Arkolith/Funds/Callahan Advisors, LLC

Callahan Advisors, LLC

CIK 1395055
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Callahan Advisors, LLC holds a diversified book of 181 stocks worth $1.3B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened South Plains Financial Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 6% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Callahan Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
68
existing
Trimmed
75
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.9%
+14.0%/yr · since Oct '24
Their reported book
+23.4%
held from quarter-end
S&P 500
+31.1%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Apr '26Jul '26
Callahan Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Callahan Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
36%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
33%
Financials
14%
Industrials
13%
Health Care
11%
Consumer Discretionary
9%
Energy
5%
Utilities
4%
Materials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

181 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc Class C
CAP STK CL C
$83.7M236.9K
6.3%
−4.2%
Reduced · −10K sh
2Meta Platforms Inc Class A
CL A
$58.1M103.1K
4.4%
+1.2%
Added · +1K sh
3Amazon Com Inc
COM
$56.2M235.8K
4.2%
+0.9%
Added · +2K sh
4Microsoft Corp
COM
$47.2M126.5K
3.6%
+0.2%
Added · +310 sh
5Applied Materials Inc
COM
$44.3M61.2K
3.3%
−8.8%
Reduced · −6K sh
6Caterpillar Inc
COM
$42.1M39.6K
3.2%
−11%
Reduced · −5K sh
7Apple Inc
COM
$40.9M141.4K
3.1%
+0.6%
Added · +852 sh
8Nvidia Corp
COM
$35.7M178.5K
2.7%
+4.2%
Added · +7K sh
9Chubb Ltd F
COM
$34.4M101.0K
2.6%
+1.6%
Added · +2K sh
10JPMorgan Chase & Co.
COM
$31.0M94.6K
2.3%
−0.8%
Reduced · −820 sh
11Berkshire Hathaway Cl B
CL B NEW
$30.6M61.1K
2.3%
+2.3%
Added · +1K sh
12Brookfield Corp
CL A LTD VT SH
$30.2M708.6K
2.3%
+0.4%
Added · +3K sh
13A S M L Holding Nv New
N Y REGISTRY SHS
$28.2M14.2K
2.1%
+5.0%
Added · +677 sh
14Johnson & Johnson
COM
$27.0M106.5K
2.0%
−2.8%
Reduced · −3K sh
15Eli Lilly & Company
COM
$26.1M21.8K
2.0%
+8.1%
Added · +2K sh
16NextEra Energy, Inc
COM
$25.4M289.8K
1.9%
−4.3%
Reduced · −13K sh
17Booking Holdings Inc
COM
$24.9M139.8K
1.9%
27×
Added · +135K sh
18Taiwan Semiconductr Adrf
SPONSORED ADS
$23.5M49.2K
1.8%
+19%
Added · +8K sh
19Mastercard Inc
CL A
$20.7M40.4K
1.6%
+6.6%
Added · +3K sh
20EQT Corp
COM
$20.7M388.5K
1.6%
+3.9%
Added · +15K sh
21Fortinet Inc
COM
$20.4M133.1K
1.5%
−1.9%
Reduced · −3K sh
22Pepsico Incorporated
COM
$20.0M147.9K
1.5%
+11%
Added · +15K sh
23McDonalds Corp
COM
$19.1M70.8K
1.4%
+10%
Added · +7K sh
24Stryker Corp
COM
$18.8M59.6K
1.4%
+21%
Added · +10K sh
25FedEx Corporation
COM
$18.6M59.6K
1.4%
−2.8%
Reduced · −2K sh
26ExxonMobil Holdings Corp
COM
$16.9M123.9K
1.3%
−3.9%
Reduced · −5K sh
27United Healthcare Cor
COM
$15.6M37.5K
1.2%
−2.3%
Reduced · −894 sh
28Walmart Inc
COM
$15.0M132.8K
1.1%
−1.9%
Reduced · −3K sh
29Procter & Gamble Co
COM
$14.8M100.9K
1.1%
+1.4%
Added · +1K sh
30Dycom Industries Inc
COM
$14.2M28.1K
1.1%
~0%
Reduced · −4 sh
31Chevron Corp
COM
$12.7M76.5K
1.0%
−2.4%
Reduced · −2K sh
32Lowes Companies Inc
COM
$12.5M56.5K
0.9%
−1.4%
Reduced · −792 sh
33United Rentals Inc
COM
$12.3M10.8K
0.9%
−1.3%
Reduced · −138 sh
34CVS Health Corporation
COM
$11.4M110.4K
0.9%
+7.1%
Added · +7K sh
35Pfizer Incorporated
COM
$11.3M471.1K
0.9%
−16%
Reduced · −91K sh
36Eaton Corporation
SHS
$11.0M25.8K
0.8%
−0.1%
Reduced · −36 sh
37Netflix Inc
COM
$10.8M151.5K
0.8%
+41%
Added · +44K sh
38Paychex Inc
COM
$10.7M109.1K
0.8%
+22%
Added · +20K sh
39Davita Inc
COM
$10.0M45.1K
0.8%
+28%
Added · +10K sh
40Steris Corp
SHS USD
$9.8M46.7K
0.7%
+1.6%
Added · +743 sh
41Kinder Morgan Inc
COM
$9.6M301.0K
0.7%
−2.9%
Reduced · −9K sh
42Welltower Inc
COM
$9.5M41.9K
0.7%
−1.0%
Reduced · −443 sh
43Msci Inc
COM
$9.4M16.8K
0.7%
+16%
Added · +2K sh
44Corteva Inc
COM
$8.9M105.0K
0.7%
−23%
Reduced · −32K sh
45Primerica Inc
COM
$8.8M31.0K
0.7%
+23%
Added · +6K sh
46Alphabet Inc Class A
CAP STK CL A
$8.6M24.1K
0.6%
−11%
Reduced · −3K sh
47GE Vernova Inc
COM
$7.9M6.7K
0.6%
+18%
Added · +1K sh
48Eagle Materials Inc
COM
$7.4M32.7K
0.6%
+0.6%
Added · +192 sh
49Iqvia Holdings Inc
COM
$7.3M37.9K
0.6%
−15%
Reduced · −7K sh
50Cisco Systems Inc
COM
$7.0M59.6K
0.5%
−7.7%
Reduced · −5K sh
Showing 50 of 181 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026181$1.3B13F-HR
Q1 2026Mar 31, 2026May 12, 2026177$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026174$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025168$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 28, 2025173$1.1B13F-HR
Q1 2025Mar 31, 2025May 1, 2025162$1.0B13F-HR
Q4 2024Dec 31, 2024Jan 31, 2025166$1.1B13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024144$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.