Calydon Capital Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$558K

Holdings

253

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (253 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES S&P 500 GROWTH ETF
288,723$26K4.66%
2
GTMZOOMINFO TECHNOLIGIES, INC.
1,953,185$24K4.30%
3
SPYSPDR S&P 500 ETF TR
43,585$23K4.12%
4
AAPLAPPLE INC
108,286$22K3.94%
5
AMZNAMAZON.COM INC
69,966$13K2.33%
6
MSFTMICROSOFT CORP
27,524$12K2.15%
7
ZIONZIONS BANCORPORATION
313,532$12K2.15%
8
AVGOBROADCOM INC COM
7,146$11K1.97%
9
JPMORGAN CHASE & CO
45,416$9K1.61%
10
METAMETA PLATFORMS INC CL A
16,535$8K1.43%
11
ABBVABBVIE INC
47,257$8K1.43%
12
ALPHABET INC CAP STOCK CL A
44,164$8K1.43%
13
GLWCORNING INC
206,615$8K1.43%
14
EMNEASTMAN CHEM CO
77,592$7K1.25%
15
DWDMORGAN STANLEY
78,948$7K1.25%
16
MOALTRIA GROUP INC
159,078$7K1.25%
17
CVXCHEVRON CORP
45,653$7K1.25%
18
TAT&T INC
407,725$7K1.25%
19
BBYBEST BUY INC
84,076$7K1.25%
20
LMTLOCKHEED MARTIN CORP
15,544$7K1.25%
21
TXNTEXAS INSTRUMENTS INC
40,382$7K1.25%
22
CMICUMMINS INC
26,693$7K1.25%
23
AMGNAMGEN INC
24,448$7K1.25%
24
NVDANVIDIA CORP
56,841$7K1.25%
25
UNMUNUM GROUP
139,073$7K1.25%
26
HDHOME DEPOT INC
21,105$7K1.25%
27
DOWDOW INC
122,716$6K1.08%
28
XELXCEL ENERGY INC
119,910$6K1.08%
29
PEPPEPSICO INC
41,834$6K1.08%
30
ENTERGY CORP
63,157$6K1.08%
31
VZVERIZON COMMUNICATIONS INC
164,985$6K1.08%
32
JNJJOHNSON & JOHNSON
42,539$6K1.08%
33
IBMINTERNATIONAL BUSINESS MACHINE
37,247$6K1.08%
34
KOCOCA-COLA CO
109,738$6K1.08%
35
DUKDUKE ENERGY CORP
67,116$6K1.08%
36
TPRTAPESTRY INC
163,377$6K1.08%
37
GILDGILEAD SCIENCES INC
97,922$6K1.08%
38
CMACOMERICA INC
118,575$6K1.08%
39
CWENCLEARWAY ENERGY INC CL C
268,664$6K1.08%
40
PKGPACKAGING CORP AMERICA
37,664$6K1.08%
41
STTSTATE STREET CORP
90,244$6K1.08%
42
DINOHF SINCLAIR CORPORATION COM
113,618$6K1.08%
43
ALLYALLY FINANCIAL INC
172,417$6K1.08%
44
CAGCONAGRA FOODS INC
211,248$6K1.08%
45
IPGINTERPUBLIC GROUP COS INC
195,997$5K0.90%
46
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
37,861$5K0.90%
47
UPSUNITED PARCEL SERVICE INC CL B
41,749$5K0.90%
48
BMYBRISTOL MYERS SQUIBB CO
132,022$5K0.90%
49
SJMSMUCKER J M CO
52,260$5K0.90%
50
SNASNAP ON INC
21,816$5K0.90%
51
BRK-BBERKSHIRE HATHAWAY, INC.
8$4K0.72%
52
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
63,094$3K0.54%
53
VIGVANGUARD SPECIALIZED PORTFOLIO
19,890$3K0.54%
54
IQLTISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF
84,882$3K0.54%
55
SDYSPDR S&P DIVIDEND ETF
17,430$2K0.36%
56
ALPHABET INC CAP STOCK CL C
13,784$2K0.36%
57
LLYELI LILLY & CO
2,280$2K0.36%
58
NFLXNETFLIX, INC.
4,174$2K0.36%
59
WESTROCK COFFEE CO
195,880$2K0.36%
60
VRTXVERTEX PHARMACEUTICALS INC
2,381$1K0.18%
61
VRTVERTIV HOLDINGS CO CL A
20,138$1K0.18%
62
XOMEXXON MOBIL CORP
11,631$1K0.18%
63
VOOVANGUARD S&P 500 ETF
3,422$1K0.18%
64
VISTRA ENERGY CORP
12,620$1K0.18%
65
BRK/BBERKSHIRE HATHAWAY INC CL B
2,897$1K0.18%
66
VVISA INC CL A
6,104$1K0.18%
67
GELGENESIS ENERGY LP
86,667$1K0.18%
68
MRKMERCK & CO INC
8,652$1K0.18%
69
NOWSERVICENOW INC
1,602$1K0.18%
70
MAMASTERCARD INC CL A
3,203$1K0.18%
71
NVONOVO-NORDISK A/S ADR
9,288$1K0.18%
72
WMTWALMART, INC.
4,040$00.00%
73
RSGREPUBLIC SERVICES INC
3,215$00.00%
74
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
22,075$00.00%
75
ADBEADOBE, INC.
762$00.00%
76
TFPMTRIPLE FLAG PRECIOUS METAL COM
23,754$00.00%
77
NINISOURCE INC
9,264$00.00%
78
AQLTISHARES CORE MSCI EAFE ETF
4,255$00.00%
79
LNGCHENIERE ENERGY INC
4,127$00.00%
80
EFGISHARES MSCI EAFE GROWTH INDEX ETF
8,867$00.00%
81
AMDADVANCED MICRO DEVICES INC
2,495$00.00%
82
FSKFS KKR CAPITAL CORP.
12,882$00.00%
83
FDXFEDEX CORP
2,575$00.00%
84
NRANRG ENERGY INC
8,376$00.00%
85
SHECYSHIN ETSU CHEM CO LTD ADR
13,791$00.00%
86
RYROYAL BANK OF CANADA
4,926$00.00%
87
TSLATESLA, INC.
4,499$00.00%
88
HBC2HSBC HOLDINGS PLC
4,786$00.00%
89
CFCF INDUSTRIES HOLDINGS INC
7,752$00.00%
90
ORLYO'REILLY AUTOMOTIVE INC
656$00.00%
91
BAMBROOKFIELD ASSET MANAGEMENT LTD.
6,302$00.00%
92
OTISOTIS WORLDWIDE CORP.
3,397$00.00%
93
COSTCOSTCO WHOLESALE CORP.
968$00.00%
94
CRMSALESFORCE.COM INC
3,263$00.00%
95
REGNREGENERON PHARMACEUTICALS, INC.
232$00.00%
96
TRGPTARGA RESOURCES CORP
3,759$00.00%
97
QCOMQUALCOMM INC
1,200$00.00%
98
MOOVANECK VECTORS AGRIBUSINESS ETF
11,598$00.00%
99
GRMNGARMIN LTD.
3,143$00.00%
100
SLBSCHLUMBERGER LTD
14,401$00.00%
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