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Calydon Capital

Q4 2024 · 13F-HR

Calydon Capitalholdings as filed

Filed 2025-02-18 · accession 0001104659-25-014337

$508.5M
Reported value
238
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287309IVWISHARES S&P 500 GROWTH ETF$35.4M6.95%348,343CommonSOLE
037833100AAPLAPPLE INC$27.4M5.38%109,340CommonSOLE
78462f103SPDR S&P 500 ETF TR$27.1M5.33%46,250CommonSOLE
46137v357INVESCO EXCHANGE TRADED FD TR$16.0M3.14%91,231CommonSOLE
023135106AMZNAMAZON.COM INC$15.5M3.06%70,815CommonSOLE
594918104MSFTMICROSOFT CORP$11.3M2.21%26,710CommonSOLE
98980F104GTMZOOMINFO TECHNOLIGIES, INC.$10.3M2.02%976,488CommonSOLE
30303m102META PLATFORMS INC CL A$9.7M1.91%16,583CommonSOLE
46625h100JPMORGAN CHASE & CO$8.8M1.73%36,719CommonSOLE
02079k305ALPHABET INC CAP STOCK CL A$8.5M1.67%44,801CommonSOLE
876030107TPRTAPESTRY INC$8.3M1.63%126,649CommonSOLE
91529y106UNUM GROUP$7.8M1.54%107,418CommonSOLE
617446448MSMORGAN STANLEY$7.7M1.51%61,131CommonSOLE
29364g103ENTERGY CORP$7.3M1.44%96,581CommonSOLE
231021106CMICUMMINS INC$7.3M1.43%20,900CommonSOLE
00206r102AT&T INC$7.2M1.42%317,988CommonSOLE
375558103GILDGILEAD SCIENCES INC$7.1M1.39%76,601CommonSOLE
857477103STTSTATE STREET CORP$6.9M1.35%70,165CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$6.8M1.34%120,268CommonSOLE
219350105GLWCORNING INC$6.6M1.30%139,577CommonSOLE
00287y109ABBVIE INC$6.6M1.29%37,013CommonSOLE
437076102HDHOME DEPOT INC$6.6M1.29%16,845CommonSOLE
695156109PKGPACKAGING CORP AMERICA$6.5M1.29%29,064CommonSOLE
989701107ZIONZIONS BANCORPORATION$6.5M1.28%120,365CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$6.5M1.28%29,649CommonSOLE
02209s103ALTRIA GROUP INC$6.5M1.27%123,448CommonSOLE
98389b100XCEL ENERGY INC$6.3M1.23%92,991CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$6.0M1.18%32,002CommonSOLE
200340107CMACOMERICA INC$5.9M1.16%95,627CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUNITIES, INC.$5.9M1.15%37,861CommonSOLE
67066g104NVIDIA CORP$5.8M1.14%43,140CommonSOLE
833034101SNASNAP ON INC$5.8M1.13%16,968CommonSOLE
26441c204DUKE ENERGY CORP$5.6M1.11%52,388CommonSOLE
277432100EMNEASTMAN CHEM CO$5.6M1.10%61,113CommonSOLE
086516101BBYBEST BUY INC$5.6M1.09%64,853CommonSOLE
18539c204CLEARWAY ENERGY INC CL C$5.5M1.08%210,400CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY, INC.$5.4M1.07%8CommonSOLE
191216100KOCOCA-COLA CO$5.4M1.06%86,574CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$5.3M1.03%131,533CommonSOLE
166764100CVXCHEVRON CORP$5.2M1.03%36,214CommonSOLE
031162100AMGNAMGEN INC$5.1M1.00%19,435CommonSOLE
713448108PEPPEPSICO INC$5.0M0.99%33,059CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.0M0.98%34,532CommonSOLE
02005n100ALLY FINANCIAL INC$4.9M0.96%135,701CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$4.7M0.92%167,592CommonSOLE
832696405SJMSMUCKER J M CO$4.6M0.90%41,421CommonSOLE
921908844VIGVANGUARD SPECIALIZED PORTFOLIO$3.9M0.77%19,885CommonSOLE
