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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 133 项
建仓 9
增持 54
减持 63
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Computer Inc
+$8.4M
174,800
+6%
减持
GOOG
Alphabet Inc Class C
+$7.3M
246,613
-1%
减持
CSCO
Cisco Systems Inc
-$6.2M
65,596
-65%
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
NVDA
Nvidia Corp
+$5.2M
92,840
+1248%
增持
ADBE
Adobe Systems Inc
+$4.7M
8,846
+1720%
建仓
—
Thomson Reuters Corp
+$4.4M
26,314
清仓
—
Thomson Reuters Corp
-$4.1M
0
-100%
减持
LOW
Lowes Companies Inc
-$3.8M
69,076
-8%
增持
LLY
Lilly Eli & Company
+$3.8M
14,580
+20%
增持
—
A S M L Holding Nv New
+$3.7M
4,047
+757%
增持
AMZN
Amazon Com Inc
+$3.6M
206,272
+3%
增持
MSFT
Microsoft Corp
+$3.1M
116,384
+0%
减持
CVS
CVS Health Corporation
-$3.0M
45,772
-36%
增持
GPN
Global Payments Inc
-$2.9M
84,147
+2%
增持
PFE
Pfizer Incorporated
+$2.7M
385,377
+32%
减持
CAT
Caterpillar Inc
-$2.7M
55,373
-4%
减持
PLD
Prologis Inc
-$2.7M
22,014
-44%
减持
EXP
Eagle Materials Inc
-$2.5M
39,379
-3%
减持
MCD
McDonalds Corp
-$2.1M
56,140
-3%
增持
BKNG
Booking Holdings Inc
+$2.0M
3,945
+5%
减持
CFR
Cullen/Frost Bankers, Inc.
-$1.9M
32,410
-30%
增持
NEE
NextEra Energy, Inc
+$1.9M
223,207
+3%
减持
DIS
Disney Walt Hldg Co
-$1.8M
67,667
-3%
减持
—
Accenture PLC CL A
-$1.6M
31,495
-2%
减持
SYK
Stryker Corp
-$1.5M
50,883
-3%
减持
JPM
JPMorgan Chase & Co.
-$1.5M
125,102
-7%
减持
SWKS
Skyworks Solutions Inc
-$1.4M
7,389
-63%
增持
T
AT&T Inc
+$1.4M
308,159
+20%
减持
URI
United Rentals Inc
-$1.4M
10,300
-8%
增持
EPD
Enterprise Prd Prtnrs Lp
+$1.3M
63,204
+254%
减持
BRK/B
Berkshire Hathaway Cl B
-$1.3M
61,351
-2%
减持
CNI
Canadian Natl Ry Co
-$1.3M
74,844
-3%
减持
WMT
Wal-Mart Stores Inc
+$1.3M
205,134
-2%
减持
DEO
Diageo Plc New Adr
-$1.2M
38,987
-6%
增持
IQV
Iqvia Holdings Inc
-$1.2M
32,167
+1%
减持
FTNT
Fortinet Inc
-$1.2M
141,794
-1%
增持
NKE
Nike Inc Class B
-$1.2M
71,170
+2%
减持
CAH
Cardinal Health Inc
-$1.1M
64,608
-3%
增持
—
Exxon Mobil Corporation
+$1.1M
158,902
+8%
建仓
MKTX
Marketaxess Holdings
+$1.1M
5,503
增持
JNJ
Johnson & Johnson
-$1.1M
120,729
+2%
减持
PEP
Pepsico Incorporated
-$1.1M
87,774
-1%
减持
DHI
D R Horton Co
-$989.1K
38,934
-1%
增持
VRSK
Verisk Analytics Inc
+$977.7K
12,780
+22%
增持
DY
Dycom Industries Inc
+$974.2K
31,741
+4%
减持
META
Meta Platforms Inc Class A
+$952.1K
117,266
-2%
建仓
SPY
SPDR S&P 500 ETF
+$935.8K
1,720
建仓
TSM
Taiwan Semiconductr Adrf
+$869.4K
5,002
减持
—
Steris Corp
-$864.4K
35,862
-8%
增持
PAYC
Paycom Software Inc
+$822.7K
20,040
+95%
减持
ABT
Abbott Laboratories
-$798.1K
73,155
-1%
减持
PAYX
Paychex Inc
-$777.2K
86,272
-4%
增持
SBUX
Starbucks Corp
+$753.6K
33,326
+65%
减持
DLTR
Dollar Tree Inc
-$699.7K
5,525
-43%
减持
KMI
Kinder Morgan Inc
+$643.5K
481,483
-1%
减持
UNH
United Healthcare Cor
+$628.4K
44,124
-0%
增持
WELL
Welltower Inc
+$612.6K
47,091
+2%
减持
CTVA
Corteva Inc
-$596.6K
150,581
-0%
增持
ENB
Enbridge Inc
+$590.0K
96,761
+23%
减持
GOOGL
Alphabet Inc Class A
+$565.2K
18,585
-1%
增持
OKE
ONEOK Inc
+$557.5K
10,517
+181%
减持
—
Chubb Ltd F
-$528.9K
92,264
-1%
清仓
—
Pioneer Natural Res
-$526.2K
0
-100%
减持
—
Eaton Corporation
-$472.6K
18,511
-8%
减持
AMAT
Applied Materials Inc
+$452.1K
75,630
-10%
减持
DOW
Dow Inc.
