Callan Family Office, LLC
Sector Allocation
- Technology30.9%$1.6B
- Other22.3%$1.1B
- Financials12.4%$635.7M
- Industrials8.4%$428.9M
- Healthcare7.8%$396.8M
- Consumer Discretionary6.7%$344.9M
- Consumer Staples3.4%$172.6M
- Energy2.4%$124.8M
- Materials2.0%$104.8M
- Communication Services1.4%$72.7M
AUM History
13fpro.ai/research/fund/callan-family-office-llc-1938970
Conviction and streaks
Stable · top 10 = 25.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$200.9MAAPL
$177.5M- ISHARES$158.8M
MSFT
$128.3M- VANGUARD$122.8M
GOOG
$120.0MAMZN
$108.3M- ISHARES$104.9M
GOOGL
$89.6MAVGO
$80.4M- VANGUARD$72.6M
LLY
$65.6MMU
$56.3MTSM
$53.6MMETA
$49.8MV
$48.4MASML
$45.5M- ISHARES$41.0M
QQQ
$41.0MTSLA
$41.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/callan-family-office-llc-1938970
Callan Family Office, LLC 13F holdings — Q2 2026
$5.1B portfolio (+16.1% QoQ) · 1,226 holdings · Q2 2026 13F · top 10 are 25% of the stock portfolio
$200.9M
3.9% of stocks
+3%This quarter+0.2%Since filed10+ qtrsHeld$177.5M
3.5% of stocks
+4%This quarter+13.8%Since filed10+ qtrsHeld- 3
ISHARES TR - CORE S&P500 ETF
$158.8M
3.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $128.3M
2.5% of stocks
+0.2%This quarter+5.5%Since filed10+ qtrsHeld- 5
VANGUARD INDEX FDS - S&P 500 ETF SHS
$122.8M
2.4% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $120.0M
2.4% of stocks
-0.1%This quarter-7.6%Since filed10+ qtrsHeld$108.3M
2.1% of stocks
+0.5%This quarter-7.0%Since filed10+ qtrsHeld- 8
ISHARES TR - CORE MSCI EAFE
$104.9M
2.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $89.6M
1.8% of stocks
+4%This quarter-7.6%Since filed10+ qtrsHeld$80.4M
1.6% of stocks
+5%This quarter-17.7%Since filed9 qtrsHeld
All holdings — Callan Family Office, LLC (Q2 2026)
1,226 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDXetf/fund | — | $72.6M | 1.4% | 219K | -2% | — | — | 13F |
| 12 | ELI LILLY & Co | Healthcare | $65.6M | 1.3% | 55K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICRON TECHNOLOGY INC | Technology | $56.3M | 1.1% | 49K | -1% | 7 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $53.6M | 1.1% | 112K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $49.8M | 1.0% | 88K | -0.8% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VISA INC. | Financials | $48.4M | 0.9% | 141K | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ASML HOLDING NV | Technology | $45.5M | 0.9% | 23K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $41.0M | 0.8% | 330K | +315% | — | — | 13F |
| 19 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $41.0M | 0.8% | 56K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Tesla, Inc. | Consumer Discretionary | $41.0M | 0.8% | 98K | -3% | 8 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $39.9M | 0.8% | 53K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $39.6M | 0.8% | 513K | +2% | — | — | 13F |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $37.8M | 0.7% | 65K | +7% | 7 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENERAL ELECTRIC CO | Industrials | $36.9M | 0.7% | 99K | +3% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $33.5M | 0.7% | 102K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $32.5M | 0.6% | 65K | +4% | |||
| 27 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $32.1M | 0.6% | 399K | +354% | |||
| 28 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $30.2M | 0.6% | 284K | -0.0% | |||
| 29 | $APH | AMPHENOL CORP /DE/ | Technology | $29.6M | 0.6% | 168K | +3% | |||
| 30 | — | ISHARES TR - CORE S&P SCP ETF | — | $27.4M | 0.5% | 185K | +14% | |||
| 31 | — | ISHARES TR - S&P 500 GRWT ETF | — | $26.9M | 0.5% | 196K | +0.5% | |||
| 32 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $25.8M | 0.5% | 70K | +3% | |||
| 33 | — | ISHARES TR - S&P 500 VAL ETF | — | $25.6M | 0.5% | 113K | -1% | |||
| 34 | — | ISHARES TR - CORE S&P TTL STK | — | $25.1M | 0.5% | 153K | +43% | |||
