Back to Callahan Advisors, LLC

Callahan Advisors, LLC

All holdings · as of Mar 31, 2026

177 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$70.95M247,3265.9%
Meta Platforms Inc$58.26M101,8384.9%
Amazon.com Inc$48.69M233,7634.1%
MICROSOFT CORP$46.70M126,1643.9%
Apple Inc.$35.67M140,5433.0%
Chubb Ltd$32.39M99,3652.7%
CATERPILLAR INC$31.48M44,4402.6%
NVIDIA Corp$29.87M171,2852.5%
Warren E. Buffett$28.60M59,6892.4%
Brookfield Corp$28.56M705,6732.4%
NEXTERA ENERGY INC$28.14M302,9602.3%
JPMORGAN CHASE & CO$28.07M95,4082.3%
JOHNSON & JOHNSON$26.76M109,4842.2%
EQT Corp$23.79M373,7782.0%
APPLIED MATERIALS INC /DE$22.94M67,1151.9%
Booking Holdings Inc$21.88M5,1961.8%
EXXON MOBIL CORP$21.87M128,8921.8%
FedEx Corp$21.83M61,2861.8%
PEPSICO INC$20.61M132,7261.7%
MCDONALD'S CORP$19.96M64,2151.7%
Mastercard Inc$18.93M37,8781.6%
ELI LILLY & Co$18.55M20,1631.5%
A S M L Holding Nv New$17.85M13,5111.5%
Walmart Inc.$16.82M135,3581.4%
CHEVRON CORP$16.23M78,4361.4%
STRYKER CORP$16.22M49,3731.4%
PFIZER INC$15.80M562,5331.3%
PROCTER & GAMBLE Co$14.38M99,5261.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$13.98M41,3771.2%
LOWES COMPANIES INC$13.53M57,2821.1%
Corteva, Inc.$11.43M136,5501.0%
Fortinet Inc$11.08M135,5860.9%
UNITEDHEALTH GROUP INC$10.40M38,4320.9%
KINDER MORGAN, INC.$10.39M310,0130.9%
Netflix Inc$10.33M107,4320.9%
STERIS plc$10.15M45,9140.8%
DYCOM INDUSTRIES INC$9.53M28,1290.8%
Eaton Corp plc$9.23M25,8110.8%
Welltower, Inc.$8.38M42,3670.7%
PAYCHEX INC$8.21M89,0910.7%
United Rentals Inc$8.00M10,9750.7%
MSCI Inc.$7.83M14,5300.7%
Alphabet Inc.$7.77M27,0280.6%
ABBOTT LABORATORIES$7.69M74,9020.6%
IQVIA HOLDINGS INC.$7.59M44,4910.6%
CVS HEALTH Corp$7.40M103,0820.6%
Primerica, Inc.$6.35M25,3400.5%
EAGLE MATERIALS INC$6.17M32,5470.5%
Enbridge Inc$6.09M112,5450.5%
Stellar Bancorp, Inc.$5.94M162,1610.5%
← PrevPage 1 of 4Next →