Callan Family Office, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Callan Family Office, LLC | Institutional Filer | ▼ 5.33% | $4.41B | 1131 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1131)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 976K | $170.3M | 3.86% |
| 2 | AAPL | Apple Inc. | Technology | 591K | $150.0M | 3.40% |
| 3 | IVV | ISHARES TR | — | 201K | $131.1M | 2.97% |
| 4 | MSFT | Microsoft Corporation | Technology | 343K | $127.1M | 2.88% |
| 5 | VOO | VANGUARD INDEX FDS | — | 180K | $107.4M | 2.44% |
| 6 | GOOG | Alphabet Inc. | Technology | 340K | $97.5M | 2.21% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 452K | $94.2M | 2.14% |
| 8 | IEFA | ISHARES TR | — | 1.0M | $91.2M | 2.07% |
| 9 | GOOGL | Alphabet Inc. | Technology | 241K | $69.3M | 1.57% |
| 10 | VTHR | VANGUARD SCOTTSDALE FDS | — | 223K | $64.0M | 1.45% |
| 11 | AVGO | Broadcom Inc. | Technology | 202K | $62.6M | 1.42% |
| 12 | META | Meta Platforms, Inc. | Technology | 89K | $51.0M | 1.16% |
| 13 | LLY | Eli Lilly and Company | Healthcare | 53K | $48.7M | 1.11% |
| 14 | V | Visa Inc. | Financial Services | 132K | $40.0M | 0.91% |
| 15 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 115K | $39.0M | 0.88% |
Showing 1 to 15 of 1000 holdings