Callahan Advisors, LLC Diversified Active

CIK: 0001395055 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 29, 2022

Total Value ($000): $751,288 (100.0% shares, 0.0% debt)

Holdings (144)

MSFT Microsoft Corp 4.0%
Value ($000) $29,887 Shares 116,369 Est. Cost $30.61 Unrealized +760.7%
AAPL Apple Computer Inc 3.8%
Value ($000) $28,902 Shares 211,393 Est. Cost $81.02 Unrealized +83.5%
GOOG Alphabet Inc Class C 3.6%
Value ($000) $27,015 Shares 12,350 Est. Cost $37.99 Unrealized +208.7%
UNH United Healthcare Cor 3.3%
Value ($000) $24,760 Shares 48,206 Est. Cost $70.06 Unrealized +572.4%
JNJ Johnson & Johnson 2.8%
Value ($000) $21,201 Shares 119,438 Est. Cost $73.20 Unrealized +118.5%
PFE Pfizer Incorporated 2.6%
Value ($000) $19,260 Shares 367,345 Est. Cost $21.73 Unrealized +93.2%
FDX FedEx Corporation 2.2%
Value ($000) $16,629 Shares 73,347 Est. Cost $154.53 Unrealized +27.3%
MCD McDonalds Corp 2.1%
Value ($000) $16,024 Shares 64,904 Est. Cost $77.05 Unrealized +193.8%
CVX Chevron Corp 2.1%
Value ($000) $15,833 Shares 109,357 Est. Cost $75.22 Unrealized +89.7%
AMZN Amazon Com Inc 2.1%
Value ($000) $15,819 Shares 148,938 Est. Cost $123.80 Unrealized +1.1%
CB Chubb Ltd F 2.1%
Value ($000) $15,657 Shares 79,645 Est. Cost $104.33 Unrealized +88.1%
META Meta Platforms Inc CLass A 2.0%
Value ($000) $15,103 Shares 93,659 Est. Cost $164.80 Unrealized +16.2%
JPM JPMorgan Chase & Co. 2.0%
Value ($000) $14,774 Shares 131,195 Est. Cost $48.29 Unrealized +134.1%
BRK/B Berkshire Hathaway Cl B 2.0%
Value ($000) $14,773 Shares 54,110 Est. Cost $141.08 Unrealized +122.4%
LOW Lowes Companies Inc 1.9%
Value ($000) $14,588 Shares 83,517 Est. Cost $56.02 Unrealized +220.5%
PEP Pepsico Incorporated 1.9%
Value ($000) $14,463 Shares 86,781 Est. Cost $64.55 Unrealized +132.1%
Brookfield Asset Mgmt 1.8%
Value ($000) $13,892 Shares 312,399 Est. Cost $39.73 Unrealized
PG Procter & Gamble Co 1.8%
Value ($000) $13,808 Shares 96,026 Est. Cost $58.70 Unrealized +133.9%
NEE NextEra Energy, Inc 1.8%
Value ($000) $13,735 Shares 177,322 Est. Cost $53.07 Unrealized +29.7%
XOM Exxon Mobil Corporation 1.7%
Value ($000) $12,527 Shares 146,277 Est. Cost $50.67 Unrealized +57.0%
T AT&T Inc 1.6%
Value ($000) $11,698 Shares 558,126 Est. Cost $14.60 Unrealized +11.6%
SYK Stryker Corp 1.4%
Value ($000) $10,789 Shares 54,234 Est. Cost $91.54 Unrealized +146.8%
CNI Canadian Natl Ry Co 1.4%
Value ($000) $10,695 Shares 95,089 Est. Cost $71.03 Unrealized +53.0%
TSN Tyson Foods Inc Cl A 1.4%
Value ($000) $10,627 Shares 123,478 Est. Cost $58.02 Unrealized +36.8%
ABT Abbott Laboratories 1.4%
Value ($000) $10,352 Shares 95,283 Est. Cost $39.96 Unrealized +165.5%
AMAT Applied Materials Inc 1.3%
Value ($000) $9,889 Shares 108,699 Est. Cost $54.51 Unrealized +94.6%
