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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 72
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GOOG
Alphabet Inc Class C
-$7.7M
265,152
+3%
减持
AAPL
Apple Computer Inc
-$6.5M
162,656
-5%
增持
AMZN
Amazon Com Inc
-$5.1M
216,442
+3%
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
MSFT
Microsoft Corp
-$5.0M
124,702
+1%
减持
BRK/B
Berkshire Hathaway Cl B
+$3.6M
58,408
-4%
减持
WMT
Walmart Inc
-$3.2M
172,612
-15%
减持
META
Meta Platforms Inc Class A
-$3.2M
102,937
-4%
增持
JNJ
Johnson & Johnson
+$3.0M
125,052
+2%
建仓
BF/B
Brown Forman Corp Cl B
+$2.9M
86,649
增持
PEP
Pepsico Incorporated
+$2.9M
126,941
+20%
增持
LLY
Eli Lilly & Company
+$2.7M
16,660
+16%
减持
EOG
E O G Resources Inc
-$2.4M
68,003
-25%
增持
CNI
Canadian Natl Ry Co
+$2.4M
115,874
+32%
增持
HSY
Hershey Foods Corp
+$2.4M
15,856
+796%
减持
BN
Brookfield Corp
-$2.4M
473,221
-0%
增持
UNH
United Healthcare Cor
+$2.4M
46,858
+7%
增持
—
Chubb Ltd F
+$2.4M
91,590
+0%
减持
—
Accenture PLC CL A
-$2.2M
27,088
-10%
增持
PG
Procter & Gamble Co
+$2.0M
103,980
+11%
减持
KMI
Kinder Morgan Inc
-$2.0M
374,009
-19%
减持
CAT
Caterpillar Inc
-$1.9M
54,657
-0%
增持
FDX
FedEx Corporation
-$1.9M
70,875
+4%
增持
CRM
Salesforce Com
-$1.7M
31,434
+4%
增持
—
A S M L Holding Nv New
+$1.7M
10,144
+39%
增持
PFE
Pfizer Incorporated
+$1.6M
575,497
+18%
减持
ABT
Abbott Laboratories
+$1.6M
84,153
-0%
增持
MCD
McDonalds Corp
+$1.5M
60,175
+1%
增持
—
Steris Corp
+$1.4M
41,376
+7%
减持
LOW
Lowes Companies Inc
-$1.4M
61,775
-4%
减持
GPN
Global Payments Inc
-$1.4M
79,555
-3%
减持
DHI
D R Horton Co
-$1.3M
25,965
-21%
减持
CVX
Chevron Corp
+$1.3M
102,600
-6%
增持
AMAT
Applied Materials Inc
-$1.3M
75,676
+1%
减持
JPM
JPMorgan Chase & Co.
-$1.3M
100,543
-7%
增持
NVDA
NVIDIA Corp
-$1.2M
127,162
+14%
增持
PLD
Prologis Inc
+$1.2M
37,072
+33%
增持
WELL
Welltower Inc
+$1.2M
42,723
+1%
减持
EQT
EQT Corporation
+$1.2M
311,658
-7%
减持
—
Exxon Mobil Corp
+$1.1M
150,810
-3%
增持
MA
Mastercard Inc
+$1.1M
26,307
+4%
减持
DIS
Disney Walt Hldg Co
-$1.1M
60,339
-4%
减持
NOW
Service Now Inc
-$1.0M
3,895
-1%
增持
ADBE
Adobe Systems Inc
+$1.0M
19,620
+35%
清仓
GSK
Glaxosmithkline Plc Adrf
-$1.0M
0
-100%
增持
—
Willis Tower Watson P F
+$1.0M
16,729
+13%
增持
NEE
NextEra Energy, Inc
+$973.3K
230,164
+8%
清仓
GIS
General Mills Inc
-$944.8K
0
-100%
增持
CVS
CVS Health Corporation
+$879.8K
32,365
+11%
增持
—
Eaton Corporation
-$869.8K
20,557
+6%
增持
PM
Philip Morris Intl Inc
+$860.4K
12,801
+32%
减持
NKE
Nike Inc Class B
-$810.5K
48,317
-6%
减持
ORCL
Oracle Corporation
-$747.5K
4,553
-45%
减持
DOW
Dow Inc.
