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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.7B
$541 Million 0.04% of portfolio
11,510
Q1 2025 Added 12.27%
$14.9B
$481 Million 0.04% of portfolio
5,765
Q1 2025 Reduced 62.67%
$63.2B
$534 Million 0.04% of portfolio
6,143
Q1 2025 Reduced 26.87%
$44.1B
$482 Million 0.04% of portfolio
6,353
Q1 2025 Added 20.96%
$39.7B
$484 Million 0.04% of portfolio
4,335
Q1 2025 Reduced 36.07%
$143B
$530 Million 0.04% of portfolio
20,934
Q1 2025 Reduced 6.6%
$35.9B
$471 Million 0.04% of portfolio
2,019
Q1 2025 Reduced 3.03%
$1.74B
$480 Million 0.04% of portfolio
4,283
Q1 2025 Reduced 46.15%
$103B
$570 Million 0.04% of portfolio
9,505
Q1 2025 Reduced 11.01%
$7.21B
$486 Million 0.04% of portfolio
1,510
Q1 2025 Reduced 37.5%
$103B
$468 Million 0.04% of portfolio
9,287
Q1 2025 Reduced 31.65%
$20B
$591 Million 0.04% of portfolio
20,439
Q1 2025 Reduced 28.51%
$18.7B
$502 Million 0.04% of portfolio
8,266
Q1 2025 Reduced 53.24%
$8.06B
$565 Million 0.04% of portfolio
3,064
Q1 2025 Reduced 1.29%
$10.2B
$589 Million 0.04% of portfolio
19,918
Q1 2025 Reduced 46.22%
$90.6B
$578 Million 0.04% of portfolio
2,425
Q1 2025 Reduced 78.79%
$5.71B
$539 Million 0.04% of portfolio
3,288
Q1 2025 Reduced 65.21%
$18.5B
$491 Million 0.04% of portfolio
6,898
Q1 2025 Reduced 64.79%
$29.3B
$573 Million 0.04% of portfolio
3,826
Q1 2025 Added 10.07%
$69.6B
$584 Million 0.04% of portfolio
716
Q1 2025 Reduced 68.87%
$32.8B
$505 Million 0.04% of portfolio
7,389
Q1 2025 Added 141.39%
$149B
$563 Million 0.04% of portfolio
84,043
Q1 2025 Reduced 57.0%
$16.6B
$564 Million 0.04% of portfolio
6,592
Q1 2025 Reduced 48.97%
$6.35B
$489 Million 0.04% of portfolio
8,879
Q1 2025 Reduced 6.37%
$53.1B
$482 Million 0.04% of portfolio
1,841
Q1 2025 Reduced 40.96%
$26B
$485 Million 0.04% of portfolio
1,313
Q1 2025 Reduced 61.14%
$0
$490 Million 0.04% of portfolio
3,935
Q4 2024 Reduced 10.85%
$73.8B
$547 Million 0.04% of portfolio
1,371
Q1 2025 Reduced 2.77%
$7.83B
$478 Million 0.04% of portfolio
6,566
Q1 2025 Reduced 38.13%
$7.01B
$515 Million 0.04% of portfolio
49,024
Q1 2025 Added 33.51%
Arista Networks Inc
-
$565 Million 0.04% of portfolio
-
Q1 2025 Reduced 20.12%
$120B
$535 Million 0.04% of portfolio
4,631
Q1 2025 Added 131.9%
$0
$594 Million 0.04% of portfolio
6,906
Q4 2024 New
$57.5B
$515 Million 0.04% of portfolio
16,526
Q1 2025 Reduced 43.09%
$101B
$496 Million 0.04% of portfolio
8,134
Q1 2025 Reduced 30.11%
$5.13B
$509 Million 0.04% of portfolio
3,392
Q1 2025 Reduced 39.21%
$50.3B
$472 Million 0.04% of portfolio
6,974
Q1 2025 Reduced 85.08%
$59.9B
$573 Million 0.04% of portfolio
13,928
Q1 2025 Reduced 10.07%
$49.6B
$569 Million 0.04% of portfolio
2,719
Q1 2025 Reduced 46.2%
$4.17B
$413 Million 0.03% of portfolio
10,649
Q4 2024 New
$62.8B
$376 Million 0.03% of portfolio
3,046
Q1 2025 Reduced 7.84%
$24.4B
$445 Million 0.03% of portfolio
895
Q1 2025 Reduced 79.75%
$32.9B
$372 Million 0.03% of portfolio
3,412
Q1 2025 Reduced 13.11%
$7.01B
$456 Million 0.03% of portfolio
2,237
Q1 2025 Reduced 42.69%
$24.6B
$338 Million 0.03% of portfolio
3,370
Q1 2025 Added 0.57%
$12.5B
$432 Million 0.03% of portfolio
2,594
Q1 2025 Reduced 63.35%
$13.8B
$342 Million 0.03% of portfolio
3,241
Q1 2025 Added 1.76%
$16.7B
$442 Million 0.03% of portfolio
1,973
Q1 2025 Added 18.93%
$33.6B
$440 Million 0.03% of portfolio
8,042
Q1 2025 Added 16.4%

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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