CFO
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Callan Family Office’s Gartner IT Stock Holding History

Callan Family Office’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$995K Buy
2,462
+1,460
+146% +$590K 0.03% 405
2025
Q1 		$421K Buy
1,002
+90
+10% +$37.8K 0.03% 364
2024
Q4 		$442K Buy
+912
New +$442K 0.03% 395