-$695.3K
38,756
-24%
增持
ENTG
Entegris Inc
+$694.7K
39,697
+42%
清仓
BA
Boeing Co
-$685.9K
0
-100%
增持
GOOGL
Alphabet Inc Class A
-$564.3K
31,447
+10%
增持
KO
Coca Cola Company
+$557.3K
53,521
+2%
减持
CTVA
Corteva Inc
+$554.8K
140,552
-3%
增持
VRSK
Verisk Analytics Inc
+$538.3K
17,544
+3%
减持
LMT
Lockheed Martin Corp
-$512.4K
3,873
-16%
增持
AXP
American Express Company
-$494.3K
17,826
+0%
减持
WDAY
Workday Inc
-$492.6K
16,418
-2%
增持
IQV
Iqvia Holdings Inc
-$477.2K
37,107
+4%
增持
CSCO
Cisco Systems Inc
+$469.2K
70,439
+8%
建仓
—
Blackrock Investment Qlt
+$467.8K
40,712
减持
T
AT&T Inc
+$452.6K
300,916
-15%
清仓
—
nVent Electric
-$445.4K
0
-100%
减持
AVGO
Broadcom Inc
-$391.9K
3,790
-14%
增持
EPD
Enterprise Prd Prtnrs Lp
+$386.9K
88,342
+5%
建仓
ARCC
Ares Capital Corp
+$377.3K
17,027
减持
—
Unilever Plc Adr New
-$374.8K
37,600
-18%
减持
CFR
Cullen/Frost Bankers, Inc.
-$374.7K
26,995
-3%
减持
MRK
Merck & Co Inc
-$349.3K
26,738
-3%
增持
URI
United Rentals Inc
+$348.8K
11,320
+18%
减持
DHR
Danaher Corp
-$334.4K
12,599
-1%
减持
CTAS
Cintas Corp
+$329.6K
33,619
-7%
增持
IBM
Intl Business Machines
+$312.7K
6,171
+11%
清仓
—
Independent Bk Group Inc
-$309.1K
0
-100%
增持
DEO
Diageo Plc New Adr
-$292.2K
18,719
+6%
增持
ABBV
AbbVie Inc
+$290.6K
5,728
+12%
清仓
THO
Thor Industries Inc
-$284.7K
0
-100%
建仓
—
Southstate Corp
+$283.7K
3,056
建仓
O
Realty Income Corp
+$278.4K
4,800
清仓
MRVL
Marvell Tech Group
-$265.1K
0
-100%
增持
WM
Waste Management Inc Del
+$263.1K
5,440
+10%
减持
SBUX
Starbucks Corp
-$253.5K
31,628
-14%
清仓
VGT
Vanguard Info Technology ETF
-$251.2K
0
-100%
增持
RTX
RTX Corp
+$243.2K
14,524
+0%
减持
ENB
Enbridge Inc
-$242.4K
126,972
-8%
清仓
CRK
Comstock Res Inc
-$236.9K
0
-100%
清仓
CBZ
Cbiz Inc
-$234.9K
0
-100%
增持
ZTS
Zoetis Inc
+$233.8K
14,388
+10%
建仓
GLD
Spdr Gold TRUST
+$227.3K
789
建仓
BX
Blackstone Group Lp
+$227.0K
1,624
减持
—
Blackrock Munivest II Cf
-$226.9K
66,601
-25%
清仓
CADE
Cadence Bancorporati
-$225.3K
0
-100%
增持
LAZ
Lazard Inc
-$223.8K
57,801
+9%
增持
MO
Altria Group Inc.