ENB Enbridge Inc 1.3%
Value ($000) $9,733 Shares 230,313 Est. Cost $24.54 Unrealized +43.6%
CSCO Cisco Systems Inc 1.3%
Value ($000) $9,599 Shares 225,111 Est. Cost $24.29 Unrealized +76.3%
PAYX Paychex Inc 1.2%
Value ($000) $9,097 Shares 79,885 Est. Cost $30.61 Unrealized +268.8%
KMI Kinder Morgan Inc 1.2%
Value ($000) $9,010 Shares 537,602 Est. Cost $13.85 Unrealized +10.6%
ACN Accenture PLC CL A 1.2%
Value ($000) $8,682 Shares 31,270 Est. Cost $103.89 Unrealized +174.0%
EQT EQT Corporation 1.2%
Value ($000) $8,658 Shares 251,698 Est. Cost $27.57 Unrealized +41.6%
EOG E O G Resources Inc 1.1%
Value ($000) $8,362 Shares 75,715 Est. Cost $60.14 Unrealized +75.8%
BHP Bhp Billiton Ltd Adr 1.1%
Value ($000) $8,360 Shares 148,809 Est. Cost $48.65 Unrealized
DIS Disney Walt Hldg Co 1.1%
Value ($000) $8,287 Shares 87,789 Est. Cost $73.42 Unrealized +47.7%
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $8,278 Shares 68,089 Est. Cost $23.19 Unrealized +89.9%
CVS CVS Health Corporation 1.1%
Value ($000) $8,177 Shares 88,245 Est. Cost $53.05 Unrealized +61.9%
MMM 3M Company 1.1%
Value ($000) $8,159 Shares 63,045 Est. Cost $118.01 Unrealized -10.9%
D Dominion Res Inc Va New 1.1%
Value ($000) $7,916 Shares 99,190 Est. Cost $53.14 Unrealized +30.5%
CAT Caterpillar Inc 1.0%
Value ($000) $7,868 Shares 44,012 Est. Cost $117.34 Unrealized +68.1%
NKE Nike Inc Class B 1.0%
Value ($000) $7,788 Shares 76,204 Est. Cost $42.61 Unrealized +161.2%
DLTR Dollar Tree Inc 1.0%
Value ($000) $7,330 Shares 47,035 Est. Cost $89.78 Unrealized +76.5%
STE Steris Corp 0.9%
Value ($000) $7,080 Shares 34,344 Est. Cost $130.06 Unrealized +67.6%
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $6,619 Shares 85,958 Est. Cost $51.33 Unrealized +26.6%
CTVA Corteva Inc 0.9%
Value ($000) $6,399 Shares 118,185 Est. Cost $36.79 Unrealized +51.7%
PLD Prologis Inc 0.8%
Value ($000) $6,255 Shares 53,163 Est. Cost $90.68 Unrealized +36.0%
Dow Chemical Company 0.8%
Value ($000) $5,926 Shares 114,825 Est. Cost $46.37 Unrealized
GPN Global Payments Inc 0.8%
Value ($000) $5,821 Shares 52,611 Est. Cost $161.38 Unrealized -24.4%
DHR Danaher Corp Del 0.8%
Value ($000) $5,802 Shares 22,887 Est. Cost $61.45 Unrealized +268.2%
DEO Diageo Plc New Adr 0.8%
Value ($000) $5,712 Shares 32,806 Est. Cost $120.49 Unrealized
FTNT Fortinet Inc 0.7%
Value ($000) $5,311 Shares 93,867 Est. Cost $52.44 Unrealized +13.2%
ABBV AbbVie Inc 0.7%
Value ($000) $5,296 Shares 34,577 Est. Cost $54.31 Unrealized +146.9%
SWKS Skyworks Solutions Inc 0.7%
Value ($000) $4,899 Shares 52,886 Est. Cost $64.64 Unrealized +49.6%
IQV Iqvia Holdings Inc 0.6%
Value ($000) $4,759 Shares 21,934 Est. Cost $138.31 Unrealized +57.0%
SLB Schlumberger Ltd 0.6%
