CALLAHAN ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DEO | 19K | $1.83M |
 | ZTS | 19K | $2.74M |
 | LLY | 19K | $14.26M |
 | PAYC | 19K | $3.86M |
 | MAIN | 18K | $1.14M |
 | AXP | 18K | $5.92M |
 | WTW | 18K | $6.11M |
 | WDAY | 17K | $4.11M |
 | GPN | 16K | $1.34M |
 | HSY | 16K | $2.96M |
 | RTX | 15K | $2.49M |
 | ARCC | 13K | $269.42K |
 | PM | 13K | $2.09M |
 | ASML | 13K | $12.47M |
 | DHI | 13K | $2.12M |
 | DHR | 12K | $2.33M |
 | PAGP | 12K | $211.58K |
 | URI | 11K | $10.78M |
 | MO | 11K | $744.07K |
 | SBUX | 11K | $942.06K |
Diageo plc
DEO
Shares Held
19K
Value
$1.83M
Zoetis Inc.
ZTS
Shares Held
19K
Value
$2.74M
Eli Lilly and Company
LLY
Shares Held
19K
Value
$14.26M
Paycom Software, Inc.
PAYC
Shares Held
19K
Value
$3.86M
Main Street Capital Corporation
MAIN
Shares Held
18K
Value
$1.14M
American Express Company
AXP
Shares Held
18K
Value
$5.92M
Willis Towers Watson Public Limited Company
WTW
Shares Held
18K
Value
$6.11M
Workday, Inc.
WDAY
Shares Held
17K
Value
$4.11M
Global Payments Inc.
GPN
Shares Held
16K
Value
$1.34M
The Hershey Company
HSY
Shares Held
16K
Value
$2.96M
RTX Corporation
RTX
Shares Held
15K
Value
$2.49M
Ares Capital Corporation
ARCC
Shares Held
13K
Value
$269.42K
Philip Morris International Inc.
PM
Shares Held
13K
Value
$2.09M
ASML Holding N.V.
ASML
Shares Held
13K
Value
$12.47M
D.R. Horton, Inc.
DHI
Shares Held
13K
Value
$2.12M
Danaher Corporation
DHR
Shares Held
12K
Value
$2.33M
Plains GP Holdings, L.P.
PAGP
Shares Held
12K
Value
$211.58K
United Rentals, Inc.
URI
Shares Held
11K
Value
$10.78M
Altria Group, Inc.
MO
Shares Held
11K
Value
$744.07K
Starbucks Corporation
SBUX
Shares Held
11K
Value
$942.06K