Callan JMBCJMB
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 12 institutions reported holding Callan JMB Inc. (CJMB) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Bard Associates Inc. ($310K), Creative Planning ($228K) and Cable Car Capital, LP ($145K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Callan JMB Inc.
- CUSIP
- 131100109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $73K |
| Exits | 2 | $143K |
All 13F filers, Q3 2025 → Q4 2025: 105,749 shares bought and 144,379 shares sold, net −38,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Bard Associates Inc. | 0.08% | Reduce -29.1% | 279,646 | $310K |
| Creative Planning | 0.00% | Add +21.0% | 205,693 | $228K |
| Cable Car Capital, LP | 0.01% | No change | 130,862 | $145K |
| Citadel Advisors | 0.00% | New | 44,002 | $49K |
| Financial Plan, Inc. | 0.00% | — | 21,114 | $23K |
| Geode Capital Management, LLC | 0.00% | Add +12.7% | 13,107 | $15K |
| HighTower Advisors, LLC | 0.00% | No change | 12,500 | $14K |
| Renaissance Technologies | 0.00% | New | 11,400 | $13K |
| DRW Securities, LLC | 0.00% | New | 10,296 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +363.6% | 3,667 | $4K |
| Bank of America Corp. | 0.00% | No change | 12 | $13 |
| Morgan Stanley | 0.00% | New | 12 | $13 |
"% of holder's portfolio" is CJMB's weight in each manager's 13F, not the share of Callan JMB Inc. the manager owns.