Value ($000) $4,553 Shares 127,312 Est. Cost $27.34 Unrealized +40.1%
CTAS Cintas Corp 0.6%
Value ($000) $4,392 Shares 11,757 Est. Cost $24.70 Unrealized +281.7%
ICSH Ishares Ultra Short Term 0.6%
Value ($000) $4,389 Shares 87,709 Est. Cost $50.55 Unrealized
INTC Intel Corp 0.5%
Value ($000) $3,680 Shares 98,375 Est. Cost $21.25 Unrealized +91.2%
Allegiance Bancshare 0.5%
Value ($000) $3,647 Shares 96,593 Est. Cost $33.15 Unrealized
KO Coca Cola Company 0.5%
Value ($000) $3,454 Shares 54,899 Est. Cost $32.21 Unrealized +76.2%
WELL Welltower Inc 0.4%
Value ($000) $3,231 Shares 39,236 Est. Cost $60.45 Unrealized +34.3%
HAS Hasbro Inc 0.4%
Value ($000) $3,030 Shares 37,011 Est. Cost $69.27 Unrealized +6.7%
DHI D R Horton Co 0.4%
Value ($000) $2,863 Shares 43,256 Est. Cost $89.68 Unrealized -24.4%
Discover Financial Svcs 0.4%
Value ($000) $2,859 Shares 30,225 Est. Cost $47.64 Unrealized
BKNG Booking Holdings Inc 0.4%
Value ($000) $2,858 Shares 1,634 Est. Cost $1933.49 Unrealized +8.6%
Thomson Reuters Corp 0.4%
Value ($000) $2,845 Shares 27,300 Est. Cost $32.58 Unrealized
MRK Merck & Co Inc 0.4%
Value ($000) $2,672 Shares 29,309 Est. Cost $65.76 Unrealized +20.5%
EXP Eagle Materials Inc 0.4%
Value ($000) $2,632 Shares 23,942 Est. Cost $136.84 Unrealized -11.9%
AXP American Express Company 0.3%
Value ($000) $2,463 Shares 17,768 Est. Cost $64.93 Unrealized +142.7%
ZTS Zoetis Inc 0.3%
Value ($000) $2,392 Shares 13,915 Est. Cost $113.25 Unrealized +47.3%
BNS Bank Of Nova Scotia 0.3%
Value ($000) $2,388 Shares 40,331 Est. Cost $46.81 Unrealized +13.3%
Unilever Plc Adr New 0.3%
Value ($000) $2,259 Shares 49,285 Est. Cost $49.74 Unrealized
NTRS Northern Trust Corp 0.3%
Value ($000) $2,232 Shares 23,135 Est. Cost $81.12 Unrealized +15.6%
VZ Verizon Communications 0.3%
Value ($000) $2,057 Shares 40,537 Est. Cost $40.79 Unrealized -1.7%
CFR Cullen Frost Bankers 0.3%
Value ($000) $2,029 Shares 17,426 Est. Cost $70.01 Unrealized +62.9%
URI United Rentals Inc 0.3%
Value ($000) $1,981 Shares 8,157 Est. Cost $178.70 Unrealized +59.5%
CRM Salesforce Com 0.3%
Value ($000) $1,977 Shares 11,977 Est. Cost $233.42 Unrealized -25.2%
CAH Cardinal Health Inc 0.2%
Value ($000) $1,870 Shares 35,785 Est. Cost $51.62 Unrealized +2.0%
PII Polaris Industries Inc 0.2%
Value ($000) $1,853 Shares 18,659 Est. Cost $102.09 Unrealized +1.5%
Paramount Global 0.2%
Value ($000) $1,853 Shares 75,075 Est. Cost $31.47 Unrealized
U S A Truck Inc 0.2%
Value ($000) $1,822 Shares 57,976 Est. Cost $10.67 Unrealized
GOOGL Alphabet Inc Class A 0.2%
Value ($000) $1,798 Shares 825 Est. Cost $41.95 Unrealized +178.5%
V Visa Inc Cl A 0.2%
Value ($000) $1,718 Shares 8,724 Est. Cost $77.64 Unrealized +159.0%
GD General Dynamics Corp 0.2%
Value ($000) $1,661 Shares 7,507 Est. Cost $81.03 Unrealized +163.4%
