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Calydon Capital

Q1 2024 · 13F-HR

Calydon Capitalholdings as filed

Filed 2024-05-15 · accession 0001104659-24-061749

$529.0M
Reported value
257
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287309IVWISHARES S&P 500 GROWTH ETF$23.5M4.44%277,570CommonSOLE
037833100AAPLAPPLE INC$19.7M3.73%107,849CommonSOLE
78462f103SPDR S&P 500 ETF TR$18.4M3.48%35,295CommonSOLE
023135106AMZNAMAZON.COM INC$12.5M2.37%66,952CommonSOLE
98980F104GTMZOOMINFO TECHNOLIGIES, INC.$12.5M2.36%976,400CommonSOLE
594918104MSFTMICROSOFT CORP$11.5M2.17%27,632CommonSOLE
11135f101BROADCOM INC COM$9.6M1.82%7,262CommonSOLE
46625h100JPMORGAN CHASE & CO$9.2M1.73%45,819CommonSOLE
00287y109ABBVIE INC$8.3M1.57%47,341CommonSOLE
231021106CMICUMMINS INC$8.0M1.51%27,048CommonSOLE
437076102HDHOME DEPOT INC$8.0M1.51%21,380CommonSOLE
30303m102META PLATFORMS INC CL A$7.9M1.49%16,591CommonSOLE
277432100EMNEASTMAN CHEM CO$7.8M1.48%78,062CommonSOLE
617446448MSMORGAN STANLEY$7.5M1.42%79,140CommonSOLE
876030107TPRTAPESTRY INC$7.5M1.41%163,648CommonSOLE
91529y106UNUM GROUP$7.5M1.41%139,387CommonSOLE
713448108PEPPEPSICO INC$7.4M1.40%42,113CommonSOLE
166764100CVXCHEVRON CORP$7.4M1.40%46,337CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$7.2M1.36%40,707CommonSOLE
00206r102AT&T INC$7.2M1.36%412,205CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7.2M1.36%15,635CommonSOLE
260557103DOWDOW INC$7.2M1.35%122,795CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$7.1M1.35%137,094CommonSOLE
695156109PKGPACKAGING CORP AMERICA$7.1M1.34%37,859CommonSOLE
857477103STTSTATE STREET CORP$7.1M1.33%91,425CommonSOLE
02079k305ALPHABET INC CAP STOCK CL A$7.0M1.32%42,086CommonSOLE
02209s103ALTRIA GROUP INC$7.0M1.32%159,307CommonSOLE
02005n100ALLY FINANCIAL INC$7.0M1.32%173,359CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$7.0M1.32%37,685CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$6.9M1.31%166,986CommonSOLE
219350105GLWCORNING INC$6.9M1.31%208,069CommonSOLE
989701107ZIONZIONS BANCORPORATION$6.8M1.29%156,854CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.8M1.29%43,626CommonSOLE
191216100KOCOCA-COLA CO$6.8M1.28%109,969CommonSOLE
403949100DINOHF SINCLAIR CORPORATION COM$6.8M1.28%114,057CommonSOLE
086516101BBYBEST BUY INC$6.8M1.28%84,578CommonSOLE
29364g103ENTERGY CORP$6.8M1.28%63,177CommonSOLE
031162100AMGNAMGEN INC$6.7M1.27%23,011CommonSOLE
629377508NRGNRG ENERGY INC$6.6M1.25%97,876CommonSOLE
26441c204DUKE ENERGY CORP$6.6M1.25%67,158CommonSOLE
832696405SJMSMUCKER J M CO$6.6M1.24%53,083CommonSOLE
18539c204CLEARWAY ENERGY INC CL C$6.6M1.24%273,338CommonSOLE
200340107CMACOMERICA INC$6.5M1.23%118,723CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$6.5M1.22%200,087CommonSOLE
205887102CAGCONAGRA FOODS INC$6.3M1.20%211,404CommonSOLE
833034101SNASNAP ON INC$6.3M1.19%21,553CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$6.3M1.19%42,501CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.3M1.19%87,919CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUNITIES, INC.$5.1M0.97%37,861CommonSOLE
67066g104NVIDIA CORP$5.0M0.94%5,553CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY, INC.$5.0M0.94%8CommonSOLE
