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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 53
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
-$13.6M
126,164
+1%
减持
GOOG
Alphabet Inc Class C
-$11.6M
247,326
-6%
增持
META
Meta Platforms Inc Class A
-$8.8M
101,838
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。
+0%
增持
NFLX
Netflix Inc
+$6.1M
107,432
+139%
减持
—
Exxon Mobil Corp
+$5.8M
128,892
-3%
减持
CRM
Salesforce Com
-$5.4M
23,013
-37%
减持
UNH
United Healthcare Cor
-$5.3M
38,432
-19%
增持
EQT
EQT Corp
+$4.6M
373,778
+4%
减持
ADBE
Adobe Systems Inc
-$4.5M
12,493
-42%
增持
MSCI
MSCI Inc
+$4.4M
14,530
+143%
增持
DVA
Davita Inc
+$4.3M
35,139
+266%
减持
AMAT
Applied Materials Inc
+$3.9M
67,115
-9%
增持
TSM
Taiwan Semiconductr Adrf
+$3.8M
41,377
+24%
增持
BN
Brookfield Corp
-$3.7M
705,673
+0%
增持
—
A S M L Holding Nv New
+$3.7M
13,511
+2%
增持
AMZN
Amazon Com Inc
-$3.5M
233,763
+3%
减持
CVX
Chevron Corp
+$3.3M
78,436
-7%
减持
EXP
Eagle Materials Inc
-$3.1M
32,547
-27%
减持
FDX
FedEx Corporation
+$3.1M
61,286
-6%
减持
JPM
JPMorgan Chase & Co.
-$3.1M
95,408
-1%
增持
BKNG
Booking Holdings Inc
-$2.9M
5,196
+12%
减持
ABT
Abbott Laboratories
-$2.8M
74,902
-11%
减持
AAPL
Apple Computer Inc
-$2.7M
140,543
-1%
增持
CLX
Clorox Company
+$2.7M
56,792
+80%
建仓
MHD
BlackRock MuniHoldings Fund
+$2.7M
236,644
增持
GEV
GE Vernova Inc
+$2.5M
5,668
+49%
减持
WDAY
Workday Inc
-$2.4M
3,436
-74%
减持
CAT
Caterpillar Inc
+$2.3M
44,440
-13%
建仓
ADP
Auto Data Processing
+$2.3M
11,400
减持
NEE
NextEra Energy, Inc
+$2.2M
302,960
-6%
增持
MELI
Mercadolibre Inc
+$2.2M
2,649
+127%
增持
IQV
Iqvia Holdings Inc
-$2.1M
44,491
+3%
清仓
—
Unilever Plc Adr New
-$2.1M
0
-100%
减持
CTVA
Corteva Inc
+$2.1M
136,550
-2%
增持
LLY
Eli Lilly & Company
-$2.0M
20,163
+5%
增持
—
Chubb Ltd F
+$2.0M
99,365
+2%
增持
PEP
Pepsico Incorporated
+$1.9M
132,726
+2%
建仓
UL
Unilever Plc Adr New
+$1.9M
32,651
减持
JNJ
Johnson & Johnson
+$1.8M
109,484
-9%
清仓
—
Blackrock Municipal Inco
-$1.8M
0
-100%
减持
NOW
Service Now Inc
-$1.7M
12,522
-36%
增持
PRI
Primerica Inc
+$1.6M
25,340
+38%
减持
KMI
Kinder Morgan Inc
+$1.6M
310,013
-3%
减持
CTAS
Cintas Corp
-$1.6M
17,427
-27%
减持
—
Steris Corp
-$1.6M
45,914
-1%
增持
GE
GE Aerospace
+$1.5M
8,470
+197%
增持
—
Accenture PLC CL A
-$1.4M
20,704
+2%
减持
SLB
Schlumberger Ltd
+$1.3M
100,478
-0%
减持
GOOGL
Alphabet Inc Class A
