Callan Family Office, LLC

Family Office

Position in MSFT — Microsoft Corp

CIK 1938970 RADNOR, PA

Position in MSFT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$127,056,780

-$47,857,450 QoQ

Shares Held

343,239

-5.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Callan Family Office, LLC holds $181,157,965 across 31 Software - Infrastructure names. MSFT ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	343,239	$127,056,780
2	ORCL	Oracle Corp	78,127	$11,493,262
3	PLTR	Palantir Technologies Inc.	76,707	$11,220,699
4	CRWD	CrowdStrike Holdings, Inc.	19,191	$7,492,358
5	PANW	Palo Alto Networks Inc	30,680	$4,918,617
6	NET	Cloudflare, Inc.	12,302	$2,538,394
7	SNPS	Synopsys Inc	5,706	$2,262,314
8	NTAP	NetApp, Inc.	14,104	$1,444,108

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$127,056,780	343,239	-5.1%	Shares	Sole	2026-05-13
2025-12-31	$174,914,230	361,677	+24.3%	Shares	Sole	2026-02-12
2025-09-30	$150,755,044	291,061	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$146,607,120	294,741	+140.8%	Shares	Sole	2025-07-24
2025-03-31	$45,943,606	122,389	-28.6%	Shares	Sole	2025-05-13
2024-12-31	$72,221,074	171,343	+627.4%	Shares	Sole	2025-02-07
2024-09-30	$10,136,577	23,557	+37.6%	Shares	Sole	2024-10-08
2024-06-30	$7,651,337	17,119	+195.4%	Shares	Sole	2024-07-26
2024-03-31	$2,438,493	5,796	-58.6%	Shares	Sole	2024-05-09
2023-12-31	$5,258,543	13,984	+10.3%	Shares	Sole	2024-02-14
2023-09-30	$4,003,394	12,679	-12.9%	Shares	Sole	2023-11-14
2023-06-30	$4,955,538	14,552	-34.5%	Shares	Sole	2023-08-14
2023-03-31	$6,403,719	22,212	+200.7%	Shares	Sole	2023-05-12
2022-12-31	$1,771,310	7,386	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.