Callan Family Office, LLC

13F filer · CIK 0001938970

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$5.11BU.S. long equity reported on 13F

Positions1,129113 new · 36 closed

Net flow last quarter+$62.3MBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 20261,129 positions
NVDANvidia Corp	$201M	3.93%	0.00%	+2.8%	Q4 2022
AAPLApple Inc.	$178M	3.47%	0.00%	+3.8%	Q4 2022
MSFTMicrosoft Corp	$128M	2.51%	0.00%	+0.2%	Q4 2022
GOOGAlphabet Inc.	$120M	2.35%	Not reported	-0.1%	Q4 2022
AMZNAmazon Com Inc	$108M	2.12%	0.00%	+0.6%	Q4 2022
GOOGLAlphabet Inc.	$89.6M	1.75%	0.00%	+4.1%	Q4 2022
AVGOBroadcom Inc.	$80.4M	1.57%	0.00%	+5.3%	Q2 2023
LLYELI LILLY & Co	$65.6M	1.28%	0.01%	+3.3%	Q1 2024
MUMicron Technology Inc	$56.3M	1.10%	0.00%	-1.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$53.6M	1.05%	0.00%	-2.6%	Q4 2022
METAMeta Platforms, Inc.	$49.8M	0.97%	Not reported	-0.8%	Q2 2024
VVisa Inc.	$48.4M	0.95%	0.01%	+6.6%	Q4 2023
ASMLAsml Holding NV	$45.5M	0.89%	0.01%	-1.1%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$41M	0.80%	Not reported	+0.5%	Q4 2022
TSLATesla, Inc.	$41M	0.80%	0.00%	-3.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$39.9M	0.78%	Not reported	+0.1%	Q4 2022
AMDAdvanced Micro Devices Inc	$37.8M	0.74%	0.00%	+7.0%	Q4 2024
GEGeneral Electric Co	$36.9M	0.72%	0.01%	+2.8%	Q1 2023
JPMJPMorgan Chase & Co	$33.5M	0.66%	0.00%	+1.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$32.5M	0.63%	Not reported	+4.0%	Q4 2022
APHAmphenol Corp	$29.6M	0.58%	0.01%	+2.6%	Q4 2022
UNHUnitedhealth Group Inc	$24.8M	0.49%	0.01%	+0.6%	Q4 2022
MAMastercard Inc	$23.9M	0.47%	0.00%	+0.5%	Q4 2022
KLACKla Corp	$23.2M	0.45%	0.01%	+55.4%	Q2 2024
AMATApplied Materials Inc	$22.2M	0.43%	0.00%	+8.4%	Q4 2024
RTXRTX Corp	$21.7M	0.42%	0.01%	-0.9%	Q4 2022
CATCaterpillar Inc	$21.4M	0.42%	0.00%	+4.4%	Q4 2022
GSGoldman Sachs Group Inc	$21.2M	0.41%	0.01%	+0.4%	Q1 2023
NFLXNetflix Inc	$21.1M	0.41%	0.01%	+3.4%	Q3 2024
WMTWalmart Inc.	$20.8M	0.41%	0.00%	+0.9%	Q4 2024
PMPhilip Morris International Inc.	$20.6M	0.40%	0.01%	-1.1%	Q2 2024
SCHWSchwab Charles Corp	$20M	0.39%	0.01%	-3.9%	Q4 2022
BACBank of America Corp	$19.3M	0.38%	0.00%	+0.6%	Q1 2023
COHRCoherent Corp.	$19.1M	0.37%	0.02%	+1.6%	Q1 2023
COSTCostco Wholesale Corp	$18.9M	0.37%	0.00%	+2.5%	Q4 2022
WFCWells Fargo & Company	$18.8M	0.37%	0.01%	-3.1%	Q1 2023
