Callan Family Office, LLC
Family OfficeTop Portfolio Positions
1,040 positions ·
$3,434,710,665 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
976,264 | $170,260,441 | 4.96% | |
| AAPL |
Apple Inc.
Technology
|
591,209 | $150,042,932 | 4.37% | |
| MSFT |
Microsoft Corp
Technology
|
343,239 | $127,056,780 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
452,074 | $94,153,451 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
240,880 | $69,267,452 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
202,123 | $62,559,089 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
89,162 | $51,012,255 | 1.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
52,954 | $48,705,500 | 1.42% | |
| V |
Visa Inc.
Financial Services
|
132,348 | $40,000,859 | 1.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
115,354 | $38,983,884 | 1.13% |
Portfolio Trend
14 quarters · across all stocks
Holdings in HLN
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,353,045 | 734,570 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,467,741 | 738,649 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,018,618 | 670,972 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,876,263 | 759,524 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,148,685 | 208,813 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,970,000 | 206,499 | Shares | Sole | 2025-02-07 | |
| 2023-03-31 | $341,066 | 41,900 | Shares | Sole | 2023-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||