Callan-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "SE",
  "RGEN",
  "TREX",
  "MC",
  "ARGX",
  "NOVT",
  "KAI",
  "MORN",
  "TROW",
  "ENTG",
  null,
  "OLLI",
  "RBC",
  "HBM",
  "RF",
  "RBA.TO",
  "ALSN",
  "SNOW",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "ALL",
  null,
  "GOOGL",
  "ALNY",
  "AXP",
  "JOE",
  "APAM",
  "AIG",
  "ASML",
  "T",
  "GOLF",
  "BLK",
  "E",
  null,
  "AROC",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "AVEM",
  "BRO",
  "FMS",
  "SAN",
  "WRB",
  "BSX",
  "CRTO",
  "COF",
  "CMI",
  "LGND",
  "PHG",
  "DUK",
  "TLK",
  "EBAY",
  "EQNR",
  "EOG",
  "TDS",
  "TSEM",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "FMX",
  null,
  "UNP",
  "QCOM",
  "FATE",
  "ISRG",
  "HSBC",
  "HLI",
  "HMC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IVW",
  "IJH",
  null,
  "TNYA",
  "TGB",
  null,
  "IQV",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EQT",
  "EPR",
  "EXC",
  "FCNCA",
  "FHN",
  "FIS",
  "GE",
  "GPC",
  "NI",
  "HIG",
  "HES",
  "NVS",
  "OXY",
  "OMC",
  "ORLY",
  "IX",
  "EMN",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  "MKC",
  "NMR",
  "AMGN",
  "MSTR",
  "REGN",
  "IEFA",
  "SPGI",
  "RELX",
  "SCHX",
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "RAPT",
  "MET",
  "RCL",
  "FCFS",
  "ATNM",
  "SNV",
  "VOE",
  "SITE",
  "SCHW",
  "MNST",
  "ALC",
  "PAG",
  "VWO",
  "LKQ",
  "AWI",
  null,
  "SBAC",
  null,
  "EME",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TXT",
  "TSCO",
  "ULTA",
  "IWO",
  "XLB",
  "MTD",
  "GNL",
  "SNY",
  "GGG",
  "TSM",
  "IT",
  "GSK",
  "RMD",
  "ETR",
  "BN.TO",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "TT",
  "VRT",
  "SLM",
  "RLI",
  "RRC",
  "RGLD",
  "PRI",
  "MUSA",
  "ADSK",
  "AON",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "ACGL",
  "TOL",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "X",
  "FI",
  "DOV",
  "TAP",
  "WSO",
  "VVV",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "TTC",
  "AEP",
  "BKR",
  "SGOL",
  null,
  "FIHL",
  "HLVX",
  "IFF",
  "IDXX",
  "LSTR",
  "IEX",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  "IVE",
  "HCA",
  "ACIW",
  "ESGD",
  "DKS",
  "HIMS",
  "DOX",
  "HDB",
  "ABEV",
  "USB",
  "VEA",
  null,
  "VXUS",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VEEV",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WELL",
  "WIT",
  "WTW",
  "WMB",
  "XEL",
  "YUM",
  "ZBRA",
  "FHB",
  "UMC",
  "ELAN",
  "DTE",
  "PTC",
  "FOXA",
  "FCN",
  "GEN",
  "FLR",
  "DVY",
  "IHG",
  "SCHA",
  "MSCI",
  "JKHY",
  "NSC",
  "LUMN",
  "JCI",
  "MFC",
  "KDP",
  "ICL",
  "SO",
  "TTD",
  "UFPI",
  "SKM",
  "OTIS",
  "PSX",
  "SSD",
  "CRM",
  "SCI",
  "TDY",
  "RUN",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  "SPOT",
  null,
  "MANH",
  "LYV",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  "EXR",
  "GWW",
  "ESGU",
  "NTAP",
  "NUE",
  "NRG",
  "FDX",
  "STM",
  "KMB",
  "ALV",
  "ADP",
  "AZO",
  "AVTR",
  "BAC",
  "OZK",
  "BBVA",
  "BANF",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BHLB",
  "BHP",
  "BMRN",
  "BA",
  "EAT",
  "BMY",
  "BTI",
  "BR",
  "CABA",
  "BWXT",
  "CDNS",
  "CARR",
  "CSL",
  "CE",
  "CBRE",
  "CBZ",
  "CNC",
  "CNP",
  "CHX",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "C",
  "CME",
  null,
  "COKE",
  "KO",
  "CNO",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "CL",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRVL",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "BAP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "DEC.L",
  "DCI",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 543
Total Value: 1333417516
Accession Number: 0001221073-25-000052
Form Type: 13F-HR
CIK: callan-family-office
Manager Name: Callan-Family-Office

