
Rbc Bearings Inc

Industrials
-906
- 37.5%
N/A
1.51K $486M
SAP
Sap Se

Technology
-1.58K
- 18.68%
$241.4 - $293.69 $382K - $465K
6.89K $1.85B
UL
Unilever PLC

Consumer Defensive
-4.92K
- 24.15%
$54.72 - $60.29 $269K - $296K
15.4K $919M
TTE
Total Energies Se

Energy
-9.29K
- 25.64%
N/A
26.9K $1.74B
BHP
Bhp Group LTD

Basic Materials
-4.42K
- 8.26%
$48.18 - $52.11 $213K - $230K
49.1K $2.38B
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-7.25K
- 41.73%
$25.75 - $30.48 $187K - $221K
10.1K $264M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.3K
- 50.15%
$101.42 - $113.2 $233K - $260K
2.28K $251M
PHG
Koninklijke Philips Nv

Healthcare
-8.99K
- 49.49%
$24.92 - $28.61 $224K - $257K
9.17K $233M
GD
General Dynamics Corp

Industrials
-944
- 23.67%
$241.94 - $272.58 $228K - $257K
3.05K $830M
BP
Bp PLC

Energy
-8.56K
- 51.68%
$29.93 - $35.31 $256K - $302K
8.01K $270M
UFPI
Ufp Industries Inc

Basic Materials
-1.76K
- 33.0%
$103.91 - $118.67 $183K - $209K
3.58K $383M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-58
- 0.77%
$507.05 - $563.67 $29.4K - $32.7K
7.49K $3.85B
BANF
Bancfirst Corp

Financial Services
-1.61K
- 37.13%
$108.28 - $123.19 $175K - $199K
2.73K $300M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-918
- 13.28%
$109.48 - $136.56 $101K - $125K
6K $657M
CNHI
Cnh Industrial N.V.

Industrials
-19.9K
- 48.8%
N/A
20.8K $256M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-7.1K
- 43.08%
$25.9 - $31.26 $184K - $222K
9.38K $251M
ALC
Alcon Inc

Healthcare
-3.94K
- 22.95%
$82.73 - $96.8 $326K - $381K
13.2K $1.26B
APAM
Artisan Partners Asset Management Inc.

Financial Services
-3.97K
- 36.12%
$38.51 - $45.32 $153K - $180K
7.02K $274M
CMCSA
Comcast Corp

Communication Services
-3.89K
- 4.47%
$33.19 - $38.23 $129K - $149K
83.1K $3.07B
FCX
Freeport Mcmoran Inc

Basic Materials
-5.03K
- 38.07%
$34.5 - $43.01 $174K - $216K
8.18K $310M
MRVL
Marvell Technology, Inc.

Technology
-33
- 0.84%
$61.57 - $126.06 $2.03K - $4.16K
3.87K $239M
FIS
Fidelity National Information Services, Inc.

Technology
-563
- 2.3%
$68.12 - $83.42 $38.4K - $47K
23.9K $1.79B
OKE
Oneok Inc

Energy
-1.85K
- 28.68%
$89.57 - $109.85 $165K - $203K
4.59K $455M
DEO
Diageo PLC

Consumer Defensive
-1.09K
- 32.51%
$104.79 - $126.12 $114K - $137K
2.26K $237M
MSI
Motorola Solutions, Inc.

Technology
-302
- 13.89%
$411.73 - $482.1 $124K - $146K
1.87K $820M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.44K
- 24.12%
$142.8 - $176.36 $348K - $430K
7.66K $1.32B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-6.17K
- 45.84%
$30.38 - $34.94 $187K - $216K
7.29K $249M
CRTO
Criteo S.A.

Communication Services
-3.85K
- 34.37%
$34.81 - $45.89 $134K - $177K
7.35K $260M
RIO
Rio Tinto PLC

Basic Materials
-3.42K
- 18.83%
$58.19 - $64.29 $199K - $220K
14.7K $886M
ARGX
Argenx Se

Healthcare
-282
- 43.79%
$571.0 - $671.75 $161K - $189K
362 $214M
NEM
Newmont Corp

Basic Materials
-6.65K
- 51.46%
$37.79 - $48.39 $251K - $322K
6.28K $303M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-157
- 39.85%
$1227.6 - $1458.46 $193K - $229K
237 $320M
VZ
Verizon Communications Inc

Communication Services
-6.15K
- 30.16%
$37.81 - $46.49 $232K - $286K
14.2K $646M
KLAC
Kla Corp

Technology
-318
- 32.15%
$636.62 - $777.63 $202K - $247K
671 $456M
BRO
Brown & Brown, Inc.

Financial Services
-3.18K
- 31.02%
$100.54 - $124.4 $320K - $395K
7.07K $880M
ECL
Ecolab Inc.

Basic Materials
-1.04K
- 20.17%
$229.72 - $269.82 $238K - $280K
4.11K $1.04B
BMY
Bristol Myers Squibb CO

Healthcare
-3.51K
- 30.11%
$53.9 - $63.11 $189K - $221K
8.13K $496M
Lam Research Corp
-2.31K
- 16.34%
N/A
11.8K $859M
CL
Colgate Palmolive CO

Consumer Defensive
-1.91K
- 28.34%
$85.68 - $97.5 $164K - $187K
4.84K $453M
HSBC
Hsbc Holdings PLC

Financial Services
-6.23K
- 24.81%
$48.68 - $61.58 $303K - $384K
18.9K $1.08B
JKHY
Henry Jack & Associates Inc

Technology
-942
- 30.8%
$166.47 - $191.28 $157K - $180K
2.12K $386M
RELX
Relx PLC

Communication Services
-4.3K
- 31.65%
$45.34 - $51.91 $195K - $223K
9.29K $468M
Linde PLC
-665
- 19.32%
N/A
2.78K $1.29B
A
Agilent Technologies, Inc.

Healthcare
-37
- 0.46%
$116.69 - $152.6 $4.32K - $5.65K
7.98K $933M
SBUX
Starbucks Corp

Consumer Cyclical
-2.47K
- 17.02%
$91.75 - $115.81 $227K - $286K
12.1K $1.18B
AWK
American Water Works Company, Inc.

Utilities
-1.49K
- 44.27%
$121.01 - $149.31 $180K - $223K
1.88K $277M
CTRA
Coterra Energy Inc.

Energy
-8.15K
- 28.51%
$25.51 - $29.83 $208K - $243K
20.4K $591M
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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