Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,618,731
+$277,743 QoQ
Shares Held
6,284
-2.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#266
of 782 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Callan Family Office, LLC holds $22,386,801 across 8 Industrial Distribution names. WSO ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
7,460 | $10,148,584 | |
| 2 | POOL |
Pool Corp
|
21,707 | $4,664,834 | |
| 3 | WSO |
Watsco Inc
This page
|
6,284 | $2,618,731 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
8,783 | $2,084,469 | |
| 5 | FAST |
Fastenal Co
|
30,395 | $1,459,871 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
6,308 | $721,698 | |
| 7 | WCC |
Wesco International Inc
|
1,280 | $442,150 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
2,072 | $246,464 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,731 | 6,284 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,340,988 | 6,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,837,725 | 5,454 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $472,222 | 1,168 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,018,375 | 2,306 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $418,330 | 823 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $399,015 | 842 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||