Calydon Capital Q3 2021 Filing

Filed November 10, 2021

Portfolio Value

$367K

Holdings

182

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
IVWIshares S&P 500 Growth Etf
$18.2M
AAPLApple Inc
$14.8M
Empire Diversified Energy Inc
$14.0M
GTMZoominfo Technoligies, Inc.
$12.9M
SPYSpdr S&P 500 Etf
$9.3M
MSFTMicrosoft Corp
$7.4M
MAAMid-America Apartment Communities, Inc.
$7.1M
METAFacebook Inc Cl A
$6.3M
RFRegions Financial Corp
$5.8M
NRANRG Energy Inc
$5.7M
PAGPenske Automotive Group Inc
$5.6M
PEPPepsiCo Inc
$5.3M
JPMorgan Chase & Co
$5.3M
CSCOCisco Systems Inc
$5.3M
NetApp Inc
$5.3M
AVGOBroadcom Inc Com
$5.1M
TXNTexas Instruments Inc
$5.1M
GDGeneral Dynamics Corp
$5.1M
CWENClearway Energy Inc Cl C
$5.0M
IBMInternational Business Machine
$5.0M
TNLTravel Plus Leisure Co
$5.0M
ABBVAbbvie Inc
$5.0M
JNJJohnson & Johnson
$4.9M
DWDMorgan Stanley
$4.9M
EXCExelon Corp
$4.9M
TAT&T Inc
$4.8M
VZVerizon Communications Inc
$4.8M
STTState Street Corp
$4.7M
ADMArcher Daniels Midland Co
$4.7M
EMREmerson Electric Co
$4.7M
FT2First Horizon Natl Corp
$4.7M
DUKDuke Energy Corp
$4.7M
CMICummins Inc
$4.7M
HIGHartford Financial Services Gr
$4.7M
CVXChevron Corp
$4.6M
AMGNAmgen Inc
$4.5M
IPGInterpublic Group Cos Inc
$4.5M
BMYBristol Myers Squibb Co
$4.4M
PFEPfizer Inc
$4.4M
MOAltria Group Inc
$4.3M
STLDSteel Dynamics Inc
$4.3M
SJMSmucker J M Co
$4.2M
HASHasbro Inc
$4.2M
PPLPPL Corp
$4.2M
EMNEastman Chem Co
$4.1M
LEGLeggett & Platt Inc
$4.1M
SNASnap On Inc
$4.0M
CAGConagra Foods Inc
$3.9M
SDYSpdr S&P Dividend Etf
$1.9M
KNOPKnot Offshore Partners, Lp
$1.9M
VIGVanguard Dividend Appreciation Index Fund
$1.8M
VVisa Inc Cl A
$1.8M
MAMasterCard Inc Cl A
$1.6M
PANWPalo Alto Networks Inc
$1.5M
VOOVanguard S&P 500 Etf
$1.3M
PYPLPaypal Holdings Inc
$1.2M
GSGoldman Sachs Group Inc
$1.2M
LOWLowes Cos Inc
$1.1M
NEENextera Energy Inc
$1.1M
MOOVaneck Vectors Agribusiness Etf
$1.0M
GELGenesis Energy LP
$942K
SWKSSkyworks Solutions Inc
$934K
ADSKAutodesk Inc
$923K
HDHome Depot Inc
$871K
FSLRFirst Solar Inc
$852K
SBUXStarbucks Corp
$851K
FDXFedEx Corp
$849K
CNCCentene Corp
$842K
XYZSquare Inc Cl A
$839K
KKRKKR & Co Inc Cl A
$831K
CMCSAComcast Corp Cl A
$801K
RJFRaymond James Financial Inc
$787K
GLPIGaming & Leisure Properties In
$777K
FLT1EURFleetcor Technologies Inc
$759K
TTEKTetra Tech Inc
$754K
PGProcter & Gamble Co
$744K
SSNCSS&C Technologies Holdings Inc
$742K
NVDANvidia Corp.
$741K
GQ9Spdr Gold Etf
$739K
MNSTMonster Beverage Corp
$714K
CFCF Industries Holdings Inc
$706K
ENPHEnphase Energy Inc
$699K
Fortress Trans Infrst Invs LLC
$695K
MLMMartin Marietta Materials Inc
$680K
DHRDanaher Corp
$678K
VOYAVoya Financial Inc
$677K
VRTVertiv Holdings Co Cl A
$671K
Vistra Energy Corp
$668K
METMetLife Inc
$661K
AMTAmerican Tower REIT
$641K
PWRQuanta Services Inc
$630K
Vodafone Group PLC Spnsr ADR N
$621K
SEDGSolaredge Technologies Inc
$614K
RUNSunrun Inc
$606K
XIFRNextera Energy Partners LP In
$602K
DISDisney Walt Co Disney
$592K
NVONovo-Nordisk A/S Adr Adr Cmn
$589K
BRK/BBerkshire Hathaway, Inc. - Class B
$588K
APDAir Prods & Chems Inc
$585K
TMUST-Mobile US Inc
$574K
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