JCIJohnson Controls International plc	$17.7M	0.35%	0.02%	-5.3%	Q1 2023
CVSCVS HEALTH Corp	$17.1M	0.33%	0.01%	-0.1%	Q4 2022
NVSNovartis AG	$16.9M	0.33%	0.01%	+0.9%	Q1 2023
JNJJohnson & Johnson	$16.5M	0.32%	0.00%	+0.4%	Q4 2022
BNYBank of New York Mellon Corp	$16.2M	0.32%	0.02%	-5.0%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$16.1M	0.32%	0.01%	+10.3%	Q4 2024
CSCOCisco Systems, Inc.	$15.6M	0.31%	0.00%	+0.8%	Q4 2022
LRCXLam Research Corp	$15.5M	0.30%	0.00%	+0.5%	Q4 2024
ISRGIntuitive Surgical Inc	$15.1M	0.29%	0.01%	+7.6%	Q4 2024
CVXChevron Corp	$15M	0.29%	0.00%	+6.3%	Q4 2022
ABBVAbbVie Inc.	$14.8M	0.29%	0.00%	-3.3%	Q4 2022
GSKGSK plc	$14.2M	0.28%	0.01%	-3.8%	Q1 2023
SPGIS&P Global Inc.	$14M	0.27%	0.01%	+0.2%	Q4 2022
LOWLowes Companies Inc	$13.8M	0.27%	0.01%	-2.9%	Q4 2023

Q1 2026Reported May 13, 20261,050 positions
NVDANvidia Corp	$170M	3.86%	0.00%	-0.6%	Q4 2022
AAPLApple Inc.	$150M	3.40%	0.00%	-1.8%	Q4 2022
MSFTMicrosoft Corp	$127M	2.88%	0.00%	-5.1%	Q4 2022
GOOGAlphabet Inc.	$97.5M	2.21%	Not reported	-4.0%	Q4 2022
AMZNAmazon Com Inc	$94.2M	2.14%	0.00%	-1.5%	Q4 2022
GOOGLAlphabet Inc.	$69.3M	1.57%	0.00%	-2.4%	Q4 2022
AVGOBroadcom Inc.	$62.6M	1.42%	0.00%	-1.7%	Q2 2023
METAMeta Platforms, Inc.	$51M	1.16%	Not reported	+1.4%	Q2 2024
LLYELI LILLY & Co	$48.7M	1.11%	0.01%	-3.0%	Q1 2024
VVisa Inc.	$40M	0.91%	0.01%	-6.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$39M	0.88%	0.00%	+1.4%	Q4 2022
TSLATesla, Inc.	$37.4M	0.85%	0.00%	-1.6%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$34.7M	0.79%	Not reported	+1.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$32M	0.73%	Not reported	+2.2%	Q4 2022
ASMLAsml Holding NV	$30.5M	0.69%	0.01%	-4.2%	Q1 2024
BRK.BBerkshire Hathaway Inc	$29.9M	0.68%	Not reported	-3.7%	Q4 2022
JPMJPMorgan Chase & Co	$29.7M	0.67%	0.00%	-3.2%	Q4 2022
NFLXNetflix Inc	$27.5M	0.62%	0.01%	-12.5%	Q3 2024
GEGeneral Electric Co	$27.3M	0.62%	0.01%	+5.0%	Q1 2023
MAMastercard Inc	$23.1M	0.52%	0.00%	+6.4%	Q4 2022
WMTWalmart Inc.	$22.6M	0.51%	0.00%	+2.7%	Q4 2024
RTXRTX Corp	$22.2M	0.50%	0.01%	-4.7%	Q4 2022
SCHWSchwab Charles Corp	$21.2M	0.48%	0.01%	-0.9%	Q4 2022
APHAmphenol Corp	$20.7M	0.47%	0.01%	+3.0%	Q4 2022
COSTCostco Wholesale Corp	$19.7M	0.45%	0.00%	+3.4%	Q4 2022
PMPhilip Morris International Inc.	$19.1M	0.43%	0.01%	-4.4%	Q2 2024
WFCWells Fargo & Company	$18.7M	0.42%	0.01%	-4.6%	Q1 2023
GSGoldman Sachs Group Inc	$17.6M	0.40%	0.01%	-2.3%	Q1 2023
