Position in TM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,205,032
-$1,076,487 QoQ
Shares Held
19,030
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#101
of 639 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Callan Family Office, LLC holds $52,365,046 across 8 Auto Manufacturers names. TM ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
97,519 | $41,016,491 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
19,030 | $3,205,032 | |
| 3 | GM |
General Motors Co
|
34,637 | $2,669,819 | |
| 4 | HMC |
Honda Motor Co Ltd
|
88,161 | $2,390,044 | |
| 5 | RACE |
Ferrari N.V.
|
5,245 | $1,952,661 | |
| 6 | F |
Ford Motor Co
|
58,960 | $819,544 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
12,654 | $219,546 | |
| 8 | NIO |
NIO Inc.
|
18,164 | $91,909 |
All Filings in TM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,205,032 | 19,030 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,281,519 | 20,775 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,403,000 | 20,569 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,188,527 | 16,686 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,275,351 | 19,014 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,023,344 | 5,797 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,573,421 | 8,085 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||