Callahan Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm's positions in a broad portfolio of U.S. and international equities.
The report lists the firm's address as 3555 Timmons Lane, Suite 600, Houston, TX 77027. The filing was signed by Managing Director Rachel C. Gummattira on November 10, 2026.
The information table included in the filing details a total of 180 individual securities held. The largest positions disclosed include shares of Alphabet Inc. Class A and Class C, with 22,542 and 231,576 shares, respectively. Other significant holdings include shares of Microsoft Corporation (125,933 shares), NVIDIA Corporation (193,750 shares), and Apple Inc. (141,152 shares). The filing also lists substantial positions in Mastercard Incorporated (420,088 shares), Visa Inc. Class A (9,172 shares), and Procter & Gamble Co. (105,615 shares).
The portfolio includes a mix of technology, healthcare, consumer goods, and financial services companies. Notable holdings include Eli Lilly & Co., UnitedHealth Group Inc., JPMorgan Chase & Co., and Costco Wholesale Corporation. The filing also includes various exchange-traded funds, such as the Invesco QQQ Trust and Vanguard S&P 500 ETFs.
