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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 73
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
META
Meta Platforms Inc Class A
+$16.2M
102,361
-1%
减持
MSFT
Microsoft Corp
+$15.2M
124,628
-0%
增持
NVDA
NVIDIA Corp
+$9.8M
149,212
+17%
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
-$9.5M
48,213
+3%
增持
AMZN
Amazon Com Inc
+$7.4M
221,392
+2%
增持
GOOG
Alphabet Inc Class C
+$6.9M
272,430
+3%
减持
GPN
Global Payments Inc
-$5.7M
26,039
-67%
增持
BKNG
Booking Holdings Inc
+$5.6M
4,453
+1%
减持
EOG
E O G Resources Inc
-$5.4M
27,528
-60%
减持
AAPL
Apple Computer Inc
-$5.3M
150,224
-8%
减持
SLB
Schlumberger Ltd
-$5.3M
125,438
-45%
增持
BN
Brookfield Corp
+$4.9M
480,998
+2%
增持
NEE
NextEra Energy, Inc
+$4.5M
299,948
+30%
减持
CVX
Chevron Corp
-$4.5M
88,501
-14%
减持
JPM
JPMorgan Chase & Co.
+$4.0M
99,012
-2%
增持
TSM
Taiwan Semiconductr Adrf
+$3.8M
25,567
+109%
增持
CAT
Caterpillar Inc
+$3.4M
55,162
+1%
增持
CVS
CVS Health Corporation
+$3.1M
76,650
+137%
增持
AMAT
Applied Materials Inc
+$3.1M
76,740
+1%
减持
DY
Dycom Industries Inc
+$3.0M
34,861
-3%
增持
—
Eaton Corporation
+$2.9M
23,668
+15%
增持
—
A S M L Holding Nv New
+$2.8M
11,904
+17%
减持
BRK/B
Berkshire Hathaway Cl B
-$2.7M
58,379
-0%
减持
—
Exxon Mobil Corp
-$2.6M
142,241
-6%
增持
CTVA
Corteva Inc
+$2.3M
150,013
+7%
增持
—
Steris Corp
+$2.1M
47,806
+16%
减持
JNJ
Johnson & Johnson
-$1.9M
123,488
-1%
减持
MCD
McDonalds Corp
-$1.8M
58,091
-3%
增持
PEP
Pepsico Incorporated
-$1.8M
130,514
+3%
减持
FDX
FedEx Corporation
-$1.8M
68,181
-4%
减持
DHI
D R Horton Co
-$1.7M
12,063
-54%
增持
PFE
Pfizer Incorporated
+$1.7M
670,343
+16%
增持
EQT
EQT Corp
+$1.6M
313,757
+1%
增持
URI
United Rentals Inc
+$1.6M
11,584
+2%
增持
MA
Mastercard Inc
+$1.6M
28,508
+8%
增持
ADBE
Adobe Systems Inc
+$1.5M
23,219
+18%
减持
SBUX
Starbucks Corp
-$1.5M
18,023
-43%
增持
NTRS
Northern Trust Corp
+$1.3M
25,065
+29%
减持
FTNT
Fortinet Inc
+$1.2M
135,241
-1%
减持
—
Accenture PLC CL A
-$1.1M
24,471
-10%
增持
VRSK
Verisk Analytics Inc
+$1.1M
20,367
+16%
减持
SYK
Stryker Corp
+$1.1M
49,179
-0%
减持
NKE
Nike Inc Class B
-$1.1M
28,300
-41%
减持
DIS
Disney Walt Hldg Co
+$1.0M
56,112
-7%
减持
PAYX
Paychex Inc
-$959.9K
74,418
-3%
减持
LOW
Lowes Companies Inc
-$945.3K
60,677
-2%
增持
AXP
American Express Company
+$890.4K
17,827
+0%
减持
NOW
Service Now Inc
+$868.5K
3,861
-1%
减持
CAH
Cardinal Health Inc
+$835.5K
47,671
-8%
增持
PG
Procter & Gamble Co
-$817.3K
106,094
+2%
清仓
NBH
Neuberger Berman Muni Fund
-$771.7K
0
-100%
减持
—
Blackrock Municipal Inco
-$759.3K
185,048
-28%
增持
GOOGL
Alphabet Inc Class A
+$691.2K
31,517
+0%
减持
DOW
Dow Inc.
