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Calydon Capital

Q3 2023 · 13F-HR

Calydon Capitalholdings as filed

Filed 2023-11-01 · accession 0001104659-23-113226

$504.7M
Reported value
210
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287309IVWISHARES S&P 500 GROWTH ETF$37.7M7.47%551,236CommonSOLE
037833100AAPLAPPLE, INC.$36.6M7.25%213,774CommonSOLE
98980F104GTMZOOMINFO TECHNOLIGIES, INC.$36.6M7.25%2,230,972CommonSOLE
78462F103SPYSPDR S&P 500 ETF$24.5M4.86%57,362CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUNITIES, INC.$9.7M1.93%75,770CommonSOLE
30303M102METAMETA PLATFORMS, INC.$9.7M1.91%32,194CommonSOLE
023135106AMZNAMAZON.COM INC$8.6M1.71%67,980CommonSOLE
594918104MSFTMICROSOFT CORP$8.6M1.70%27,160CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY, INC.$8.5M1.68%16CommonSOLE
11135f101BROADCOM INC COM$6.1M1.21%7,350CommonSOLE
00287y109ABBVIE INC$6.1M1.20%40,701CommonSOLE
695156109PKGPACKAGING CORP AMERICA$5.9M1.17%38,583CommonSOLE
46625h100JPMORGAN CHASE & CO$5.7M1.14%39,584CommonSOLE
031162100AMGNAMGEN INC$5.7M1.13%21,201CommonSOLE
02079k305ALPHABET INC CAP STOCK CL A$5.4M1.08%41,537CommonSOLE
617446448MSMORGAN STANLEY$5.4M1.07%66,068CommonSOLE
166764100CVXCHEVRON CORP$5.4M1.06%31,821CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$5.3M1.05%37,749CommonSOLE
713448108PEPPEPSICO INC$5.3M1.05%31,176CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.2M1.03%33,291CommonSOLE
437076102HDHOME DEPOT INC$5.2M1.02%17,074CommonSOLE
989701107ZIONZIONS BANCORPORATION$5.1M1.02%147,072CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.1M1.01%31,997CommonSOLE
26875p101EOG RESOURCES INC$4.9M0.97%38,687CommonSOLE
00206r102AT&T INC$4.9M0.96%323,888CommonSOLE
231021106CMICUMMINS INC$4.9M0.96%21,233CommonSOLE
64110d104NETAPP INC$4.8M0.96%63,742CommonSOLE
629377508NRGNRG ENERGY INC$4.8M0.96%125,488CommonSOLE
02005n100ALLY FINANCIAL INC$4.8M0.95%179,522CommonSOLE
191216100KOCOCA-COLA CO$4.8M0.95%85,480CommonSOLE
260557103DOWDOW INC$4.7M0.94%91,840CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.7M0.92%11,374CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.6M0.92%61,882CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$4.6M0.92%79,731CommonSOLE
02209s103ALTRIA GROUP INC$4.6M0.91%109,533CommonSOLE
26441c204DUKE ENERGY CORP$4.6M0.91%52,040CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$4.5M0.89%28,940CommonSOLE
717081103PFEPFIZER INC$4.4M0.88%133,806CommonSOLE
857477103STTSTATE STREET CORP$4.4M0.87%65,377CommonSOLE
7591ep100REGIONS FINANCIAL CORP$4.4M0.86%253,533CommonSOLE
219350105GLWCORNING INC$4.3M0.86%142,189CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$4.3M0.85%132,610CommonSOLE
832696405SJMSMUCKER J M CO$4.2M0.84%34,453CommonSOLE
277432100EMNEASTMAN CHEM CO$4.2M0.83%54,738CommonSOLE
833034101SNASNAP ON INC$4.2M0.83%16,394CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$4.1M0.82%144,239CommonSOLE
086516101BBYBEST BUY INC$4.1M0.80%58,449CommonSOLE
670837103OGEOGE ENERGY CORP$3.9M0.78%118,397CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$3.9M0.78%34,172CommonSOLE
205887102CAGCONAGRA FOODS INC$3.8M0.75%138,883CommonSOLE
