Callan Family Office, LLC Portfolio Holdings

Callan Family Office, LLC

  • $1.33 Trillion
  • Q1 2025

Callan Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 543 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.3B, Ishares Tr with a value of $57.4B, Apple Inc. with a value of $49.6B, Microsoft Corp with a value of $45.9B, and Ishares Core S&P Mid Cap ETF with a value of $30B.

Examining the 13F form we can see an decrease of $239B in the current position value, from $1.57T to 1.33T.

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 $1.33 Trillion
ETFs: $478 Billion
Technology: $223 Billion
Financial Services: $163 Billion
Healthcare: $123 Billion
Communication Services: $80.3 Billion
Consumer Cyclical: $76.7 Billion
Industrials: $62.8 Billion
Consumer Defensive: $39 Billion
Other: $67.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.63B
$208 Million 0.02% of portfolio
2,357
Q1 2025 Reduced 5.61%
$7.68B
$201 Million 0.02% of portfolio
1,424
Q1 2025 New
$24.4B
$203 Million 0.02% of portfolio
553
Q1 2025 Reduced 65.78%
$948M
$320 Million 0.02% of portfolio
237
Q1 2025 Reduced 39.85%
$275B
$304 Million 0.02% of portfolio
2,301
Q1 2025 New
$65.2B
$310 Million 0.02% of portfolio
8,180
Q1 2025 Reduced 38.07%
$6.26B
$285 Million 0.02% of portfolio
2,371
Q1 2025 Reduced 38.08%
$27.2B
$200 Million 0.02% of portfolio
18,646
Q1 2025 Reduced 11.29%
$20.9B
$211 Million 0.02% of portfolio
573
Q1 2025 Reduced 30.21%
$7.34B
$329 Million 0.02% of portfolio
9,185
Q1 2025 Added 4.42%
$16.9B
$262 Million 0.02% of portfolio
4,623
Q1 2025 Reduced 4.38%
$17.7B
$212 Million 0.02% of portfolio
1,783
Q1 2025 Reduced 17.87%
$14.3B
$213 Million 0.02% of portfolio
8,018
Q1 2025 New
$37.1B
$285 Million 0.02% of portfolio
4,028
Q1 2025 Reduced 70.75%
$42.9B
$260 Million 0.02% of portfolio
1,653
Q1 2025 Reduced 61.15%
$5.18B
$225 Million 0.02% of portfolio
4,114
Q1 2025 New
$40B
$202 Million 0.02% of portfolio
870
Q1 2025 Reduced 10.22%
$39.5B
$275 Million 0.02% of portfolio
1,018
Q1 2025 Reduced 2.3%
$19.9B
$206 Million 0.02% of portfolio
1,385
Q1 2025 New
$25.8B
$277 Million 0.02% of portfolio
1,877
Q1 2025 Reduced 44.27%
$96.2B
$270 Million 0.02% of portfolio
11,868
Q1 2025 Reduced 14.73%
$13B
$261 Million 0.02% of portfolio
6,165
Q1 2025 Reduced 1.94%
$42.9B
$266 Million 0.02% of portfolio
5,769
Q1 2025 Reduced 9.39%
$45B
$230 Million 0.02% of portfolio
547
Q1 2025 Reduced 8.22%
$6.91B
$219 Million 0.02% of portfolio
6,282
Q1 2025 Added 2.33%
$53.8B
$309 Million 0.02% of portfolio
2,828
Q1 2025 Reduced 64.5%
$9.4B
$242 Million 0.02% of portfolio
1,500
Q1 2025 Added 6.16%
$3.34B
$260 Million 0.02% of portfolio
10,658
Q1 2025 Reduced 52.74%
$52.1B
$302 Million 0.02% of portfolio
11,143
Q1 2025 Reduced 51.35%
$13.7B
$298 Million 0.02% of portfolio
968
Q1 2025 Added 5.45%
$14.8B
$236 Million 0.02% of portfolio
2,843
Q1 2025 Reduced 20.03%
$23.9B
$251 Million 0.02% of portfolio
2,284
Q1 2025 Reduced 50.15%
$23B
$237 Million 0.02% of portfolio
10,884
Q1 2025 Reduced 27.66%
$9.93B
$269 Million 0.02% of portfolio
4,426
Q1 2025 Added 4.96%
$7.33B
$245 Million 0.02% of portfolio
1,842
Q1 2025 Added 14.13%
$23.9B
$270 Million 0.02% of portfolio
-
Q1 2025 Added 4.38%
$3.23B
$324 Million 0.02% of portfolio
4,037
Q1 2025 Reduced 44.49%
$1.5B
$260 Million 0.02% of portfolio
7,347
Q1 2025 Reduced 34.37%
$27.4B
$236 Million 0.02% of portfolio
200
Q1 2025 Reduced 63.17%
$10.5B
$297 Million 0.02% of portfolio
1,815
Q1 2025 Reduced 24.5%
$21.7B
$328 Million 0.02% of portfolio
3,284
Q1 2025 Added 4.42%
$22.7B
$204 Million 0.02% of portfolio
5,632
Q1 2025 New
$17.9B
$202 Million 0.02% of portfolio
1,084
Q1 2025 Reduced 2.61%
$3.88B
$227 Million 0.02% of portfolio
789
Q1 2025 Reduced 14.52%
$125B
$328 Million 0.02% of portfolio
168
Q1 2025 Reduced 1.75%
$18.1B
$231 Million 0.02% of portfolio
2,810
Q1 2025 Reduced 39.43%
$12.7B
$259 Million 0.02% of portfolio
864
Q1 2025 Added 10.49%
$25.9B
$231 Million 0.02% of portfolio
2,248
Q1 2025 Reduced 6.8%
$23.2B
$237 Million 0.02% of portfolio
2,698
Q1 2025 Added 2.16%

Summary

  • Portfolio
  • No. of Stocks 543
  • Current Value $1.33 Trillion
  • Prior Value $1.57 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 340 stocks
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