-$398.2K
37,193
-9%
建仓
PAA
Plains All Amern Ppln Lp
+$386.9K
21,665
减持
THO
Thor Industries Inc
-$374.1K
3,639
-40%
清仓
VZ
Verizon Communications
-$369.9K
0
-100%
减持
FDX
FedEx Corporation
+$361.3K
68,489
-2%
增持
FLOT
Ishares Floating Rate ETF
+$342.4K
16,108
+71%
清仓
PII
Polaris Industries Inc
-$333.0K
0
-100%
减持
MRK
Merck & Co Inc
-$300.1K
30,178
-1%
建仓
VHT
Vanguard Health Care
+$282.2K
1,061
增持
WDAY
Workday Inc
+$260.1K
16,071
+32%
减持
—
Stellar Bancorp Inc
-$259.3K
176,554
-0%
清仓
VIG
Vanguard Div Apprciation
-$249.3K
0
-100%
减持
BN
Brookfield Corp
-$245.0K
475,204
-0%
清仓
BNS
Bank Of Nova Scotia
-$239.5K
0
-100%
增持
—
Willis Tower Watson P F
+$222.7K
13,821
+12%
增持
LAZ
Lazard Inc
+$220.2K
43,195
+27%
减持
—
Unilever Plc Adr New
+$216.1K
46,100
-0%
建仓
VOX
Vanguard Telecom ETF
+$207.3K
1,500
减持
CTAS
Cintas Corp
-$206.9K
9,596
-5%
减持
SKWD
Skyward Specialty Ins Gr
-$206.5K
46,266
-8%
减持
ENTG
Entegris Inc
-$205.1K
17,999
-4%
减持
DHR
Danaher Corp Del
-$204.2K
13,477
-6%
增持
NTRS
Northern Trust Corp
+$196.6K
20,078
+20%
建仓
PR
Permian Resources Corp
+$188.5K
11,674
减持
HD
Home Depot Inc
-$184.3K
4,190
-1%
增持
TJX
T J X Cos Inc
+$181.3K
20,862
+0%
减持
FISV
Fiserv Inc
-$176.8K
8,985
-5%
增持
CVX
Chevron Corp
+$167.6K
105,884
+2%
增持
NOW
Service Now Inc
+$148.9K
4,189
+2%
清仓
—
U S Silica Hldgs Inc
-$136.5K
0
-100%
增持
MA
Mastercard Inc
-$135.0K
23,507
+8%
增持
CRM
Salesforce Com
+$129.2K
28,080
+19%
增持
SCHB
Schwab US Market ETF
+$127.9K
18,125
+9%
减持
FFIN
1st Finl Banksh
-$119.9K
24,870
-4%
增持
FRD
FRIEDMAN INDS INC COM
-$116.6K
54,131
+9%
减持
BHP
Bhp Billiton Ltd Adr
-$114.8K
67,147
-2%
建仓
SLNG
Stabilis Solutions Inc
+$108.5K
28,182
减持
PG
Procter & Gamble Co
+$96.8K
92,149
-1%
增持
ZTS
Zoetis Inc
+$95.1K
6,578
+6%
减持
KO
Coca Cola Company
+$80.8K
52,289
-1%
减持
EQT
EQT Corporation
-$72.3K
377,814
-0%
增持
—
Brookfield Infra Ptnrs
-$69.4K
22,129
+2%
增持
AXP
American Express Company
+$69.3K
17,900
+0%
减持
—
Silverbow Resources
-$62.9K
10,700
-22%
增持
MAIN
Main Street Capital Corp
+$58.5K
15,429
+1%
增持
GILD
Gilead Sciences Inc
+$54.7K
4,119
+32%
减持
SCHO
Sch St US Trsr ETF
-$53.2K
4,422
-20%
减持
GD
General Dynamics Corp
+$52.1K
7,197
-0%
增持
PM
Philip Morris Intl Inc
+$49.9K
3,834
+4%
增持
ABBV
AbbVie Inc
-$48.9K
4,708
+0%
增持
RTX
RTX Corp
+$41.6K
14,522
+0%
增持
VCIT
Vanguard Corp Bond ETF
+$40.6K
3,073
+21%
增持
TXN
Texas Instruments Inc
+$39.9K
1,767
+1%
减持
DVN
Devon Energy Corp New
-$37.1K
4,756
-9%
增持
—
Lam Research Corporation
+$35.4K
272
+4%
减持
LMT
Lockheed Martin Corp
+$32.1K
2,989
-0%
减持
AVGO
Broadcom Inc
-$28.9K
479
-20%
减持
VOO
Vanguard S&P 500 ETF
-$23.2K
417
-13%
增持
EOG
E O G Resources Inc
+$15.7K
100,372
+2%
增持
—
Enlink Midstream Llc
+$15.1K
12,500
+9%
增持
FANG
Diamondback Energy
+$14.9K
6,328
+0%
增持
RF
Regions Financial Cp New
-$11.7K
32,700
+3%
减持
MO
Altria Group Inc.
+$8.2K
7,448
-2%
减持
TSLA
Tesla Motors Inc
+$3.6K
1,133
-10%
增持
SLB
Schlumberger Ltd
+$877
213,363
+16%
增持
WM
Waste Management Inc Del
+$561
1,869
+0%
增持
BMY
Bristol-Myers Squibb Co
-$407
5,780
+30%
减持
QQQ
Invesco QQQ Trust
-$70
516
-7%