BIP Brookfield Infra Ptnrs 0.2%
Value ($000) $1,654 Shares 43,267 Est. Cost $37.44 Unrealized
WTW Willis Tower Watson P F 0.2%
Value ($000) $1,618 Shares 8,195 Est. Cost $159.80 Unrealized +27.7%
Kellogg Company 0.2%
Value ($000) $1,560 Shares 21,868 Est. Cost $47.02 Unrealized +21.9%
ETN Eaton Corporation 0.2%
Value ($000) $1,550 Shares 12,305 Est. Cost $70.91 Unrealized +87.0%
ENTG Entegris Inc 0.2%
Value ($000) $1,518 Shares 16,479 Est. Cost $33.72 Unrealized +216.3%
GIS General Mills Inc 0.2%
Value ($000) $1,495 Shares 19,815 Est. Cost $35.33 Unrealized +75.0%
CBTX INC 0.2%
Value ($000) $1,451 Shares 54,587 Est. Cost $30.66 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,436 Shares 3,340 Est. Cost $331.13 Unrealized +20.2%
VCIT Vanguard Corp Bond Etf 0.2%
Value ($000) $1,391 Shares 17,387 Est. Cost $94.72 Unrealized
VRSK Verisk Analytics Inc 0.2%
Value ($000) $1,370 Shares 7,913 Est. Cost $138.63 Unrealized +31.3%
RTX Raytheon Technologies Co 0.2%
Value ($000) $1,369 Shares 14,246 Est. Cost $56.56 Unrealized +56.5%
THO Thor Industries Inc 0.2%
Value ($000) $1,332 Shares 17,828 Est. Cost $75.80 Unrealized -5.5%
TJX T J X Cos Inc 0.2%
Value ($000) $1,312 Shares 23,484 Est. Cost $49.87 Unrealized +15.1%
HD Home Depot Inc 0.2%
Value ($000) $1,307 Shares 4,766 Est. Cost $122.65 Unrealized +119.3%
QSR Restaurant Brands 0.2%
Value ($000) $1,270 Shares 25,322 Est. Cost $53.49 Unrealized 0.0%
FE Firstenergy Corp 0.2%
Value ($000) $1,252 Shares 32,600 Est. Cost $24.24 Unrealized +51.7%
WBD Warner Brothers Discover 0.2%
Value ($000) $1,247 Shares 92,936 Est. Cost $18.55 Unrealized 0.0%
NOW Service Now Inc 0.2%
Value ($000) $1,247 Shares 2,623 Est. Cost $108.21 Unrealized -11.9%
WDAY Workday Inc 0.2%
Value ($000) $1,208 Shares 8,658 Est. Cost $240.38 Unrealized -24.4%
SYY Sysco Corporation 0.2%
Value ($000) $1,202 Shares 14,192 Est. Cost $39.59 Unrealized +91.3%
FFIN 1st Finl Banksh 0.1%
Value ($000) $1,022 Shares 26,037 Est. Cost $27.99 Unrealized +35.0%
FISV Fiserv Inc 0.1%
Value ($000) $1,016 Shares 11,415 Est. Cost $44.35 Unrealized +118.7%
Brookfield Infrastruct FClass A 0.1%
Value ($000) $771 Shares 18,134 Est. Cost $47.21 Unrealized
SCHB Schwab US Market ETF 0.1%
Value ($000) $765 Shares 17,308 Est. Cost $56.94 Unrealized
COP Conocophillips 0.1%
Value ($000) $753 Shares 8,387 Est. Cost $46.70 Unrealized +92.6%
MAIN Main Street Capital Corp 0.1%
Value ($000) $600 Shares 15,572 Est. Cost $34.11 Unrealized +14.6%
EPD Enterprise Prd Prtnrs Lp 0.1%
Value ($000) $584 Shares 23,984 Est. Cost $45.58 Unrealized
RF Regions Financial Cp New 0.1%
Value ($000) $549 Shares 29,300 Est. Cost $8.08 Unrealized +117.7%
FRD FRIEDMAN INDS INC COM 0.1%
