Callan Family Office, LLC Incresed Positions in Q3 2025

Callan Family Office, LLC

  • $3.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAP
Credicorp LTD

Financial Services
354
+ 9.84%
$220.56 - $278.29 $78.1K - $98.5K
3.95K $1.05B
CVNA
Carvana Co.

Consumer Cyclical
401
+ 18.51%
$326.09 - $392.66 $131K - $157K
2.57K $968M
COIN
Coinbase Global, Inc.

Technology
843
+ 16.29%
$297.99 - $419.78 $251K - $354K
6.02K $2.03B
RY
Royal Bank Of Canada

Financial Services
1.1K
+ 37.28%
$128.46 - $148.6 $142K - $164K
4.06K $598M
NTES
Net Ease, Inc.

Communication Services
668
+ 10.88%
$127.31 - $159.34 $85K - $106K
6.81K $1.03B
LDOS
Leidos Holdings, Inc.

Technology
410
+ 10.39%
$159.2 - $188.96 $65.3K - $77.5K
4.36K $823M
PSTG
Pure Storage, Inc.

Technology
874
+ 19.43%
$54.47 - $88.29 $47.6K - $77.2K
5.37K $450M
CBOE
Cboe Global Markets, Inc.

Financial Services
684
+ 52.78%
$231.35 - $253.24 $158K - $173K
1.98K $486M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1
+ 0.03%
$112.56 - $177.14 $113 - $177
2.87K $508M
OMC
Omnicom Group Inc.

Communication Services
1.6K
+ 35.03%
$70.41 - $81.53 $113K - $131K
6.17K $503M
DASH
Door Dash, Inc.

Communication Services
51
+ 0.84%
$234.5 - $272.5 $12K - $13.9K
6.12K $1.67B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
120
+ 10.49%
$473.44 - $553.71 $56.8K - $66.4K
1.26K $691M
MDB
Mongo Db, Inc.

Technology
157
+ 15.1%
$201.0 - $334.87 $31.6K - $52.6K
1.2K $372M
WYNN
Wynn Resorts LTD

Consumer Cyclical
35
+ 0.84%
$101.96 - $132.43 $3.57K - $4.64K
4.2K $538M
VLO
Valero Energy Corp

Energy
77
+ 2.08%
$131.77 - $175.63 $10.1K - $13.5K
3.78K $643M
RF
Regions Financial Corp

Financial Services
2.99K
+ 13.68%
$24.03 - $27.41 $71.8K - $81.9K
24.8K $655M
Flutter Entmt PLC
726
+ 51.56%
N/A
2.13K $542M
MRVL
Marvell Technology, Inc.

Technology
412
+ 2.62%
$62.31 - $84.07 $25.7K - $34.6K
16.1K $1.36B
KEY
Keycorp

Financial Services
6.38K
+ 40.24%
$17.37 - $19.39 $111K - $124K
22.2K $416M
JLL
Jones Lang Lasalle Inc

Real Estate
297
+ 27.4%
$248.95 - $319.66 $73.9K - $94.9K
1.38K $412M
VNQ
Vanguard Specialized Funds Van

ETFs
597
+ 1.92%
$88.47 - $93.24 $52.8K - $55.7K
31.6K $2.89B
MSI
Motorola Solutions, Inc.

Technology
14
+ 0.43%
$408.73 - $490.3 $5.72K - $6.86K
3.27K $1.5B
MTB
M&T Bank Corp

Financial Services
607
+ 48.17%
$183.74 - $204.05 $112K - $124K
1.87K $369M
BSX
Boston Scientific Corp

Healthcare
4.11K
+ 14.47%
$97.03 - $108.14 $399K - $444K
32.5K $3.17B
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 0.95%
$339.37 - $366.46 $13.2K - $14.3K
4.15K $1.52B
EW
Edwards Lifesciences Corp

Healthcare
1.71K
+ 4.72%
$73.75 - $81.83 $126K - $140K
37.9K $2.95B
PFG
Principal Financial Group Inc

Financial Services
1.18K
+ 25.03%
$75.53 - $82.95 $89.2K - $98K
5.9K $489M
EVR
Evercore Inc.

