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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 127 项
建仓 6
增持 62
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
META
Meta Platforms Inc Class A
+$13.8M
119,807
-4%
增持
AMZN
Amazon Com Inc
+$6.1M
200,922
+1%
减持
AAPL
Apple Computer Inc
-$5.7M
165,617
-7%
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
MSFT
Microsoft Corp
+$4.9M
116,164
-1%
减持
BRK/B
Berkshire Hathaway Cl B
+$3.9M
62,447
-0%
增持
—
Chubb Ltd F
+$3.7M
92,863
+3%
增持
NVDA
Nvidia Corp
+$3.4M
6,889
+22%
清仓
—
Discover Financial Svcs
-$3.4M
0
-100%
增持
LLY
Lilly Eli & Company
+$3.3M
12,103
+16%
减持
JPM
JPMorgan Chase & Co.
+$3.2M
133,945
-4%
增持
EXP
Eagle Materials Inc
+$3.1M
40,579
+4%
减持
GOOG
Alphabet Inc Class C
+$2.8M
249,412
-0%
减持
SYK
Stryker Corp
+$2.8M
52,693
-2%
增持
MA
Mastercard Inc
+$2.8M
21,815
+20%
减持
BHP
Bhp Billiton Ltd Adr
-$2.7M
68,438
-29%
增持
NEE
NextEra Energy, Inc
+$2.5M
217,749
+16%
增持
FTNT
Fortinet Inc
+$2.4M
142,723
+14%
增持
CTVA
Corteva Inc
+$2.3M
151,187
+14%
增持
DIS
Disney Walt Hldg Co
+$2.3M
69,712
+1%
减持
CSCO
Cisco Systems Inc
-$2.2M
185,959
-18%
减持
CAT
Caterpillar Inc
+$2.2M
57,698
-10%
建仓
PAYC
Paycom Software Inc
+$2.0M
10,270
减持
—
Exxon Mobil Corporation
+$2.0M
147,810
-3%
减持
FDX
FedEx Corporation
+$1.9M
69,629
-4%
增持
GPN
Global Payments Inc
+$1.9M
82,766
+15%
增持
PFE
Pfizer Incorporated
+$1.9M
291,237
+36%
建仓
SKWD
Skyward Specialty Ins Gr
+$1.9M
50,266
增持
T
AT&T Inc
+$1.9M
255,867
+63%
增持
CRM
Salesforce Com
+$1.8M
23,542
+18%
增持
DY
Dycom Industries Inc
+$1.8M
30,533
+35%
增持
EOG
E O G Resources Inc
+$1.7M
98,703
+9%
增持
WMT
Wal-Mart Stores Inc
+$1.6M
209,746
+201%
增持
—
Eaton Corporation
+$1.6M
20,074
+4%
减持
LOW
Lowes Companies Inc
+$1.5M
74,793
-5%
建仓
LAZ
Lazard Inc
+$1.4M
34,130
增持
UNH
United Healthcare Cor
-$1.3M
44,152
+0%
减持
AMAT
Applied Materials Inc
+$1.3M
84,351
-15%
减持
PG
Procter & Gamble Co
+$1.3M
93,069
-1%
增持
SLB
Schlumberger Ltd
+$1.3M
183,645
+9%
增持
IQV
Iqvia Holdings Inc
+$1.3M
31,732
+9%
减持
NKE
Nike Inc Class B
-$1.3M
69,772
-3%
减持
MCD
McDonalds Corp
-$1.2M
58,154
-2%
增持
BKNG
Booking Holdings Inc
+$1.1M
3,744
+7%
增持
BN
Brookfield Corp
+$1.1M
477,309
+1%
减持
DLTR
Dollar Tree Inc
-$832.2K
9,685
-35%
增持
PEP
Pepsico Incorporated
+$818.7K
88,847
+2%
增持
PAYX
Paychex Inc
+$798.4K
89,622
+5%
减持
DEO
Diageo Plc New Adr
-$783.9K
41,411
-13%
减持
PLD
Prologis Inc
-$746.0K
39,548
-11%
减持
CAH
Cardinal Health Inc
+$728.7K
66,719
-0%
增持
DHI
D R Horton Co
+$718.0K
39,356
+4%
减持
AXP
American Express Company
+$711.3K
17,899
-0%
增持
MRK
Merck & Co Inc
+$702.2K
30,588
+0%
减持
CTAS
Cintas Corp
+$663.3K
10,082
-3%
减持
—
Stellar Bancorp Inc
-$660.4K
177,052
-1%
减持
CVX
Chevron Corp
+$635.1K
103,936
-2%
增持
—
Willis Tower Watson P F
+$615.0K
12,365
+7%
增持
EQT
EQT Corporation
+$602.8K
378,847
+9%
增持
SBUX
Starbucks Corp
+$544.8K
20,143
+49%
增持
ENB
Enbridge Inc
+$519.2K
78,876
+22%
建仓
FLOT
Ishares Floating Rate
+$480.5K
9,411
增持
JNJ
Johnson & Johnson
+$403.6K
