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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 128 项
建仓 8
增持 58
减持 61
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Computer Inc
-$5.5M
178,107
-4%
建仓
MA
Mastercard Inc
+$4.9M
12,272
增持
LLY
Lilly Eli & Company
+$3.7M
7,779
+655%
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
DIS
Disney Walt Hldg Co
-$3.6M
64,702
-35%
减持
DLTR
Dollar Tree Inc
-$3.3M
18,259
-50%
减持
MSFT
Microsoft Corp
-$3.2M
117,409
-1%
减持
NEE
NextEra Energy, Inc
-$3.2M
189,089
-0%
减持
BMY
Bristol-Myers Squibb Co
-$3.2M
22,017
-68%
减持
T
AT&T Inc
-$3.0M
154,120
-54%
增持
BKNG
Booking Holdings Inc
+$2.8M
3,336
+21%
减持
GOOG
Alphabet Inc Class C
+$2.4M
249,174
-1%
减持
BHP
Bhp Billiton Ltd Adr
-$2.4M
113,050
-23%
减持
MCD
McDonalds Corp
-$2.3M
58,468
-2%
增持
META
Meta Platforms Inc CLass A
+$2.3M
124,374
+2%
减持
CVS
CVS Health Corporation
-$2.2M
68,730
-32%
减持
SYK
Stryker Corp
-$2.1M
54,037
-2%
增持
CAT
Caterpillar Inc
+$2.0M
65,283
+2%
增持
SLB
Schlumberger Ltd
+$2.0M
158,526
+7%
减持
CNI
Canadian Natl Ry Co
-$1.9M
96,905
-5%
减持
ABT
Abbott Laboratories
-$1.8M
81,887
-9%
增持
—
Chubb Ltd F
+$1.8M
87,155
+3%
减持
PFE
Pfizer Incorporated
-$1.8M
301,307
-6%
增持
FTNT
Fortinet Inc
-$1.7M
125,422
+4%
减持
TSN
Tyson Foods Inc Cl A
-$1.6M
6,676
-82%
减持
JNJ
Johnson & Johnson
-$1.6M
117,481
-2%
增持
GPN
Global Payments Inc
+$1.5M
69,982
+5%
减持
PEP
Pepsico Incorporated
-$1.4M
86,308
-1%
减持
AMAT
Applied Materials Inc
-$1.4M
100,800
-5%
减持
DOW
Dow Inc.
-$1.3M
47,545
-33%
减持
SWKS
Skyworks Solutions Inc
-$1.3M
49,111
-12%
建仓
DY
Dycom Industries Inc
+$1.3M
14,380
增持
DHI
D R Horton Co
+$1.3M
34,333
+73%
减持
CTVA
Corteva Inc
-$1.2M
148,041
-3%
减持
—
Exxon Mobil Corporation
+$1.1M
140,699
-2%
建仓
GSK
Glaxosmithkline Plc Adrf
+$1.1M
30,875
减持
FDX
FedEx Corporation
+$1.1M
73,874
-1%
减持
EOG
E O G Resources Inc
+$1.1M
89,225
-0%
增持
UNH
United Healthcare Cor
+$1.1M
44,307
+0%
减持
KMI
Kinder Morgan Inc
-$877.1K
469,052
-7%
减持
PG
Procter & Gamble Co
-$847.2K
95,482
-2%
增持
DEO
Diageo Plc New Adr
-$835.6K
50,377
+5%
减持
CVX
Chevron Corp
+$797.1K
106,008
-2%
增持
CAH
Cardinal Health Inc
+$795.5K
66,451
+26%
增持
NKE
Nike Inc Class B
-$795.1K
70,829
+3%
增持
CFR
Cullen Frost Bankers
-$777.6K
52,809
+2%
增持
IQV
Iqvia Holdings Inc
-$771.7K
29,668
+1%
增持
BN
Brookfield Corp
-$688.7K
465,143
+3%
增持
BRK/B
Berkshire Hathaway Cl B
+$593.4K
62,592
+0%
减持
PLD
Prologis Inc
-$557.9K
44,970
-2%
增持
CRM
Salesforce Com
+$521.5K
14,193
+27%
增持
PAYX
Paychex Inc
+$463.6K
80,734
+2%
减持
—
Willis Tower Watson P F
-$442.5K
11,288
-5%
减持
ENTG
Entegris Inc
-$433.0K
20,479
-4%
增持
AXP
American Express Company
-$430.0K
17,981
+1%
建仓
VIG
Vanguard Div Apprciation
+$404.0K
2,600
增持
GOOGL
Alphabet Inc Class A
+$374.9K
18,773
+8%
减持
—
Accenture PLC CL A
-$363.5K
32,476
-3%
减持
—
Stellar Bancorp Inc
-$363.3K
178,642
-2%
增持
AVGO
Broadcom Inc
+$360.0K
743
+150%
减持
FISV
Fiserv Inc
-$352.6K
9,515
-16%
增持
—
Eaton Corporation
+$342.8K
18,798
+3%
减持
CTAS
Cintas Corp
-$341.5K
10,458
