CALLAHAN ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DY | 33K | $9.50M |
 | TSM | 32K | $8.82M |
 | MA | 31K | $17.62M |
 | GOOGL | 29K | $7.17M |
 | SLNG | 28K | $122.87K |
 | ADBE | 28K | $9.76M |
 | CFR | 27K | $3.42M |
 | TRI | 26K | $4.09M |
 | ETN | 26K | $9.74M |
 | BIP | 25K | $834.62K |
 | QSR | 25K | $1.61M |
 | FFIN | 25K | $836.88K |
 | NKE | 25K | $1.71M |
 | EOG | 24K | $2.71M |
 | MRK | 24K | $2.01M |
 | PAA | 22K | $371.11K |
 | TJX | 21K | $3.10M |
 | PR | 21K | $269.93K |
 | ACN | 21K | $5.15M |
 | VRSK | 20K | $5.15M |
Dycom Industries, Inc.
DY
Shares Held
33K
Value
$9.50M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
32K
Value
$8.82M
Mastercard Incorporated
MA
Shares Held
31K
Value
$17.62M
Alphabet Inc.
GOOGL
Shares Held
29K
Value
$7.17M
Stabilis Solutions, Inc.
SLNG
Shares Held
28K
Value
$122.87K
Adobe Inc.
ADBE
Shares Held
28K
Value
$9.76M
Cullen/Frost Bankers, Inc.
CFR
Shares Held
27K
Value
$3.42M
Thomson Reuters Corporation
TRI
Shares Held
26K
Value
$4.09M
Eaton Corporation plc
ETN
Shares Held
26K
Value
$9.74M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
25K
Value
$834.62K
Restaurant Brands International Inc.
QSR
Shares Held
25K
Value
$1.61M
First Financial Bankshares, Inc.
FFIN
Shares Held
25K
Value
$836.88K
NIKE, Inc.
NKE
Shares Held
25K
Value
$1.71M
EOG Resources, Inc.
EOG
Shares Held
24K
Value
$2.71M
Merck & Co., Inc.
MRK
Shares Held
24K
Value
$2.01M
Plains All American Pipeline, L.P.
PAA
Shares Held
22K
Value
$371.11K
The TJX Companies, Inc.
TJX
Shares Held
21K
Value
$3.10M
Permian Resources Corporation
PR
Shares Held
21K
Value
$269.93K
Accenture plc
ACN
Shares Held
21K
Value
$5.15M
Verisk Analytics, Inc.
VRSK
Shares Held
20K
Value
$5.15M