-$634.5K
27,148
-30%
增持
CRM
Salesforce Com
+$588.6K
33,094
+5%
增持
—
Chubb Ltd F
-$519.4K
93,676
+2%
增持
ZTS
Zoetis Inc
+$501.8K
18,408
+28%
减持
CTAS
Cintas Corp
+$492.7K
33,214
-1%
减持
ENTG
Entegris Inc
-$491.7K
36,962
-7%
增持
LMT
Lockheed Martin Corp
+$445.4K
4,697
+21%
增持
EXP
Eagle Materials Inc
-$444.2K
44,841
+5%
减持
NUV
Nuveen Muni Value Fund
-$428.9K
46,001
-51%
减持
EPD
Enterprise Prd Prtnrs Lp
-$422.9K
83,620
-5%
增持
SKWD
Skyward Specialty Ins Gr
+$405.3K
53,032
+6%
清仓
OXY
Occidental Petroleum Corp
-$399.8K
0
-100%
减持
T
AT&T Inc
-$379.5K
280,938
-7%
增持
ORCL
Oracle Corporation
+$360.2K
4,559
+0%
增持
—
Willis Tower Watson P F
-$357.3K
17,280
+3%
增持
DLTR
Dollar Tree Inc
+$345.0K
5,545
+104%
减持
AVGO
Broadcom Inc
+$342.0K
3,543
-7%
减持
MRK
Merck & Co Inc
-$334.7K
26,090
-2%
减持
BHP
Bhp Billiton Ltd Adr
-$331.9K
44,273
-13%
增持
LAZ
Lazard Inc
+$326.1K
58,960
+2%
减持
CSCO
Cisco Systems Inc
+$313.1K
67,164
-5%
增持
IQV
Iqvia Holdings Inc
+$309.3K
43,475
+17%
减持
FANG
Diamondback Energy
-$308.4K
5,193
-19%
增持
PM
Philip Morris Intl Inc
+$307.4K
12,844
+0%
建仓
IESC
Ies Hldgs Inc
+$296.2K
1,000
增持
ABT
Abbott Laboratories
+$293.2K
84,230
+0%
增持
WELL
Welltower Inc
+$279.7K
44,398
+4%
建仓
LRCX
Lam Research Corp
+$277.5K
2,850
减持
ENB
Enbridge Inc
-$264.3K
118,310
-7%
增持
NFLX
Netflix Inc
+$258.3K
438
+24%
建仓
GE
GE Aerospace
+$256.3K
996
增持
LLY
Eli Lilly & Company
+$250.5K
17,972
+8%
建仓
CRK
Comstock Res Inc
+$249.0K
9,000
减持
PLD
Prologis Inc
-$249.0K
37,056
-0%
增持
RTX
RTX Corp
+$248.1K
14,874
+2%
建仓
CP
Canadian Pac Railway
+$248.1K
3,130
建仓
VTI
Vanguard Total Stock Mkt
+$247.1K
813
减持
OKE
ONEOK Inc
-$244.9K
11,672
-3%
增持
FLOT
Ishares Floating Rate ETF
+$243.1K
33,350
+17%
建仓
VIG
Vanguard Div Apprciation ETF
+$232.9K
1,138
清仓
TRGP
Targa Resources Corp
-$227.1K
0
-100%
增持
SCHB
Schwab US Broad Market ETF
+$223.0K
65,203
+5%
建仓
PANW
Palo Alto Networks Inc
+$216.9K
1,060
建仓
GEV
GE Vernova Inc
+$215.9K
408
减持
IBM
Intl Business Machines
+$209.7K
5,917
-4%
清仓
SCCO
Southern Copper Corp
-$209.2K
0
-100%
建仓
CADE
Cadence Bancorporati
+$209.1K
6,540
建仓
MRVL
Marvell Tech Group
+$209.0K
2,700
建仓
ICE
Intercontinental Exchange Inc
+$205.5K
1,120
建仓
