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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 68
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOG
Alphabet Inc Class C
+$8.0M
257,842
+5%
增持
AMZN
Amazon Com Inc
+$7.7M
210,803
+2%
增持
EQT
EQT Corporation
+$3.4M
335,946
+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
UNH
United Healthcare Cor
-$3.3M
43,835
+1%
增持
BKNG
Booking Holdings Inc
+$3.3M
4,065
+1%
减持
NEE
NextEra Energy, Inc
-$2.9M
214,018
-1%
增持
AMAT
Applied Materials Inc
-$2.8M
75,287
+1%
建仓
BRK/A
Berkshire Hathaway Cl A
+$2.7M
4
减持
DEO
Diageo Plc New Adr
-$2.7M
17,728
-50%
建仓
—
Blackrock Municipal Inco
+$2.5M
255,263
增持
GOOGL
Alphabet Inc Class A
+$2.4M
28,671
+58%
减持
FTNT
Fortinet Inc
+$2.3M
139,641
-1%
减持
LLY
Eli Lilly & Company
-$2.1M
14,334
-4%
增持
NVDA
Nvidia Corp
+$2.1M
111,825
+5%
减持
DHI
D R Horton Co
-$2.1M
32,768
-6%
减持
AAPL
Apple Computer Inc
+$2.1M
170,380
-2%
减持
KMI
Kinder Morgan Inc
+$2.1M
461,177
-4%
减持
NKE
Nike Inc Class B
-$2.0M
51,245
-23%
减持
—
Exxon Mobil Corp
-$2.0M
156,264
-3%
减持
BN
Brookfield Corp
+$2.0M
473,692
-0%
增持
CRM
Salesforce Com
+$1.9M
30,366
+1%
减持
LOW
Lowes Companies Inc
-$1.9M
64,198
-2%
增持
MSFT
Microsoft Corp
+$1.9M
123,014
+6%
减持
META
Meta Platforms Inc Class A
-$1.9M
106,718
-5%
减持
EXP
Eagle Materials Inc
-$1.8M
38,726
-2%
减持
CAT
Caterpillar Inc
-$1.7M
54,899
-1%
清仓
IFF
Intl Flavors& Fragrances
-$1.7M
0
-100%
增持
HD
Home Depot Inc
+$1.6M
8,286
+110%
减持
WMT
Walmart Inc
+$1.6M
202,905
-2%
减持
JPM
JPMorgan Chase & Co.
+$1.5M
108,115
-7%
增持
JNJ
Johnson & Johnson
-$1.4M
122,709
+4%
建仓
ORCL
Oracle Corporation
+$1.4M
8,306
减持
URI
United Rentals Inc
-$1.2M
9,575
-3%
建仓
—
Blackrock Municipal Inco
+$1.2M
116,159
减持
EOG
E O G Resources Inc
-$1.2M
90,893
-10%
减持
—
Chubb Ltd F
-$1.2M
91,560
-0%
减持
CTAS
Cintas Corp
-$1.1M
36,016
-4%
建仓
UNP
Union Pacific Corp
+$1.1M
4,763
增持
ABT
Abbott Laboratories
+$1.1M
84,439
+13%
增持
MA
Mastercard Inc
+$1.0M
25,277
+2%
建仓
—
Blackrock Munivest II Cf
+$930.9K
88,236
减持
BHP
Bhp Billiton Ltd Adr
-$917.8K
54,613
-5%
增持
PEP
Pepsico Incorporated
+$909.2K
105,880
+19%
增持
SLB
Schlumberger Ltd
-$835.5K
251,124
+1%
减持
CVS
CVS Health Corporation
-$833.4K
29,248
-14%
增持
PFE
Pfizer Incorporated
+$824.6K
488,294
+16%
增持
CSCO
Cisco Systems Inc
+$824.2K
65,500
