CA

Callahan Advisors, LLC

13F
Callahan Advisors, LLC
Last update 2025-05-01 162 Stocks (9 new)
Value $1.05 Bil Turnover 4 %
Countries:
Top Holdings: META(5.65%)MSFT(4.46%)GOOG(3.95%)AMZN(3.92%)AAPL(3.44%)
Summary Stock Picks Current Portfolio
Callahan Advisors, LLC Top Holdings of 2025-03-31 View Full List
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
-3.52%
+10.11%
1,619,553.6
Interactive Media
MSFT 		Microsoft Corp
124,702
46,812.0
+1.37%
4.460
+0.06%
0.000
+15.97%
+9.44%
3,415,561.6
Software
GOOG 		Alphabet Inc
265,152
41,424.6
+2.84%
3.950
+0.11%
0.000
+1.24%
-8.45%
2,106,110.5
Interactive Media
AMZN 		Amazon.com Inc
216,442
41,180.3
+2.68%
3.920
+0.10%
0.000
-3.26%
-6.40%
2,180,068.0
Retail - Cyclical
AAPL 		Apple Inc
162,656
36,130.8
-4.53%
3.440
-0.18%
0.000
-16.89%
-19.65%
2,997,919.0
Hardware
BRK.B 		Berkshire Hathaway Inc
58,408
31,106.9
-3.79%
2.960
-0.10%
0.000
-1.38%
+11.79%
1,091,197.8
Insurance
CB 		Chubb Ltd
91,590
27,659.2
+0.03%
2.640
0%
0.020
+1.85%
+5.24%
116,156.9
Insurance
BN 		Brookfield Corp
473,221
24,801.5
-0.10%
2.360
0%
0.030
-0.28%
+0.57%
89,013.3
Asset Management
JPM 		JPMorgan Chase & Co
100,543
24,663.2
-7.00%
2.350
-0.17%
0.000
+0.28%
+11.29%
733,041.8
Banks
UNH 		UnitedHealth Group Inc
46,858
24,542.1
+6.90%
2.340
+0.15%
0.010
-35.90%
-39.82%
274,990.6
Healthcare Plans

Callahan Advisors, LLC's Historical Top Holdings Breakdowns

Callahan Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PEP 		PepsiCo Inc2025-03-31Add
+0.30%
●
142.64 ($148.84) 156.42
$131.93
-11.36%
Add 19.89%
126,941
21,061
BF.B 		Brown-Forman Corp2025-03-31New Buy
+0.28%
●
30.65 ($33.71) 37.96
$34.41
2.09%
New holding
86,649
86,649
CNI 		Canadian National Railway Co2025-03-31Add
+0.26%
●
95.46 ($101.11) 106.78
$105.30
4.14%
Add 32.48%
115,874
28,411
EOG 		EOG Resources Inc2025-03-31Reduce
-0.26%
●
120.54 ($128.69) 138.05
$110.83
-13.88%
Reduce -25.18%
68,003
-22,890
WMT 		Walmart Inc2025-03-31Reduce
-0.26%
●
84.5 ($93.81) 105.05
$97.44
3.87%
Reduce -14.93%
172,612
-30,293
HSY 		The Hershey Co2025-03-31Add
+0.23%
●
144.74 ($163.72) 186.36
$158.40
-3.25%
Add 796.33%
15,856
14,087
KMI 		Kinder Morgan Inc2025-03-31Reduce
-0.22%
●
26.1 ($27.69) 31.22
$28.13
1.57%
Reduce -18.9%
374,009
-87,168
META 		Meta Platforms Inc2025-03-31Reduce
-0.21%
●
576.36 ($645.17) 736.67
$644.13
-0.16%
Reduce -3.54%
102,937
-3,781
PFE 		Pfizer Inc2025-03-31Add
+0.21%
●
25.01 ($26.17) 27.13
$23.45
-10.39%
Add 17.86%
575,497
87,203
ADBE 		Adobe Inc2025-03-31Add
+0.19%
●
377.84 ($428.84) 464.11
$412.25
-3.87%
Add 34.7%
19,620
5,054

Callahan Advisors, LLC Total Holding History ($B)

To

Callahan Advisors, LLC's Asset Allocation

To

Callahan Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Callahan Advisors, LLC's Holdings Bubble Chart

Callahan Advisors, LLC News

  • 1

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