Long-term investor

Callan Family Office, LLC @callanfamilyofficellc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001938970).

Record

  • Tracked since 2025-06-30 (448 days), 55 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +14.6% · all +14.6%
  • Max drawdown n/a · win rate 12% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 3.9% · long · since 2025-06-30
  • AAPL · 3.5% · long · since 2025-06-30
  • 464287200 · 3.1% · long · since 2025-06-30
  • MSFT · 2.5% · long · since 2025-06-30
  • 922908363 · 2.4% · long · since 2025-06-30
  • 02079K107 · 2.3% · long · since 2025-06-30
  • AMZN · 2.1% · long · since 2025-06-30
  • 46432F842 · 2.1% · long · since 2025-06-30
  • GOOGL · 1.8% · long · since 2025-06-30
  • AVGO · 1.6% · long · since 2025-06-30
  • 92206C599 · 1.4% · long · since 2025-12-31
  • LLY · 1.3% · long · since 2025-06-30

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