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Home > Institutional Investor > Callan Family Office, Llc > Profile

Instuitional Investor - Callan Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Callan Family Office, Llc
Portfolio Value $3,169,111,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 294,741 $146,607,121 4.63%
2.
Nvidia Corp
 NVDA 785,706 $124,133,691 3.92%
3.
Ishares Trust
 IEF 184,930 $114,822,961 3.62%
4.
Apple Inc.
 AAPL 470,332 $96,498,019 3.04%
5.
Amazon Com Inc
 AMZN 359,634 $78,900,101 2.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)