CVXChevron Corp	$17.6M	0.40%	0.00%	-3.9%	Q4 2022
JCIJohnson Controls International plc	$16.8M	0.38%	0.02%	-6.9%	Q1 2023
MUMicron Technology Inc	$16.7M	0.38%	0.00%	-3.9%	Q4 2024
XOMExxonMobil Holdings Corp	$16.7M	0.38%	0.00%	-2.7%	Q4 2022
BACBank of America Corp	$16.4M	0.37%	0.00%	-5.9%	Q1 2023
NVSNovartis AG	$16.3M	0.37%	0.01%	+2.0%	Q1 2023
ISRGIntuitive Surgical Inc	$16.2M	0.37%	0.01%	-5.9%	Q4 2024
CORCencora, Inc.	$16.2M	0.37%	0.03%	-9.0%	Q2 2023
UNHUnitedhealth Group Inc	$16.1M	0.36%	0.01%	-2.7%	Q4 2022
JNJJohnson & Johnson	$15.8M	0.36%	0.00%	-4.1%	Q4 2022
GSKGSK plc	$15.5M	0.35%	0.01%	-1.5%	Q1 2023
LOWLowes Companies Inc	$15.3M	0.35%	0.01%	-6.4%	Q4 2023
FDXFedex Corp	$14.7M	0.33%	0.02%	-2.0%	Q1 2023
SPGIS&P Global Inc.	$14.6M	0.33%	0.01%	-11.9%	Q4 2022
GILDGilead Sciences, Inc.	$14.5M	0.33%	0.01%	-2.0%	Q1 2023
BNYBank of New York Mellon Corp	$14M	0.32%	0.02%	-2.3%	Q1 2023
CATCaterpillar Inc	$13.6M	0.31%	0.00%	-1.7%	Q4 2022
MRKMerck & Co., Inc.	$13.6M	0.31%	0.00%	+3.5%	Q4 2022
ABBVAbbVie Inc.	$13.2M	0.30%	0.00%	+4.0%	Q4 2022
AZNAstrazeneca PLC	$13.1M	0.30%	Not reported	+2.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$12.4M	0.28%	0.00%	+2.0%	Q4 2024
COFCapital One Financial Corp	$12.3M	0.28%	0.01%	-8.3%	Q1 2023

Q4 2025Reported Feb 12, 20261,022 positions
NVDANvidia Corp	$183M	3.94%	0.00%	+31.1%	Q4 2022
MSFTMicrosoft Corp	$175M	3.76%	0.00%	+24.3%	Q4 2022
AAPLApple Inc.	$164M	3.51%	0.00%	+22.0%	Q4 2022
GOOGAlphabet Inc.	$111M	2.39%	Not reported	+21.4%	Q4 2022
AMZNAmazon Com Inc	$106M	2.28%	0.00%	+33.2%	Q4 2022
GOOGLAlphabet Inc.	$77.2M	1.66%	0.00%	+26.3%	Q4 2022
AVGOBroadcom Inc.	$71.2M	1.53%	0.00%	+42.0%	Q2 2023
LLYELI LILLY & Co	$58.7M	1.26%	0.01%	+34.6%	Q1 2024
METAMeta Platforms, Inc.	$58.1M	1.25%	Not reported	+18.2%	Q2 2024
VVisa Inc.	$49.8M	1.07%	0.01%	+38.2%	Q4 2023
TSLATesla, Inc.	$45.9M	0.99%	0.00%	+23.9%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$35.9M	0.77%	Not reported	+2.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$34.6M	0.74%	0.00%	+65.1%	Q4 2022
JPMJPMorgan Chase & Co	$33.6M	0.72%	0.00%	+37.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$33.3M	0.72%	Not reported	+405.8%	Q4 2022
BRK.BBerkshire Hathaway Inc	$32.6M	0.70%	Not reported	+36.6%	Q4 2022
NFLXNetflix Inc	$30.6M	0.66%	0.01%	+15.3%	Q3 2024
GEGeneral Electric Co	$28.2M	0.61%	0.01%	+33.9%	Q1 2023
