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Portfolio (Quarterly) Guide ↗

Callahan Advisors, LLC

· CIK 0001395055
13F Portfolio $1.3B AUM 181 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 181 New
Page 10 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 REI Ring Energy Inc Energy 35,061.0 $38K 0.00% NEW $1.08 +37.0%
Page 10 of 10  ·  181 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Financial Services 15.6%
Healthcare 13.0%
Industrials 12.0%
Consumer Cyclical 10.8%
Communication Services 7.4%
Energy 7.1%
Consumer Defensive 6.0%
Utilities 3.5%
Basic Materials 1.9%