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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 128 项
建仓 3
增持 56
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BN
Brookfield Corp
+$5.5M
475,004
-0%
减持
META
Meta Platforms Inc Class A
+$5.2M
112,415
-4%
减持
GOOG
Alphabet Inc Class C
-$4.2M
245,594
-0%
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
AAPL
Apple Computer Inc
+$3.8M
174,243
-0%
减持
CAT
Caterpillar Inc
+$3.2M
55,346
-0%
减持
UNH
United Healthcare Cor
+$3.0M
43,569
-1%
减持
—
Chubb Ltd F
+$3.0M
91,917
-0%
增持
WMT
Wal-Mart Stores Inc
+$2.8M
207,234
+1%
减持
AMAT
Applied Materials Inc
-$2.8M
74,526
-1%
增持
EXP
Eagle Materials Inc
+$2.8M
39,424
+0%
减持
LOW
Lowes Companies Inc
+$2.5M
65,640
-5%
减持
BRK/B
Berkshire Hathaway Cl B
+$2.5M
59,735
-3%
减持
MCD
McDonalds Corp
+$2.5M
55,272
-2%
减持
NEE
NextEra Energy, Inc
+$2.5M
215,982
-3%
减持
FTNT
Fortinet Inc
+$2.4M
140,609
-1%
增持
ENB
Enbridge Inc
+$2.2M
138,403
+43%
减持
MSFT
Microsoft Corp
-$2.1M
116,061
-0%
减持
EQT
EQT Corporation
-$1.9M
329,202
-13%
增持
MA
Mastercard Inc
+$1.9M
24,828
+6%
增持
T
AT&T Inc
+$1.9M
351,925
+14%
减持
FDX
FedEx Corporation
-$1.8M
68,374
-0%
减持
JNJ
Johnson & Johnson
+$1.5M
118,242
-2%
增持
NVDA
Nvidia Corp
+$1.4M
106,354
+15%
增持
PFE
Pfizer Incorporated
+$1.3M
419,139
+9%
减持
URI
United Rentals Inc
+$1.3M
9,861
-4%
增持
AMZN
Amazon Com Inc
-$1.3M
206,887
+0%
减持
—
Accenture PLC CL A
+$1.3M
30,728
-2%
增持
BKNG
Booking Holdings Inc
+$1.3M
4,018
+2%
清仓
—
Kellanova
-$1.3M
0
-100%
减持
DHI
D R Horton Co
+$1.2M
34,997
-10%
减持
PAYX
Paychex Inc
+$1.2M
84,878
-2%
减持
KMI
Kinder Morgan Inc
+$1.0M
478,859
-1%
减持
SYK
Stryker Corp
+$1.0M
50,697
-0%
增持
CRM
Salesforce Com
+$988.9K
29,989
+7%
增持
CTAS
Cintas Corp
+$970.1K
37,352
+289%
清仓
FIS
Fidelity Natl Info
-$942.0K
0
-100%
减持
WELL
Welltower Inc
+$920.3K
45,532
-3%
增持
SBUX
Starbucks Corp
+$910.0K
35,947
+8%
增持
PG
Procter & Gamble Co
+$896.4K
92,920
+1%
增持
FLOT
Ishares Floating Rate ETF
+$895.1K
33,662
+109%
减持
JPM
JPMorgan Chase & Co.
-$888.3K
115,787
-7%
增持
ABT
Abbott Laboratories
+$882.7K
74,417
+2%
增持
ADBE
Adobe Systems Inc
+$877.1K
11,185
+26%
增持
IQV
Iqvia Holdings Inc
+$832.1K
32,213
+0%
减持
DY
Dycom Industries Inc
+$779.5K
31,132
-2%
增持
—
A S M L Holding Nv New
+$742.2K
5,858
+45%
增持
VRSK
Verisk Analytics Inc
+$720.6K
15,545
+22%
增持
PEP
Pepsico Incorporated
+$714.5K
89,332
+2%
增持
CVX
Chevron Corp
-$712.1K
107,628
+2%
增持
GPN
Global Payments Inc
+$701.6K
86,298
+3%
减持
AXP
American Express Company
+$689.4K
17,825
-0%
减持
—
Steris Corp
+$684.4K
35,283
-2%
增持
LAZ
Lazard Inc
+$658.9K
45,814
+6%
增持
—
Willis Tower Watson P F
+$615.8K
14,392
+4%
建仓
CRGY
Crescent Energy Co
+$601.6K
54,938
增持
WDAY
Workday Inc
+$595.9K
17,138
+7%
清仓
DLTR
Dollar Tree Inc
-$589.9K
0
-100%
增持
TSM
Taiwan Semiconductr Adrf
+$582.5K
8,360
+67%
减持
CVS
CVS Health Corporation
-$557.0K
34,134
-25%
增持
DOW
Dow Inc.