ASMLAsml Holding NV	$25.8M	0.55%	0.01%	+93.5%	Q1 2024
MAMastercard Inc	$24.8M	0.53%	0.00%	+33.0%	Q4 2022
WFCWells Fargo & Company	$22.9M	0.49%	0.01%	+16.2%	Q1 2023
SCHWSchwab Charles Corp	$22.7M	0.49%	0.01%	+9.6%	Q4 2022
RTXRTX Corp	$22.2M	0.48%	0.01%	+12.8%	Q4 2022
APHAmphenol Corp	$21.5M	0.46%	0.01%	+16.0%	Q4 2022
ISRGIntuitive Surgical Inc	$21.2M	0.46%	0.01%	+22.7%	Q4 2024
SPGIS&P Global Inc.	$20.4M	0.44%	0.01%	+16.2%	Q4 2022
UNHUnitedhealth Group Inc	$20.1M	0.43%	0.01%	+21.5%	Q4 2022
WMTWalmart Inc.	$19.7M	0.42%	0.00%	+17.0%	Q4 2024
BACBank of America Corp	$19.7M	0.42%	0.01%	+25.3%	Q1 2023
PMPhilip Morris International Inc.	$19.3M	0.42%	0.01%	+48.3%	Q2 2024
CORCencora, Inc.	$19.1M	0.41%	0.03%	+16.3%	Q2 2023
GSGoldman Sachs Group Inc	$18.8M	0.40%	0.01%	+25.9%	Q1 2023
COFCapital One Financial Corp	$17.8M	0.38%	0.01%	+11.8%	Q1 2023
LOWLowes Companies Inc	$16.6M	0.36%	0.01%	+10.5%	Q4 2023
JCIJohnson Controls International plc	$16.5M	0.35%	0.02%	+4.6%	Q1 2023
COSTCostco Wholesale Corp	$16.4M	0.35%	0.00%	+6.2%	Q4 2022
ORCLOracle Corp	$15.7M	0.34%	0.00%	+40.8%	Q1 2023
ABTAbbott Laboratories	$15.1M	0.32%	0.01%	+30.1%	Q1 2023
MUMicron Technology Inc	$14.7M	0.32%	0.00%	+51.5%	Q4 2024
NOWServiceNow, Inc.	$14.5M	0.31%	0.01%	+35.8%	Q4 2024
NVSNovartis AG	$14.5M	0.31%	0.01%	+19.2%	Q1 2023
MRSHMarsh & Mclennan Companies, Inc.	$14.1M	0.30%	0.02%	+21.0%	Q1 2023
BNYBank of New York Mellon Corp	$14M	0.30%	0.02%	+11.4%	Q1 2023
GSKGSK plc	$14M	0.30%	0.01%	+30.2%	Q1 2023
JNJJohnson & Johnson	$13.9M	0.30%	0.00%	+23.6%	Q4 2022
INTUIntuit Inc.	$13.9M	0.30%	0.01%	+39.0%	Q4 2024
CVXChevron Corp	$13.5M	0.29%	0.00%	+29.2%	Q4 2022
APPAppLovin Corp	$13.5M	0.29%	0.01%	+89.1%	Q4 2024
ABBVAbbVie Inc.	$13.3M	0.29%	0.00%	+41.2%	Q4 2022
GILDGilead Sciences, Inc.	$13M	0.28%	0.01%	+19.9%	Q1 2023

Q3 2025Reported Nov 4, 2025788 positions
MSFTMicrosoft Corp	$151M	4.80%	0.00%	-1.3%	Q4 2022
NVDANvidia Corp	$140M	4.46%	0.00%	-4.6%	Q4 2022
AAPLApple Inc.	$126M	4.00%	0.00%	+4.8%	Q4 2022
AMZNAmazon Com Inc	$75.6M	2.41%	0.00%	-4.2%	Q4 2022
GOOGAlphabet Inc.	$71M	2.26%	Not reported	-1.4%	Q4 2022
METAMeta Platforms, Inc.	$54.7M	1.74%	Not reported	-5.3%	Q2 2024
AVGOBroadcom Inc.	$47.8M	1.52%	0.00%	0.0%	Q2 2023
GOOGLAlphabet Inc.	$47.5M	1.51%	0.00%	-0.9%	Q4 2022
TSLATesla, Inc.	$36.7M	1.17%	0.00%	+9.1%	Q3 2024