921908844VIGVANGUARD SPECIALIZED PORTFOLIO$3.5M0.66%19,407CommonSOLE
921909768VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$3.2M0.60%51,720CommonSOLE
64110L106NFLXNETFLIX, INC.$2.5M0.48%4,174CommonSOLE
46434V456IQLTISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF$2.5M0.48%63,630CommonSOLE
02079k107ALPHABET INC CAP STOCK CL C$2.3M0.44%13,773CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$2.3M0.43%17,315CommonSOLE
96145w103WESTROCK COFFEE CO$2.1M0.39%195,880CommonSOLE
532457108LLYELI LILLY & CO$1.8M0.33%2,309CommonSOLE
92826c839VISA INC CL A$1.7M0.32%6,044CommonSOLE
92537n108VERTIV HOLDINGS CO CL A$1.7M0.32%20,101CommonSOLE
98389b100XCEL ENERGY INC$1.7M0.31%29,840CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.6M0.31%3,422CommonSOLE
57636q104MASTERCARD INC CL A$1.5M0.29%3,197CommonSOLE
30231g102EXXON MOBIL CORP$1.4M0.27%12,105CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.3M0.24%3,108CommonSOLE
81762p102SERVICENOW INC$1.2M0.23%1,595CommonSOLE
58933y105MERCK & CO INC$1.2M0.23%9,198CommonSOLE
670100205NVONOVO NORDISK A/S$1.2M0.23%9,278CommonSOLE
92840m102VISTRA ENERGY CORP$1.1M0.21%15,622CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC$1.0M0.19%2,410CommonSOLE
371927104GELGENESIS ENERGY LP$993,1610.19%89,313CommonSOLE
548661107LOWLOWES COS INC$967,6920.18%3,900CommonSOLE
79466l302SALESFORCE.COM INC$938,1930.18%3,173CommonSOLE
09261X102BXSLBLACKSTONE SECURED LENDING FUND$937,5650.18%29,651CommonSOLE
872590104TMUST-MOBILE US INC$905,2600.17%5,542CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH INDEX ETF$905,1060.17%8,790CommonSOLE
20825c104CONOCOPHILLIPS$904,8880.17%7,189CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$881,5320.17%10,177CommonSOLE
92189F700MOOVANECK VECTORS AGRIBUSINESS ETF$864,4230.16%11,598CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$820,4050.16%1,941CommonSOLE
254687106DISDISNEY WALT CO DISNEY$813,7890.15%6,756CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$810,5840.15%726CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC CL$806,4290.15%274CommonSOLE
91324p102UNITEDHEALTH GROUP INC$801,0420.15%1,568CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$785,4040.15%2,741CommonSOLE
94106l109WASTE MANAGEMENT INC$782,9200.15%3,677CommonSOLE
806857108SLBSCHLUMBERGER LTD$779,3870.15%14,401CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$770,7650.15%1,256CommonSOLE
88160R101TSLATESLA, INC.$765,6960.14%4,545CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP.$762,0550.14%968CommonSOLE
337738108FISVFISERV INC$760,0270.14%4,773CommonSOLE
46266c105IQVIA HOLDINGS INC$748,1090.14%2,972CommonSOLE
742718109PGPROCTER & GAMBLE CO$745,9830.14%4,503CommonSOLE
31428x106FEDEX CORP$744,3650.14%2,583CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITT$737,2730.14%4,347CommonSOLE
247361702DALDELTA AIR LINES INC$730,7610.14%15,194CommonSOLE
21037t109CONSTELLATION ENERGY CORP$729,7060.14%3,826CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$728,9570.14%12,861CommonSOLE
760759100RSGREPUBLIC SERVICES INC$714,3250.14%3,736CommonSOLE
15135b101CENTENE CORP$713,0130.13%9,097CommonSOLE
59156r108METLIFE INC$706,3490.13%9,536CommonSOLE
