Position in MC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,320,412
+$678,560 QoQ
Shares Held
81,327
-0.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#84
of 393 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. MC ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,918 | $21,155,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
217,027 | $20,025,081 | |
| 3 | MS |
Morgan Stanley
|
38,006 | $7,944,774 | |
| 4 | MC |
Moelis & Co
This page
|
81,327 | $5,320,412 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,444 | $2,096,825 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,626 | $1,767,535 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
18,156 | $1,580,298 | |
| 8 | NMR |
Nomura Holdings Inc
|
173,593 | $1,524,146 |
All Filings in MC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,320,412 | 81,327 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,641,852 | 81,436 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,543,606 | 80,646 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,841,179 | 81,901 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,278,690 | 84,703 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $358,972 | 6,151 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,463,415 | 19,808 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $208,886 | 3,049 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||