Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$23,887,022
+$763,757 QoQ
Shares Held
46,509
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#595
of 3,512 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $101,834,954 across 16 Credit Services names. MA ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
141,136 | $48,422,350 | |
| 2 | MA |
Mastercard Inc
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|
46,509 | $23,887,022 | |
| 3 | COF |
Capital One Financial Corp
|
66,417 | $13,324,578 | |
| 4 | AXP |
American Express Co
|
29,646 | $10,027,759 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
5,229 | $1,131,137 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,926 | $817,224 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
12,943 | $789,134 | |
| 8 | SYF |
Synchrony Financial
|
9,397 | $714,641 |
All Filings in MA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,887,022 | 46,509 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,123,265 | 46,278 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,834,992 | 43,503 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,603,499 | 32,706 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,717,912 | 35,089 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,214,903 | 13,163 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,860,066 | 16,826 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,302,150 | 2,637 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $487,481 | 1,105 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $367,919 | 764 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $331,398 | 777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,471 | 716 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $590,343 | 1,501 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $611,619 | 1,683 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $564,365 | 1,623 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||