046353108AZNNASTRAZENECA PLC SP ADR$704,5090.13%9,148CommonSOLE
052769106ADSKAUTODESK INC$702,8690.13%2,764CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$695,0690.13%5,419CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$693,2820.13%4,218CommonSOLE
803054204SAPSAP SE$692,4880.13%3,644CommonSOLE
48251w104KKR & CO INC CL A$671,1080.13%6,667CommonSOLE
61174x109MONSTER BEVERAGE CORP$670,2490.13%11,377CommonSOLE
16411r208CHENIERE ENERGY INC$669,6400.13%4,163CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ETF$663,7520.13%8,548CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$663,7460.13%5,260CommonSOLE
040413106ANETEURARISTA NETWORKS INC$662,0290.13%2,252CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$644,4610.12%7,752CommonSOLE
83088m102SKYWORKS SOLUTIONS INC$628,3640.12%5,801CommonSOLE
05523r107BAE SYSTEMS PLC SP ADR$622,6850.12%8,859CommonSOLE
66987V109NVSNOVARTIS AG$620,7680.12%6,080CommonSOLE
g6700g107NVENT ELECTRIC PLC$617,1000.12%7,753CommonSOLE
433578507HTHIYHITACHI LTD.$612,7010.12%3,311CommonSOLE
g1151c101ACCENTURE LTD BERMUDA CL A$610,2810.12%1,988CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$606,8520.11%2,624CommonSOLE
929089100VOYAVOYA FINANCIAL INC$601,3230.11%8,135CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO INC$593,4680.11%5,380CommonSOLE
g29183103EATON CORP PLC$585,8150.11%1,845CommonSOLE
g25839104COCA-COLA EUROPEAN PARTNERS P$547,6880.10%7,426CommonSOLE
J43830116MSBHFMITSUBISHI CORP ORD$540,7140.10%24,900CommonSOLE
29273v100ENERGY TRANSFER LP$537,9850.10%34,032CommonSOLE
497266106KEXKIRBY CORP$536,3660.10%5,627CommonSOLE
H2906T109GRMNGARMIN LTD.$530,9100.10%3,143CommonSOLE
n07059210ASML HOLDING NV NY REGISTRY$515,7420.10%554CommonSOLE
780087102RYROYAL BANK OF CANADA$508,4120.10%4,926CommonSOLE
052800109ALVAUTOLIV INC$500,8420.09%4,028CommonSOLE
37954Y632AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$500,3490.09%14,985CommonSOLE
580135101MCDMCDONALDS CORP$489,5590.09%1,763CommonSOLE
244199105DEDEERE & CO$489,1510.09%1,198CommonSOLE
74762e102QUANTA SERVICES INC$480,2810.09%1,838CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT, INC.$472,7810.09%4,219CommonSOLE
855244109SBUXSTARBUCKS CORP$471,7280.09%6,166CommonSOLE
502117203LRLCYL'OREAL SA$469,9920.09%4,815CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$460,8000.09%15,886CommonSOLE
17275r102CISCO SYSTEMS INC$459,8820.09%9,385CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS, INC.$454,3100.09%2,509CommonSOLE
501044101KRKROGER CO$454,0640.09%8,023CommonSOLE
000375204ABBNYABB LTD.$441,4750.08%8,485CommonSOLE
55336v100MPLX LP$419,4370.08%10,100CommonSOLE
89151e109TOTALENERGIES SE SPONSORED ADS$416,6830.08%5,660CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO., LTD.$415,5840.08%288CommonSOLE
904767704UNILEVER PLC SP ADR$414,1030.08%7,744CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$407,6470.08%1,418CommonSOLE
67092P102NUAGNUVEEN ENHANCED HIGH YIELD MNC$405,5810.08%54,077CommonSOLE
881575401TSCDYTESCO PLC$404,9670.08%34,436CommonSOLE
780259305SHELSHELL PLC SPON ADS$400,7220.08%5,422CommonSOLE