+$219.1K
11,126
+30%
清仓
SWKS
Skyworks Solutions Inc
-$209.5K
0
-100%
建仓
SCCO
Southern Copper Corp
+$209.2K
2,238
减持
BHP
Bhp Billiton Ltd Adr
-$205.8K
50,700
-7%
建仓
DLTR
Dollar Tree Inc
+$204.2K
2,720
清仓
IESC
Ies Hldgs Inc
-$201.0K
0
-100%
减持
PAYX
Paychex Inc
+$175.4K
76,386
-8%
增持
UNP
Union Pacific Corp
+$162.4K
5,285
+11%
减持
CAH
Cardinal Health Inc
+$156.5K
52,067
-12%
增持
CRGY
Crescent Energy Co
-$154.5K
54,831
+4%
增持
HD
Home Depot Inc
-$141.4K
8,409
+1%
减持
FISV
Fiserv Inc
+$127.0K
8,910
-1%
增持
OKE
ONEOK Inc
+$121.5K
12,071
+13%
增持
—
Stellar Bancorp Inc
-$115.0K
166,731
+0%
减持
BNS
Bank Of Nova Scotia
-$112.5K
4,900
-24%
减持
EMR
Emerson Electric Co
-$109.4K
3,750
-11%
增持
TJX
T J X Cos Inc
+$91.7K
20,502
+3%
减持
SLB
Schlumberger Ltd
-$89.8K
228,188
-9%
增持
TSLA
Tesla Motors Inc
-$86.6K
967
+16%
减持
GILD
Gilead Sciences Inc
-$83.3K
4,648
-29%
减持
FLOT
Ishares Floating Rate ETF
-$82.4K
28,569
-6%
减持
SYK
Stryker Corp
+$79.6K
49,410
-3%
增持
STZ
Constellation Brand
+$64.5K
2,083
+45%
增持
PAA
Plains All Amern Ppln Lp
+$63.7K
21,714
+0%
增持
NFLX
Netflix Inc
+$63.5K
352
+19%
减持
QQQ
Invesco QQQ Trust ETF Unit
-$55.1K
463
-13%
减持
FTNT
Fortinet Inc
-$54.2K
136,496
-2%
减持
MKTX
Marketaxess Holdings
-$54.0K
5,500
-0%
减持
GD
General Dynamics Corp
+$51.8K
7,147
-1%
增持
EXP
Eagle Materials Inc
-$48.9K
42,838
+11%
减持
FRD
FRIEDMAN INDS INC COM
-$48.3K
52,046
-3%
减持
PSX
Phillips 66
-$46.2K
2,371
-20%
增持
SCHB
Schwab US Market ETF
+$43.9K
61,813
+9%
增持
SPY
SPDR S&P 500 ETF
-$38.4K
1,700
+1%
增持
SO
The Southern Company
+$36.3K
2,700
+5%
减持
COP
Conocophillips
-$34.4K
8,467
-9%
减持
MMM
3M Co
+$32.8K
2,019
-1%
增持
NTRS
Northern Trust Corp
+$31.1K
19,492
+6%
增持
DVN
Devon Energy Corp New
+$29.5K
6,322
+0%
减持
BMY
Bristol-Myers Squibb Co
+$27.2K
8,396
-2%
减持
COST
Costco Whsl Corp New
-$25.4K
698
-7%
增持
REGN
Regeneron Pharms Inc
-$23.9K
935
+8%
增持
NUV
Nuveen Muni Value Fund
+$22.9K
94,482
+1%
增持
BKNG
Booking Holdings Inc
+$19.2K
4,388
+8%
增持
VOO
Vanguard S&P 500 ETF
-$18.0K
747
+0%
增持
—
Blackrock Municipal Inco
+$17.0K
255,951
+0%
增持
VOX
Vanguard Telecom ETF
+$15.6K
1,750
+11%
增持
NBH
Neuberger Berman Muni Fund
+$15.5K
74,205
+2%
增持
FANG
Diamondback Energy
-$13.5K
6,392
+1%
增持
TXN
Texas Instruments Inc
-$13.0K
1,779
+0%
增持
—
Brookfield Infra Ptnrs
+$12.8K
23,026
+9%
增持
MAIN
Main Street Capital Corp
-$10.9K
17,096
+2%
减持
AR
Antero Resouces Corp
-$8.1K
5,000
-17%
