Callahan Advisors, LLC
CIK 1395055
13F filing for Q2 2026・No. 2,153
- Holdings
- US$1.33B
- Quarter change
- +US$127.92M
- Entries
- 181
- Net bought (estimate)
- +US$8.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 7
- Cut 74
- Added 68
- Corporate actions 2
- Unchanged 28
Largest holdings
181 stocks worth US$1.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGAlphabet Inc Class CCAP STK CL C | Cut | 236,926 | US$83.71M | 6.31% |
| METAMetaCL A | Added | 103,080 | US$58.06M | 4.38% |
| AMZNAmazonCOM | Added | 235,831 | US$56.21M | 4.24% |
| MSFTMicrosoftCOM | Added | 126,474 | US$47.18M | 3.56% |
| AMATApplied Materials IncCOM | Cut | 61,228 | US$44.27M | 3.34% |
| CATCaterpillar IncCOM | Cut | 39,578 | US$42.15M | 3.18% |
| AAPLAppleCOM | Added | 141,395 | US$40.91M | 3.09% |
| NVDANvidiaCOM | Added | 178,501 | US$35.72M | 2.69% |
| CBChubb Ltd FCOM | Added | 100,999 | US$34.41M | 2.60% |
| JPMJPMorgan Chase & Co.COM | Cut | 94,588 | US$30.96M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.