n3167y103FERRARI NV$399,0770.08%984CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$398,5280.08%9,170CommonSOLE
718546104PSXPHILLIPS 66$393,0990.07%2,680CommonSOLE
g25508105CRH PLC$392,8180.07%4,565CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL COM$390,7530.07%23,754CommonSOLE
125523100CITHE CIGNA GROUP$368,7660.07%1,056CommonSOLE
00724F101ADBEADOBE, INC.$367,5050.07%762CommonSOLE
N82405106STLASTELLANTIS NV$365,7120.07%16,699CommonSOLE
25243q205DIAGEO PLC SP ADR$363,1180.07%2,540CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$358,3780.07%2,136CommonSOLE
682680103OKEONEOK INC$357,4460.07%4,462CommonSOLE
09247x101BLACKROCK INC$352,6770.07%430CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$349,8130.07%1,146CommonSOLE
871607107SNPSSYNOPSYS, INC.$345,7170.07%621CommonSOLE
852234103XYZSQUARE INC CL A$344,2170.07%4,207CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098$337,9540.06%29,134CommonSOLE
369550108GDGENERAL DYNAMICS CORP$337,4400.06%1,155CommonSOLE
75513e101RTX CORPORATION COM$328,9370.06%3,293CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$328,6570.06%1,029CommonSOLE
172967424CCITIGROUP INC$321,3600.06%5,076CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$317,7210.06%4,255CommonSOLE
055622104BPBP PLC$308,0940.06%8,142CommonSOLE
49456b101KINDER MORGAN INC$305,7570.06%16,447CommonSOLE
032095101APHAMPHENOL CORP CL A$301,0460.06%2,424CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$300,9430.06%1,463CommonSOLE
65290e101NEXTRACKER INC CLASS A$299,1310.06%5,316CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP.$298,4850.06%3,074CommonSOLE
h11356104BUNGE GLOBAL SA COM$297,9710.06%2,884CommonSOLE
461202103INTUINTUIT$291,1480.06%460CommonSOLE
370334104GISGENERAL MILLS INC$284,4570.05%4,054CommonSOLE
22788c105CROWDSTRIKE HOLDINGS INC CL A$284,4220.05%887CommonSOLE
40412c101HCA INC$284,2190.05%863CommonSOLE
30161n101EXELON CORP$279,7300.05%7,442CommonSOLE
872540109TJXTJX COS INC$279,0240.05%2,810CommonSOLE
172908105CTASCINTAS CORP.$278,0070.05%397CommonSOLE
009158106APDAIR PRODS & CHEMS INC$277,0360.05%1,107CommonSOLE
907818108UNPUNION PACIFIC CORP$276,2770.05%1,121CommonSOLE
68389x105ORACLE CORP$275,3950.05%2,273CommonSOLE
19624Y200CLPBYCOLOPLAST A/S$273,5620.05%22,277CommonSOLE
018820100ALIZYALLIANZ SE UNSPONSRD ADS$272,3330.05%9,515CommonSOLE
70202l102PARSONS CORPORATION$271,5780.05%3,274CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY CO$271,2090.05%2,085CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW SHS$268,4940.05%1,212CommonSOLE
7591ep100REGIONS FINANCIAL CORP$262,5160.05%12,513CommonSOLE
149123101CATCATERPILLAR INC$262,4350.05%735CommonSOLE
184496107CLHCLEAN HARBORS INC$261,3140.05%1,288CommonSOLE
13321l108CAMECO CORP$260,9670.05%5,925CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY C$259,5000.05%2,995CommonSOLE
30215C101EXPGYEXPERIAN PLC$256,9050.05%5,940CommonSOLE
824551105SHECYSHIN ETSU CHEM CO LTD ADR$256,4860.05%13,791CommonSOLE
302635206FSKFS KKR CAPITAL CORP.$255,9650.05%12,882CommonSOLE
N3113K397EUXTFEURONEXT NV ORDINARY SHARE$251,9610.05%2,689CommonSOLE
65473p105NISOURCE INC$251,6350.05%9,083CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGEMENT LTD.$250,5050.05%6,302CommonSOLE