+$543.9K
46,074
+24%
减持
NKE
Nike Inc Class B
+$536.0K
66,743
-6%
增持
—
Exxon Mobil Corp
+$524.6K
160,530
+1%
减持
CNI
Canadian Natl Ry Co
-$515.6K
71,069
-5%
减持
DIS
Disney Walt Hldg Co
-$496.6K
64,685
-4%
增持
—
Eaton Corporation
+$462.7K
18,908
+2%
减持
—
Stellar Bancorp Inc
+$462.3K
174,429
-1%
增持
LMT
Lockheed Martin Corp
+$451.7K
3,161
+6%
减持
CTVA
Corteva Inc
+$417.4K
145,259
-4%
清仓
—
Silverbow Resources
-$404.8K
0
-100%
增持
SLB
Schlumberger Ltd
+$397.2K
249,430
+17%
减持
GOOGL
Alphabet Inc Class A
-$378.2K
18,131
-2%
增持
SKWD
Skyward Specialty Ins Gr
+$372.9K
50,254
+9%
减持
NOW
Service Now Inc
+$369.0K
4,097
-2%
减持
CAH
Cardinal Health Inc
+$364.9K
60,778
-6%
减持
KO
Coca Cola Company
+$358.1K
51,298
-2%
减持
SWKS
Skyworks Solutions Inc
-$348.7K
4,443
-40%
减持
MRK
Merck & Co Inc
-$319.7K
30,085
-0%
增持
EOG
E O G Resources Inc
-$274.8K
100,537
+0%
建仓
MMM
3M Company
+$269.4K
1,971
建仓
BNS
Bank Of Nova Scotia
+$256.1K
4,700
减持
BHP
Bhp Billiton Ltd Adr
-$248.9K
57,712
-14%
清仓
DVN
Devon Energy Corp New
-$225.4K
0
-100%
减持
DHR
Danaher Corp
+$213.5K
12,880
-4%
减持
PLD
Prologis Inc
+$209.6K
21,238
-4%
增持
ZTS
Zoetis Inc
+$204.7K
6,884
+5%
增持
FANG
Diamondback Energy
-$160.1K
6,419
+1%
减持
HD
Home Depot Inc
+$158.0K
3,949
-6%
增持
SCHB
Schwab US Market ETF
+$147.3K
19,345
+7%
减持
—
Brookfield Infra Ptnrs
+$132.6K
21,113
-5%
增持
OKE
ONEOK Inc
+$128.2K
10,818
+3%
减持
ABBV
AbbVie Inc
+$121.7K
4,705
-0%
增持
V
Visa Inc Cl A
+$110.9K
8,877
+0%
增持
ENTG
Entegris Inc
-$110.0K
20,679
+15%
增持
BMY
Bristol-Myers Squibb Co
+$107.4K
6,714
+16%
减持
COP
Conocophillips
-$89.3K
8,561
-1%
增持
PM
Philip Morris Intl Inc
+$77.1K
3,836
+0%
减持
TJX
T J X Cos Inc
+$69.1K
20,129
-4%
增持
—
Lam Research Corporation
-$67.5K
273
+0%
减持
CSCO
Cisco Systems Inc
-$63.0K
57,374
-13%
增持
—
Independent Bk Group Inc
+$61.9K
5,094
+0%
减持
PSX
Phillips 66
-$59.2K
2,900
-7%
减持
THO
Thor Industries Inc
+$46.3K
3,516
-3%
增持
MO
Altria Group Inc.
+$41.4K
7,457
+0%
减持
TSLA
Tesla Motors Inc
+$40.8K
1,013
-11%
增持
AVGO
Broadcom Inc
+$37.2K
4,672
+875%
减持
CFR
Cullen/Frost Bankers, Inc.
+$32.7K
29,738
-8%
增持
COST
Costco Whsl Corp New
+$31.8K
848
+0%
减持
DEO
Diageo Plc New Adr
+$31.6K
35,251
-10%
增持
MAIN
Main Street Capital Corp
+$29.9K
16,134
+5%
增持
VCIT
Vanguard Corp Bond ETF
+$25.6K
3,239
+5%
减持
NTRS
Northern Trust Corp
-$24.9K
18,452
-8%
增持
VOX
Vanguard Telecom ETF
+$21.7K
1,575
+5%
减持
GILD
Gilead Sciences Inc
-$20.6K
3,125
-24%
减持
EPD
Enterprise Prd Prtnrs Lp
-$20.0K
62,234
-2%
减持
—
Enlink Midstream Llc
-$19.6K
10,500
-16%
减持
FRD
FRIEDMAN INDS INC COM
+$17.8K
52,134
-4%
增持
LLY
Lilly Eli & Company
-$16.4K
14,881
+2%
减持
QQQ
Invesco QQQ Trust ETF Unit
-$14.9K
476
-8%
增持
VOO
Vanguard S&P 500 ETF
+$12.0K
418
+0%
减持
STZ
Constellation Brand
-$11.5K
810
-5%
增持
PR
Permian Resources Corp
+$11.2K
14,674
+26%
增持
PAA
Plains All Amern Ppln Lp
-$10.3K
21,681
+0%
增持
WM
Waste Management Inc Del
-$10.2K
1,872
+0%
减持
CRK
Comstock Res Inc
-$8.8K
16,000
-11%
增持
VGT
Vanguard Info Technology ETF
+$6.3K
404
+1%
减持
TXN
Texas Instruments Inc
+$5.2K
1,689
-4%
增持
SCHO
Sch St US Trsr ETF
+$3.9K
4,426
+0%
减持
SPY
SPDR S&P 500 ETF
-$1.0K
1,629
-5%