18539c204CLEARWAY ENERGY INC CL C$3.7M0.74%175,665CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$3.7M0.74%23,918CommonSOLE
02079K107GOOGALPHABET, INC. - CLASS C$3.6M0.71%27,186CommonSOLE
96145W103WESTWESTROCK COFFEE CO.$3.4M0.68%388,694CommonSOLE
64110L106NFLXNETFLIX, INC.$3.1M0.62%8,234CommonSOLE
88160R101TSLATESLA, INC.$2.6M0.52%10,488CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2.6M0.51%6,604CommonSOLE
67066g104NVIDIA CORP$2.3M0.46%5,302CommonSOLE
30231G102XOMEXXON MOBIL CORP.$2.3M0.45%19,298CommonSOLE
670100205NVONOVO NORDISK A/S$2.0M0.39%21,518CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY, INC.$1.9M0.38%5,500CommonSOLE
92189F700MOOVANECK VECTORS AGRIBUSINESS ETF$1.8M0.36%22,954CommonSOLE
81369Y605XLFSPDR FINANCIAL SELECT SECTOR ETF$1.8M0.35%53,640CommonSOLE
09261X102BXSLBLACKSTONE SECURED LENDING FUND$1.6M0.32%59,302CommonSOLE
78463V107GLDSPDR GOLD ETF$1.5M0.31%9,000CommonSOLE
532457108LLYELI LILLY & CO$1.5M0.30%2,802CommonSOLE
91324P102UNHUNITEDHEALTH GROUP, INC.$1.4M0.28%2,784CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$1.4M0.28%20,354CommonSOLE
92826c839VISA INC CL A$1.4M0.27%6,014CommonSOLE
92537n108VERTIV HOLDINGS CO CL A$1.3M0.26%35,457CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE$1.3M0.26%8,632CommonSOLE
57636q104MASTERCARD INC CL A$1.3M0.26%3,271CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$1.3M0.25%30,324CommonSOLE
046353108AZNNASTRAZENECA PLC$1.2M0.24%18,070CommonSOLE
G1151C101ACNACCENTURE PLC$1.2M0.24%3,980CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$1.2M0.24%25,552CommonSOLE
803054204SAPSAP SE$1.1M0.23%8,882CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ETF$1.1M0.23%17,096CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$1.1M0.22%18,144CommonSOLE
855244109SBUXSTARBUCKS CORP.$1.1M0.22%12,008CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP.$1.1M0.22%1,936CommonSOLE
16411r208CHENIERE ENERGY INC$1.1M0.22%6,578CommonSOLE
05523R107BAESYBAE SYSTEMS PLC$1.1M0.21%21,846CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.0M0.21%4,456CommonSOLE
58933y105MERCK & CO INC$1.0M0.20%9,751CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$1.0M0.20%5,248CommonSOLE
742718109PGPROCTER & GAMBLE CO.$990,8080.20%6,792CommonSOLE
371927104GELGENESIS ENERGY LP$953,4720.19%92,391CommonSOLE
433578507HTHIYHITACHI LTD.$941,9360.19%7,570CommonSOLE
641069406NSRGYNESTLE SA$898,7960.18%7,942CommonSOLE
872590104TMUST-MOBILE US INC$887,6360.18%6,338CommonSOLE
780087102RYROYAL BANK OF CANADA$850,0920.17%9,722CommonSOLE
N82405106STLASTELLANTIS NV$846,8100.17%44,266CommonSOLE
00724F101ADBEADOBE, INC.$841,3360.17%1,650CommonSOLE
302635206FSKFS KKR CAPITAL CORP.$823,1200.16%41,804CommonSOLE
580135101MCDMCDONALD'S CORP.$812,5860.16%3,084CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC$811,9720.16%2,335CommonSOLE
J43830116MSBHFMITSUBISHI CORP ORD$792,9280.16%16,600CommonSOLE
502117203LRLCYL'OREAL SA$786,3420.16%9,490CommonSOLE
25243Q205DEODIAGEO PLC$783,8520.16%5,254CommonSOLE
H2906T109GRMNGARMIN LTD.$782,9780.16%7,442CommonSOLE
244199105DEDEERE & CO.$781,9740.15%2,072CommonSOLE
20825c104CONOCOPHILLIPS$781,9350.15%6,527CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS, INC.$779,2540.15%4,988CommonSOLE