921909768VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$3.8M0.74%63,726CommonSOLE
64110L106NFLXNETFLIX, INC.$3.7M0.73%4,174CommonSOLE
11135f101BROADCOM INC COM$3.3M0.65%14,321CommonSOLE
46434V456IQLTISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF$3.2M0.62%85,337CommonSOLE
02079k107ALPHABET INC CAP STOCK CL C$2.6M0.51%13,668CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$2.3M0.46%17,664CommonSOLE
88160r101TESLA MOTORS INC$2.1M0.41%5,221CommonSOLE
83088m102SKYWORKS SOLUTIONS INC$2.1M0.40%23,211CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$1.8M0.36%3,372CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.33%2,159CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$1.7M0.32%13,104CommonSOLE
92826c839VISA INC CL A$1.6M0.31%4,950CommonSOLE
260557103DOWDOW INC$1.5M0.29%36,919CommonSOLE
205887102CAGCONAGRA FOODS INC$1.4M0.27%50,382CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.4M0.27%3,037CommonSOLE
25179m103DEVON ENERGY CORP$1.4M0.27%42,001CommonSOLE
302491303FMCFMC CORP$1.3M0.26%26,892CommonSOLE
57636q104MASTERCARD INC CL A$1.3M0.26%2,478CommonSOLE
30231g102EXXON MOBIL CORP$1.3M0.25%11,935CommonSOLE
96145W103WESTWESTROCK COFFEE CO.$1.2M0.25%194,347CommonSOLE
79466l302SALESFORCE.COM INC$1.1M0.22%3,323CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH ETF$1.1M0.21%10,177CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$1.0M0.20%1,781CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$1.0M0.20%6,093CommonSOLE
81762p102SERVICENOW INC$994,3920.20%938CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP.$919,0830.18%1,003CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC$909,2960.18%2,258CommonSOLE
803054204SAPSAP SE SP ADR$908,0890.18%3,688CommonSOLE
548661107LOWLOWES COS INC$907,8050.18%3,678CommonSOLE
872590104TMUST-MOBILE US INC$898,1510.18%4,069CommonSOLE
92537n108VERTIV HOLDINGS CO CL A$883,8860.17%7,780CommonSOLE
464288885EFGISHARES MSCI EAFE GROWTH INDEX ETF$864,6520.17%8,930CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$863,0370.17%4,743CommonSOLE
58933y105MERCK & CO INC$856,2350.17%8,607CommonSOLE
337738108FISVFISERV INC$854,3420.17%4,159CommonSOLE
37954Y632AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$853,9750.17%22,101CommonSOLE
433578507HTHIYHITACHI LTD.$832,0660.16%16,823CommonSOLE
247361702DALDELTA AIR LINES INC$830,6650.16%13,730CommonSOLE
16411r208CHENIERE ENERGY INC$827,8940.16%3,853CommonSOLE
25434V401DFUSDIMENSIONAL US EQUITY ETF$827,0970.16%12,974CommonSOLE
91324p102UNITEDHEALTH GROUP INC$821,6940.16%1,624CommonSOLE
670100205NVONOVO NORDISK A/S$818,2750.16%9,513CommonSOLE
20825c104CONOCOPHILLIPS$801,3930.16%8,081CommonSOLE
48251w104KKR & CO INC CL A$797,8270.16%5,394CommonSOLE
052769106ADSKAUTODESK INC$787,1030.15%2,663CommonSOLE
92189F700MOOVANECK VECTORS AGRIBUSINESS ETF$757,5030.15%11,741CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC CL$757,1270.15%12,556CommonSOLE
