Callahan Advisors, LLC
Callahan Advisors, LLC is a Houston, Texas-based independent SEC-registered investment adviser founded in 2006. The firm provides discretionary portfolio management services primarily to high-net-worth individuals, families, and charitable organizations, focusing on customized investment solutions. It employs approximately 10 professionals and manages over $1 billion in client assets.
Investment Strategy
Callahan Advisors, LLC employs a discretionary portfolio management approach with a core focus on equity investments in large-cap U.S. companies in the technology, finance, and healthcare sectors. The firm builds customized portfolios centered on client goals, utilizing fundamental research to select high-quality stocks such as META, MSFT, GOOG, AMZN, and AAPL. It primarily serves high-net-worth individuals, tailoring strategies for long-term capital appreciation and risk management.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | Meta Platforms Inc Class A | 6.79% | $75.6M | 102,361 | $165.24 | $738.09 | +$16.2M |
M MSFT | Microsoft Corp | 5.57% | $62.0M | 124,628 | $69.55 | $497.41 | +$15.2M |
A AMZN | Amazon Com Inc | 4.37% | $48.6M | 221,392 | $111.88 | $219.39 | +$7.4M |
G GOOG | Alphabet Inc Class C | 4.34% | $48.3M | 272,430 | $53.58 | $177.39 | +$6.9M |
A AAPL | Apple Computer Inc | 2.77% | $30.8M | 150,224 | $29.22 | $205.17 | -$5.3M |