Calydon Capital Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$395K

Holdings

220

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE, INC.
109,628$18K4.56%
2
IVWISHARES S&P 500 GROWTH ETF
275,022$17K4.30%
3
GTMZOOMINFO TECHNOLIGIES, INC.
628,785$15K3.80%
4
SPYSPDR S&P 500 ETF
28,992$11K2.78%
5
MSFTMICROSOFT CORP
25,829$7K1.77%
6
AVGOBROADCOM INC COM
11,387$7K1.77%
7
ABBVABBVIE INC
39,231$6K1.52%
8
DWDMORGAN STANLEY
70,590$6K1.52%
9
TXNTEXAS INSTRUMENTS INC
33,847$6K1.52%
10
PEPPEPSICO INC
34,888$6K1.52%
11
AMZNAMAZON.COM INC
66,898$6K1.52%
12
UPSUNITED PARCEL SERVICE INC CL B
31,440$6K1.52%
13
CVXCHEVRON CORP
33,295$5K1.27%
14
IPGINTERPUBLIC GROUP COS INC
156,669$5K1.27%
15
JPMORGAN CHASE & CO
43,490$5K1.27%
16
TAT&T INC
279,274$5K1.27%
17
LMTLOCKHEED MARTIN CORP
12,030$5K1.27%
18
STTSTATE STREET CORP
68,623$5K1.27%
19
BMYBRISTOL MYERS SQUIBB CO
77,945$5K1.27%
20
DUKDUKE ENERGY CORP
55,725$5K1.27%
21
CMICUMMINS INC
22,653$5K1.27%
22
CAGCONAGRA FOODS INC
133,605$5K1.27%
23
PKGPACKAGING CORP AMERICA
41,141$5K1.27%
24
IBMINTERNATIONAL BUSINESS MACHINE
41,239$5K1.27%
25
KOCOCA-COLA CO
95,522$5K1.27%
26
SJMSMUCKER J M CO
36,555$5K1.27%
27
CWENCLEARWAY ENERGY INC CL C
160,885$5K1.27%
28
GLWCORNING INC
149,688$5K1.27%
29
GILDGILEAD SCIENCES INC
64,315$5K1.27%
30
JNJJOHNSON & JOHNSON
33,215$5K1.27%
31
SNASNAP ON INC
21,575$5K1.27%
32
VZVERIZON COMMUNICATIONS INC
138,695$5K1.27%
33
DOWDOW INC
97,224$5K1.27%
34
MOALTRIA GROUP INC
114,541$5K1.27%
35
NRANRG ENERGY INC
161,298$5K1.27%
36
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
37,909$5K1.27%
37
AMGNAMGEN INC
21,096$5K1.27%
38
OGEOGE ENERGY CORP
124,154$4K1.01%
39
EMNEASTMAN CHEM CO
57,641$4K1.01%
40
NETAPP INC
77,659$4K1.01%
41
PFEPFIZER INC
117,482$4K1.01%
42
NWLNEWELL BRANDS INC
341,189$4K1.01%
43
EOG RESOURCES INC
40,698$4K1.01%
44
AAPADVANCE AUTO PARTS INC
35,950$4K1.01%
45
BBYBEST BUY INC
61,140$4K1.01%
46
RFREGIONS FINANCIAL CORP
245,306$4K1.01%
47
ALLYALLY FINANCIAL INC
190,142$4K1.01%
48
ALPHABET INC CAP STOCK CL A
43,343$4K1.01%
49
METAMETA PLATFORMS, INC.
14,802$3K0.76%
50
PYPLPAYPAL HOLDINGS, INC.
33,842$2K0.51%
51
SDYSPDR S&P DIVIDEND ETF
16,860$2K0.51%
52
GOOGALPHABET, INC. - CLASS C
13,593$1K0.25%
53
VVISA INC CL A
5,143$1K0.25%
54
GELGENESIS ENERGY LP
99,470$1K0.25%
55
NVDANVIDIA CORP.
4,588$1K0.25%
56
NFLXNETFLIX, INC.
3,967$1K0.25%
57
NVONOVO NORDISK A/S
6,461$1K0.25%
58
TSLATESLA, INC.
4,976$1K0.25%
59
MAMASTERCARD INC CL A
2,857$1K0.25%
60
MRKMERCK & CO INC
12,413$1K0.25%
61
LNGCHENIERE ENERGY INC
7,167$1K0.25%
62
XOMEXXON MOBIL CORP.
9,571$1K0.25%
63
VIGVANGUARD DIVIDEND APPRECIATION ETF
11,902$1K0.25%
64
LLYELI LILLY & CO
3,005$1K0.25%
65
VOOVANGUARD S&P 500 ETF
3,290$1K0.25%
66
TMUST-MOBILE US INC
10,305$1K0.25%
67
BXSLBLACKSTONE SECD LENDING FUND C
40,651$1K0.25%
68
NEENEXTERA ENERGY INC
14,566$1K0.25%
69
SYKSTRYKER CORP
1,428$00.00%
70
RYROYAL BANK OF CANADA
4,660$00.00%
71
VODAFONE GROUP PLC SPNSR ADR N
19,441$00.00%
72
IFFINTERNATIONAL FLAVORS & FRAGRA
2,937$00.00%
73
CFCF INDUSTRIES HOLDINGS INC
6,531$00.00%
74
ORLYO'REILLY AUTOMOTIVE INC
736$00.00%
75
TRI4EURTHOMSON REUTERS CORP.
2,218$00.00%
76
HDHOME DEPOT INC
2,308$00.00%
77
PPRUYKERING SA
5,446$00.00%
78
AQN.TOALGONQUIN PWR UTILS CORP COM
10,082$00.00%
79
OTISOTIS WORLDWIDE CORP.
2,585$00.00%
80
COSTCOSTCO WHOLESALE CORP.
947$00.00%
81
CRMSALESFORCE.COM INC
3,368$00.00%
82
ENBENBRIDGE INC
11,341$00.00%
83
TRGPTARGA RESOURCES CORP
4,664$00.00%
84
ULUNILEVER PLC
7,660$00.00%
85
MOOVANECK VECTORS AGRIBUSINESS ETF
11,477$00.00%
86
GRMNGARMIN LTD.
3,684$00.00%
87
SLBSCHLUMBERGER LTD
10,019$00.00%
88
MCDMCDONALD'S CORP.
1,542$00.00%
89
PCGPG&E CORP
19,942$00.00%
90
APOAPOLLO GLOBAL MANAGEMENT, INC.
4,219$00.00%
91
APDAIR PRODUCTS & CHEMICALS, INC.
1,068$00.00%
92
KDDIYKDDI CORP.
10,782$00.00%
93
LRLCYL'OREAL SA
4,720$00.00%
94
TTELUS CORP.
10,973$00.00%
95
DEODIAGEO PLC
2,280$00.00%
96
TSCDYTESCO PLC
28,446$00.00%
97
PRUPRUDENTIAL FINANCIAL INC
2,679$00.00%
98
PGPROCTER & GAMBLE CO
5,978$00.00%
99
ACNACCENTURE PLC
1,899$00.00%
100
VOYAVOYA FINANCIAL INC
7,358$00.00%
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