Stock Taper 
CALLAHAN ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Unilever PLC | UL | 32.65K | $1.96M |
 Eagle Materials Inc. | EXP | 32.74K | $7.37M |
 BHP Group Limited | BHP | 34.76K | $2.9M |
 UnitedHealth Group Incorporated | UNH | 37.54K | $15.6M |
 IQVIA Holdings Inc. | IQV | 37.92K | $7.33M |
 Caterpillar Inc. | CAT | 39.58K | $42.15M |
 Prologis, Inc. | PLD | 39.81K | $5.39M |
 Mastercard Incorporated | MA | 40.39K | $20.75M |
 Welltower Inc. | WELL | 41.92K | $9.52M |
 DaVita Inc. | DVA | 45.1K | $10.03M |
 STERIS plc | STE | 46.66K | $9.82M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 49.23K | $23.51M |
 Dominion Energy, Inc. | D | 51.71K | $3.53M |
 Lazard Inc | LAZ | 52.44K | $2.2M |
 Canadian National Railway Company | CNI | 52.84K | $6.3M |
 The Clorox Company | CLX | 53.22K | $5.08M |
 The Walt Disney Company | DIS | 54.23K | $5.22M |
 Skyward Specialty Insurance Group, Inc. | SKWD | 54.83K | $3.2M |
 The Coca-Cola Company | KO | 55.5K | $4.51M |
 Lowe's Companies, Inc. | LOW | 56.49K | $12.46M |