Callahan Advisors, LLC Diversified Active

CIK: 0001395055 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $696,369 (100.0% shares, 0.0% debt)

Holdings (141)

AAPL Apple Computer Inc 4.1%
Value ($000) $28,246 Shares 204,388 Est. Cost $81.02 Unrealized +90.4%
MSFT Microsoft Corp 3.9%
Value ($000) $27,284 Shares 117,151 Est. Cost $30.61 Unrealized +739.3%
UNH United Healthcare Cor 3.5%
Value ($000) $24,110 Shares 47,739 Est. Cost $70.06 Unrealized +606.7%
GOOG Alphabet Inc Class C 3.4%
Value ($000) $23,950 Shares 249,093 Est. Cost $107.22 Unrealized +3.4%
JNJ Johnson & Johnson 2.8%
Value ($000) $19,838 Shares 121,438 Est. Cost $74.51 Unrealized +105.2%
AMZN Amazon Com Inc 2.6%
Value ($000) $17,818 Shares 157,683 Est. Cost $123.94 Unrealized +2.0%
META Meta Platforms Inc CLass A 2.3%
Value ($000) $16,295 Shares 120,102 Est. Cost $163.96 Unrealized -1.8%
CVX Chevron Corp 2.3%
Value ($000) $15,741 Shares 109,563 Est. Cost $75.22 Unrealized +76.6%
PFE Pfizer Incorporated 2.3%
Value ($000) $15,682 Shares 358,355 Est. Cost $21.73 Unrealized +85.9%
BRK/B Berkshire Hathaway Cl B 2.2%
Value ($000) $15,538 Shares 58,191 Est. Cost $151.14 Unrealized +88.3%
MCD McDonalds Corp 2.1%
Value ($000) $14,825 Shares 64,249 Est. Cost $77.05 Unrealized +206.7%
CB Chubb Ltd F 2.1%
Value ($000) $14,697 Shares 80,804 Est. Cost $105.44 Unrealized +72.3%
LOW Lowes Companies Inc 2.1%
Value ($000) $14,417 Shares 76,764 Est. Cost $56.02 Unrealized +225.6%
NEE NextEra Energy, Inc 2.0%
Value ($000) $14,210 Shares 181,229 Est. Cost $53.59 Unrealized +43.9%
PEP Pepsico Incorporated 2.0%
Value ($000) $14,154 Shares 86,695 Est. Cost $64.55 Unrealized +139.2%
JPM JPMorgan Chase & Co. 2.0%
Value ($000) $13,830 Shares 132,347 Est. Cost $48.29 Unrealized +118.7%
XOM Exxon Mobil Corporation 1.9%
Value ($000) $13,162 Shares 150,745 Est. Cost $51.58 Unrealized +57.7%
EQT EQT Corporation 1.8%
Value ($000) $12,640 Shares 310,183 Est. Cost $30.14 Unrealized +36.7%
Brookfield Asset Mgmt 1.8%
Value ($000) $12,536 Shares 306,577 Est. Cost $39.73 Unrealized
PG Procter & Gamble Co 1.7%
Value ($000) $12,149 Shares 96,226 Est. Cost $58.70 Unrealized +122.5%
SYK Stryker Corp 1.6%
Value ($000) $11,131 Shares 54,956 Est. Cost $93.00 Unrealized +118.3%
FDX FedEx Corporation 1.6%
Value ($000) $10,910 Shares 73,485 Est. Cost $154.53 Unrealized +26.7%
CNI Canadian Natl Ry Co 1.5%
Value ($000) $10,489 Shares 97,127 Est. Cost $71.88 Unrealized +54.9%
AMAT Applied Materials Inc 1.4%
Value ($000) $9,496 Shares 115,901 Est. Cost $56.94 Unrealized +64.2%
CSCO Cisco Systems Inc 1.3%
Value ($000) $9,386 Shares 234,654 Est. Cost $24.93 Unrealized +60.6%
ABT Abbott Laboratories 1.3%
Value ($000) $9,106 Shares 94,106 Est. Cost $39.96 Unrealized +150.3%