052800109ALVAUTOLIV INC$777,2420.15%8,056CommonSOLE
548661107LOWLOWES COS INC$771,9810.15%3,714CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT, INC.$757,3940.15%8,438CommonSOLE
904767704UNILEVER PLC$756,8080.15%15,320CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO., LTD.$725,7600.14%576CommonSOLE
81762p102SERVICENOW INC$713,7920.14%1,277CommonSOLE
89151E109TTENTOTAL SE$711,7860.14%10,824CommonSOLE
780259305SHELSHELL PLC$679,9820.13%10,562CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$664,4740.13%2,836CommonSOLE
79466l302SALESFORCE.COM INC$662,6850.13%3,268CommonSOLE
881575401TSCDYTESCO PLC$661,8600.13%68,872CommonSOLE
806857108SLBSCHLUMBERGER LTD$660,7720.13%11,334CommonSOLE
15135b101CENTENE CORP$644,5790.13%9,358CommonSOLE
31428x106FEDEX CORP$643,7550.13%2,430CommonSOLE
055622104BPBP PLC$626,4380.12%16,178CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$619,8430.12%682CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC CL$619,1590.12%338CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$618,0580.12%18,340CommonSOLE
052769106ADSKAUTODESK INC$613,2810.12%2,964CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC, INC.$609,4500.12%1,204CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS, INC.$605,3420.12%2,136CommonSOLE
000375204ABBNYABB LTD.$603,9620.12%16,970CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$595,1960.12%1,450CommonSOLE
48251w104KKR & CO INC CL A$592,7770.12%9,623CommonSOLE
74762e102QUANTA SERVICES INC$588,3360.12%3,145CommonSOLE
61174x109MONSTER BEVERAGE CORP$581,8670.12%10,989CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$577,8880.11%6,740CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098$570,2960.11%57,898CommonSOLE
871607107SNPSSYNOPSYS, INC.$570,0400.11%1,242CommonSOLE
125523100CICIGNA CORP.$568,7680.11%1,988CommonSOLE
N3167Y103RACEFERRARI NV$567,4360.11%1,920CommonSOLE
00214Q104ARKKARK INNOVATION ETF$558,5360.11%14,080CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$558,1850.11%1,725CommonSOLE
718546104PSXPHILLIPS 66$553,6520.11%4,608CommonSOLE
254687106DISDISNEY WALT CO DISNEY$549,6810.11%6,782CommonSOLE
94106l109WASTE MANAGEMENT INC$539,5140.11%3,539CommonSOLE
17275r102CISCO SYSTEMS INC$536,7400.11%9,984CommonSOLE
59156r108METLIFE INC$534,1690.11%8,491CommonSOLE
92840m102VISTRA ENERGY CORP$533,2690.11%16,072CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$526,2960.10%9,932CommonSOLE
771195104RHHBYROCHE HOLDING LTD.$524,6260.10%15,462CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$522,5520.10%4,272CommonSOLE
46266c105IQVIA HOLDINGS INC$511,3530.10%2,599CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY C$509,4110.10%6,846CommonSOLE
247361702DALDELTA AIR LINES INC$503,7550.10%13,615CommonSOLE
492089107PPRUYKERING SA$494,8240.10%10,892CommonSOLE
337738108FISVFISERV INC$489,2300.10%4,331CommonSOLE
29273v100ENERGY TRANSFER LP$487,3740.10%34,738CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$484,8830.10%4,828CommonSOLE
929089100VOYAVOYA FINANCIAL INC$479,9680.10%7,223CommonSOLE
83088m102SKYWORKS SOLUTIONS INC$472,7390.09%4,795CommonSOLE
760759100RSGREPUBLIC SERVICES INC$471,1610.09%3,306CommonSOLE
19624Y200CLPBYCOLOPLAST A/S$470,9360.09%44,554CommonSOLE