636274409NGGNATIONAL GRID PLC$250,1400.05%3,513CommonSOLE
233331107DTEDTE ENERGY CO$246,7750.05%2,196CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$246,7270.05%1,710CommonSOLE
78473e103SPX TECHNOLOGIES INC$245,8910.05%1,997CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC, INC.$244,9340.05%413CommonSOLE
931142103WMTWALMART, INC.$244,3160.05%4,040CommonSOLE
743315103PGRPROGRESSIVE CORP.$243,1800.05%1,127CommonSOLE
460146103IPINTERNATIONAL PAPER CO$242,7300.05%6,222CommonSOLE
500643200KFYKORN FERRY INTL$239,3010.05%3,639CommonSOLE
G80827101RYDAFSHELL PLC$237,1850.04%6,437CommonSOLE
65339f101NEXTERA ENERGY INC$232,5760.04%3,423CommonSOLE
78409v104S&P GLOBAL INC$231,5610.04%537CommonSOLE
Q98327333WOPEFWOODSIDE ENERGY GROUP LTD.$231,2760.04%12,234CommonSOLE
38747r827GRANITESHARES 1.5X LONG NVDA D$226,8800.04%5,467CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS, INC.$225,9220.04%232CommonSOLE
767204100RIORIO TINTO PLC$225,4670.04%3,230CommonSOLE
88031M109TSTENARIS SA$224,4410.04%6,578CommonSOLE
009126202AIQUYAIR LIQUIDE SA$222,3160.04%5,522CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC COM$221,5170.04%2,275CommonSOLE
29362u104ENTEGRIS INC$221,2100.04%1,574CommonSOLE
450737101IBDRYIBERDROLA SA SP ADR$218,8370.04%4,179CommonSOLE
747525103QCOMQUALCOMM INC$217,3170.04%1,200CommonSOLE
949746101WMT2WELLS FARGO & CO.$215,2530.04%3,478CommonSOLE
369604301GEGENERAL ELECTRIC CO.$214,5180.04%1,313CommonSOLE
126408103CSXCSX CORP.$212,1930.04%6,172CommonSOLE
h42097107UBS GROUP AG$212,0080.04%7,131CommonSOLE
45104g104ICICI BANK LTD ADR$211,7910.04%7,910CommonSOLE
404280406HSBCHSBC HOLDINGS PLC$208,6700.04%4,786CommonSOLE
m2682v108CYBERARK SOFTWARE LTD$208,3770.04%822CommonSOLE
21044c107CONSTRUCTION PARTNERS INC CL A$207,9230.04%3,703CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$207,3880.04%826CommonSOLE
607828100MODMODINE MANUFACTURING CO$206,9430.04%2,174CommonSOLE
55354G100MSCIMSCI, INC.$206,6780.04%426CommonSOLE
H50430232LOGILOGITECH INTERNATIONAL SA$206,0520.04%2,431CommonSOLE
29250n105ENBRIDGE INC$204,2700.04%5,602CommonSOLE
571903202MARMARRIOTT INTERNATIONAL, INC.$201,2650.04%837CommonSOLE
492089107PPRUYKERING SA$199,5970.04%5,566CommonSOLE
29265W207ENLAYENEL SPA$199,1040.04%27,615CommonSOLE
705015105PSOPEARSON PLC SPONS ADR$184,4810.03%14,794CommonSOLE
T6032P102IFSUFINFRASTRUTTURE WIRELESS ITALIANE SPA$157,0980.03%14,074CommonSOLE
X67925119ELCPFEDP-ENERGIAS DE PORTUGAL SA$154,0230.03%37,205CommonSOLE
48667L106KDDIYKDDI CORP.$150,8400.03%10,782CommonSOLE
0076CA104AEGAEGON NV$148,7450.03%22,469CommonSOLE
74365P108PROSYPROSUS NV$145,6230.03%19,921CommonSOLE
05946K101BBVABANCO BILBAO VISCAYA ARGENTARIA SA$126,5060.02%12,164CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC.$115,4000.02%11,193CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP, INC.$99,9520.02%24,988CommonSOLE
65535H208NMRNOMURA HLDGS INC SPON ADR$82,3680.02%14,400CommonSOLE
879382208TELFYTELEFONICA SA$70,7240.01%16,184CommonSOLE
G8588X103SGHCSUPER GROUP LTD.$58,9030.01%17,583CommonSOLE
12803K109CAIXYCAIXABANK S A UNSPONSORD ADR$18,8840.00%10,803CommonSOLE

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.