-$1.2M
27,028
-6%
增持
MCD
McDonalds Corp
+$1.2M
64,215
+5%
增持
BRK/B
Berkshire Hathaway Cl B
-$1.2M
59,689
+1%
减持
URI
United Rentals Inc
-$1.1M
10,975
-3%
减持
CAH
Cardinal Health Inc
-$1.1M
27,117
-19%
清仓
—
Blackrock Municipal Inco
-$992.2K
0
-100%
减持
DEO
Diageo Plc New Adr
-$960.0K
3,155
-77%
减持
—
Stellar Bancorp Inc
+$917.2K
162,161
-0%
增持
D
Dominion Res Inc Va New
+$900.8K
41,369
+46%
减持
—
Eaton Corporation
+$884.3K
25,811
-2%
增持
INTU
Intuit Inc
-$802.3K
13,650
+35%
增持
PAYX
Paychex Inc
-$791.6K
89,091
+11%
增持
DIS
Disney Walt Hldg Co
-$777.3K
54,024
+3%
减持
LOW
Lowes Companies Inc
-$768.1K
57,282
-3%
减持
WMT
Walmart Inc
+$755.2K
135,358
-6%
减持
DHR
Danaher Corp
-$714.9K
9,210
-14%
增持
SYK
Stryker Corp
-$709.1K
49,373
+2%
清仓
—
Blackrock Munivest II Cf
-$613.1K
0
-100%
减持
DY
Dycom Industries Inc
-$609.4K
28,129
-6%
建仓
MYI
BlackRock MuniYield Quality III Fund
+$585.3K
55,692
减持
LMT
Lockheed Martin Corp
+$557.5K
4,890
-1%
减持
PAYC
Paycom Software Inc
-$488.9K
4,500
-31%
增持
NVDA
NVIDIA Corp
-$479.2K
171,285
+5%
减持
V
Visa Inc Cl A
-$462.5K
9,191
-1%
清仓
—
Blackrock Investment Qlt
-$455.9K
0
-100%
建仓
MQY
BlackRock MuniYield Quality Fund
+$441.3K
40,194
减持
DHI
D R Horton Co
-$413.6K
4,403
-38%
减持
BHP
Bhp Billiton Ltd Adr
+$411.5K
35,675
-1%
减持
LAZ
Lazard Inc
-$405.6K
54,776
-3%
建仓
SHEL
Shell Plc
+$371.5K
3,995
减持
NKE
Nike Inc Class B
-$366.7K
17,355
-14%
增持
KO
Coca Cola Company
+$356.3K
54,043
+1%
减持
EPD
Enterprise Prd Prtnrs Lp
+$347.9K
74,606
-3%
增持
FTNT
Fortinet Inc
+$320.4K
135,586
+0%
减持
HD
Home Depot Inc
-$317.5K
7,912
-7%
建仓
SSRM
S S R Mining Inc
+$311.0K
10,587
减持
EOG
E O G Resources Inc
+$310.6K
18,311
-18%
减持
COP
ConocoPhillips
+$304.4K
8,171
-1%
减持
IBM
Intl Business Machines
-$285.6K
3,843
-6%
清仓
CADE
Cadence Bancorporati
-$280.2K
0
-100%
建仓
—
Seabridge Gold Inc
+$275.9K
9,736
增持
—
Linde Plc
+$275.2K
2,013
+19%
增持
FSLR
First Solar Inc
+$271.7K
14,093
+47%
清仓
ENTG
Entegris Inc
-$266.3K
0
-100%
建仓
CGAU
Centerra Gold Inc
+$265.4K
14,920
减持
ENB
Enbridge Inc
+$259.6K
112,545
-8%
建仓
SKE
Skeena Res Ltd New
+$253.3K
8,523
建仓
HBAN
Huntington Bancshs Inc
+$253.3K
16,185
清仓
BX
Blackstone Inc
-$252.0K
0
-100%
清仓
STZ
Constellation Brand
-$246.8K
0
-100%
减持
FLOT
Ishares Floating Rate ETF
-$228.5K
34,073
-12%
建仓
ARLP
Alliance Resource Par Lp
+$221.2K
