Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025

Callan Family Office, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.17 Trillion distributed in 931 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147B, Nvidia Corp with a value of $124B, Ishares Core S&P 500 ETF with a value of $115B, Apple Inc. with a value of $96.5B, and Amazon Com Inc with a value of $78.9B.

Examining the 13F form we can see an increase of $1.84T in the current position value, from $1.33T to 3.17T.

Callan Family Office, LLC is based out at Radnor, PA

Below you can find more details about Callan Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.17 Trillion
Technology: $719 Billion
ETFs: $574 Billion
Financial Services: $455 Billion
Healthcare: $286 Billion
Industrials: $253 Billion
Communication Services: $247 Billion
Consumer Cyclical: $244 Billion
Consumer Defensive: $118 Billion
Other: $211 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.47B
$971 Million 0.03% of portfolio
3,527
Q2 2025 Added 15.11%
$39.2B
$1.07 Billion 0.03% of portfolio
583
Q2 2025 New
$38.6B
$941 Million 0.03% of portfolio
28,458
Q2 2025 Added 290.37%
$32.6B
$903 Million 0.03% of portfolio
11,056
Q2 2025 Added 141.03%
$13.3B
$920 Million 0.03% of portfolio
5,587
Q2 2025 Added 28.38%
$176B
$1.05 Billion 0.03% of portfolio
9,123
Q2 2025 New
$8.86B
$826 Million 0.03% of portfolio
5,084
Q2 2025 Added 257.02%
$12.9B
$1.02 Billion 0.03% of portfolio
2,306
Q2 2025 Added 180.19%
$26B
$954 Million 0.03% of portfolio
12,587
Q2 2025 Added 234.49%
$32.3B
$855 Million 0.03% of portfolio
9,392
Q2 2025 Added 286.18%
$15B
$854 Million 0.03% of portfolio
29,877
Q2 2025 Added 50.15%
$18.1B
$1.03 Billion 0.03% of portfolio
18,391
Q2 2025 Added 297.82%
$22.1B
$804 Million 0.03% of portfolio
3,599
Q2 2025 Added 232.01%
$59.4B
$1.01 Billion 0.03% of portfolio
6,271
Q2 2025 Added 218.0%
$20.1B
$995 Million 0.03% of portfolio
2,462
Q2 2025 Added 145.71%
$32.1B
$919 Million 0.03% of portfolio
14,354
Q2 2025 New
$35B
$1.06 Billion 0.03% of portfolio
16,902
Q2 2025 Added 159.07%
$6.5B
$852 Million 0.03% of portfolio
4,508
Q2 2025 New
$28.7B
$955 Million 0.03% of portfolio
813
Q2 2025 Added 306.5%
$40.6B
$800 Million 0.03% of portfolio
1,452
Q2 2025 Added 301.1%
$58.1B
$847 Million 0.03% of portfolio
2,585
Q2 2025 Added 108.64%
$48.3B
$1.04 Billion 0.03% of portfolio
6,510
Q2 2025 Added 113.51%
$42.2B
$1.04 Billion 0.03% of portfolio
7,043
Q2 2025 Added 326.07%
$26.1B
$795 Million 0.03% of portfolio
398
Q2 2025 New
$41.2B
$944 Million 0.03% of portfolio
1,291
Q2 2025 New
$24.7B
$1.05 Billion 0.03% of portfolio
7,533
Q2 2025 Added 301.33%
$40B
$825 Million 0.03% of portfolio
2,628
Q2 2025 New
$10.3B
$908 Million 0.03% of portfolio
9,952
Q2 2025 Added 157.09%
$41.7B
$832 Million 0.03% of portfolio
3,425
Q2 2025 New
$37.7B
$961 Million 0.03% of portfolio
5,519
Q2 2025 Added 146.71%
$26.7B
$914 Million 0.03% of portfolio
107,750
Q2 2025 Added 210.02%
$32.6B
$1.06 Billion 0.03% of portfolio
3,005
Q2 2025 Added 210.43%
$10.6B
$943 Million 0.03% of portfolio
3,005
Q2 2025 Added 247.8%
$105B
$826 Million 0.03% of portfolio
6,141
Q2 2025 New
$77.1B
$1.08 Billion 0.03% of portfolio
254,052
Q2 2025 Added 258.04%
$10.2B
$844 Million 0.03% of portfolio
4,688
Q2 2025 Added 212.53%
$77B
$1.07 Billion 0.03% of portfolio
5,752
Q2 2025 New
$12.6B
$1.09 Billion 0.03% of portfolio
13,333
Q2 2025 Added 111.57%
$31.1B
$675 Million 0.02% of portfolio
43,745
Q2 2025 New
$32.1B
$512 Million 0.02% of portfolio
48,002
Q2 2025 New
$21.6B
$573 Million 0.02% of portfolio
10,935
Q2 2025 New
$25.4B
$652 Million 0.02% of portfolio
5,040
Q2 2025 New
$12.3B
$648 Million 0.02% of portfolio
16,849
Q2 2025 Added 226.28%
$15.8B
$610 Million 0.02% of portfolio
3,759
Q2 2025 New
$440B
$691 Million 0.02% of portfolio
6,090
Q2 2025 Added 164.67%
$36.7B
$635 Million 0.02% of portfolio
4,900
Q2 2025 Added 166.16%
$5.62B
$660 Million 0.02% of portfolio
5,117
Q2 2025 Added 65.81%
$8.15B
$560 Million 0.02% of portfolio
5,432
Q2 2025 New
$18.2B
$504 Million 0.02% of portfolio
1,444
Q2 2025 Added 152.01%

Summary

  • Portfolio
  • No. of Stocks 931
  • Current Value $3.17 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 398 stocks
  • Additional Purchases 483 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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