254687106DISDISNEY WALT CO DISNEY$755,6210.15%6,786CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$748,5470.15%4,819CommonSOLE
67103h107O'REILLY AUTOMOTIVE INC$741,1250.15%625CommonSOLE
g1151c101ACCENTURE LTD BERMUDA CL A$735,2690.14%2,090CommonSOLE
59156r108METLIFE INC$732,2530.14%8,943CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT, INC.$696,8100.14%4,219CommonSOLE
92206C714VONVVANGUARD RUSSELL 1000 VALUE ETF$694,5250.14%8,548CommonSOLE
31428x106FEDEX CORP$693,4790.14%2,465CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$692,2990.14%4,465CommonSOLE
92206C599VTHRVANGUARD RUSSELL 3000 ETF$681,5580.13%2,624CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$674,5390.13%7,906CommonSOLE
H2906T109GRMNGARMIN LTD.$660,3020.13%3,201CommonSOLE
25820r105DORCHESTER MINERALS LP$645,3020.13%19,361CommonSOLE
742718109PGPROCTER & GAMBLE CO$621,2160.12%3,705CommonSOLE
61174x109MONSTER BEVERAGE CORP$597,9750.12%11,377CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$596,7870.12%1,228CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$596,5580.12%1,155CommonSOLE
780087102RYROYAL BANK OF CANADA$593,6320.12%4,926CommonSOLE
66987V109NVSNOVARTIS AG$591,7420.12%6,081CommonSOLE
046353108AZNNASTRAZENECA PLC SP ADR$584,0350.11%8,914CommonSOLE
g25839104COCA-COLA EUROPEAN PARTNERS P$575,3120.11%7,490CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITT$568,1380.11%4,347CommonSOLE
929089100VOYAVOYA FINANCIAL INC$557,5230.11%8,100CommonSOLE
17275r102CISCO SYSTEMS INC$556,2440.11%9,396CommonSOLE
806857108SLBSCHLUMBERGER LTD$544,0440.11%14,190CommonSOLE
15135b101CENTENE CORP$537,5260.11%8,873CommonSOLE
46266c105IQVIA HOLDINGS INC$519,5730.10%2,644CommonSOLE
05523r107BAE SYSTEMS PLC SP ADR$506,4140.10%8,859CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS, INC.$494,8390.10%2,532CommonSOLE
881575401TSCDYTESCO PLC$482,7930.09%34,436CommonSOLE
244199105DEDEERE & CO$480,4990.09%1,134CommonSOLE
405552100HLNHALEON PLC SPON ADS$471,9150.09%49,467CommonSOLE
855244109SBUXSTARBUCKS CORP.$466,7910.09%5,116CommonSOLE
501044101KRKROGER CO$455,8730.09%7,455CommonSOLE
000375204ABBNYABB LTD.$455,7290.09%8,485CommonSOLE
67401p405OAKTREE SPECIALTY LENDING CORP$441,7450.09%28,910CommonSOLE
904767704UNILEVER PLC SP ADR$439,0850.09%7,744CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS, INC.$437,1690.09%1,455CommonSOLE
04010l103ARES CAPITAL CORP$435,0640.09%19,875CommonSOLE
09290d101BLACKROCK INC$428,4960.08%418CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098$422,1520.08%29,134CommonSOLE
n3167y103FERRARI NV$421,0160.08%991CommonSOLE
759530108RELXRELX PLC SPONSORED ADR$416,5010.08%9,170CommonSOLE
J43830116MSBHFMITSUBISHI CORP ORD$404,6250.08%24,900CommonSOLE
n07059210ASML HOLDING NV NY REGISTRY$384,3600.08%555CommonSOLE
75513e101RTX CORPORATION COM$384,3060.08%3,321CommonSOLE
052800109ALVAUTOLIV INC$380,4120.07%4,056CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL COM$372,3150.07%24,755CommonSOLE