8,000
增持
MA
Mastercard Inc
-$215.1K
37,878
+13%
建仓
AR
Antero Resouces Corp
+$212.2K
5,000
减持
IBOC
Intl Bancshares Corp
-$207.9K
6,050
-35%
建仓
VZ
Verizon Communications
+$205.8K
4,100
清仓
SBUX
Starbucks Corp
-$201.5K
0
-100%
增持
VRSK
Verisk Analytics Inc
-$195.7K
18,770
+12%
增持
CVS
CVS Health Corporation
+$188.4K
103,082
+13%
增持
NTRS
Northern Trust Corp
+$178.5K
26,946
+3%
减持
PFE
Pfizer Incorporated
+$165.8K
562,533
-10%
减持
FANG
Diamondback Energy
+$157.7K
4,584
-8%
减持
AVGO
Broadcom Inc
-$156.0K
3,442
-2%
增持
SCHB
Schwab US Broad Market ETF
+$150.2K
86,689
+12%
增持
BMY
Bristol-Myers Squibb Co
+$132.5K
13,291
+6%
减持
RTX
RTX Corp
+$131.8K
14,826
-0%
增持
LRCX
Lam Research Corp
+$131.2K
3,072
+0%
增持
SEI
Solaris Energy Infrastructure Inc A
+$130.3K
8,000
+14%
增持
VST
Vistra Energy Corp
+$126.0K
6,408
+23%
减持
CRGY
Crescent Energy Co A
+$121.7K
75,001
-29%
减持
ISRG
Intuitive Surgical New
-$119.4K
800
-7%
增持
—
Willis Tower Watson P F
+$118.1K
19,928
+15%
减持
ORCL
Oracle Corporation
-$111.9K
2,054
-3%
减持
TJX
T J X Cos Inc
+$111.3K
20,771
-0%
减持
ABBV
AbbVie Inc
-$110.7K
5,309
-4%
减持
SPY
SPDR S&P 500 ETF
-$108.0K
3,242
-0%
减持
CSCO
Cisco Systems Inc
-$103.8K
64,624
-3%
减持
WELL
Welltower Inc
+$100.9K
42,367
-5%
增持
MAIN
Main Street Capital Corp
-$100.1K
18,509
+3%
增持
MO
Altria Group Inc.
+$99.4K
11,404
+1%
减持
OKE
ONEOK Inc
+$99.2K
10,066
-9%
减持
PR
Permian Resources Corp
+$97.2K
19,096
-14%
增持
PAA
Plains All Amern Ppln Lp
+$95.6K
21,794
+0%
增持
FISV
Fiserv Inc
-$93.3K
32,838
+15%
增持
GLD
Spdr Gold TRUST
+$69.7K
802
+15%
减持
COST
Costco Whsl Corp New
+$68.9K
725
-4%
增持
TSLA
Tesla Motors Inc
-$64.7K
1,147
+5%
减持
PM
Philip Morris Intl Inc
+$58.7K
12,948
-0%
增持
WM
Waste Management Inc Del
+$56.1K
5,505
+0%
增持
GILD
Gilead Sciences Inc
+$53.0K
3,156
+0%
减持
PAGP
Plains Gp Hldgs L P
+$50.8K
13,600
-7%
清仓
KGEI
Kolibri Global Energy
-$43.2K
0
-100%
减持
PG
Procter & Gamble Co
-$40.5K
99,526
-1%
减持
DVN
Devon Energy Corp New
+$40.2K
5,074
-14%
增持
O
Realty Income Corp
+$39.0K
5,175
+5%
增持
DLTR
Dollar Tree Inc
-$36.7K
6,365
+7%
减持
CNI
Canadian Natl Ry Co
-$31.1K
55,891
-4%
减持
MRVL
Marvell Tech Group
+$31.0K
2,810
-3%
减持
T
AT&T Inc
+$29.9K
160,609
-14%
减持
—
Brookfield Infra Ptnrs
+$29.6K
25,225
-1%
减持
UNP
Union Pacific Corp
+$26.7K
5,203
-3%
减持
REI
Ring Energy Inc
+$23.8K
40,061
-7%