EOG E O G Resources Inc 1.3%
Value ($000) $9,019 Shares 80,718 Est. Cost $62.47 Unrealized +56.3%
PAYX Paychex Inc 1.3%
Value ($000) $8,938 Shares 79,653 Est. Cost $30.61 Unrealized +266.3%
WMT Wal-Mart Stores Inc 1.3%
Value ($000) $8,798 Shares 67,832 Est. Cost $23.19 Unrealized +81.1%
KMI Kinder Morgan Inc 1.3%
Value ($000) $8,733 Shares 524,800 Est. Cost $13.85 Unrealized +6.6%
CVS CVS Health Corporation 1.2%
Value ($000) $8,577 Shares 89,932 Est. Cost $53.70 Unrealized +63.2%
ENB Enbridge Inc 1.2%
Value ($000) $8,401 Shares 226,453 Est. Cost $24.54 Unrealized +37.7%
ACN Accenture PLC CL A 1.2%
Value ($000) $8,399 Shares 32,641 Est. Cost $111.06 Unrealized +147.3%
DIS Disney Walt Hldg Co 1.2%
Value ($000) $8,226 Shares 87,206 Est. Cost $73.42 Unrealized +42.4%
TSN Tyson Foods Inc Cl A 1.2%
Value ($000) $8,119 Shares 123,149 Est. Cost $58.02 Unrealized +21.4%
BHP Bhp Billiton Ltd Adr 1.1%
Value ($000) $7,884 Shares 157,559 Est. Cost $48.73 Unrealized
CAT Caterpillar Inc 1.1%
Value ($000) $7,661 Shares 46,691 Est. Cost $120.49 Unrealized +42.9%
T AT&T Inc 1.1%
Value ($000) $7,569 Shares 493,430 Est. Cost $14.60 Unrealized +3.3%
CTVA Corteva Inc 1.0%
Value ($000) $7,293 Shares 127,611 Est. Cost $38.22 Unrealized +47.0%
D Dominion Res Inc Va New 1.0%
Value ($000) $6,935 Shares 100,342 Est. Cost $53.32 Unrealized +28.2%
BMY Bristol-Myers Squibb Co 1.0%
Value ($000) $6,877 Shares 96,741 Est. Cost $52.55 Unrealized +18.6%
GPN Global Payments Inc 1.0%
Value ($000) $6,833 Shares 63,242 Est. Cost $154.29 Unrealized -22.7%
DLTR Dollar Tree Inc 0.9%
Value ($000) $6,465 Shares 47,505 Est. Cost $89.78 Unrealized +73.3%
NKE Nike Inc Class B 0.9%
Value ($000) $6,221 Shares 74,849 Est. Cost $42.61 Unrealized +138.4%
STE Steris Corp 0.8%
Value ($000) $5,755 Shares 34,609 Est. Cost $130.06 Unrealized +51.6%
DEO Diageo Plc New Adr 0.8%
Value ($000) $5,686 Shares 33,485 Est. Cost $121.49 Unrealized
DHR Danaher Corp Del 0.8%
Value ($000) $5,570 Shares 21,564 Est. Cost $61.45 Unrealized +291.7%
PLD Prologis Inc 0.8%
Value ($000) $5,242 Shares 51,591 Est. Cost $90.68 Unrealized +22.9%
SWKS Skyworks Solutions Inc 0.7%
Value ($000) $4,839 Shares 56,749 Est. Cost $66.51 Unrealized +38.5%
SLB Schlumberger Ltd 0.7%
Value ($000) $4,807 Shares 133,890 Est. Cost $27.63 Unrealized +20.9%
Dow Chemical Company 0.7%
Value ($000) $4,714 Shares 107,300 Est. Cost $46.37 Unrealized
ABBV AbbVie Inc 0.7%
Value ($000) $4,631 Shares 34,503 Est. Cost $54.31 Unrealized +134.0%
CTAS Cintas Corp 0.7%
Value ($000) $4,603 Shares 11,858 Est. Cost $24.70 Unrealized +301.1%
IQV Iqvia Holdings Inc 0.6%
Value ($000) $4,477 Shares 24,714 Est. Cost $147.39 Unrealized +48.6%
FTNT Fortinet Inc 0.6%
