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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 126 项
建仓 6
增持 58
减持 57
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
META
Meta Platforms Inc CLass A
+$7.0M
125,249
+1%
减持
MSFT
Microsoft Corp
+$6.9M
116,912
-0%
增持
AMZN
Amazon Com Inc
+$5.3M
198,265
+2%
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。
增持
BN
Brookfield Corp
+$4.4M
471,659
+1%
减持
PFE
Pfizer Incorporated
-$3.8M
214,808
-29%
增持
JPM
JPMorgan Chase & Co.
+$3.7M
138,921
+1%
减持
AAPL
Apple Computer Inc
+$3.6M
177,286
-0%
增持
MA
Mastercard Inc
+$2.9M
18,141
+48%
减持
SWKS
Skyworks Solutions Inc
-$2.5M
20,870
-58%
增持
CRM
Salesforce Com
+$2.4M
20,021
+41%
增持
GOOG
Alphabet Inc Class C
+$2.3M
249,569
+0%
增持
—
Chubb Ltd F
+$2.3M
90,245
+4%
增持
MCD
McDonalds Corp
+$2.2M
59,210
+1%
增持
BKNG
Booking Holdings Inc
+$2.1M
3,505
+5%
减持
AMAT
Applied Materials Inc
+$2.1M
99,197
-2%
减持
CVX
Chevron Corp
-$2.1M
105,657
-0%
增持
DHI
D R Horton Co
+$2.1M
37,887
+10%
增持
NVDA
Nvidia Corp
+$2.0M
5,636
+206%
增持
LLY
Lilly Eli & Company
+$1.9M
10,442
+34%
增持
EXP
Eagle Materials Inc
+$1.7M
39,095
+4%
减持
URI
United Rentals Inc
+$1.4M
13,474
-5%
减持
—
Accenture PLC CL A
+$1.4M
32,386
-0%
增持
—
Exxon Mobil Corporation
-$1.4M
151,748
+8%
增持
DY
Dycom Industries Inc
+$1.3M
22,657
+58%
减持
FDX
FedEx Corporation
-$1.3M
72,176
-2%
减持
SYK
Stryker Corp
+$1.3M
53,627
-1%
清仓
BMY
Bristol-Myers Squibb Co
-$1.3M
0
-100%
减持
CTAS
Cintas Corp
+$1.2M
10,393
-1%
减持
CTVA
Corteva Inc
-$1.2M
132,999
-10%
增持
—
Stellar Bancorp Inc
+$1.2M
178,643
+0%
减持
CAT
Caterpillar Inc
+$1.1M
64,158
-2%
减持
LOW
Lowes Companies Inc
+$1.1M
78,968
-0%
增持
GPN
Global Payments Inc
+$1.1M
72,022
+3%
增持
NKE
Nike Inc Class B
+$1.0M
71,986
+2%
增持
DIS
Disney Walt Hldg Co
+$971.2K
68,837
+6%
增持
CAH
Cardinal Health Inc
+$967.9K
66,837
+1%
减持
CSCO
Cisco Systems Inc
-$957.8K
227,231
-2%
增持
WDAY
Workday Inc
+$925.4K
11,128
+11%
减持
IQV
Iqvia Holdings Inc
+$920.3K
29,205
-2%
增持
PAYX
Paychex Inc
+$896.2K
85,696
+6%
减持
ABT
Abbott Laboratories
+$852.7K
79,798
-3%
减持
PLD
Prologis Inc
+$849.8K
44,230
-2%
减持
UNH
United Healthcare Cor
+$826.5K
44,001
-1%
增持
KMI
Kinder Morgan Inc
+$804.7K
486,483
+4%
减持
VZ
Verizon Communications
-$794.6K
8,835
-75%
清仓
—
Paramount Global
-$791.7K
0
-100%
增持
CVS
CVS Health Corporation
+$761.7K
70,421
+2%
减持
AXP
American Express Company
+$681.5K
17,957
-0%
减持
DHR
Danaher Corp Del
-$639.2K
16,533
-8%
增持
—
Eaton Corporation
+$637.4K
19,295
+3%
增持
NOW
Service Now Inc
+$632.5K
4,098
+1%
减持
NEE
NextEra Energy, Inc
+$616.7K
188,501
-0%
减持
IFF
Intl Flavors& Fragrances
-$612.5K
16,055
-43%
减持
FIS
Fidelity Natl Info
-$592.2K
12,500
-49%
减持
DEO
Diageo Plc New Adr
-$571.9K
47,668
-5%
增持
ENB
Enbridge Inc
+$516.2K
64,811
+20%
增持
SLB
Schlumberger Ltd
-$473.1K
168,505
+6%
减持
ENTG
Entegris Inc
+$454.0K
19,839
-3%
增持
—
Willis Tower Watson P F
+$426.6K
11,548
+2%
减持
BRK/B
Berkshire Hathaway Cl B
+$396.3K
62,587
-0%
增持
SBUX
