Calydon Capital Q3 2023 Filing

Filed November 1, 2023

Portfolio Value

$504K

Holdings

210

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (210 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES S&P 500 GROWTH ETF
551,236$37K7.34%
2
GTMZOOMINFO TECHNOLIGIES, INC.
2,230,972$36K7.14%
3
AAPLAPPLE, INC.
213,774$36K7.14%
4
SPYSPDR S&P 500 ETF
57,362$24K4.76%
5
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
75,770$9K1.79%
6
METAMETA PLATFORMS, INC.
32,194$9K1.79%
7
BRK-BBERKSHIRE HATHAWAY, INC.
16$8K1.59%
8
AMZNAMAZON.COM INC
67,980$8K1.59%
9
MSFTMICROSOFT CORP
27,160$8K1.59%
10
ABBVABBVIE INC
40,701$6K1.19%
11
AVGOBROADCOM INC COM
7,350$6K1.19%
12
TXNTEXAS INSTRUMENTS INC
31,997$5K0.99%
13
HDHOME DEPOT INC
17,074$5K0.99%
14
PEPPEPSICO INC
31,176$5K0.99%
15
ZIONZIONS BANCORPORATION
147,072$5K0.99%
16
PKGPACKAGING CORP AMERICA
38,583$5K0.99%
17
AMGNAMGEN INC
21,201$5K0.99%
18
JPMORGAN CHASE & CO
39,584$5K0.99%
19
IBMINTERNATIONAL BUSINESS MACHINE
37,749$5K0.99%
20
ALPHABET INC CAP STOCK CL A
41,537$5K0.99%
21
DWDMORGAN STANLEY
66,068$5K0.99%
22
CVXCHEVRON CORP
31,821$5K0.99%
23
JNJJOHNSON & JOHNSON
33,291$5K0.99%
24
TAT&T INC
323,888$4K0.79%
25
PFEPFIZER INC
133,806$4K0.79%
26
RFREGIONS FINANCIAL CORP
253,533$4K0.79%
27
CMICUMMINS INC
21,233$4K0.79%
28
STTSTATE STREET CORP
65,377$4K0.79%
29
IPGINTERPUBLIC GROUP COS INC
144,239$4K0.79%
30
ALLYALLY FINANCIAL INC
179,522$4K0.79%
31
LMTLOCKHEED MARTIN CORP
11,374$4K0.79%
32
DOWDOW INC
91,840$4K0.79%
33
SNASNAP ON INC
16,394$4K0.79%
34
MOALTRIA GROUP INC
109,533$4K0.79%
35
UPSUNITED PARCEL SERVICE INC CL B
28,940$4K0.79%
36
KOCOCA-COLA CO
85,480$4K0.79%
37
GLWCORNING INC
142,189$4K0.79%
38
BMYBRISTOL MYERS SQUIBB CO
79,731$4K0.79%
39
SJMSMUCKER J M CO
34,453$4K0.79%
40
DUKDUKE ENERGY CORP
52,040$4K0.79%
41
EOG RESOURCES INC
38,687$4K0.79%
42
VZVERIZON COMMUNICATIONS INC
132,610$4K0.79%
43
NETAPP INC
63,742$4K0.79%
44
BBYBEST BUY INC
58,449$4K0.79%
45
GILDGILEAD SCIENCES INC
61,882$4K0.79%
46
EMNEASTMAN CHEM CO
54,738$4K0.79%
47
NRANRG ENERGY INC
125,488$4K0.79%
48
SDYSPDR S&P DIVIDEND ETF
34,172$3K0.60%
49
WESTWESTROCK COFFEE CO.
388,694$3K0.60%
50
NFLXNETFLIX, INC.
8,234$3K0.60%
51
VIGVANGUARD DIVIDEND APPRECIATION ETF
23,918$3K0.60%
52
GOOGALPHABET, INC. - CLASS C
27,186$3K0.60%
53
CAGCONAGRA FOODS INC
138,883$3K0.60%
54
OGEOGE ENERGY CORP
118,397$3K0.60%
55
CWENCLEARWAY ENERGY INC CL C
175,665$3K0.60%
56
XOMEXXON MOBIL CORP.
19,298$2K0.40%
57
NVDANVIDIA CORP
5,302$2K0.40%
58
VOOVANGUARD S&P 500 ETF
6,604$2K0.40%
59
TSLATESLA, INC.
10,488$2K0.40%
60
LNGCHENIERE ENERGY INC
6,578$1K0.20%
61
NVONOVO NORDISK A/S
21,518$1K0.20%
62
COSTCOSTCO WHOLESALE CORP.
1,936$1K0.20%
63
LVLNSPDR S&P REGIONAL BANKING ETF
30,324$1K0.20%
64
LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE
8,632$1K0.20%
65
BAESYBAE SYSTEMS PLC
21,846$1K0.20%
66
VONVVANGUARD RUSSELL 1000 VALUE ETF
17,096$1K0.20%
67
MRKMERCK & CO INC
9,751$1K0.20%
68
UNHUNITEDHEALTH GROUP, INC.
2,784$1K0.20%
69
VTHRVANGUARD RUSSELL 3000 ETF
5,248$1K0.20%
70
SAPSAP SE
8,882$1K0.20%
71
MOOVANECK VECTORS AGRIBUSINESS ETF
22,954$1K0.20%
72
SBUXSTARBUCKS CORP.
12,008$1K0.20%
73
MAMASTERCARD INC CL A
3,271$1K0.20%
74
XLFSPDR FINANCIAL SELECT SECTOR ETF
53,640$1K0.20%
75
VONGVANGUARD RUSSELL 1000 GROWTH ETF
20,354$1K0.20%
76
GQ9SPDR GOLD ETF
9,000$1K0.20%
77
PANWPALO ALTO NETWORKS INC
4,456$1K0.20%
78
ACNACCENTURE PLC
3,980$1K0.20%
79
VRTVERTIV HOLDINGS CO CL A
35,457$1K0.20%
80
CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC
18,144$1K0.20%
81
DFUSDIMENSIONAL US EQUITY ETF
25,552$1K0.20%
82
VVISA INC CL A
6,014$1K0.20%
83
LLYELI LILLY & CO
2,802$1K0.20%
84
BXSLBLACKSTONE SECURED LENDING FUND
59,302$1K0.20%
85
BRK/BBERKSHIRE HATHAWAY, INC.
5,500$1K0.20%
86
AZNASTRAZENECA PLC
18,070$1K0.20%
87
FISVFISERV INC
4,331$00.00%
88
COPCONOCOPHILLIPS
6,527$00.00%
89
EQIXEQUINIX INC
437$00.00%
90
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
57,898$00.00%
91
CNCCENTENE CORP
9,358$00.00%
92
SGHCSUPER GROUP LTD.
24,054$00.00%
93
PAGPPLAINS GP HOLDINGS
22,596$00.00%
94
CBOECBOE GLOBAL MARKETS, INC.
4,988$00.00%
95
DISDISNEY WALT CO DISNEY
6,782$00.00%
96
AQN.TOALGONQUIN POWER & UTILITIES CORP.
21,998$00.00%
97
MITSUBISHI CORP ORD
16,600$00.00%
98
ADSKAUTODESK INC
2,964$00.00%
99
CISCO SYSTEMS INC
9,984$00.00%
100
KKRKKR & CO INC CL A
9,623$00.00%
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