+14%
增持
EPD
Enterprise Prd Prtnrs Lp
+$817.5K
83,836
+35%
建仓
NUV
Nuveen Muni Value Fund
+$805.7K
93,793
增持
ZTS
Zoetis Inc
+$790.2K
13,105
+90%
减持
DIS
Disney Walt Hldg Co
+$785.4K
62,932
-3%
建仓
NBH
Neuberger Berman Muni Fund
+$756.2K
73,065
增持
PM
Philip Morris Intl Inc
+$705.8K
9,734
+154%
建仓
BA
Boeing Co
+$685.9K
3,875
增持
ADBE
Adobe Systems Inc
+$685.8K
14,566
+30%
减持
MRK
Merck & Co Inc
-$667.2K
27,636
-8%
减持
DHR
Danaher Corp
-$663.7K
12,708
-1%
增持
DY
Dycom Industries Inc
-$662.3K
31,448
+1%
增持
—
Steris Corp
-$629.3K
38,569
+9%
建仓
REGN
Regeneron Pharms Inc
+$616.9K
866
增持
IQV
Iqvia Holdings Inc
-$614.4K
35,719
+11%
增持
WM
Waste Management Inc Del
+$607.8K
4,937
+164%
增持
TSM
Taiwan Semiconductr Adrf
+$586.0K
10,319
+23%
增持
CNI
Canadian Natl Ry Co
+$552.6K
87,463
+23%
增持
IBM
Intl Business Machines
+$543.1K
5,558
+81%
建仓
EMR
Emerson Electric Co
+$520.5K
4,200
增持
VRSK
Verisk Analytics Inc
+$517.8K
17,003
+9%
增持
MCD
McDonalds Corp
+$507.4K
59,810
+8%
减持
NOW
Service Now Inc
+$486.1K
3,915
-4%
减持
WELL
Welltower Inc
-$480.4K
42,443
-7%
增持
DOW
Dow Inc.
-$468.4K
51,049
+11%
增持
ENTG
Entegris Inc
+$450.9K
28,043
+36%
建仓
—
nVent Electric
+$445.4K
6,534
减持
CFR
Cullen/Frost Bankers, Inc.
+$427.9K
27,966
-6%
减持
FDX
FedEx Corporation
+$419.9K
68,008
-1%
增持
LAZ
Lazard Inc
+$418.5K
52,965
+16%
增持
KO
Coca Cola Company
-$410.4K
52,616
+3%
建仓
OXY
Occidental Petroleum Corp
+$400.2K
8,100
增持
LMT
Lockheed Martin Corp
+$394.9K
4,615
+46%
增持
—
Willis Tower Watson P F
+$379.5K
14,744
+2%
增持
PG
Procter & Gamble Co
-$379.3K
93,733
+1%
建仓
ARLP
Alliance Resource Par Lp
+$368.1K
14,000
增持
V
Visa Inc Cl A
+$365.3K
8,879
+0%
增持
GILD
Gilead Sciences Inc
+$342.1K
6,540
+109%
减持
GPN
Global Payments Inc
+$338.8K
81,897
-5%
增持
T
AT&T Inc
+$314.9K
353,854
+1%
建仓
HSY
Hershey Foods Corp
+$299.6K
1,769
减持
CAH
Cardinal Health Inc
+$299.5K
59,328
-2%
建仓
MRVL
Marvell Tech Group
+$265.1K
2,400
建仓
NFLX
Netflix Inc
+$264.8K
297
增持
PLD
Prologis Inc
+$257.0K
27,804
+31%
建仓
BRO
Brown & Brown Inc
+$250.8K
2,458
增持
CTVA
Corteva Inc
-$249.7K
145,542
+0%
减持
ENB
Enbridge Inc
+$248.0K
138,311
-0%
建仓
CBZ
Cbiz Inc
+$234.9K
2,871
减持
—
Accenture PLC CL A
-$233.5K
30,212
-2%
增持
NTRS
Northern Trust Corp
+$230.6K
18,457
+0%
减持
SWKS
Skyworks Solutions Inc
-$229.3K
2,363
-47%
减持
FISV
Fiserv Inc
+$226.4K
