Callahan Advisors, LLC — 13F holdings

Callahan Advisors, LLC reported 181 holdings worth $1.33B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. GOOG ALPHABET INC — $83.7M (6.3%)
2. META META PLATFORMS INC — $58.1M (4.4%)
3. AMZN AMAZON COM INC — $56.2M (4.2%)
4. MSFT MICROSOFT CORP — $47.2M (3.6%)
5. AMAT APPLIED MATLS INC — $44.3M (3.3%)
6. CAT CATERPILLAR INC — $42.1M (3.2%)
7. AAPL APPLE INC — $40.9M (3.1%)
8. NVDA NVIDIA CORPORATION — $35.7M (2.7%)
9. CB CHUBB LIMITED — $34.4M (2.6%)
10. JPM JPMorgan Chase & Co. — $31.0M (2.3%)