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 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MSFT | Microsoft Corp | 124,702 | 46,812.0 | +1.37% | 4.460 | +0.06% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOG | Alphabet Inc | 265,152 | 41,424.6 | +2.84% | 3.950 | +0.11% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
AMZN | Amazon.com Inc | 216,442 | 41,180.3 | +2.68% | 3.920 | +0.10% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
AAPL | Apple Inc | 162,656 | 36,130.8 | -4.53% | 3.440 | -0.18% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 58,408 | 31,106.9 | -3.79% | 2.960 | -0.10% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
CB | Chubb Ltd | 91,590 | 27,659.2 | +0.03% | 2.640 | 0% | 0.020 | -4.72% | -1.59% | 108,262.2 | Insurance | |
BN | Brookfield Corp | 473,221 | 24,801.5 | -0.10% | 2.360 | 0% | 0.030 | +33.10% | +18.38% | 103,388.7 | Asset Management | |
JPM | JPMorgan Chase & Co | 100,543 | 24,663.2 | -7.00% | 2.350 | -0.17% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
UNH | UnitedHealth Group Inc | 46,858 | 24,542.1 | +6.90% | 2.340 | +0.15% | 0.010 | -31.16% | -41.52% | 265,347.7 | 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 | $145.67 | -2.13% | 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 | $30.90 | -8.34% | New holding | 86,649 | 86,649 | |
CNI | Canadian National Railway Co | 2025-03-31 | Add Add | +0.26% | 95.46 ($101.11) 106.78 | $96.27 | -4.79% | Add 32.48% | 115,874 | 28,411 | |
EOG | EOG Resources Inc | 2025-03-31 | Reduce Reduce | -0.26% | 120.54 ($128.69) 138.05 | $118.88 | -7.62% | Reduce -25.18% | 68,003 | -22,890 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.26% | 84.5 ($93.81) 105.05 | $95.68 | 1.99% | Reduce -14.93% | 172,612 | -30,293 | |
HSY | The Hershey Co | 2025-03-31 | Add Add | +0.23% | 144.74 ($163.72) 186.36 | $183.23 | 11.92% | Add 796.33% | 15,856 | 14,087 | |
KMI | Kinder Morgan Inc | 2025-03-31 | Reduce Reduce | -0.22% | 26.1 ($27.69) 31.22 | $26.81 | -3.18% | Reduce -18.9% | 374,009 | -87,168 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.21% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Reduce -3.54% | 102,937 | -3,781 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.21% | 25.01 ($26.17) 27.13 | $25.36 | -3.10% | Add 17.86% | 575,497 | 87,203 | |
ADBE | Adobe Inc | 2025-03-31 | Add Add | +0.19% | 377.84 ($428.84) 464.11 | $372.46 | -13.15% | Add 34.7% | 19,620 | 5,054 |
Callahan Advisors, LLC Total Holding History ($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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