Calydon Capital Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$375.2M

Holdings

200

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
GTMZOOMINFO TECHNOLIGIES, INC.
$29K
IVWISHARES S&P 500 GROWTH ETF
$16K
AAPLAPPLE, INC.
$15K
SPYSPDR S&P 500 ETF
$10K
AMZNAMAZON.COM INC
$7K
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
$6K
RFREGIONS FINANCIAL CORP
$6K
MSFTMICROSOFT CORP
$6K
PEPPEPSICO INC
$6K
EOG RESOURCES INC
$6K
BMYBRISTOL MYERS SQUIBB CO
$5K
DWDMORGAN STANLEY
$5K
SJMSMUCKER J M CO
$5K
JNJJOHNSON & JOHNSON
$5K
CMICUMMINS INC
$5K
FT2FIRST HORIZON NATL CORP
$5K
TXNTEXAS INSTRUMENTS INC
$5K
ABBVABBVIE INC
$5K
KOCOCA-COLA CO
$5K
CVXCHEVRON CORP
$5K
WSOWATSCO INC
$5K
AMGNAMGEN INC
$5K
STTSTATE STREET CORP
$5K
DUKDUKE ENERGY CORP
$5K
IBMINTERNATIONAL BUSINESS MACHINE
$5K
AVGOBROADCOM INC COM
$5K
NRANRG ENERGY INC
$5K
JPMORGAN CHASE & CO
$5K
CAGCONAGRA FOODS INC
$5K
SNASNAP ON INC
$5K
ALPHABET INC CAP STOCK CL A
$5K
MOALTRIA GROUP INC
$5K
LMTLOCKHEED MARTIN CORP
$5K
IPGINTERPUBLIC GROUP COS INC
$5K
NETAPP INC
$5K
CWENCLEARWAY ENERGY INC CL C
$5K
FIDELITY NATIONAL FINANCIAL IN
$4K
OGEOGE ENERGY CORP
$4K
LEGLEGGETT & PLATT INC
$4K
GLWCORNING INC
$4K
PFEPFIZER INC
$4K
BBYBEST BUY INC
$4K
TNLTRAVEL PLUS LEISURE CO
$4K
DOWDOW INC
$4K
HASHASBRO INC
$4K
VZVERIZON COMMUNICATIONS INC
$4K
EMNEASTMAN CHEM CO
$4K
IPINTERNATIONAL PAPER CO
$4K
BRK-BBERKSHIRE HATHAWAY, INC.
$3K
PYPLPAYPAL HOLDINGS, INC.
$3K
METAMETA PLATFORMS INC CL A
$2K
SDYSPDR S&P DIVIDEND ETF
$2K
GOOGALPHABET, INC. - CLASS C
$2K
VONVVANGUARD RUSSELL 1000 VALUE ETF
$2K
TMUST-MOBILE US INC
$2K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$2K
VTHRVANGUARD RUSSELL 3000 ETF
$2K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$1K
TSLATESLA, INC.
$1K
MRKMERCK & CO INC
$1K
LLYELI LILLY & CO
$1K
NEENEXTERA ENERGY INC
$1K
VVISA INC CL A
$1K
VRTXVERTEX PHARMACEUTICALS INC
$1K
MAMASTERCARD INC CL A
$1K
VOOVANGUARD S&P 500 ETF
$1K
SBUXSTARBUCKS CORP
$1K
GELGENESIS ENERGY LP
$1K
PANWPALO ALTO NETWORKS INC
$984
BXSLBLACKSTONE SECD LENDING FUND C
$944
MOOVANECK VECTORS AGRIBUSINESS ETF
$907
DHRDANAHER CORP
$895
NFLXNETFLIX, INC.
$882
UNHUNITEDHEALTH GROUP, INC.
$879
LVLNSPDR S&P REGIONAL BANKING ETF
$863
KNOPKNOT OFFSHORE PARTNERS, LP
$839
CNCCENTENE CORP
$836
XOMEXXON MOBIL CORP.
$836
PGPROCTER & GAMBLE CO
$830
COPCONOCOPHILLIPS
$829
EXCEXELON CORP
$803
XLFSPDR FINANCIAL SELECT SECTOR ETF
$798
AQLTISHARES CORE MSCI EAFE
$790
TAT&T INC
$782
WASTE MANAGEMENT INC
$740
EPDENTERPRISE PRODUCTS PARTNERS L
$739
GSGOLDMAN SACHS GROUP INC
$728
MNSTMONSTER BEVERAGE CORP
$722
FISVFISERV INC
$722
CMGCHIPOTLE MEXICAN GRILL INC CL
$721
ENBENBRIDGE INC
$716
LOWLOWES COS INC
$715
KMIKINDER MORGAN INC
$708
AEPAMERICAN ELECTRIC POWER INC
$700
CFCF INDUSTRIES HOLDINGS INC
$699
GQ9SPDR GOLD ETF
$696
HDHOME DEPOT INC
$676
NOWSERVICENOW INC
$675
BRK/BBERKSHIRE HATHAWAY, INC.
$672
RJFRAYMOND JAMES FINANCIAL INC
$664
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