8,960
-0%
清仓
ALGN
Align Technology Inc
-$225.6K
0
-100%
建仓
CADE
Cadence Bancorporati
+$225.3K
6,540
清仓
—
Lam Research Corporation
-$222.5K
0
-100%
减持
AVGO
Broadcom Inc
+$220.5K
4,427
-5%
减持
PAYX
Paychex Inc
+$219.6K
82,794
-2%
建仓
CRWD
Crowdstrike Hldgs Inc
+$219.0K
640
清仓
SCHO
Sch St US Trsr ETF
-$216.8K
0
-100%
建仓
SO
The Southern Company
+$212.0K
2,575
减持
—
Stellar Bancorp Inc
+$210.8K
166,730
-4%
建仓
AR
Antero Resouces Corp
+$210.3K
6,000
建仓
DVN
Devon Energy Corp New
+$206.9K
6,321
建仓
TRGP
Targa Resources Corp
+$202.2K
1,133
建仓
IESC
Ies Hldgs Inc
+$201.0K
1,000
增持
—
Eaton Corporation
+$191.0K
19,459
+3%
增持
VOO
Vanguard S&P 500 ETF
+$181.4K
746
+78%
减持
FLOT
Ishares Floating Rate ETF
-$177.3K
30,284
-10%
增持
—
A S M L Holding Nv New
+$172.8K
7,292
+24%
减持
CRGY
Crescent Energy Co
+$169.2K
52,759
-4%
增持
MAIN
Main Street Capital Corp
+$168.9K
16,692
+3%
建仓
IIM
Invesco Value Muni Incm
+$162.9K
13,697
清仓
—
Enlink Midstream Llc
-$152.4K
0
-100%
增持
SBUX
Starbucks Corp
-$148.6K
36,777
+2%
减持
WDAY
Workday Inc
+$137.9K
16,768
-2%
增持
BMY
Bristol-Myers Squibb Co
+$137.5K
8,573
+28%
增持
STZ
Constellation Brand
+$109.1K
1,438
+78%
减持
THO
Thor Industries Inc
-$101.7K
2,975
-15%
减持
OKE
ONEOK Inc
+$90.2K
10,718
-1%
增持
BNS
Bank Of Nova Scotia
+$88.8K
6,420
+37%
增持
RTX
RTX Corp
-$78.9K
14,523
+0%
减持
TSLA
Tesla Motors Inc
+$72.2K
835
-18%
减持
FANG
Diamondback Energy
-$71.3K
6,320
-2%
增持
MO
Altria Group Inc.
+$68.1K
8,581
+15%
增持
—
Brookfield Infra Ptnrs
-$66.6K
21,176
+0%
减持
COST
Costco Whsl Corp New
-$66.2K
748
-12%
减持
CRK
Comstock Res Inc
+$58.8K
13,000
-19%
增持
SPY
SPDR S&P 500 ETF
+$54.6K
1,688
+4%
增持
PSX
Phillips 66
-$42.3K
2,975
+3%
增持
CVX
Chevron Corp
+$39.5K
109,706
+2%
增持
QQQ
Invesco QQQ Trust ETF Unit
+$39.5K
532
+12%
减持
TJX
T J X Cos Inc
+$39.4K
19,911
-1%
减持
VCIT
Vanguard Corp Bond ETF
-$27.5K
3,037
-6%
增持
BRK/B
Berkshire Hathaway Cl B
+$25.5K
60,711
+2%
增持
COP
Conocophillips
+$22.3K
9,314
+9%
增持
ABBV
AbbVie Inc
-$19.6K
5,119
+9%
增持
TXN
Texas Instruments Inc
-$16.3K
1,774
+5%
增持
—
Independent Bk Group Inc
+$15.4K
5,095
+0%
增持
PR
Permian Resources Corp
+$12.8K
14,775
+1%
增持
FRD
FRIEDMAN INDS INC COM
-$11.9K
53,846
+3%
减持
REI
Ring Energy Inc
-$9.2K
25,061
-7%
增持
PAA
Plains All Amern Ppln Lp
-$6.0K
21,697
+0%
增持
MMM
3M Company
-$5.7K
2,043
+4%