Data Enrichment

96% identified

519 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

543 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 28

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:22.1K

Value:$11.6M

% of Portfolio:0.9% ($11.6M/$1.3B)

464287655

IWM|464287655

Shares:56.9K

Value:$11.4M

% of Portfolio:0.9% ($11.4M/$1.3B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:20.2K

Value:$10.8M

% of Portfolio:0.8% ($10.8M/$1.3B)

S&P Global Inc.

SPGI|78409V104

Shares:21.1K

Value:$10.7M

% of Portfolio:0.8% ($10.7M/$1.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:62.6K

Value:$9.7M

% of Portfolio:0.7% ($9.7M/$1.3B)

922042858

VWO|922042858

Shares:192.5K

Value:$8.7M

% of Portfolio:0.7% ($8.7M/$1.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:33.6K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.3B)

03073E105

Shares:29.6K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.3B)

464287150

ITOT|464287150

Shares:67.2K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.3B)

ABBOTT LABORATORIES

ABT|002824100

Shares:58.5K

Value:$7.8M

% of Portfolio:0.6% ($7.8M/$1.3B)

921909768

VXUS|921909768

Shares:122.6K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.3B)

464287606

IJK|464287606

Shares:90.7K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.3B)

Mastercard Inc

MA|57636Q104

Shares:13.2K

Value:$7.2M

% of Portfolio:0.5% ($7.2M/$1.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:14.2K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.3B)

464287804

IJR|464287804

Shares:66.9K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.3B)

Broadcom Inc.

AVGO|11135F101

Shares:41.5K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.3B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:41.6K

Value:$6.9M

% of Portfolio:0.5% ($6.9M/$1.3B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:28.1K

Value:$6.9M

% of Portfolio:0.5% ($6.9M/$1.3B)

LOWES COMPANIES INC

LOW|548661107

Shares:29.2K

Value:$6.8M

% of Portfolio:0.5% ($6.8M/$1.3B)

INTUIT INC.