| 35 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $24.8M | 0.5% | 60K | +0.6% | |||
| 36 | $MA | Mastercard Inc | Financials | $23.9M | 0.5% | 47K | +0.5% | |||
| 37 | $KLAC | KLA CORP | Technology | $23.2M | 0.5% | 77K | +1454% | |||
| 38 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $22.2M | 0.4% | 31K | +8% | |||
| 39 | $RTX | RTX Corp | Industrials | $21.7M | 0.4% | 114K | -0.9% | |||
| 40 | $CAT | CATERPILLAR INC | Industrials | $21.4M | 0.4% | 20K | +4% | |||
| 41 | $GS | GOLDMAN SACHS GROUP INC | Financials | $21.2M | 0.4% | 21K | +0.4% | |||
| 42 | $NFLX | NETFLIX INC | Communication Services | $21.1M | 0.4% | 296K | +3% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $20.8M | 0.4% | 183K | +0.9% | |||
| 44 | $PM | Philip Morris International Inc. | Consumer Staples | $20.6M | 0.4% | 114K | -1% | |||
| 45 | $SCHW | SCHWAB CHARLES CORP | Financials | $20.0M | 0.4% | 217K | -4% | |||
| 46 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $19.3M | 0.4% | 339K | +0.6% | |||
| 47 | — | ISHARES INC - CORE MSCI EMKT | — | $19.3M | 0.4% | 233K | +24% | |||
| 48 | $COHR | COHERENT CORP. | Technology | $19.1M | 0.4% | 48K | +2% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $18.9M | 0.4% | 20K | +2% | |||
| 50 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $18.8M | 0.4% | 227K | -3% | |||
| 51 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $18.6M | 0.4% | 217K | +20% | |||
| 52 | — | ISHARES TR - RUS MID CAP ETF | — | $18.5M | 0.4% | 167K | -0.5% | |||
| 53 | — | ISHARES TR - RUS 1000 VAL ETF | — | $17.9M | 0.3% | 74K | +6% | |||
| 54 | $JCI | Johnson Controls International plc | Industrials | $17.7M | 0.3% | 121K | -5% | |||
| 55 | — | ISHARES TR - RUSSELL 2000 ETF | — | $17.6M | 0.3% | 58K | +0.1% | |||
| 56 | $CVS | CVS HEALTH Corp | Healthcare | $17.1M | 0.3% | 165K | -0.1% | |||
| 57 | $NVS | NOVARTIS AG | Healthcare | $16.9M | 0.3% | 108K | +0.9% | |||
| 58 | $JNJ | JOHNSON & JOHNSON | Healthcare | $16.5M | 0.3% | 65K | +0.4% | |||
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $16.3M | 0.3% | 228K | -4% | |||
| 60 | $BNY | Bank of New York Mellon Corp | Financials | $16.2M | 0.3% | 112K | -5% | |||
| 61 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $16.1M | 0.3% | 21K | +10% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.6M | 0.3% | 133K | +0.8% | |||
| 63 | $LRCX | LAM RESEARCH CORP | Technology | $15.5M | 0.3% | 36K | +0.5% | |||
| 64 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $15.1M | 0.3% | 38K | +8% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $15.0M | 0.3% | 90K | +6% | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $14.8M | 0.3% | 59K | -3% | |||
| 67 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $14.4M | 0.3% | 241K | +8% | |||
| 68 | $GSK | GSK plc | Healthcare | $14.2M | 0.3% | 271K | -4% | |||
| 69 | $SPGI | S&P Global Inc. | Financials | $14.0M | 0.3% | 34K | +0.2% | |||
| 70 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $13.8M | 0.3% | 63K | -3% | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $13.8M | 0.3% | 101K | +3% | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $13.8M | 0.3% | 107K | -5% | |||
| 73 | $COR | Cencora, Inc. | Consumer Staples | $13.7M | 0.3% | 48K | -6% | |||
| 74 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $13.3M | 0.3% | 66K | -1% | |||
| 75 | $AZN | ASTRAZENECA PLC | Healthcare | $13.2M | 0.3% | 70K | +5% | |||
| 76 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $13.1M | 0.3% | 19K | +0.3% | |||
| 77 | $TXN | TEXAS INSTRUMENTS INC | Technology | $13.0M | 0.3% | 43K | +7% | |||
| 78 | — | ISHARES INC - EMNG MKTS EQT | — | $13.0M | 0.3% | 177K | +9% | |||
| 79 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $12.8M | 0.3% | 101K | -2% | |||
| 80 | $FDX | FEDEX CORP | Industrials | $12.7M | 0.3% | 41K | -2% | |||