Value ($000) $4,462 Shares 90,817 Est. Cost $52.44 Unrealized +3.3%
Allegiance Bancshare 0.5%
Value ($000) $3,468 Shares 83,311 Est. Cost $33.15 Unrealized
EXP Eagle Materials Inc 0.4%
Value ($000) $3,096 Shares 28,882 Est. Cost $133.54 Unrealized -12.0%
KO Coca Cola Company 0.4%
Value ($000) $3,075 Shares 54,884 Est. Cost $32.21 Unrealized +74.0%
Thomson Reuters Corp 0.4%
Value ($000) $2,802 Shares 27,300 Est. Cost $32.58 Unrealized
Discover Financial Svcs 0.4%
Value ($000) $2,748 Shares 30,225 Est. Cost $47.64 Unrealized
BKNG Booking Holdings Inc 0.4%
Value ($000) $2,731 Shares 1,662 Est. Cost $1932.06 Unrealized -4.3%
CAH Cardinal Health Inc 0.4%
Value ($000) $2,627 Shares 39,390 Est. Cost $52.32 Unrealized +13.3%
MMM 3M Company 0.4%
Value ($000) $2,531 Shares 22,908 Est. Cost $118.01 Unrealized -18.3%
MRK Merck & Co Inc 0.4%
Value ($000) $2,524 Shares 29,307 Est. Cost $65.76 Unrealized +22.3%
WELL Welltower Inc 0.3%
Value ($000) $2,425 Shares 37,697 Est. Cost $60.45 Unrealized +18.8%
AXP American Express Company 0.3%
Value ($000) $2,410 Shares 17,865 Est. Cost $64.93 Unrealized +123.3%
URI United Rentals Inc 0.3%
Value ($000) $2,398 Shares 8,876 Est. Cost $187.06 Unrealized +50.7%
CFR Cullen Frost Bankers 0.3%
Value ($000) $2,340 Shares 17,695 Est. Cost $70.73 Unrealized +66.5%
Unilever Plc Adr New 0.3%
Value ($000) $2,154 Shares 49,135 Est. Cost $49.74 Unrealized
HAS Hasbro Inc 0.3%
Value ($000) $2,070 Shares 30,700 Est. Cost $69.27 Unrealized -1.9%
ZTS Zoetis Inc 0.3%
Value ($000) $1,963 Shares 13,236 Est. Cost $113.25 Unrealized +42.6%
BNS Bank Of Nova Scotia 0.3%
Value ($000) $1,878 Shares 39,468 Est. Cost $46.81 Unrealized +1.2%
Paramount Global 0.3%
Value ($000) $1,770 Shares 92,970 Est. Cost $29.08 Unrealized
ETN Eaton Corporation 0.2%
Value ($000) $1,710 Shares 12,820 Est. Cost $73.42 Unrealized +81.7%
WDAY Workday Inc 0.2%
Value ($000) $1,623 Shares 10,661 Est. Cost $224.63 Unrealized -30.3%
GOOGL Alphabet Inc Class A 0.2%
Value ($000) $1,613 Shares 16,860 Est. Cost $106.72 Unrealized +3.1%
CBTX INC 0.2%
Value ($000) $1,597 Shares 54,587 Est. Cost $30.66 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $1,593 Shares 7,507 Est. Cost $81.03 Unrealized +160.2%
PII Polaris Industries Inc 0.2%
Value ($000) $1,574 Shares 16,458 Est. Cost $102.09 Unrealized +9.8%
VZ Verizon Communications 0.2%
Value ($000) $1,553 Shares 40,911 Est. Cost $40.79 Unrealized -12.3%
V Visa Inc Cl A 0.2%
Value ($000) $1,540 Shares 8,669 Est. Cost $77.64 Unrealized +155.5%
Kellogg Company 0.2%
Value ($000) $1,523 Shares 21,868 Est. Cost $47.02 Unrealized +30.1%
GIS General Mills Inc 0.2%
Value ($000) $1,518 Shares 19,815 Est. Cost $35.33 Unrealized +91.8%