Financial Services
18
+ 1.25%
$276.5 - $362.79 $4.98K - $6.53K
1.46K $492M
BDX
Becton Dickinson & CO

Healthcare
384
+ 20.41%
$172.41 - $199.66 $66.2K - $76.7K
2.27K $424M
FMX
Mexican Economic Development Inc

Consumer Defensive
1.64K
+ 11.42%
$83.67 - $106.19 $137K - $174K
16K $1.58B
HWM
Howmet Aerospace Inc.

Industrials
199
+ 3.46%
$171.0 - $196.23 $34K - $39K
5.95K $1.17B
R
Ryder System Inc

Industrials
84
+ 3.22%
$168.66 - $189.57 $14.2K - $15.9K
2.69K $508M
DLB
Dolby Laboratories, Inc.

Industrials
1.35K
+ 43.28%
$70.09 - $76.79 $94.8K - $104K
4.48K $324M
WSM
Williams Sonoma Inc

Consumer Cyclical
128
+ 6.24%
$163.62 - $210.2 $20.9K - $26.9K
2.18K $426M
AFG
American Financial Group Inc

Financial Services
172
+ 5.14%
$122.42 - $145.72 $21.1K - $25.1K
3.52K $513M
ZTO
Zto Express (Cayman) Inc.

Industrials
2.43K
+ 8.25%
$17.7 - $20.73 $43K - $50.4K
31.9K $612M
EFG
Msci Eafe Growth ETF

ETFs
91
+ 0.22%
$106.99 - $114.46 $9.74K - $10.4K
41.9K $4.77B
REET
Ishares Global Reit ETF

ETFs
92
+ 0.09%
$24.45 - $25.91 $2.25K - $2.38K
99.3K $2.54B
REG
Regency Centers Corp

Real Estate
1.07K
+ 36.63%
$68.62 - $73.81 $73.7K - $79.3K
4.01K $292M
LVS
Las Vegas Sands Corp

Consumer Cyclical
531
+ 10.32%
$47.38 - $57.71 $25.2K - $30.6K
5.68K $305M
CYBR
Cyber Ark Software Ltd.

Technology
89
+ 17.66%
$374.8 - $491.1 $33.4K - $43.7K
593 $287M
TSCO
Tractor Supply CO

Consumer Cyclical
528
+ 4.42%
$54.08 - $62.65 $28.6K - $33.1K
12.5K $709M
RJF
Raymond James Financial Inc

Financial Services
140
+ 5.36%
$154.64 - $176.43 $21.6K - $24.7K
2.75K $475M
HBAN
Huntington Bancshares Inc

Financial Services
3.67K
+ 17.4%
$15.87 - $17.88 $58.2K - $65.5K
24.7K $427M
IWP
Ishares Russell Mid Cap Growth

ETFs
313
+ 3.98%
$137.51 - $145.26 $43K - $45.5K
8.17K $1.16B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.24K
+ 11.91%
$24.02 - $27.91 $29.9K - $34.7K
11.7K $326M
PFGC
Performance Food Group CO

Consumer Defensive
29
+ 0.72%
$88.19 - $102.08 $2.56K - $2.96K
4.08K $424M
BURL
Burlington Stores, Inc.

Consumer Cyclical
105
+ 5.52%
$237.02 - $301.35 $24.9K - $31.6K
2.01K $511M
TROW
Price T Rowe Group Inc

Financial Services
331
+ 6.52%
$98.67 - $111.52 $32.7K - $36.9K
5.41K $555M
Activity Summary
Buys All Purchases 175 New Holdings 27 Increased Positions 148 Sells All Sells 629 Reductions 629 Sold out 0 Options Calls 0 Puts 0
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