TRP
TC Energy Corp
+$204.9K
4,200
建仓
BAC
Bank Of America Corp
+$202.9K
4,287
建仓
VGT
Vanguard Info Technology ETF
+$201.7K
304
减持
CNI
Canadian Natl Ry Co
-$189.4K
106,725
-8%
增持
WDAY
Workday Inc
+$185.9K
16,750
+2%
减持
GILD
Gilead Sciences Inc
-$172.5K
3,142
-32%
增持
V
Visa Inc Cl A
+$168.4K
9,239
+4%
增持
—
Brookfield Infra Ptnrs
+$160.8K
25,276
+10%
增持
ABBV
AbbVie Inc
-$135.2K
5,737
+0%
减持
COP
ConocoPhillips
-$134.0K
8,415
-1%
减持
DEO
Diageo Plc New Adr
-$126.8K
18,196
-3%
减持
—
Blackrock Municipal Inco
-$111.6K
109,768
-6%
增持
SPY
SPDR S&P 500 ETF
+$102.4K
1,705
+0%
增持
BNS
Bank Of Nova Scotia
+$93.1K
5,890
+20%
增持
CRGY
Crescent Energy Co A
-$93.0K
60,843
+11%
减持
—
Blackrock Munivest II Cf
-$87.7K
59,714
-10%
增持
DHR
Danaher Corp
-$84.7K
12,646
+0%
增持
RF
Regions Financial Cp New
+$82.1K
33,700
+3%
减持
KMI
Kinder Morgan Inc
-$81.4K
360,173
-4%
增持
TSLA
Tesla Motors Inc
+$78.8K
1,037
+7%
减持
ARLP
Alliance Resource Par Lp
-$73.5K
11,800
-16%
增持
MMM
3M Co
+$70.7K
2,412
+19%
增持
TJX
T J X Cos Inc
+$65.7K
20,753
+1%
减持
—
Stellar Bancorp Inc
-$58.5K
162,732
-2%
减持
WMT
Walmart Inc
+$55.6K
155,545
-10%
增持
TXN
Texas Instruments Inc
+$50.6K
1,783
+0%
减持
FRD
FRIEDMAN INDS INC COM
+$44.9K
49,506
-5%
增持
ISRG
Intuitive Surgical New
+$42.6K
864
+0%
增持
VOO
Vanguard S&P 500 ETF
+$41.6K
749
+0%
减持
MAIN
Main Street Capital Corp
+$41.2K
17,058
-0%
增持
PAA
Plains All Amern Ppln Lp
-$36.1K
21,733
+0%
增持
COST
Costco Whsl Corp New
+$32.8K
700
+0%
增持
UNP
Union Pacific Corp
-$31.5K
5,290
+0%
减持
EMR
Emerson Electric Co
-$31.2K
2,850
-24%
减持
CFR
Cullen/Frost Bankers, Inc.
+$27.1K
26,504
-2%
增持
KO
Coca Cola Company
-$26.4K
53,806
+1%
增持
BMY
Bristol-Myers Squibb Co
+$19.8K
11,491
+37%
减持
PSX
Phillips 66
-$18.9K
2,296
-3%
增持
BX
Blackstone Inc
+$16.4K
1,627
+0%
增持
GLD
Spdr Gold TRUST
+$13.5K
790
+0%
增持
HD
Home Depot Inc
+$11.6K
8,437
+0%
增持
MO
Altria Group Inc.
-$11.5K
11,194
+1%
减持
IIM
Invesco Value Muni Incm
-$7.9K
13,539
-2%
减持
—
Southstate Corp
-$7.6K
3,000
-2%
增持
WM
Waste Management Inc Del
-$6.6K
5,475
+1%
增持
ARCC
Ares Capital Corp
+$4.7K
17,398
+2%
增持
VCIT
Vanguard Corp Bond ETF
+$3.6K
2,941
+0%
增持
PR
Permian Resources Corp
-$3.4K
15,084
+0%