WTW Willis Tower Watson P F 0.2%
Value ($000) $1,456 Shares 7,245 Est. Cost $159.80 Unrealized +23.4%
BIP Brookfield Infra Ptnrs 0.2%
Value ($000) $1,434 Shares 39,943 Est. Cost $37.44 Unrealized
NTRS Northern Trust Corp 0.2%
Value ($000) $1,416 Shares 16,549 Est. Cost $81.12 Unrealized +6.4%
ENTG Entegris Inc 0.2%
Value ($000) $1,378 Shares 16,604 Est. Cost $33.72 Unrealized +185.3%
VRSK Verisk Analytics Inc 0.2%
Value ($000) $1,373 Shares 8,050 Est. Cost $139.38 Unrealized +31.2%
QSR Restaurant Brands 0.2%
Value ($000) $1,347 Shares 25,322 Est. Cost $53.49 Unrealized +5.6%
DHI D R Horton Co 0.2%
Value ($000) $1,347 Shares 20,004 Est. Cost $89.68 Unrealized -20.6%
CRM Salesforce Com 0.2%
Value ($000) $1,338 Shares 9,302 Est. Cost $233.42 Unrealized -28.2%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,300 Shares 3,365 Est. Cost $331.13 Unrealized +15.0%
NOW Service Now Inc 0.2%
Value ($000) $1,296 Shares 3,433 Est. Cost $103.93 Unrealized -13.4%
HD Home Depot Inc 0.2%
Value ($000) $1,279 Shares 4,635 Est. Cost $122.65 Unrealized +120.7%
FE Firstenergy Corp 0.2%
Value ($000) $1,206 Shares 32,600 Est. Cost $24.24 Unrealized +41.8%
RTX Raytheon Technologies Co 0.2%
Value ($000) $1,166 Shares 14,247 Est. Cost $56.56 Unrealized +48.2%
TJX T J X Cos Inc 0.2%
Value ($000) $1,129 Shares 18,170 Est. Cost $49.87 Unrealized +20.1%
INTC Intel Corp 0.2%
Value ($000) $1,124 Shares 43,621 Est. Cost $21.25 Unrealized +52.0%
FFIN 1st Finl Banksh 0.2%
Value ($000) $1,089 Shares 26,037 Est. Cost $27.99 Unrealized +42.4%
FISV Fiserv Inc 0.2%
Value ($000) $1,068 Shares 11,415 Est. Cost $44.35 Unrealized +129.8%
VCIT Vanguard Corp Bond Etf 0.1%
Value ($000) $893 Shares 11,796 Est. Cost $94.72 Unrealized
SCHO Sch St US Trsr Etf 0.1%
Value ($000) $859 Shares 17,805 Est. Cost $49.34 Unrealized
COP Conocophillips 0.1%
Value ($000) $858 Shares 8,382 Est. Cost $46.70 Unrealized +88.8%
Brookfield Infrastruct FClass A 0.1%
Value ($000) $733 Shares 18,007 Est. Cost $47.21 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $721 Shares 10,193 Est. Cost $39.59 Unrealized +91.3%
THO Thor Industries Inc 0.1%
Value ($000) $663 Shares 9,472 Est. Cost $75.80 Unrealized +0.2%
WBD Warner Brothers Discover 0.1%
Value ($000) $660 Shares 57,371 Est. Cost $18.55 Unrealized -26.7%
SCHB Schwab US Market ETF 0.1%
Value ($000) $633 Shares 15,068 Est. Cost $56.94 Unrealized
RF Regions Financial Cp New 0.1%
Value ($000) $558 Shares 27,800 Est. Cost $8.08 Unrealized +124.6%
Pioneer Natural Res 0.1%
Value ($000) $523 Shares 2,417 Est. Cost $219.64 Unrealized
FANG Diamondback Energy 0.1%
Value ($000) $513 Shares 4,257 Est. Cost $69.73 Unrealized +54.1%
FRD FRIEDMAN INDS INC COM 0.1%
Value ($000) $508 Shares 71,416 Est. Cost $7.18 Unrealized +20.9%
