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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 $1,572,229,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 160,639 $94,564,764 6.01%
2.
Apple Inc.
 AAPL 305,612 $76,531,357 4.86%
3.
Microsoft Corp
 MSFT 171,343 $72,221,075 4.59%
4.
Nvidia Corp
 NVDA 403,461 $54,180,778 3.44%
5.
Ishares Tr - CORE MSCI EAFE
 753,425 $52,950,727 3.36%
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)