896442308TRINTRINITY CAP INC$367,1470.07%25,373CommonSOLE
931142103WMTWALMART, INC.$364,9790.07%4,040CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$364,1720.07%1,844CommonSOLE
780259305SHELSHELL PLC SPON ADS$358,1700.07%5,717CommonSOLE
25434V708DFACDFA US CORE EQUITY ETF$354,7900.07%10,257CommonSOLE
580135101MCDMCDONALDS CORP$352,8710.07%1,217CommonSOLE
872540109TJXTJX COS INC$350,9530.07%2,905CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGEMENT LTD.$343,2310.07%6,334CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$342,5720.07%2,136CommonSOLE
502117203LRLCYL'OREAL SA$339,7280.07%4,825CommonSOLE
00724F101ADBEADOBE, INC.$338,8460.07%762CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$338,4830.07%4,966CommonSOLE
172967424CCITIGROUP INC$335,1970.07%4,762CommonSOLE
302635206FSKFS KKR CAPITAL CORP$328,8840.06%15,142CommonSOLE
F5879X108VCISFVINCI SA$326,4710.06%3,161CommonSOLE
009158106APDAIR PRODS & CHEMS INC$321,0750.06%1,107CommonSOLE
55336v100MPLX LP$311,9510.06%6,518CommonSOLE
743315103PGRPROGRESSIVE CORP.$308,3980.06%1,287CommonSOLE
89151e109TOTALENERGIES SE SPONSORED ADS$307,3800.06%5,640CommonSOLE
83012a109SIXTH STREET SPECIALTY LENDNIN$305,7610.06%14,355CommonSOLE
68389x105ORACLE CORP$304,9560.06%1,830CommonSOLE
25243Q205DEODIAGEO PLC$304,2910.06%2,394CommonSOLE
461202103INTUINTUIT, INC.$304,2320.06%484CommonSOLE
N3113K397EUXTFEURONEXT NV$301,5570.06%2,689CommonSOLE
871607107SNPSSYNOPSYS, INC.$301,4090.06%621CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$299,0410.06%4,255CommonSOLE
460146103IPINTERNATIONAL PAPER CO$295,2030.06%5,485CommonSOLE
30161n101EXELON CORP$294,8280.06%7,833CommonSOLE
018820100ALIZYALLIANZ SE UNSPONSRD ADS$293,3770.06%9,605CommonSOLE
65473p105NISOURCE INC$292,9770.06%7,970CommonSOLE
949746101WMT2WELLS FARGO & CO.$290,3720.06%4,134CommonSOLE
125523100CITHE CIGNA GROUP$290,2530.06%1,051CommonSOLE
172908105CTASCINTAS CORP.$290,1280.06%1,588CommonSOLE
404280406HSBCHSBC HOLDINGS PLC$286,7690.06%5,798CommonSOLE
149123101CATCATERPILLAR INC$284,4040.06%784CommonSOLE
78409V104SPGIS&P GLOBAL, INC.$283,7120.06%570CommonSOLE
682680103OKEONEOK INC$283,5300.06%2,824CommonSOLE
55354G100MSCIMSCI, INC.$282,0050.06%470CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$280,1120.06%2,319CommonSOLE
233331107DTEDTE ENERGY CO$265,1670.05%2,196CommonSOLE
7591ep100REGIONS FINANCIAL CORP$263,4470.05%11,201CommonSOLE
718546104PSXPHILLIPS 66$262,4950.05%2,304CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO., LTD.$262,0800.05%288CommonSOLE
861780104BANXARROWMARK FINANCIAL CORP$261,3310.05%12,455CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP.$260,0490.05%2,808CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC COM$258,4400.05%2,275CommonSOLE
29273v100ENERGY TRANSFER LP$256,0610.05%13,071CommonSOLE
30215C101EXPGYEXPERIAN PLC$253,8160.05%5,940CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$252,6290.05%484CommonSOLE
