CFO
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Callan Family Office’s Exponent EXPO Stock Holding History

Callan Family Office’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$586K Buy
8,984
+487
+6% +$34.6K 0.01% 717
2025
Q4 		$590K Buy
+8,497
New +$597K 0.01% 719

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Callan Family Office's EXPO Position: Q1 2026 in Review

Callan Family Office increased its Exponent (EXPO) stake by 5.7% in Q1 2026, buying an estimated $34.6K and bringing the position to 8,984 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #717.

Callan Family Office first reported a position in EXPO in Q4 2025 and has held it in 2 quarters since. The position peaked at $590K in Q4 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Callan Family Office held 8,984 shares of Exponent worth $586K as of Q1 2026.
  • Callan Family Office bought 487 Exponent shares in Q1 2026, an estimated $34.6K.
  • Exponent made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #717 holding.
  • Callan Family Office first reported a position in Exponent in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Exponent position peaked at $590K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.