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
RSP
Invesco S&P 500 Equal Weight E

ETFs
163
+ 4.02%
$181.56 - $190.33 $29.6K - $31K
4.22K $800M
SQ
Block, Inc.

Technology
491
+ 8.46%
N/A
6.29K $455M
CCJ
Cameco Corp

Energy
48
+ 0.83%
$70.47 - $86.89 $3.38K - $4.17K
5.82K $488M
WWD
Woodward, Inc.

Industrials
198
+ 21.0%
$237.33 - $266.1 $47K - $52.7K
1.14K $288M
Qiagen Nv
1.74K
+ 27.54%
N/A
8.06K $360M
GVA
Granite Construction Inc

Industrials
118
+ 4.44%
$92.28 - $111.29 $10.9K - $13.1K
2.77K $304M
MAA
Mid America Apartment Communities Inc.

Real Estate
478
+ 28.08%
$138.38 - $153.2 $66.1K - $73.2K
2.18K $305M
VTR
Ventas, Inc.

Real Estate
102
+ 1.59%
$62.76 - $69.99 $6.4K - $7.14K
6.53K $457M
Corpay Inc
258
+ 41.55%
N/A
879 $253M
CMS
Cms Energy Corp

Utilities
277
+ 4.49%
$69.37 - $74.67 $19.2K - $20.7K
6.44K $472M
ACM
Aecom

Industrials
8
+ 0.35%
$111.08 - $132.99 $889 - $1.06K
2.26K $295M
IDA
Idacorp Inc

Utilities
18
+ 0.95%
$115.16 - $132.15 $2.07K - $2.38K
1.92K $253M
AFRM
Affirm Holdings, Inc.

Technology
226
+ 5.34%
$64.05 - $92.18 $14.5K - $20.8K
4.46K $326M
EQNR
Equinor Asa

Energy
2.06K
+ 7.87%
$23.7 - $27.1 $48.8K - $55.9K
28.3K $689M
POOL
Pool Corp

Industrials
37
+ 4.3%
$292.13 - $333.62 $10.8K - $12.3K
897 $278M
Cooper Cos Inc
518
+ 11.87%
N/A
4.88K $335M
BYD
Boyd Gaming Corp

Consumer Cyclical
1
+ 0.04%
$79.66 - $87.38 $79.7 - $87.4
2.76K $239M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
120
+ 4.05%
$87.05 - $93.19 $10.4K - $11.2K
3.09K $287M
IR
Ingersoll Rand Inc.

Industrials
296
+ 5.0%
$74.98 - $89.02 $22.2K - $26.3K
6.22K $514M
TRU
Trans Union

Industrials
411
+ 11.76%
$83.78 - $99.22 $34.4K - $40.8K
3.91K $327M
PANW
Palo Alto Networks Inc

Technology
249
+ 0.8%
$167.06 - $208.19 $41.6K - $51.8K
31.3K $6.37B
DHR
Danaher Corp

Healthcare
21
+ 0.11%
$181.46 - $212.2 $3.81K - $4.46K
18.9K $3.75B
SNPS
Synopsys Inc

Technology
171
+ 4.87%
$387.78 - $645.35 $66.3K - $110K
3.68K $1.82B
RE
Everest Re Group LTD

Financial Services
15
+ 1.63%
N/A
937 $328M
JOE
St Joe CO

Real Estate
15
+ 0.19%
$48.26 - $52.64 $724 - $790
7.75K $383M
ILMN
Illumina, Inc.

Healthcare
124
+ 4.4%
$91.69 - $109.88 $11.4K - $13.6K
2.94K $279M
Diversified Energy Company P
1.2K
+ 7.68%
N/A
16.8K $236M
SHV
Ishares Tr

ETFs
46
+ 0.53%
$110.06 - $110.49 $5.06K - $5.08K
8.75K $967M
EQH
Equitable Holdings, Inc.

Financial Services
506
+ 11.09%
$50.09 - $55.88 $25.3K - $28.3K
5.07K $257M
MOS
Mosaic CO

Basic Materials
183
+ 2.99%
$30.93 - $37.81 $5.66K - $6.92K
6.3K $219M
DEO
Diageo PLC

Consumer Defensive
92
+ 2.76%
$93.64 - $115.33 $8.61K - $10.6K
3.43K $327M
PPG
Ppg Industries Inc

Basic Materials
101
+ 3.48%
$103.65 - $119.07 $10.5K - $12K
3.01K $316M
TREX
Trex CO Inc

Industrials
9
+ 0.15%
$50.48 - $68.49 $454 - $616
6.18K $319M
CNI
Canadian National Railway CO

Industrials
349
+ 6.58%
$92.01 - $106.6 $32.1K - $37.2K
5.66K $533M
DOV
Dover Corp

Industrials
73
+ 3.36%
$165.59 - $190.9 $12.1K - $13.9K
2.25K $375M
AGM
Federal Agricultural Mortgage Corp

Financial Services
44
+ 3.69%
$167.98 - $209.73 $7.39K - $9.23K
1.24K $208M
CDW
Cdw Corp

Technology
22
+ 1.53%
$156.97 - $182.84 $3.45K - $4.02K
1.46K $233M
EOG
Eog Resources Inc

Energy
113
+ 2.11%
$112.12 - $126.1 $12.7K - $14.2K
5.46K $612M
ODFL
Old Dominion Freight Line, Inc.

Industrials
22
+ 0.59%
$138.59 - $171.12 $3.05K - $3.76K
3.78K $532M
FLR
Fluor Corp

Industrials
2
+ 0.02%
$39.99 - $56.77 $80 - $114
10.2K $428M
AVTR
Avantor, Inc.

Basic Materials
5.97K
+ 2.7%
$11.18 - $14.21 $66.7K - $84.8K
227K $2.84B
ADP
Automatic Data Processing Inc

Industrials
350
+ 1.55%
$288.69 - $310.94 $101K - $109K
22.9K $6.72B
MSTR
Microstrategy Inc

Technology
38
+ 1.0%
$300.7 - $455.9 $11.4K - $17.3K
3.85K $1.24B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
97
+ 1.74%
$108.8 - $169.61 $10.6K - $16.5K
5.68K $618M
GWW
W.W. Grainger, Inc.

Industrials
143
+ 1.91%
$932.44 - $1059.49 $133K - $152K
7.62K $7.26B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
842
+ 1.35%
$196.15 - $217.83 $165K - $183K
63K $12.7B
HDB
Hdfc Bank LTD

Financial Services
49.3K
+ 64.32%
$34.14 - $78.94 $1.68M - $3.89M
126K $4.3B
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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