55336V100MPLXMPLX, LP$454,5840.09%12,780CommonSOLE
G5960L103MDTMEDTRONIC PLC$453,7040.09%5,790CommonSOLE
461202103INTUINTUIT, INC.$451,7320.09%884CommonSOLE
65339f101NEXTERA ENERGY INC$447,0920.09%7,804CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$445,0640.09%16,261CommonSOLE
767204100RIORIO TINTO PLC$440,3400.09%6,920CommonSOLE
55354G100MSCIMSCI, INC.$434,0660.09%846CommonSOLE
007903107AMDADVANCED MICRO DEVICES, INC.$420,5340.08%4,090CommonSOLE
636274409NGGNATIONAL GRID PLC$420,0420.08%6,928CommonSOLE
88031M109TSTENARIS SA$415,7300.08%13,156CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP.$415,2020.08%5,170CommonSOLE
G80827101RYDAFSHELL PLC$409,4900.08%12,874CommonSOLE
009126202AIQUYAIR LIQUIDE SA$408,4840.08%12,132CommonSOLE
872540109TJXTJX COMPANIES, INC.$406,3600.08%4,572CommonSOLE
931142103WMTWALMART, INC.$405,4340.08%2,536CommonSOLE
98978V103ZTSZOETIS, INC.$403,9820.08%2,322CommonSOLE
949746101WMT2WELLS FARGO & CO.$403,9060.08%9,886CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES, INC.$401,6220.08%2,110CommonSOLE
824551105SHECYSHIN-ETSU CHEMICAL CO., LTD.$388,6720.08%26,768CommonSOLE
501044101KRKROGER CO$380,1070.08%8,494CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$375,3670.07%3,445CommonSOLE
72651a207PLAINS GP HOLDINGS$364,2480.07%22,596CommonSOLE
87612g101TARGA RESOURCES CORP$352,4810.07%4,112CommonSOLE
497266106KEXKIRBY CORP$350,7410.07%4,236CommonSOLE
g16962105BUNGE LIMITED$349,7550.07%3,231CommonSOLE
29265W207ENLAYENEL SPA$336,3500.07%55,230CommonSOLE
T6032P102IFSUFINFRASTRUTTURE WIRELESS ITALIANE SPA$335,7160.07%28,148CommonSOLE
69331c108PG&E CORP$331,1330.07%20,529CommonSOLE
48667L106KDDIYKDDI CORP.$330,3600.07%21,564CommonSOLE
29444u700EQUINIX INC$317,3750.06%437CommonSOLE
09247x101BLACKROCK INC$316,7800.06%490CommonSOLE
705015105PSOPEARSON PLC SPONS ADR$310,1920.06%29,430CommonSOLE
X67925119ELCPFEDP-ENERGIAS DE PORTUGAL SA$310,0840.06%74,410CommonSOLE
30161n101EXELON CORP$297,2870.06%7,867CommonSOLE
040413106ANETEURARISTA NETWORKS INC$284,9080.06%1,549CommonSOLE
49456b101KINDER MORGAN INC$279,3560.06%16,849CommonSOLE
75513e101RTX CORPORATION COM$278,2790.06%3,867CommonSOLE
29250n105ENBRIDGE INC$272,2250.05%8,202CommonSOLE
74164f103PRIMORIS SERVICES CORP$271,4630.05%8,294CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$255,9180.05%2,697CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO INC$255,5630.05%3,478CommonSOLE
418056107HASHASBRO INC$253,1180.05%3,827CommonSOLE
57667l107MATCH GROUP INC$238,1060.05%6,078CommonSOLE
0076CA104AEGAEGON NV$214,1000.04%44,604CommonSOLE
233331107DTEDTE ENERGY CO$213,7500.04%2,153CommonSOLE
30226d106EXTREME NETWORKS INC$207,2860.04%8,562CommonSOLE
05946K101BBVABANCO BILBAO VISCAYA ARGENTARIA SA$195,8400.04%24,328CommonSOLE
00130h105AES CORP$166,9870.03%10,986CommonSOLE
74365P108PROSYPROSUS NV$166,6260.03%28,532CommonSOLE
015857105AQNALGONQUIN POWER & UTILITIES CORP.$130,2280.03%21,998CommonSOLE
29278d105ENERSIS CHILE SA SP ADR$129,8170.03%43,857CommonSOLE
G8588X103SGHCSUPER GROUP LTD.$88,7600.02%24,054CommonSOLE
12803K109CAIXYCAIXABANK S A UNSPONSORD ADR$28,8660.01%21,606CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.