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Callan Family Office’s Holley HLLY Stock Holding History

Callan Family Office’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31K Sell
10,091
-505
-5% -$1.91K ﹤0.01% 1120
2025
Q4 		$43.8K Buy
+10,596
New +$38.2K ﹤0.01% 1095

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

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

Callan Family Office reduced its Holley (HLLY) stake by 4.8% in Q1 2026, selling an estimated $1.91K and leaving 10,091 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Callan Family Office first reported a position in HLLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.8K in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Callan Family Office held 10,091 shares of Holley worth $31K as of Q1 2026.
  • Callan Family Office sold 505 Holley shares in Q1 2026, an estimated $1.91K.
  • Holley made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1120 holding.
  • Callan Family Office first reported a position in Holley in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Holley position peaked at $43.8K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

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