118,341
+1%
减持
ABT
Abbott Laboratories
-$383.8K
73,902
-7%
增持
NTRS
Northern Trust Corp
+$350.6K
16,751
+24%
增持
KMI
Kinder Morgan Inc
+$342.0K
486,562
+0%
减持
URI
United Rentals Inc
+$307.7K
11,141
-17%
增持
TJX
T J X Cos Inc
+$303.4K
20,860
+8%
增持
FANG
Diamondback Energy
+$273.1K
6,317
+0%
减持
ENTG
Entegris Inc
+$265.0K
18,800
-5%
增持
WDAY
Workday Inc
+$260.7K
12,219
+10%
减持
DHR
Danaher Corp Del
-$253.1K
14,302
-13%
增持
NOW
Service Now Inc
+$251.2K
4,127
+1%
建仓
BMY
Bristol-Myers Squibb Co
+$240.4K
4,434
清仓
CMCSA
Comcast Corp New Cl A
-$216.7K
0
-100%
建仓
VGT
Vanguard Info Technology
+$209.7K
400
清仓
INTC
Intel Corp
-$207.2K
0
-100%
减持
ZTS
Zoetis Inc
-$200.5K
6,177
-2%
增持
—
A S M L Holding Nv New
+$196.2K
472
+36%
增持
RTX
Raytheon Technologies Co
+$194.5K
14,521
+0%
减持
VIG
Vanguard Div Apprciation
-$193.8K
1,365
-48%
增持
VRSK
Verisk Analytics Inc
+$192.2K
10,466
+10%
增持
AVGO
Broadcom Inc
+$190.6K
602
+11%
增持
V
Visa Inc Cl A
+$187.5K
8,876
+1%
减持
GOOGL
Alphabet Inc Class A
+$182.5K
18,684
-1%
减持
—
Accenture PLC CL A
-$178.4K
32,273
-0%
减持
SWKS
Skyworks Solutions Inc
-$161.6K
20,168
-3%
增持
COST
Costco Whsl Corp New
+$148.6K
847
+18%
减持
CFR
Cullen/Frost Bankers, Inc.
+$144.4K
46,188
-1%
增持
CVS
CVS Health Corporation
+$136.3K
71,423
+1%
减持
PII
Polaris Industries Inc
-$129.4K
3,326
-32%
增持
LMT
Lockheed Martin Corp
+$129.3K
2,998
+10%
减持
TSLA
Tesla Motors Inc
-$128.5K
1,255
-11%
增持
ABBV
AbbVie Inc
+$128.3K
4,703
+0%
减持
FRD
FRIEDMAN INDS INC COM
+$119.7K
49,838
-5%
减持
KO
Coca Cola Company
+$111.4K
53,080
-0%
增持
SCHB
Schwab US Market ETF
+$103.2K
16,569
+2%
增持
—
Silverbow Resources
+$98.4K
13,700
+8%
增持
IBM
Intl Business Machines
+$96.4K
3,070
+3%
减持
HD
Home Depot Inc
+$95.4K
4,240
-4%
减持
PSX
Phillips 66
+$83.6K
3,120
-3%
增持
MAIN
Main Street Capital Corp
+$82.2K
15,229
+3%
增持
MO
Altria Group Inc.
+$65.8K
7,589
+15%
增持
WM
Waste Management Inc Del
+$63.8K
1,868
+0%
减持
—
Steris Corp
+$58.2K
38,864
-2%
减持
VCIT
Vanguard Corp Bond Etf
-$57.5K
2,547
-21%
增持
EPD
Enterprise Prd Prtnrs Lp
+$56.5K
17,856
+1%
增持
OKE
Oneok Inc New
+$40.0K
3,744
+1%
减持
DOW
Dow Inc.
+$39.5K
40,934
-4%
减持
—
Unilever Plc Adr New
-$38.9K
46,203
-5%
减持
CNI
Canadian Natl Ry Co
-$38.5K
76,956
-5%
减持
WELL
Welltower Inc
+$37.8K
45,982
-3%
减持
VZ
Verizon Communications
+$36.8K
8,815
-0%
增持
BNS
Bank Of Nova Scotia
+$33.5K
4,625
+9%
减持
RF
Regions Financial Cp New
+$33.2K
31,700
-3%
减持
ISRG
Intuitive Surgical New
+$32.0K
862
-7%
减持
—
Kellanova
+$27.3K
21,818
-0%
增持
—
Independent Bk Group Inc
-$26.6K
5,093
+0%
增持
GILD
Gilead Sciences Inc
-$23.5K
3,111
+0%
增持
TXN
Texas Instruments Inc
+$21.4K
1,744
+5%
减持
—
Pioneer Natural Res
+$21.0K
2,005
-11%
减持
STZ
Constellation Brand
+$19.6K
856
-3%
减持
DVN
Devon Energy Corp New
-$19.1K
5,233
-16%
增持
CRK
Comstock Res Inc
+$16.6K
18,000
+6%
减持
THO
Thor Industries Inc
-$15.6K
6,086
-1%
减持
SCHO
Sch St US Trsr Etf
-$12.1K
5,519
-4%
增持
—
Brookfield Infra Ptnrs
+$9.7K
21,679
+2%
增持
PM
Philip Morris Intl Inc
-$8.9K
3,697
+0%