INTU|461202103

Shares:10.9K

Value:$6.7M

% of Portfolio:0.5% ($6.7M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	22.1K	QoQ -29.37% (-9.2K) YoY +1247.26% (+20.5K)	All Managers (Combined)	$11.6M	0.9% ($11.6M/$1.3B)	QoQ -26.87% (-$4.3M) YoY +1326.37% (+$10.8M)
(IWMcusip464287655)	56.9K	QoQ +4.37% (-2.4K) YoY +41.48% (+16.7K)	All Managers (Combined)	$11.4M	0.9% ($11.4M/$1.3B)	QoQ -5.76% (-$694.6K) YoY +34.21% (+$2.9M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	20.2K	QoQ -2.68% (-556) YoY +73.27% (+8.5K)	All Managers (Combined)	$10.8M	0.8% ($10.8M/$1.3B)	QoQ -8.85% (-$1.0M) YoY +66.13% (+$4.3M)
S&P Global Inc.(SPGIcusip78409V104)	21.1K	QoQ +12.76% (+2.4K) YoY NEW(+21.1K)	All Managers (Combined)	$10.7M	0.8% ($10.7M/$1.3B)	QoQ +15.04% (+$1.4M) YoY NEW(+$10.7M)
Alphabet Inc.(GOOGLcusip02079K305)	62.6K	QoQ -43.47% (-48.2K) YoY +2355.88% (+60.1K)	All Managers (Combined)	$9.7M	0.7% ($9.7M/$1.3B)	QoQ -53.82% (-$11.3M) YoY +2416.24% (+$9.3M)
(VWOcusip922042858)	192.5K	QoQ +10.46% (+18.2K) YoY +52.70% (+66.4K)	All Managers (Combined)	$8.7M	0.7% ($8.7M/$1.3B)	QoQ +13.52% (+$1.0M) YoY +65.46% (+$3.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	33.6K	QoQ -19.01% (-7.9K) YoY +975.46% (+30.5K)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.3B)	QoQ -17.12% (-$1.7M) YoY +1217.08% (+$7.6M)
(cusip03073E105)✕	29.6K	QoQ +145.08% (+17.5K) YoY NEW(+29.6K)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.3B)	QoQ +203.34% (+$5.5M) YoY NEW(+$8.2M)
(ITOTcusip464287150)	67.2K	QoQ +53.50% (+23.4K) YoY +185.52% (+43.7K)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.3B)	QoQ +45.61% (+$2.6M) YoY +202.14% (+$5.5M)
ABBOTT LABORATORIES(ABTcusip002824100)	58.5K	QoQ -11.44% (-7.6K) YoY +2234.02% (+56.0K)	All Managers (Combined)	$7.8M	0.6% ($7.8M/$1.3B)	QoQ +3.85% (-$288.3K) YoY +2623.98% (+$7.5M)
(VXUScusip921909768)	122.6K	QoQ +3.53% (+4.2K) YoY +10.88% (+12.0K)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.3B)	QoQ +9.10% (+$635.0K) YoY +14.19% (+$946.5K)
(IJKcusip464287606)	90.7K	QoQ 0.00% (-0) YoY -0.88% (-812)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.3B)	QoQ -8.41% (-$693.5K) YoY -9.54% (-$796.6K)
Mastercard Inc(MAcusip57636Q104)	13.2K	QoQ -21.76% (-3.7K) YoY +1622.90% (+12.4K)	All Managers (Combined)	$7.2M	0.5% ($7.2M/$1.3B)	QoQ -18.56% (-$1.6M) YoY +1861.00% (+$6.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	14.2K	QoQ -1.95% (-282) YoY NEW(+14.2K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.3B)	QoQ -6.96% (-$525.4K) YoY NEW(+$7.0M)
(IJRcusip464287804)	66.9K	QoQ +1.14% (-758) YoY +83.86% (+30.5K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.3B)	QoQ -8.20% (-$625.2K) YoY +73.96% (+$3.0M)
Broadcom Inc.(AVGOcusip11135F101)	41.5K	QoQ -23.42% (-12.7K) YoY NEW(+41.5K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.3B)	QoQ -44.69% (-$5.6M) YoY NEW(+$7.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	41.6K	QoQ -2.89% (-1.2K) YoY +2172.05% (+39.8K)	All Managers (Combined)	$6.9M	0.5% ($6.9M/$1.3B)	QoQ -18.38% (-$1.6M) YoY +2672.21% (+$6.7M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	28.1K	QoQ +7.58% (+2.0K) YoY NEW(+28.1K)	All Managers (Combined)	$6.9M	0.5% ($6.9M/$1.3B)	QoQ +23.60% (+$1.3M) YoY NEW(+$6.9M)
LOWES COMPANIES INC(LOWcusip548661107)	29.2K	QoQ -0.45% (-132) YoY NEW(+29.2K)	All Managers (Combined)	$6.8M	0.5% ($6.8M/$1.3B)	QoQ -5.92% (-$428.7K) YoY NEW(+$6.8M)
INTUIT INC.(INTUcusip461202103)	10.9K	QoQ +210.76% (+7.4K) YoY NEW(+10.9K)	All Managers (Combined)	$6.7M	0.5% ($6.7M/$1.3B)	QoQ +203.59% (+$4.5M) YoY NEW(+$6.7M)