MAIN Main Street Capital Corp 0.1%
Value ($000) $472 Shares 14,040 Est. Cost $34.11 Unrealized +20.7%
IBM Intl Business Machines 0.1%
Value ($000) $411 Shares 3,460 Est. Cost $112.76 Unrealized +2.6%
PM Philip Morris Intl Inc 0.1%
Value ($000) $390 Shares 4,703 Est. Cost $62.09 Unrealized +30.4%
EPD Enterprise Prd Prtnrs Lp 0.1%
Value ($000) $387 Shares 16,285 Est. Cost $45.58 Unrealized
DVN Devon Energy Corp New 0.1%
Value ($000) $386 Shares 6,412 Est. Cost $52.95 Unrealized 0.0%
WM Waste Management Inc Del 0.1%
Value ($000) $366 Shares 2,287 Est. Cost $98.57 Unrealized +58.8%
Lazard Ltd 0.0%
Value ($000) $347 Shares 10,904 Est. Cost $46.84 Unrealized
SCHP Sch US Tips Etf 0.0%
Value ($000) $340 Shares 6,573 Est. Cost $54.24 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $336 Shares 1,265 Est. Cost $246.86 Unrealized +13.1%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $325 Shares 4,870 Est. Cost $64.55 Unrealized -1.6%
MO Altria Group Inc. 0.0%
Value ($000) $324 Shares 8,013 Est. Cost $30.74 Unrealized +7.5%
ZION Zions Bancorp 0.0%
Value ($000) $323 Shares 6,350 Est. Cost $47.77 Unrealized +14.5%
Independent Bk Group Inc 0.0%
Value ($000) $312 Shares 5,088 Est. Cost $73.36 Unrealized
PSX Phillips 66 0.0%
Value ($000) $307 Shares 3,800 Est. Cost $71.09 Unrealized +6.0%
IBOC Intl Bancshares Corp 0.0%
Value ($000) $297 Shares 6,985 Est. Cost $38.77 Unrealized +0.7%
SBUX Starbucks Corp 0.0%
Value ($000) $294 Shares 3,494 Est. Cost $87.07 Unrealized -10.0%
COST Costco Whsl Corp New 0.0%
Value ($000) $277 Shares 586 Est. Cost $342.95 Unrealized +45.2%
TXN Texas Instruments Inc 0.0%
Value ($000) $275 Shares 1,775 Est. Cost $116.84 Unrealized +29.8%
LLY Lilly Eli & Company 0.0%
Value ($000) $259 Shares 800 Est. Cost $245.24 Unrealized +25.6%
ISRG Intuitive Surgical New 0.0%
Value ($000) $244 Shares 1,300 Est. Cost $287.89 Unrealized -25.4%
Continental Resource 0.0%
Value ($000) $237 Shares 3,550 Est. Cost $61.23 Unrealized
ICSH Ishares Ultra Short Term 0.0%
Value ($000) $234 Shares 4,681 Est. Cost $50.55 Unrealized
STZ Constellation Brand 0.0%
Value ($000) $233 Shares 1,015 Est. Cost $151.89 Unrealized +51.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $228 Shares 3,700 Est. Cost $55.16 Unrealized +1.1%
MA Mastercard Inc 0.0%
Value ($000) $201 Shares 708 Est. Cost $361.59 Unrealized -10.1%
CRK Comstock Res Inc 0.0%
Value ($000) $190 Shares 11,000 Est. Cost $15.69 Unrealized 0.0%
Benson Hill Inc 0.0%
Value ($000) $141 Shares 51,370 Est. Cost $2.74 Unrealized
RES R P C Inc 0.0%
Value ($000) $69 Shares 10,000 Est. Cost $8.74 Unrealized -23.9%
Southwestern Energy Co 0.0%
Value ($000) $68 Shares 11,150 Est. Cost $6.10 Unrealized