VVisa Inc.	$35.1M	1.12%	0.01%	-2.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$34M	1.09%	Not reported	-2.2%	Q4 2022
NFLXNetflix Inc	$33.9M	1.08%	0.01%	-5.6%	Q3 2024
LLYELI LILLY & Co	$31M	0.99%	0.00%	-5.2%	Q1 2024
BRK.BBerkshire Hathaway Inc	$23.8M	0.76%	Not reported	-4.8%	Q4 2022
JPMJPMorgan Chase & Co	$23.8M	0.76%	0.00%	-2.7%	Q4 2022
GEGeneral Electric Co	$20.5M	0.65%	0.01%	+2.4%	Q1 2023
SCHWSchwab Charles Corp	$19.8M	0.63%	0.01%	-5.3%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.2M	0.61%	0.00%	-3.6%	Q4 2022
MAMastercard Inc	$18.6M	0.59%	0.00%	-6.8%	Q4 2022
RTXRTX Corp	$17.9M	0.57%	0.01%	-2.4%	Q4 2022
WFCWells Fargo & Company	$17.7M	0.57%	0.01%	-8.3%	Q1 2023
UNHUnitedhealth Group Inc	$17.3M	0.55%	0.01%	-7.4%	Q4 2022
APHAmphenol Corp	$17M	0.54%	0.01%	+5.1%	Q4 2022
COSTCostco Wholesale Corp	$16.6M	0.53%	0.00%	-16.9%	Q4 2022
SPGIS&P Global Inc.	$16.3M	0.52%	0.01%	-2.3%	Q4 2022
ORCLOracle Corp	$16.1M	0.51%	0.00%	+30.3%	Q1 2023
LOWLowes Companies Inc	$15.7M	0.50%	0.01%	-3.0%	Q4 2023
WMTWalmart Inc.	$15.6M	0.50%	0.00%	-8.7%	Q4 2024
CORCencora, Inc.	$15.2M	0.48%	0.03%	-0.8%	Q2 2023
BACBank of America Corp	$14.7M	0.47%	0.00%	-7.8%	Q1 2023
JCIJohnson Controls International plc	$14.5M	0.46%	0.02%	-6.2%	Q1 2023
COFCapital One Financial Corp	$13.9M	0.44%	0.01%	-16.2%	Q1 2023
ISRGIntuitive Surgical Inc	$13.6M	0.43%	0.01%	-5.6%	Q4 2024
GSGoldman Sachs Group Inc	$13.5M	0.43%	0.01%	-14.1%	Q1 2023
PMPhilip Morris International Inc.	$13.2M	0.42%	0.01%	-0.9%	Q2 2024
NOWServiceNow, Inc.	$12.8M	0.41%	0.01%	-3.6%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$12.7M	0.40%	0.01%	+1.4%	Q1 2023
ABTAbbott Laboratories	$12.4M	0.40%	0.01%	-5.6%	Q1 2023
ASMLAsml Holding NV	$12.1M	0.38%	0.00%	-13.1%	Q1 2024
BNYBank of New York Mellon Corp	$11.8M	0.38%	0.02%	-8.3%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$11.3M	0.36%	Not reported	-4.6%	Q4 2022
NVSNovartis AG	$11.3M	0.36%	0.00%	+1.1%	Q1 2023
SNYSanofi	$10.8M	0.34%	0.02%	-2.7%	Q1 2023
METMetlife Inc	$10.8M	0.34%	0.02%	-7.5%	Q1 2023
CVXChevron Corp	$10.6M	0.34%	0.00%	+5.6%	Q4 2022
INTUIntuit Inc.	$10.3M	0.33%	0.01%	-2.3%	Q4 2024
CVSCVS HEALTH Corp	$10.2M	0.33%	0.01%	+11.7%	Q4 2022
JNJJohnson & Johnson	$10.1M	0.32%	0.00%	-2.9%	Q4 2022
GILDGilead Sciences, Inc.	$9.8M	0.31%	0.01%	-1.6%	Q1 2023
PLTRPalantir Technologies Inc.	$9.63M	0.31%	0.00%	+13.6%	Q4 2024

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