-3%
增持
AMZN
Amazon Com Inc
+$327.1K
195,119
+4%
清仓
SCHP
Sch US Tips Etf
-$322.0K
0
-100%
减持
CSCO
Cisco Systems Inc
+$312.8K
231,353
-1%
增持
EQT
EQT Corporation
+$306.5K
337,123
+4%
减持
URI
United Rentals Inc
-$304.7K
14,181
-4%
增持
IFF
Intl Flavors& Fragrances
-$300.1K
28,055
+1%
增持
RTX
Raytheon Technologies Co
-$292.1K
14,520
+6%
减持
—
Brookfield Infra Ptnrs
-$283.4K
21,554
-14%
增持
FANG
Diamondback Energy
+$277.2K
6,273
+19%
减持
KO
Coca Cola Company
-$272.6K
53,219
-1%
减持
LMT
Lockheed Martin Corp
-$265.9K
2,519
-11%
减持
VZ
Verizon Communications
-$250.9K
34,794
-6%
增持
TJX
T J X Cos Inc
+$248.4K
19,618
+11%
增持
SBUX
Starbucks Corp
+$244.5K
10,128
+48%
减持
ABBV
AbbVie Inc
-$236.2K
4,693
-32%
增持
WMT
Wal-Mart Stores Inc
+$228.7K
69,908
+0%
减持
ENB
Enbridge Inc
-$226.2K
54,212
-1%
增持
—
Steris Corp
-$219.5K
40,899
+0%
增持
NTRS
Northern Trust Corp
+$219.2K
14,824
+36%
建仓
CMCSA
Comcast Corp New Cl A
+$214.4K
4,834
建仓
—
A S M L Holding Nv New
+$203.7K
346
建仓
SCHD
Sch US Div Equity Etf
+$203.1K
2,871
建仓
—
Independent Bk Group Inc
+$201.3K
5,091
增持
MRK
Merck & Co Inc
-$198.3K
30,573
+5%
增持
LOW
Lowes Companies Inc
-$191.7K
79,322
+7%
减持
PII
Polaris Industries Inc
-$188.2K
4,222
-19%
增持
COP
Conocophillips
+$169.1K
8,661
+3%
减持
DVN
Devon Energy Corp New
-$162.6K
6,330
-34%
增持
THO
Thor Industries Inc
+$160.0K
5,648
+55%
减持
—
Unilever Plc Adr New
-$158.8K
48,635
-1%
减持
BNS
Bank Of Nova Scotia
-$155.8K
10,050
-18%
增持
NVDA
Nvidia Corp
+$148.1K
1,842
+19%
减持
DHR
Danaher Corp Del
-$144.1K
17,992
-6%
增持
VRSK
Verisk Analytics Inc
+$128.5K
9,044
+2%
增持
NOW
Service Now Inc
+$128.3K
4,048
+7%
减持
VCIT
Vanguard Corp Bond Etf
-$106.9K
3,617
-25%
增持
WDAY
Workday Inc
+$104.3K
9,991
+11%
减持
ISRG
Intuitive Surgical New
-$101.9K
1,020
-13%
增持
EXP
Eagle Materials Inc
+$99.7K
37,534
+14%
增持
—
Silverbow Resources
+$96.9K
11,500
+6%
增持
COST
Costco Whsl Corp New
+$90.6K
715
+23%
减持
V
Visa Inc Cl A
-$77.5K
8,745
-1%
增持
—
Pioneer Natural Res
+$67.7K
3,021
+0%
减持
WELL
Welltower Inc
-$52.6K
48,683
-3%
减持
FRD
FRIEDMAN INDS INC COM
-$40.1K
52,671
-11%
增持
MAIN
Main Street Capital Corp
+$37.3K
14,545
+5%
减持
PSX
Phillips 66
+$34.1K
3,300
-13%
增持
TXN
Texas Instruments Inc
-$33.9K
1,652
+0%
增持
ADBE
Adobe Systems Inc
+$31.2K
486
+10%
增持
HD
Home Depot Inc
-$30.8K
4,414
+0%
减持
CRK
Comstock Res Inc
-$30.6K
13,000
-13%
增持
WM
Waste Management Inc Del
-$28.1K
2,392
+6%
增持
MO
Altria Group Inc.
-$26.5K
8,312
+0%
减持
SCHO
Sch St US Trsr Etf
-$22.9K
8,063
-5%
减持
GD
General Dynamics Corp
-$22.6K
7,208
-4%
增持
SCHB
Schwab US Market ETF
-$21.7K
16,792
+1%
减持
ZTS
Zoetis Inc
-$17.8K
6,288
-3%
减持
IBM
Intl Business Machines
+$17.5K
3,005
-0%
增持
TSLA
Tesla Motors Inc
+$16.8K
1,375
+10%
增持
PM
Philip Morris Intl Inc
-$11.5K
3,693
+2%
减持
EPD
Enterprise Prd Prtnrs Lp
-$9.6K
21,163
-5%
增持
REI
Ring Energy Inc
+$8.7K
22,061
+10%
增持
GILD
Gilead Sciences Inc
-$6.1K
3,097
+0%
增持
JPM
JPMorgan Chase & Co.
-$5.0K
137,560
+0%
减持
OKE
Oneok Inc New
+$2.1K
4,054
-2%
增持
GLD
Spdr Gold TRUST
+$900
1,175
+4%
