Callahan Advisors, LLC
CIK: 0001395055SEC EDGAR →
Portfolio Value
$937K
Holdings
174
As of
Q4 2025
New Positions
174
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc Class C | 263,165 | $82K | 8.75% |
| 2 | Microsoft Corp | 124,699 | $60K | 6.40% |
| 3 | Amazon Com Inc | 225,933 | $52K | 5.55% |
| 4 | Apple Computer Inc | 141,312 | $38K | 4.06% |
| 5 | Brookfield Corp | 703,895 | $32K | 3.42% |
| 6 | JPMorgan Chase & Co. | 96,573 | $31K | 3.31% |
| 7 | Chubb Ltd F | 97,378 | $30K | 3.20% |
| 8 | NVIDIA Corp | 162,742 | $30K | 3.20% |
| 9 | Berkshire Hathaway Cl B | 59,264 | $29K | 3.09% |
| 10 | NextEra Energy, Inc | 322,591 | $25K | 2.67% |
Quarterly Changes
New Positions (174)
$82K · 263K shares
$60K · 125K shares
$52K · 226K shares
$38K · 141K shares
$32K · 704K shares
$31K · 97K shares
$30K · 163K shares
$30K · 97K shares
$29K · 59K shares
$25K · 323K shares
$24K · 121K shares
$19K · 358K shares
$19K · 74K shares
$18K · 130K shares
$18K · 61K shares
$18K · 65K shares
$16K · 133K shares
$16K · 144K shares
$16K · 48K shares
$15K · 628K shares
$15K · 47K shares
$14K · 101K shares
$14K · 59K shares
$12K · 85K shares
$11K · 46K shares
$10K · 33K shares
$10K · 30K shares
$10K · 135K shares
$10K · 84K shares
$9K · 139K shares
$9K · 29K shares
$9K · 37K shares
$9K · 43K shares
$9K · 45K shares
$8K · 80K shares
$8K · 26K shares
$8K · 45K shares
$8K · 320K shares
$7K · 91K shares
$7K · 22K shares
$6K · 33K shares
$6K · 18K shares
$5K · 41K shares
$5K · 122K shares
$5K · 17K shares
$5K · 20K shares
$5K · 162K shares
$5K · 53K shares
$5K · 66K shares
$5K · 58K shares
$4K · 24K shares
$4K · 18K shares
$4K · 45K shares
$4K · 186K shares
$3K · 9K shares
$3K · 26K shares
$3K · 101K shares
$3K · 17K shares
$3K · 32K shares
$3K · 26K shares
$3K · 21K shares
$3K · 26K shares
$3K · 54K shares
$2K · 10K shares
$2K · 13K shares
$2K · 36K shares
$2K · 22K shares
$2K · 56K shares
$2K · 7K shares
$2K · 19K shares
$2K · 23K shares
$2K · 8K shares
$2K · 53K shares
$2K · 11K shares
$2K · 15K shares
$2K · 33K shares
$2K · 77K shares
$2K · 5K shares
$2K · 14K shares
$2K · 13K shares
$2K · 77K shares
$2K · 134K shares
$1K · 4K shares
$1K · 7K shares
$1K · 6K shares
$1K · 33K shares
$1K · 29K shares
$1K · 179K shares
$1K · 7K shares
$1K · 13K shares
$1K · 4K shares
$1K · 6K shares
$1K · 18K shares
$1K · 39K shares
$1K · 10K shares
$1K · 20K shares
$1K · 71K shares
$1K · 14K shares
$1K · 5K shares
$1K · 25K shares
$1K · 28K shares
$0 · 34K shares
$0 · 3K shares
$0 · 43K shares
$0 · 11K shares
$0 · 6K shares
$0 · 1K shares
$0 · 862 shares
$0 · 2K shares
$0 · 743 shares
$0 · 5K shares
$0 · 7K shares
$0 · 3K shares
$0 · 2K shares
$0 · 19K shares
$0 · 2K shares
$0 · 6K shares
$0 · 960 shares
$0 · 22K shares
$0 · 2K shares
$0 · 3K shares
$0 · 11K shares
$0 · 9K shares
$0 · 25K shares
$0 · 2K shares
$0 · 900 shares
$0 · 304 shares
$0 · 9K shares
$0 · 51K shares
$0 · 752 shares
$0 · 5K shares
$0 · 924 shares
$0 · 4 shares
$0 · 6K shares
$0 · 4K shares
$0 · 5K shares
$0 · 46K shares
$0 · 695 shares
$0 · 45K shares
$0 · 9K shares
$0 · 102K shares
$0 · 95K shares
$0 · 3K shares
$0 · 1K shares
$0 · 2K shares
$0 · 5K shares
$0 · 25K shares
$0 · 7K shares
$0 · 57K shares
$0 · 11K shares
$0 · 13K shares
$0 · 3K shares
$0 · 12K shares
$0 · 2K shares
$0 · 106K shares
$0 · 28K shares
$0 · 3K shares
$0 · 22K shares
$0 · 3K shares
$0 · 10K shares
$0 · 10K shares
$0 · 758 shares
$0 · 11K shares
$0 · 3K shares
$0 · 1K shares
$0 · 41K shares
$0 · 2K shares
$0 · 34K shares
$0 · 4K shares
$0 · 2K shares
$0 · 8K shares
$0 · 1K shares
$0 · 3K shares
$0 · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 27 | $202K | 21.6% |
| Financial Services | 32 | $130K | 13.9% |
| Healthcare | 18 | $119K | 12.7% |
| Communication Services | 6 | $104K | 11.1% |
| Consumer Cyclical | 11 | $92K | 9.8% |
| Energy | 25 | $74K | 7.9% |
| Consumer Defensive | 13 | $61K | 6.5% |
| Industrials | 17 | $59K | 6.3% |
| Unknown | 10 | $36K | 3.8% |
| Utilities | 7 | $27K | 2.9% |
| Basic Materials | 5 | $20K | 2.1% |
| Real Estate | 3 | $13K | 1.4% |