Callahan Advisors, LLC: 13F holdings
CIK 13950552026Q2
| Positions | 181 |
|---|
| Reported value | $1.3bn |
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| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 181 (+4 vs prior quarter) |
|---|
| Reported value | $1.3bn (+10.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG Alphabet Inc Class C | 236,926 | $83.7m | 6.3% |
| META Meta Platforms Inc Class A | 103,080 | $58.1m | 4.4% |
| AMZN Amazon Com Inc | 235,831 | $56.2m | 4.2% |
| MSFT Microsoft Corp | 126,474 | $47.2m | 3.6% |
| AMAT Applied Materials Inc | 61,228 | $44.3m | 3.3% |
| CAT Caterpillar Inc | 39,578 | $42.1m | 3.2% |
| AAPL Apple Inc | 141,395 | $40.9m | 3.1% |
| NVDA NVIDIA Corp | 178,501 | $35.7m | 2.7% |
| Chubb Ltd F | 100,999 | $34.4m | 2.6% |
| JPM JPMorgan Chase & Co. | 94,588 | $31.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1395055")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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