CA
| |
Callahan Advisors, LLC13F | |
| Callahan Advisors, LLC | |
| Last update 2025-05-01 | 162 Stocks (9 new) |
| Value $1.05 Bil | Turnover 4 % |
Callahan Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 102,937 | 59,328.7 | -3.54% | 5.650 | -0.21% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
MSFT | Microsoft Corp | 124,702 | 46,812.0 | +1.37% | 4.460 | +0.06% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
GOOG | Alphabet Inc | 265,152 | 41,424.6 | +2.84% | 3.950 | +0.11% | 0.000 | +19.79% | +1.69% | 2,329,886.3 | Interactive Media | |
AMZN | Amazon.com Inc | 216,442 | 41,180.3 | +2.68% | 3.920 | +0.10% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
AAPL | Apple Inc | 162,656 | 36,130.8 | -4.53% | 3.440 | -0.18% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 58,408 | 31,106.9 | -3.79% | 2.960 | -0.10% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
CB | Chubb Ltd | 91,590 | 27,659.2 | +0.03% | 2.640 | 0% | 0.020 | -3.87% | -1.58% | 107,710.2 | Insurance | |
BN | Brookfield Corp | 473,221 | 24,801.5 | -0.10% | 2.360 | 0% | 0.030 | +27.65% | +17.80% | 103,342.4 | Asset Management | |
JPM | JPMorgan Chase & Co | 100,543 | 24,663.2 | -7.00% | 2.350 | -0.17% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
UNH | UnitedHealth Group Inc | 46,858 | 24,542.1 | +6.90% | 2.340 | +0.15% | 0.010 | -33.87% | -44.30% | 252,711.2 | Healthcare Plans |
Callahan Advisors, LLC's Historical Top Holdings Breakdowns
Callahan Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.30% | 142.64 ($148.84) 156.42 | $144.51 | -2.91% | Add 19.89% | 126,941 | 21,061 | |
BF.B | Brown-Forman Corp | 2025-03-31 | New Buy New Buy | +0.28% | 30.65 ($33.71) 37.96 | $31.15 | -7.59% | New holding | 86,649 | 86,649 | |
CNI | Canadian National Railway Co | 2025-03-31 | Add Add | +0.26% | 95.46 ($101.11) 106.78 | $95.42 | -5.63% | Add 32.48% | 115,874 | 28,411 | |
EOG | EOG Resources Inc | 2025-03-31 | Reduce Reduce | -0.26% | 120.54 ($128.69) 138.05 | $119.05 | -7.49% | Reduce -25.18% | 68,003 | -22,890 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.26% | 84.5 ($93.81) 105.05 | $96.60 | 2.97% | Reduce -14.93% | 172,612 | -30,293 | |
HSY | The Hershey Co | 2025-03-31 | Add Add | +0.23% | 144.74 ($163.72) 186.36 | $183.90 | 12.33% | Add 796.33% | 15,856 | 14,087 | |
KMI | Kinder Morgan Inc | 2025-03-31 | Reduce Reduce | -0.22% | 26.1 ($27.69) 31.22 | $27.42 | -0.98% | Reduce -18.9% | 374,009 | -87,168 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.21% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | Reduce -3.54% | 102,937 | -3,781 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.21% | 25.01 ($26.17) 27.13 | $25.35 | -3.13% | Add 17.86% | 575,497 | 87,203 | |
ADBE | Adobe Inc | 2025-03-31 | Add Add | +0.19% | 377.84 ($428.84) 464.11 | $371.69 | -13.33% | Add 34.7% | 19,620 | 5,054 |
Callahan Advisors, LLC Total Holding History ($B)
Callahan Advisors, LLC's Asset Allocation
Callahan Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Callahan Advisors, LLC's Hypothetical Growth since 2025-03-31
Callahan Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Callahan Advisors, LLC's Holdings Heat Map
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Callahan Advisors, LLC's Holdings Bubble Chart
Callahan Advisors, LLC News
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