| 81 | $WDC | WESTERN DIGITAL CORP | Technology | $11.9M | 0.2% | 19K | -25% | |||
| 82 | $AMGN | AMGEN INC | Healthcare | $11.5M | 0.2% | 32K | -5% | |||
| 83 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $11.5M | 0.2% | 54K | +0.0% | |||
| 84 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $11.1M | 0.2% | 67K | -5% | |||
| 85 | $ORCL | ORACLE CORP | Technology | $11.0M | 0.2% | 75K | -4% | |||
| 86 | — | ISHARES TR - MSCI EMG MKT ETF | — | $11.0M | 0.2% | 161K | +31% | |||
| 87 | $MET | METLIFE INC | Financials | $11.0M | 0.2% | 130K | -0.6% | |||
| 88 | $PANW | Palo Alto Networks Inc | Technology | $10.9M | 0.2% | 32K | +4% | |||
| 89 | $INTC | INTEL CORP | Technology | $10.7M | 0.2% | 77K | +4% | |||
| 90 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $10.7M | 0.2% | 51K | -2% | |||
| 91 | $KO | COCA COLA CO | Consumer Staples | $10.6M | 0.2% | 131K | -1% | |||
| 92 | $SHEL | Shell plc | Energy | $10.3M | 0.2% | 133K | +1% | |||
| 93 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $10.3M | 0.2% | 87K | -0.2% | |||
| 94 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $10.1M | 0.2% | 7,460 | +0.3% | |||
| 95 | $GEV | GE Vernova Inc. | Industrials | $10.1M | 0.2% | 8,589 | +3% | |||
| 96 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $10.1M | 0.2% | 26K | -0.4% | |||
| 97 | $GLW | CORNING INC /NY | Materials | $10.1M | 0.2% | 39K | -7% | |||
| 98 | $AXP | AMERICAN EXPRESS CO | Financials | $10.0M | 0.2% | 30K | +0.6% | |||
| 99 | — | ISHARES TR - EAFE VALUE ETF | — | $10.0M | 0.2% | 131K | +12% | |||
| 100 | $BA | BOEING CO | Industrials | $9.7M | 0.2% | 45K | -0.1% | |||
| 101 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $9.7M | 0.2% | 106K | -2% | |||
| 102 | $EME | EMCOR Group, Inc. | Industrials | $9.6M | 0.2% | 12K | -0.0% | |||
| 103 | — | ISHARES TR - MSCI EAFE ETF | — | $9.5M | 0.2% | 92K | -0.2% | |||
| 104 | $LIN | LINDE PLC | Materials | $9.4M | 0.2% | 18K | +0.2% | |||
| 105 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $9.4M | 0.2% | 98K | +0.4% | |||
| 106 | $CI | Cigna Group | Healthcare | $9.3M | 0.2% | 34K | +1% | |||
| 107 | — | ISHARES TR - S&P MC 400GR ETF | — | $9.2M | 0.2% | 78K | -0.6% | |||
| 108 | $STT | STATE STREET CORP | Financials | $9.0M | 0.2% | 53K | +0.8% | |||
| 109 | $RBC | RBC Bearings INC | Industrials | $8.9M | 0.2% | 14K | -10% | |||
| 110 | $STX | Seagate Technology Holdings plc | Technology | $8.9M | 0.2% | 9,224 | +28% | |||
| 111 | $PRI | Primerica, Inc. | Financials | $8.8M | 0.2% | 31K | -1% | |||
| 112 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.7M | 0.2% | 60K | -3% | |||
| 113 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.7M | 0.2% | 25K | -11% | |||
| 114 | $PLTR | Palantir Technologies Inc. | Technology | $8.6M | 0.2% | 74K | -3% | |||
| 115 | $APD | Air Products & Chemicals, Inc. | Materials | $8.6M | 0.2% | 29K | -0.0% | |||
| 116 | $ABT | ABBOTT LABORATORIES | Healthcare | $8.5M | 0.2% | 94K | -15% | |||
| 117 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $8.5M | 0.2% | 341K | +8% | |||
| 118 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $8.5M | 0.2% | 174K | +1% | |||
| 119 | $ETN | Eaton Corp plc | Industrials | $8.4M | 0.2% | 20K | +1% | |||
| 120 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $8.4M | 0.2% | 102K | -3% | |||
| 121 | $IAU | ISHARES GOLD TRUST | Financials | $8.3M | 0.2% | 111K | +3% | |||
| 122 | $TTC | TORO CO | Industrials | $8.3M | 0.2% | 86K | -1% | |||
| 123 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $8.3M | 0.2% | 17K | -10% | |||
| 124 | $BHP | BHP Group Ltd | Materials | $8.3M | 0.2% | 99K | +5% | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $8.2M | 0.2% | 8,557 | -0.1% | |||
| 126 | $BCS | BARCLAYS PLC | Financials | $8.2M | 0.2% | 306K | +2% | |||
| 127 | $SAN | Banco Santander, S.A. | Financials | $8.2M | 0.2% | 595K | +3% | |||
