13F

Stock

Callan Jmb Inc.

CJMB · held by 12 managers

Reported value

$812.9K

Holders

12

+1 new · −0 exited

Holders’ est. mark

−$46

Price effect on 1 books still in the name

Largest holder

$310.4K

BARD ASSOCIATES INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARD ASSOCIATES INC279.6K$310.4KHeld
Creative Planning205.7K$228.3KHeld
Cable Car Capital, LP130.9K$145.3KHeld
Citadel44K$48.8KHeld
Financial Plan, Inc.21.1K$23.4KHeld
GEODE CAPITAL MANAGEMENT, LLC13.1K$14.5KHeld
HighTower Advisors, LLC12.5K$13.9KHeld
Renaissance Technologies11.4K$12.7KHeld
DRW Securities, LLC10.3K$11.4KHeld
Tower Research Capital LLC (TRC)3.67K$4.07KHeld
BANK OF AMERICA CORP /DE/12$13−$46Cut−$46
MORGAN STANLEY12$13New

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.