Callan Family Office, LLC quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Callan Family Office, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1938970): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FUNDSMITH INVESTMENT SERVICES LTD. | $4.405B | 24 | |
| CAXTON ASSOCIATES LLP | United Kingdom | $4.417B | 755 |
| Baker Avenue Asset Management, LP | United States | $4.426B | 758 |
| Evergreen Quality Fund GP, Ltd. | Cayman Islands | $4.371B | 40 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | United States | $4.361B | 408 |
| EMINENCE CAPITAL, LP | United States | $4.361B | 33 |
| INDEPENDENT FINANCIAL GROUP, LLC | United States | $4.457B | 1,447 |
| BAILARD, INC. | United States | $4.350B | 736 |
| ICONIQ Capital, LLC | United States | $4.465B | 96 |
| Skandinaviska Enskilda Banken AB (publ) | Sweden | $4.335B | 346 |