Value ($000) $521 Shares 64,000 Est. Cost $7.01 Unrealized +25.7%
Lazard Ltd 0.1%
Value ($000) $491 Shares 15,148 Est. Cost $46.84 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $481 Shares 4,868 Est. Cost $62.09 Unrealized +37.6%
FANG Diamondback Energy 0.1%
Value ($000) $438 Shares 3,616 Est. Cost $63.04 Unrealized +83.0%
IBM Intl Business Machines 0.1%
Value ($000) $430 Shares 3,044 Est. Cost $112.36 Unrealized +4.6%
SBUX Starbucks Corp 0.1%
Value ($000) $425 Shares 5,560 Est. Cost $87.07 Unrealized -19.2%
SCHE Schwab Emerging Mkt ETF 0.1%
Value ($000) $422 Shares 16,627 Est. Cost $30.13 Unrealized
SCHO Sch St US Trsr Etf 0.1%
Value ($000) $420 Shares 8,533 Est. Cost $50.54 Unrealized
MO Altria Group Inc. 0.1%
Value ($000) $378 Shares 9,060 Est. Cost $30.74 Unrealized +25.1%
Independent Bk Group Inc 0.0%
Value ($000) $362 Shares 5,335 Est. Cost $73.36 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $350 Shares 2,287 Est. Cost $98.57 Unrealized +50.1%
GLD Spdr Gold TRUST 0.0%
Value ($000) $348 Shares 2,067 Est. Cost $135.50 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $337 Shares 4,932 Est. Cost $64.55 Unrealized -6.2%
SCHP Sch US Tips Etf 0.0%
Value ($000) $326 Shares 5,849 Est. Cost $54.55 Unrealized
ZION Zions Bancorp 0.0%
Value ($000) $323 Shares 6,350 Est. Cost $47.77 Unrealized +19.0%
PSX Phillips 66 0.0%
Value ($000) $312 Shares 3,800 Est. Cost $71.09 Unrealized +13.9%
TSLA Tesla Motors Inc 0.0%
Value ($000) $290 Shares 430 Est. Cost $183.92 Unrealized +48.4%
IBOC Intl Bancshares Corp 0.0%
Value ($000) $280 Shares 6,985 Est. Cost $38.77 Unrealized -4.4%
COST Costco Whsl Corp New 0.0%
Value ($000) $279 Shares 582 Est. Cost $342.95 Unrealized +41.4%
LLY Lilly Eli & Company 0.0%
Value ($000) $276 Shares 850 Est. Cost $245.24 Unrealized +18.6%
TXN Texas Instruments Inc 0.0%
Value ($000) $272 Shares 1,771 Est. Cost $116.84 Unrealized +29.2%
Pioneer Natural Res 0.0%
Value ($000) $271 Shares 1,216 Est. Cost $222.86 Unrealized
Continental Resource 0.0%
Value ($000) $265 Shares 4,050 Est. Cost $61.23 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $261 Shares 1,300 Est. Cost $287.89 Unrealized -18.5%
STZ Constellation Brand 0.0%
Value ($000) $237 Shares 1,015 Est. Cost $151.89 Unrealized +50.4%
GILD Gilead Sciences Inc 0.0%
Value ($000) $228 Shares 3,691 Est. Cost $55.16 Unrealized -1.9%
MA Mastercard Inc 0.0%
Value ($000) $223 Shares 708 Est. Cost $361.59 Unrealized -6.7%
ALGN Align Technology Inc 0.0%
Value ($000) $222 Shares 937 Est. Cost $305.27 Unrealized +0.6%
AR Antero Resouces Corp 0.0%
Value ($000) $220 Shares 7,175 Est. Cost $36.58 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $200 Shares 1,320 Est. Cost $21.11 Unrealized -10.7%
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 0.0%