Calydon Capital Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$379.0M

Holdings

209

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (209 positions)

StockValue
IVWIshares S&P 500 Growth Etf
$16K
AAPLApple Inc
$14K
GTMZoominfo Technoligies, Inc.
$11K
AMZNAmazon.com Inc
$10K
SPYSpdr S&P 500 Etf
$9K
MAAMid-America Apartment Communities, Inc.
$6K
Alphabet Inc Cap Stock Cl A
$6K
MSFTMicrosoft Corp
$6K
METAFacebook Inc Cl A
$6K
DWDMorgan Stanley
$6K
NRANRG Energy Inc
$6K
STLDSteel Dynamics Inc
$6K
IBMInternational Business Machine
$5K
PEPPepsiCo Inc
$5K
ABBVAbbvie Inc
$5K
IPGInterpublic Group Cos Inc
$5K
Cisco Systems Inc
$5K
RFRegions Financial Corp
$5K
BMYBristol Myers Squibb Co
$5K
TXNTexas Instruments Inc
$5K
PFEPfizer Inc
$5K
AVGOBroadcom Inc Com
$5K
JPMorgan Chase & Co
$5K
JNJJohnson & Johnson
$5K
GDGeneral Dynamics Corp
$5K
EMREmerson Electric Co
$5K
NetApp Inc
$5K
CVXChevron Corp
$5K
ADMArcher Daniels Midland Co
$5K
LEGLeggett & Platt Inc
$5K
VZVerizon Communications Inc
$5K
DUKDuke Energy Corp
$5K
STTState Street Corp
$5K
SJMSmucker J M Co
$5K
AMGNAmgen Inc
$5K
MOAltria Group Inc
$5K
EXCExelon Corp
$5K
HASHasbro Inc
$5K
EMNEastman Chem Co
$5K
CWENClearway Energy Inc Cl C
$4K
FT2First Horizon Natl Corp
$4K
CMICummins Inc
$4K
SNASnap On Inc
$4K
TAT&T Inc
$4K
PAGPenske Automotive Group Inc
$4K
PPLPPL Corp
$4K
CAGConagra Foods Inc
$4K
HIGHartford Financial Services Gr
$4K
TNLTravel Plus Leisure Co
$4K
BRK-BBerkshire Hathaway, Inc. - Class A
$3K
VVisa Inc Cl A
$2K
NFLXNetflix Inc
$2K
MAMasterCard Inc Cl A
$2K
KNOPKnot Offshore Partners, Lp
$2K
SDYSpdr S&P Dividend Etf
$2K
VIGVanguard Dividend Appreciation Index Fund
$2K
GSGoldman Sachs Group Inc
$2K
FDXFedEx Corp
$2K
ALXNAlexion Pharmaceuticals Inc
$1K
SWKSSkyworks Solutions Inc
$1K
CNCCentene Corp
$1K
NOWServiceNow Inc
$1K
XPOXPO Logistics Inc
$1K
ADSKAutodesk Inc
$1K
PYPLPaypal Holdings Inc
$1K
GOOGAlphabet, Inc. - Class C
$1K
PANWPalo Alto Networks Inc
$1K
VOOVanguard S&P 500 Etf
$1K
KKRKKR & Co Inc Cl A
$1K
CHTRCharter Communications Inc Cl
$1K
CMGChipotle Mexican Grill Inc Cl
$1K
LOWLowes Cos Inc
$1K
SSNCSS&C Technologies Holdings Inc
$1K
CMCSAComcast Corp Cl A
$1K
FLT1EURFleetcor Technologies Inc
$1K
MOOVaneck Vectors Agribusiness Etf
$1K
GLPIGaming & Leisure Properties In
$1K
INCYIncyte Corp
$1K
MNSTMonster Beverage Corp
$969
NEENextera Energy Inc
$950
VOYAVoya Financial Inc
$932
MLMMartin Marietta Materials Inc
$919
Fortress Trans Infrst Invs LLC
$918
VRTVertiv Holdings Co Cl A
$914
FSLRFirst Solar Inc
$892
HDHome Depot Inc
$887
VRTXVertex Pharmaceuticals Inc
$864
XYZSquare Inc Cl A
$860
Vistra Energy Corp
$847
GELGenesis Energy LP
$843
ENPHEnphase Energy Inc
$837
AMTAmerican Tower REIT
$811
RJFRaymond James Financial Inc
$811
SBUXStarbucks Corp
$787
GQ9Spdr Gold Etf
$745
METMetLife Inc
$704
CRMSalesforce.com Inc
$684
KSUEURKansas City Southern
$671
CFCF Industries Holdings Inc
$656
TMUST-Mobile US Inc
$640
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