| 128 | $DDOG | Datadog, Inc. | Technology | $8.1M | 0.2% | 31K | +0.7% | |||
| 129 | $SAP | SAP SE | Technology | $8.0M | 0.2% | 52K | +17% | |||
| 130 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $8.0M | 0.2% | 25K | +0.3% | |||
| 131 | $AON | Aon plc | Financials | $8.0M | 0.2% | 24K | -7% | |||
| 132 | $MS | MORGAN STANLEY | Financials | $7.9M | 0.2% | 38K | +4% | |||
| 133 | $DIS | Walt Disney Co | Communication Services | $7.9M | 0.1% | 82K | -10% | |||
| 134 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $7.8M | 0.1% | 16K | +3% | |||
| 135 | $HSBC | HSBC HOLDINGS PLC | Financials | $7.8M | 0.1% | 82K | +3% | |||
| 136 | $SNDK | Sandisk Corp | Technology | $7.8M | 0.1% | 3,419 | +11% | |||
| 137 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $7.7M | 0.1% | 43K | +2830% | |||
| 138 | $COP | CONOCOPHILLIPS | Energy | $7.6M | 0.1% | 73K | +1% | |||
| 139 | $UNP | UNION PACIFIC CORP | Industrials | $7.6M | 0.1% | 28K | +4% | |||
| 140 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $7.4M | 0.1% | 3,731 | +10% | |||
| 141 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $7.4M | 0.1% | 36K | -2% | |||
| 142 | $C | CITIGROUP INC | Financials | $7.3M | 0.1% | 52K | -0.3% | |||
| 143 | — | ISHARES TR - SELECT DIVID ETF | — | $7.2M | 0.1% | 46K | +0.3% | |||
| 144 | $GLD | SPDR GOLD TRUST | Financials | $7.2M | 0.1% | 20K | -8% | |||
| 145 | $APP | AppLovin Corp | Technology | $7.2M | 0.1% | 14K | -18% | |||
| 146 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $7.2M | 0.1% | 96K | -0.9% | |||
| 147 | $CEG | Constellation Energy Corp | Utilities | $7.1M | 0.1% | 28K | -2% | |||
| 148 | $SPOT | Spotify Technology S.A. | Communication Services | $7.0M | 0.1% | 15K | +3% | |||
| 149 | $WELL | WELLTOWER INC. | Real Estate | $7.0M | 0.1% | 31K | +4% | |||
| 150 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $6.9M | 0.1% | 18K | -14% |
What changed in Q2 2026
Against the previous quarter's 13F: 131 new, 622 added to, 430 trimmed, 35 sold out. Share-count changes; largest moves by dollar size first.
New positions (131)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$3.6Mfirst bought this quarter
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX$3.1M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$3.0M
first bought this quarter
$HONAHoneywell Aerospace Inc.$2.2M
first bought this quarter
- SPDR SERIES TRUST - ST STR P500ETF$2.0M
first bought this quarter
$CXTCrane NXT, Co.$1.2M
first bought this quarter
+125 more in the Excel export
Added to (622)
- ISHARES TR - RUS 1000 GRW ETF+315%
now $41.0M
- VANGUARD INDEX FDS - MID CAP ETF+354%
now $32.1M
$KLACKLA CORP+1454%
now $23.2M · held 9 qtrs
- ISHARES TR - CORE S&P500 ETF+6%
now $158.8M
- ISHARES TR - CORE MSCI EAFE+8%
now $104.9M
- ISHARES TR - CORE S&P TTL STK+43%
now $25.1M
+616 more in the Excel export
Holdings by quarter
Every 13F Callan Family Office, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Callan Family Office?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Callan Family Office's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Callan Family Office, LLC disclosed 1,226 positions worth $5.1B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.9% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 131 new positions and exited 35 — including a new stake in $SPCX and a full exit from $CTRA. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from Callan Family Office, LLC’s Form 13F-HR filing with the SEC under CIK 1938970.
Funds like this
managers whose biggest positions overlap Callan Family Office'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Callan Family Office, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Callan Family Office, LLC (SEC CIK: 1938970), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Callan Family Office, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.