1y return+17.2%S&P 500 +20.9%
3y return+53.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $170 against $195 in the S&P 500.2
Callan Family Office, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $200.9M | 3.9% | +2.8% |
| AAPLApple Inc | $177.5M | 3.5% | +3.8% |
| IVVIshares Tr | $158.8M | 3.1% | +5.7% |
| MSFTMicrosoft Corp | $128.3M | 2.5% | |
| VOOVanguard Index Fds | $122.8M | 2.4% | |
| GOOGAlphabet Inc | $120.0M | 2.3% | |
| AMZNAmazon Com Inc | $108.3M | 2.1% | |
| IEFAIshares Tr | $104.9M | 2.1% | +7.9% |
| GOOGLAlphabet Inc | $89.6M | 1.8% | +4.1% |
| AVGOBroadcom Inc | $80.4M | 1.6% | +5.3% |
| VTHRVanguard Scottsdale Fds | $72.6M | 1.4% | −1.5% |
| LLYEli Lilly & Co | $65.6M | 1.3% | +3.3% |
| MUMicron Technology Inc | $56.3M | 1.1% | −1.2% |
| TSMTaiwan Semiconductor Manufac | $53.6M | 1.0% | −2.6% |
| METAMeta Platforms Inc | $49.8M | 1.0% | |
| VVisa Inc | $48.4M | 0.9% | +6.6% |
| Asml Hldg NvCUSIP N07059210 | $45.5M | 0.9% | −1.1% |
| IWFIshares Tr | $41.0M | 0.8% | +3.8% |
| QQQInvesco Qqq Tr | $41.0M | 0.8% | |
| TSLATesla Inc | $41.0M | 0.8% | −3.0% |
| SPYState Str Spdr S&p 500 Etf T | $39.9M | 0.8% | |
| IJHIshares Tr | $39.6M | 0.8% | +1.9% |
| AMDAdvanced Micro Devices Inc | $37.8M | 0.7% | +7.0% |
| GEGe Aerospace | $36.9M | 0.7% | +2.8% |
| JPMJpmorgan Chase & Co | $33.5M | 0.7% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $53.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $37.8M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $22.2M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $21.4M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $200.9M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $120.0M |
| APHAmphenol Corp | December 31, 2023 | +255.7% | $29.6M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $108.3M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $41.0M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $33.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $4.7M
- Carnival CorpCUSIP 143658300 was $2.1M
- CTRACoterra Energy Inc was $1.3M
- Dupont De Nemours IncCUSIP 26614N102 was $866K
- DSGXDescartes Sys Group Inc was $663K
- Carnival PLCCUSIP 14365C103 was $557K
- FMCFmc Corp was $492K
- INSMInsmed Inc was $485K
- PCORProcore Technologies Inc was $471K
- QTWOQ2 Hldgs Inc was $459K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Callan Family Office, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1938970&type=13F-HR&dateb=&owner=include&count=40CIK 1938970
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1938970/000193897026000004/Filed August 11, 2026 · accession 0001938970-26-000004