032095101APHAMPHENOL CORP.$250,8010.05%3,611CommonSOLE
g29183103EATON CORP PLC$249,2810.05%751CommonSOLE
88031M109TSTENARIS SA$248,5830.05%6,578CommonSOLE
19624Y200CLPBYCOLOPLAST A/S$241,9280.05%22,277CommonSOLE
705015105PSOPEARSON PLC SPONS ADR$240,0590.05%14,892CommonSOLE
055622104BPBP PLC$239,4990.05%8,102CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES, INC.$237,7360.05%1,119CommonSOLE
h42097107UBS GROUP AG$236,7380.05%7,808CommonSOLE
45104g104ICICI BANK LTD ADR$236,1930.05%7,910CommonSOLE
450737101IBDRYIBERDROLA SA SP ADR$235,4430.05%4,270CommonSOLE
571903202MARMARRIOTT INTERNATIONAL, INC.$233,4730.05%837CommonSOLE
500643200KFYKORN FERRY INTL$232,0280.05%3,440CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS L$231,9700.05%7,397CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$229,1120.05%1,320CommonSOLE
824551105SHECYSHIN ETSU CHEM CO LTD ADR$227,9620.04%13,791CommonSOLE
38147u107GOLDMAN SACHS BDC INC$227,6610.04%18,815CommonSOLE
H1467J104CBCHUBB LTD.$224,0790.04%811CommonSOLE
N82405106STLASTELLANTIS NV$223,5100.04%17,127CommonSOLE
V7780T103RCLROYAL CARRIBBEAN GROUP$219,8480.04%953CommonSOLE
369604301GEGENERAL ELECTRIC CO.$218,9950.04%1,313CommonSOLE
464287523SOXXISHARES SEMICONDUCTOR ETF$216,3600.04%1,004CommonSOLE
14448c104CARRIER GLOBAL CORPORATION$212,2200.04%3,109CommonSOLE
92840m102VISTRA ENERGY CORP$210,9420.04%1,530CommonSOLE
369550108GDGENERAL DYNAMICS CORP.$209,5400.04%795CommonSOLE
002824100ABTABBOTT LABORATORIES$207,8400.04%1,838CommonSOLE
126408103CSXCSX CORP.$206,8180.04%6,409CommonSOLE
452308109ITWILLINOIS TOOL WORKS, INC.$201,0950.04%793CommonSOLE
H50430232LOGILOGITECH INTERNATIONAL SA$200,1930.04%2,431CommonSOLE
29265W207ENLAYENEL SPA$195,5140.04%27,615CommonSOLE
Q98327333WOPEFWOODSIDE ENERGY GROUP LTD.$186,3370.04%12,234CommonSOLE
48667L106KDDIYKDDI CORP.$174,2820.03%10,968CommonSOLE
74365P108PROSYPROSUS NV$158,1730.03%19,921CommonSOLE
626188106MURGYMUNICH RE GROUP UNSPONSORED ADR$156,1620.03%15,585CommonSOLE
T6032P102IFSUFINFRASTRUTTURE WIRELESS ITALIANE SPA$135,6730.03%14,074CommonSOLE
G8588X103SGHCSUPER GROUP LTD.$134,4180.03%21,576CommonSOLE
0076CA104AEGAEGON NV$132,3420.03%22,469CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC.$131,1820.03%11,193CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP, INC.$122,1910.02%24,988CommonSOLE
X67925119ELCPFEDP-ENERGIAS DE PORTUGAL SA$119,0830.02%37,205CommonSOLE
05946K101BBVABANCO BILBAO VISCAYA ARGENTARIA SA$118,2340.02%12,164CommonSOLE
68235b208180 DEGREE CAP CORP NEW$88,2630.02%24,050CommonSOLE
398438408GRFSGRIFOLS S A SP ADR REP B NVT$84,0790.02%11,301CommonSOLE
879382208TELFYTELEFONICA SA$71,6120.01%17,814CommonSOLE
97651M109WITWIPRO LTD.$50,7570.01%14,338CommonSOLE
64121n109NETWORK-1 TECHNOLOGIES INC$48,5170.01%36,479CommonSOLE
G4701H109IHSIHS HOLDING LTD.$29,3080.01%10,037CommonSOLE
12803K109CAIXYCAIXABANK S A UNSPONSORD ADR$19,4450.00%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.