CALLAHAN ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 54K | $25.95M |
 | KO | 54K | $3.57M |
 | DIS | 54K | $6.16M |
 | SKWD | 53K | $2.52M |
 | UNH | 50K | $17.15M |
 | SYK | 49K | $18.07M |
 | STE | 49K | $12.08M |
 | WELL | 46K | $8.16M |
 | EXP | 45K | $10.54M |
 | IQV | 45K | $8.57M |
 | FRD | 44K | $955.10K |
 | CAH | 43K | $6.80M |
 | BHP | 42K | $2.33M |
 | PLD | 41K | $4.69M |
 | CRM | 40K | $9.58M |
 | UL | 38K | $2.23M |
 | ENTG | 34K | $3.18M |
 | RF | 34K | $888.67K |
 | CTAS | 33K | $6.75M |
 | FE | 33K | $1.49M |
Caterpillar Inc.
CAT
Shares Held
54K
Value
$25.95M
The Coca-Cola Company
KO
Shares Held
54K
Value
$3.57M
The Walt Disney Company
DIS
Shares Held
54K
Value
$6.16M
Skyward Specialty Insurance Group, Inc.
SKWD
Shares Held
53K
Value
$2.52M
UnitedHealth Group Incorporated
UNH
Shares Held
50K
Value
$17.15M
Stryker Corporation
SYK
Shares Held
49K
Value
$18.07M
STERIS plc
STE
Shares Held
49K
Value
$12.08M
Welltower Inc.
WELL
Shares Held
46K
Value
$8.16M
Eagle Materials Inc.
EXP
Shares Held
45K
Value
$10.54M
IQVIA Holdings Inc.
IQV
Shares Held
45K
Value
$8.57M
Friedman Industries, Incorporated
FRD
Shares Held
44K
Value
$955.10K
Cardinal Health, Inc.
CAH
Shares Held
43K
Value
$6.80M
BHP Group Limited
BHP
Shares Held
42K
Value
$2.33M
Prologis, Inc.
PLD
Shares Held
41K
Value
$4.69M
Salesforce, Inc.
CRM
Shares Held
40K
Value
$9.58M
Unilever PLC
UL
Shares Held
38K
Value
$2.23M
Entegris, Inc.
ENTG
Shares Held
34K
Value
$3.18M
Regions Financial Corporation
RF
Shares Held
34K
Value
$888.67K
Cintas Corporation
CTAS
Shares Held
33K
Value
$6.75M
FirstEnergy Corp.
FE
Shares Held
33K
Value
$1.49M