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Callahan Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Callahan Advisors, LLC
报告期 2026-03-31 · CIK 0001395055
持仓数
177
前50大市值合计
$979.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 129 项
建仓 7
增持 62
减持 51
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
META
Meta Platforms Inc CLass A
+$9.4M
122,223
+1%
减持
MSFT
Microsoft Corp
+$6.2M
118,386
-0%
增持
AMZN
Amazon Com Inc
+$5.6M
187,760
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ABBV
AbbVie Inc
-$4.5M
6,946
-80%
清仓
—
Dow Chemical Company
-$4.2M
0
-100%
建仓
DOW
Dow Inc.
+$3.8M
71,050
减持
AAPL
Apple Computer Inc
+$3.3M
185,414
-7%
增持
EQT
EQT Corporation
+$3.2M
325,162
+2%
增持
BN
Brookfield Corp
+$2.8M
452,710
+19%
增持
CAT
Caterpillar Inc
+$2.8M
64,157
+13%
减持
TSN
Tyson Foods Inc Cl A
-$2.8M
37,723
-52%
增持
JPM
JPMorgan Chase & Co.
+$2.7M
137,198
+3%
增持
BRK/B
Berkshire Hathaway Cl B
+$2.3M
62,559
+2%
减持
ENB
Enbridge Inc
-$2.3M
55,032
-51%
减持
T
AT&T Inc
-$2.3M
334,026
-15%
增持
FTNT
Fortinet Inc
+$2.2M
120,390
+15%
减持
BMY
Bristol-Myers Squibb Co
-$2.1M
69,835
-26%
增持
CFR
Cullen Frost Bankers
+$2.1M
52,026
+55%
增持
CAH
Cardinal Health Inc
+$2.0M
52,593
+35%
减持
LOW
Lowes Companies Inc
+$1.9M
73,894
-0%
减持
SWKS
Skyworks Solutions Inc
-$1.8M
55,679
-18%
减持
AMAT
Applied Materials Inc
+$1.8M
106,052
-4%
增持
EXP
Eagle Materials Inc
+$1.7M
32,993
+10%
增持
—
Steris Corp
+$1.7M
40,864
+4%
增持
URI
United Rentals Inc
+$1.6M
14,840
+18%
增持
JNJ
Johnson & Johnson
+$1.6M
120,095
+2%
减持
FDX
FedEx Corporation
+$1.4M
74,432
-0%
增持
IQV
Iqvia Holdings Inc
+$1.3M
29,403
+10%
增持
PFE
Pfizer Incorporated
-$1.2M
321,248
+1%
增持
SYK
Stryker Corp
+$1.2M
55,291
+1%
减持
DLTR
Dollar Tree Inc
-$1.1M
36,656
-18%
减持
DIS
Disney Walt Hldg Co
-$1.1M
98,818
-1%
减持
NKE
Nike Inc Class B
-$1.0M
68,568
-2%
增持
—
Accenture PLC CL A
+$895.1K
33,499
+1%
增持
DEO
Diageo Plc New Adr
+$880.5K
48,137
+17%
增持
BKNG
Booking Holdings Inc
+$853.6K
2,757
+11%
减持
BHP
Bhp Billiton Ltd Adr
-$815.3K
147,179
-3%
增持
DHI
D R Horton Co
+$803.4K
19,861
+20%
增持
WMT
Wal-Mart Stores Inc
+$774.3K
69,676
+1%
减持
BNS
Bank Of Nova Scotia
-$760.6K
12,270
-55%
增持
—
Eaton Corporation
+$745.6K
18,232
+7%
增持
UNH
United Healthcare Cor
+$734.2K
44,288
+2%
减持
—
Paramount Global
-$729.6K
61,370
-20%
减持
PII
Polaris Industries Inc
-$705.8K
5,193
-57%
减持
CSCO
Cisco Systems Inc
-$689.0K
234,340
-4%
清仓
D
Dominion Res Inc Va New
-$625.3K
0
-100%
减持
ENTG
Entegris Inc
+$609.3K
21,261
-0%
减持
MCD
McDonalds Corp
+$605.4K
59,398
-3%
增持
WELL
Welltower Inc
+$572.4K
49,953
+3%
增持
SLB
Schlumberger Ltd
+$557.9K
147,898
+8%
减持
—
Exxon Mobil Corporation
-$550.1K
143,769
-1%
减持
DHR
Danaher Corp Del
-$533.3K
19,200
-6%
增持
EOG
E O G Resources Inc
+$524.8K
89,530
+6%
增持
CVX
Chevron Corp
-$510.3K
108,535
+1%
增持
NOW
Service Now Inc
+$483.7K
3,798
+7%
减持
ABT
Abbott Laboratories
+$483.7K
89,615
-2%
增持
CRM
Salesforce Com
+$469.7K
11,154
+18%
增持
NEE
NextEra Energy, Inc
-$456.6K
189,298
+1%
增持
CVS
CVS Health Corporation
+$437.8K
101,039
+15%
增持
CNI
Canadian Natl Ry Co
+$424.0K
102,504
+1%
减持
KMI
Kinder Morgan Inc
