Callan Family Office, LLC
Family OfficeTop Portfolio Positions
1,040 positions ·
$3,437,622,510 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
976,264 | $170,260,441 | 4.95% | |
| AAPL |
Apple Inc.
Technology
|
591,209 | $150,042,932 | 4.36% | |
| 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 | 2.01% | |
| AVGO |
Broadcom Inc.
Technology
|
202,123 | $62,559,089 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
89,162 | $51,012,255 | 1.48% | |
| 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 UFPI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,696,130 | 40,123 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,484,117 | 27,283 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,921,344 | 41,944 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,342,131 | 43,701 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $383,096 | 3,579 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $601,776 | 5,342 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||