Starbucks Corp
+$371.7K
13,499
+33%
增持
EOG
E O G Resources Inc
-$346.4K
90,647
+2%
清仓
TSN
Tyson Foods Inc Cl A
-$337.1K
0
-100%
减持
CNI
Canadian Natl Ry Co
-$323.3K
80,987
-16%
增持
T
AT&T Inc
+$316.3K
156,807
+2%
减持
—
Steris Corp
-$294.8K
39,478
-3%
增持
V
Visa Inc Cl A
+$278.2K
8,794
+1%
减持
WELL
Welltower Inc
+$270.7K
47,231
-3%
减持
BNS
Bank Of Nova Scotia
-$252.2K
4,230
-58%
增持
EQT
EQT Corporation
-$239.4K
347,674
+3%
减持
CFR
Cullen Frost Bankers
+$238.2K
46,594
-12%
建仓
QQQ
Invesco QQQ Trust
+$228.2K
557
建仓
VOO
Vanguard S&P 500 Etf New
+$210.4K
482
建仓
INTC
Intel Corp
+$207.2K
4,123
建仓
—
Lam Research Corporation
+$204.9K
262
增持
LMT
Lockheed Martin Corp
+$204.4K
2,724
+8%
清仓
SCHD
Sch US Div Equity Etf
-$203.1K
0
-100%
清仓
GLD
Spdr Gold TRUST
-$201.5K
0
-100%
增持
HD
Home Depot Inc
+$197.4K
4,418
+0%
增持
THO
Thor Industries Inc
+$192.4K
6,171
+9%
减持
WMT
Wal-Mart Stores Inc
-$192.3K
69,699
-0%
减持
—
Pioneer Natural Res
-$188.1K
2,247
-26%
增持
MRK
Merck & Co Inc
+$186.4K
30,581
+0%
减持
FISV
Fiserv Inc
+$185.2K
9,485
-0%
增持
GOOGL
Alphabet Inc Class A
+$180.9K
18,881
+1%
减持
DLTR
Dollar Tree Inc
+$178.1K
14,937
-18%
减持
BHP
Bhp Billiton Ltd Adr
+$169.8K
96,620
-15%
减持
KO
Coca Cola Company
+$156.9K
53,217
-0%
增持
ZTS
Zoetis Inc
+$151.6K
6,311
+0%
建仓
—
Enlink Midstream Llc
+$139.8K
11,500
增持
VRSK
Verisk Analytics Inc
+$138.3K
9,524
+5%
减持
PG
Procter & Gamble Co
-$130.9K
94,145
-1%
建仓
—
U S Silica Hldgs Inc
+$124.4K
11,000
减持
DOW
Dow Inc.
-$119.6K
42,520
-11%
减持
EPD
Enterprise Prd Prtnrs Lp
-$114.7K
17,629
-17%
减持
NTRS
Northern Trust Corp
+$108.9K
13,497
-9%
减持
SCHO
Sch St US Trsr Etf
-$107.9K
5,742
-29%
增持
PEP
Pepsico Incorporated
+$106.4K
86,731
+0%
增持
RF
Regions Financial Cp New
+$88.5K
32,700
+3%
减持
MO
Altria Group Inc.
-$84.3K
6,575
-21%
减持
SCHB
Schwab US Market ETF
+$71.3K
16,317
-3%
减持
TJX
T J X Cos Inc
+$68.5K
19,318
-2%
减持
IBM
Intl Business Machines
+$68.2K
2,995
-0%
增持
—
Independent Bk Group Inc
+$57.7K
5,092
+0%
增持
MAIN
Main Street Capital Corp
+$47.3K
14,765
+2%
增持
—
Silverbow Resources
-$42.0K
12,700
+10%
减持
—
Brookfield Infra Ptnrs
+$33.2K
21,179
-2%
减持
WM
Waste Management Inc Del
-$30.2K
1,867
-22%
减持
PSX
Phillips 66
+$29.6K
3,200
-3%
增持
ABBV
AbbVie Inc
+$28.6K
4,699
+0%
增持
PII
Polaris Industries Inc
+$22.8K
4,880
+16%
减持
DVN
Devon Energy Corp New
-$20.3K
6,218
-2%
增持
TXN
Texas Instruments Inc
+$19.8K
1,657
+0%
增持
GILD
Gilead Sciences Inc
+$19.3K
3,103
+0%
减持
JNJ
Johnson & Johnson
+$19.1K
116,860
-1%
减持
ISRG
Intuitive Surgical New
+$13.9K
925
-9%
减持
VCIT
Vanguard Corp Bond Etf
-$12.2K
3,230
-11%
减持
AVGO
Broadcom Inc
-$10.3K
544
-27%
增持
FANG
Diamondback Energy
+$7.1K
6,311
+1%
增持
CRK
Comstock Res Inc
+$7.1K
17,000
+31%
增持
PM
Philip Morris Intl Inc
+$5.7K
3,695
+0%
增持
TSLA
Tesla Motors Inc
+$5.1K
1,405
+2%
增持
FTNT
Fortinet Inc
-$4.5K
125,667
+0%
增持
REI
Ring Energy Inc
-$3.5K
27,061
+23%
减持
OKE
Oneok Inc New
+$3.0K
3,705
-9%
增持
CMCSA
Comcast Corp New Cl A
+$2.3K
4,942
+2%
