DOSSIER · 13F-HR · Q1 2025

Callan Capital, LLC

Callan's family office based in Boston, MA — $1.4B in tracked AUM across 373 positions as of Q1 2025.

C

Callan·Boston, MA·Family Office

CIK 0001542166 · last filed Mar 31, 2025

Total AUM

$1.4B

▼ 19.8%

vs prior

Holdings

373

—

positions

Whale Score

48

tracked

Activity

—

no data

changes this Q

Top sector

Financials

9% weight

concentration

AI Analysis · Q1 2025 · Q1 2025

Callan Capital, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight

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