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  Name: Callan Family Office LLC
  City: RADNOR
  State: PA
  Zip: 19087
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $426,536,000
  Total Value Change : $21,606,000
  Securities Held Change : -10
   
All Securities Held : 89
  New Positions : 10
  Closed Positions : 20
  Increased Positions : 34
  Unchanged Positions : 8
  Decreased Positions : 37

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VMC)1 Year Chart         VMC Vulcan Materials Co 40 New $260.00 $1,255,000 4,598 0.29% 1,255,000 4,598 0.003    General Building Mate...
   (TBK)1 Year Chart         TBK Triumph Bancorp, Inc. 45 New $76.50 $915,000 11,541 0.21% 915,000 11,541 0.046    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 67 New $174.18 $385,000 2,550 0.09% 385,000 2,550 0    Search Engines & Info...
   (DHR)1 Year Chart         DHR Danaher Corp 71 New $264.84 $346,000 1,387 0.08% 346,000 1,387 0    General Building Mate...
   (AMGN)1 Year Chart         AMGN Amgen Inc 74 New $314.72 $332,000 1,169 0.08% 332,000 1,169 0    Biotechnology
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 81 New $81.55 $274,000 3,423 0.06% 274,000 3,423 0    N/A
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 83 New $163.58 $261,000 1,600 0.06% 261,000 1,600 0    Wireless Communications
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 87 New $0.00 $228,000 235 0.05% 228,000 235 0    Semiconductor Equipme...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 88 New $771.12 $226,000 291 0.05% 226,000 291 0    Drug Manufacturers - ...
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 89 New $107.02 $211,000 1,892 0.05% 211,000 1,892 0.001    Closed - End Fund - E...

      10 Records Found
  1    
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