DOSSIER · 13F-HR · Q2 2026

Callahan Advisors, LLC

$1.3B in tracked AUM across 181 positions as of Q2 2026.

CA
CIK 0001395055 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
181
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Callahan Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
Alphabet Inc Class C
$84M237K6.3%
02
META
Meta Platforms Inc Class A
$58M103K4.4%
03
AMZN
Amazon Com Inc
$56M236K4.2%
04
MSFT
Microsoft Corp
$47M126K3.6%
05
AMAT
Applied Materials Inc
$44M61K3.3%
06
CAT
Caterpillar Inc
$42M40K3.2%
07
AAPL
Apple Inc
$41M141K3.1%
08
NVDA
NVIDIA Corp
$36M179K2.7%
09
H1467J104
Chubb Ltd F
$34M101K2.6%
10
JPM
JPMorgan Chase & Co.
$31M95K2.3%

Filing history

2026Q2Jun 30
$1.3B▲ 10.7%
181 positionsView →
2026Q1Mar 31
$1.2B▼ 1.5%
177 positionsView →
2025Q4Dec 31
$1.2B▲ 3.3%
174 positionsView →
2025Q3Sep 30
$1.2B▲ 5.8%
168 positionsLocked
2025Q2Jun 30
$1.1B▲ 6.0%
173 positionsLocked
2025Q1Mar 31
$1.0B▼ 1.2%
162 positionsLocked
2024Q4Dec 31
$1.1B▲ 3.5%
166 positionsLocked
2024Q3Sep 30
$1.0B▲ 6.7%
144 positionsLocked
2024Q2Jun 30
$962M▲ 0.9%
146 positionsLocked
2024Q1Mar 31
$953M▲ 10.6%
144 positionsLocked
2023Q4Dec 31
$862M▲ 8.3%
141 positionsLocked
2023Q3Sep 30
$796M▼ 3.3%
140 positionsLocked
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