Callahan Advisors, LLC
CIK: 0001395055SEC EDGAR →
Portfolio Value
$1.2B
Holdings
174
As of
Q4 2025
New Positions
174
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc Class C | 263,165 | $82.0M | 6.74% |
| 2 | Meta Platforms Inc Class A | 101,641 | $67.0M | 5.51% |
| 3 | Microsoft Corp | 124,699 | $60.0M | 4.93% |
| 4 | Amazon Com Inc | 225,933 | $52.0M | 4.28% |
| 5 | Apple Computer Inc | 141,312 | $38.0M | 3.13% |
| 6 | Brookfield Corp | 703,895 | $32.0M | 2.63% |
| 7 | JPMorgan Chase & Co. | 96,573 | $31.0M | 2.55% |
| 8 | Chubb Ltd F | 97,378 | $30.0M | 2.47% |
| 9 | NVIDIA Corp | 162,742 | $30.0M | 2.47% |
| 10 | Berkshire Hathaway Cl B | 59,264 | $29.0M | 2.38% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (174)
$82.0M · 263K shares
$67.0M · 102K shares
$60.0M · 125K shares
$52.0M · 226K shares
$38.0M · 141K shares
$32.0M · 704K shares
$31.0M · 97K shares
$30.0M · 163K shares
$30.0M · 97K shares
$29.0M · 59K shares
$29.0M · 51K shares
$25.0M · 323K shares
$24.0M · 5K shares
$24.0M · 121K shares
$20.0M · 19K shares
$19.0M · 358K shares
$19.0M · 74K shares
$19.0M · 34K shares
$18.0M · 61K shares
$18.0M · 130K shares
$18.0M · 65K shares
$16.0M · 133K shares
$16.0M · 48K shares
$16.0M · 144K shares
$15.0M · 628K shares
$15.0M · 47K shares
$14.0M · 13K shares
$14.0M · 59K shares
$14.0M · 101K shares
$12.0M · 85K shares
$11.0M · 46K shares
$10.0M · 84K shares
$10.0M · 135K shares
$10.0M · 33K shares
$10.0M · 30K shares
$9.0M · 29K shares
$9.0M · 139K shares
$9.0M · 45K shares
$9.0M · 11K shares
$9.0M · 37K shares
$9.0M · 43K shares
$8.0M · 26K shares
$8.0M · 45K shares
$8.0M · 320K shares
$8.0M · 80K shares
$7.0M · 91K shares
$7.0M · 22K shares
$6.0M · 18K shares
$6.0M · 10K shares
$6.0M · 33K shares
$5.0M · 162K shares
$5.0M · 53K shares
$5.0M · 122K shares
$5.0M · 20K shares
$5.0M · 58K shares
$5.0M · 41K shares
$5.0M · 66K shares
$5.0M · 17K shares
$4.0M · 24K shares
$4.0M · 18K shares
$4.0M · 186K shares
$4.0M · 45K shares
$3.0M · 32K shares
$3.0M · 17K shares
$3.0M · 26K shares
$3.0M · 26K shares
$3.0M · 6K shares
$3.0M · 21K shares
$3.0M · 101K shares
$3.0M · 26K shares
$3.0M · 9K shares
$3.0M · 4 shares
$3.0M · 54K shares
$2.0M · 134K shares
$2.0M · 15K shares
$2.0M · 36K shares
$2.0M · 77K shares
$2.0M · 13K shares
$2.0M · 77K shares
$2.0M · 33K shares
$2.0M · 8K shares
$2.0M · 3K shares
$2.0M · 13K shares
$2.0M · 10K shares
$2.0M · 53K shares
$2.0M · 11K shares
$2.0M · 1K shares
$2.0M · 4K shares
$2.0M · 5K shares
$2.0M · 23K shares
$2.0M · 19K shares
$2.0M · 7K shares
$2.0M · 22K shares
$2.0M · 56K shares
$2.0M · 14K shares
$1.0M · 14K shares
$1.0M · 29K shares
$1.0M · 179K shares
$1.0M · 39K shares
$1.0M · 5K shares
$1.0M · 20K shares
$1.0M · 10K shares
$1.0M · 33K shares
$1.0M · 7K shares
$1.0M · 6K shares
$1.0M · 71K shares
$1.0M · 25K shares
$1.0M · 13K shares
$1.0M · 28K shares
$1.0M · 4K shares
$1.0M · 4K shares
$1.0M · 6K shares
$1.0M · 7K shares
$1.0M · 18K shares
$0 · 11K shares
$0 · 9K shares
$0 · 25K shares
$0 · 758 shares
$0 · 1K shares
$0 · 9K shares
$0 · 900 shares
$0 · 304 shares
$0 · 9K shares
$0 · 924 shares
$0 · 752 shares
$0 · 5K shares
$0 · 4K shares
$0 · 695 shares
$0 · 45K shares
$0 · 46K shares
$0 · 95K shares
$0 · 3K shares
$0 · 3K shares
$0 · 2K shares
$0 · 5K shares
$0 · 25K shares
$0 · 3K shares
$0 · 6K shares
$0 · 106K shares
$0 · 7K shares
$0 · 57K shares
$0 · 22K shares
$0 · 3K shares
$0 · 1K shares
$0 · 12K shares
$0 · 2K shares
$0 · 11K shares
$0 · 5K shares
$0 · 3K shares
$0 · 2K shares
$0 · 34K shares
$0 · 15K shares
$0 · 28K shares
$0 · 41K shares
$0 · 10K shares
$0 · 3K shares
$0 · 2K shares
$0 · 8K shares
$0 · 3K shares
$0 · 6K shares
$0 · 862 shares
$0 · 2K shares
$0 · 43K shares
$0 · 11K shares
$0 · 2K shares
$0 · 1K shares
$0 · 2K shares
$0 · 2K shares
$0 · 743 shares
$0 · 7K shares
$0 · 3K shares
$0 · 2K shares
$0 · 960 shares
$0 · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 27 | $222.0M | 19.5% |
| Communication Services | 6 | $171.0M | 15.0% |
| Financial Services | 32 | $154.0M | 13.5% |
| Healthcare | 18 | $139.0M | 12.2% |
| Consumer Cyclical | 11 | $116.0M | 10.2% |
| Industrials | 17 | $97.0M | 8.5% |
| Energy | 25 | $74.0M | 6.5% |
| Consumer Defensive | 13 | $61.0M | 5.4% |
| Unknown | 10 | $41.0M | 3.6% |
| Utilities | 7 | $29.0M | 2.6% |
| Basic Materials | 5 | $20.0M | 1.8% |
| Real Estate | 3 | $13.0M | 1.1% |