-$396.9K
502,553
-3%
增持
PEP
Pepsico Incorporated
+$392.1K
86,766
+1%
增持
—
Willis Tower Watson P F
+$388.0K
11,895
+15%
减持
VCIT
Vanguard Corp Bond Etf
-$372.1K
4,829
-49%
增持
VRSK
Verisk Analytics Inc
+$338.5K
8,884
+2%
清仓
INTC
Intel Corp
-$332.7K
0
-100%
清仓
VTI
Vanguard Total Stock Mkt
-$323.4K
0
-100%
减持
SCHO
Sch St US Trsr Etf
-$322.1K
8,510
-43%
增持
PG
Procter & Gamble Co
+$315.6K
97,365
+0%
建仓
ALGN
Align Technology Inc
+$313.7K
887
增持
—
Stellar Bancorp Inc
-$313.4K
182,263
+0%
减持
LMT
Lockheed Martin Corp
-$301.2K
2,815
-17%
清仓
PB
Prosperity Bancshares Inc
-$299.6K
0
-100%
增持
WDAY
Workday Inc
+$280.5K
9,041
+6%
增持
—
Chubb Ltd F
+$269.6K
84,721
+3%
建仓
AVGO
Broadcom Inc
+$257.2K
297
增持
NVDA
Nvidia Corp
+$254.8K
1,544
+8%
减持
QSR
Restaurant Brands
+$253.6K
25,030
-0%
清仓
—
Brookfield Infrastruct FClass A
-$248.6K
0
-100%
清仓
—
Independent Bk Group Inc
-$235.9K
0
-100%
减持
MRK
Merck & Co Inc
+$226.1K
28,996
-1%
清仓
MA
Mastercard Inc
-$222.8K
0
-100%
建仓
STZ
Constellation Brand
+$216.8K
881
建仓
ADBE
Adobe Systems Inc
+$216.6K
443
减持
CTAS
Cintas Corp
+$213.0K
10,807
-3%
增持
GPN
Global Payments Inc
+$209.7K
66,517
+10%
建仓
GLD
Spdr Gold TRUST
+$200.6K
1,125
增持
LLY
Lilly Eli & Company
+$180.8K
1,030
+17%
增持
CTVA
Corteva Inc
+$177.0K
153,148
+7%
增持
SBUX
Starbucks Corp
+$175.5K
6,863
+42%
增持
AXP
American Express Company
+$165.4K
17,868
+0%
减持
HD
Home Depot Inc
-$163.7K
4,393
-15%
减持
GOOGL
Alphabet Inc Class A
+$162.7K
17,391
-6%
增持
NTRS
Northern Trust Corp
+$161.8K
10,936
+49%
减持
GIS
General Mills Inc
-$160.7K
14,815
-2%
减持
KO
Coca Cola Company
-$150.7K
53,999
-2%
减持
—
Brookfield Infra Ptnrs
-$149.7K
25,127
-20%
减持
ZTS
Zoetis Inc
-$140.9K
6,456
-14%
增持
TJX
T J X Cos Inc
+$126.6K
17,635
+1%
增持
V
Visa Inc Cl A
+$111.5K
8,796
+0%
减持
EPD
Enterprise Prd Prtnrs Lp
-$105.9K
22,347
-17%
减持
VZ
Verizon Communications
-$97.0K
37,067
-2%
增持
SCHB
Schwab US Market ETF
+$93.1K
16,610
+4%
增持
—
Silverbow Resources
+$90.6K
10,800
+10%
增持
PAYX
Paychex Inc
-$81.4K
79,087
+1%
减持
ISRG
Intuitive Surgical New
+$79.5K
1,170
-7%
增持
—
Pioneer Natural Res
+$70.4K
3,020
+11%
减持
GILD
Gilead Sciences Inc
-$59.2K
3,090
-14%
减持
RTX
Raytheon Technologies Co
-$58.0K
13,650
-4%
减持
PM
Philip Morris Intl Inc
-$55.4K
3,620
-14%
减持
TSLA
Tesla Motors Inc
+$54.4K
1,250
-5%
减持
FRD
FRIEDMAN INDS INC COM
+$53.0K
59,199
-3%
清仓
—
Benson Hill Inc
-$45.1K
0
-100%
建仓
REI
Ring Energy Inc
+$34.3K
20,061
增持
CRK
Comstock Res Inc
+$33.7K
15,000
+15%
增持
RF
Regions Financial Cp New
+$30.4K
31,700
+10%
减持
IBM
Intl Business Machines
-$29.0K
3,020
-9%
增持
IFF
Intl Flavors& Fragrances
+$28.6K
27,800
+17%
减持
TXN
Texas Instruments Inc
-$27.6K
1,648
-5%
增持
WM
Waste Management Inc Del
+$23.4K
2,265
+0%
减持
DVN
Devon Energy Corp New
-$22.4K
9,611
-0%
减持
OKE
Oneok Inc New
-$16.7K
4,132
-3%
增持
MAIN
Main Street Capital Corp
+$13.9K
13,830
+1%
增持
PLD
Prologis Inc
+$12.8K
45,698
+2%
减持
THO
Thor Industries Inc
-$8.1K
3,646
-25%
增持
FANG
Diamondback Energy
-$6.4K
5,286
+2%
增持
MO
Altria Group Inc.
+$6.1K
8,301
+0%
增持
SCHP
Sch US Tips Etf
-$4.6K
6,142
+1%
减持
—
Thomson Reuters Corp
-$1.5K
26,314
-4%
