Calydon Capital Q4 2019 Filing

Filed March 4, 2020

Portfolio Value

$448.7M

Holdings

194

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
1
IVWiShares S&P 500 Growth ETF
65,031$12.6M2.81%
2
BMYBristol-Myers Squibb Company
157,288$10.1M2.25%
3
TAT&T Inc.
234,776$9.2M2.04%
4
ARCCAres Capital Corporation
491,388$9.2M2.04%
5
BACVerizon Communications Inc.
143,322$8.8M1.96%
6
CCLCarnival Corporation
171,116$8.7M1.94%
7
ABBVAbbVie, Inc.
98,164$8.7M1.94%
8
PEPPepsiCo, Inc.
62,847$8.6M1.91%
9
DDominion Energy Inc
103,486$8.6M1.91%
10
FASTFastenal Company
231,163$8.5M1.90%
11
CMICummins Inc.
47,495$8.5M1.89%
12
WDCWestern Digital Corporation
130,368$8.3M1.84%
13
AVGOBroadcom Inc.
26,108$8.3M1.84%
14
OKEONEOK, Inc.
107,335$8.1M1.81%
15
TXNTexas Instruments Incorporated
62,993$8.1M1.80%
16
TRVCCitigroup Inc.
99,889$8.0M1.78%
17
BBYBest Buy Co., Inc.
90,181$7.9M1.76%
18
WRKUSDWestRock Company
184,427$7.9M1.76%
19
VLOValero Energy Corporation
84,348$7.9M1.76%
20
PPLPPL Corporation
219,747$7.9M1.76%
21
NTAPNetApp, Inc.
125,158$7.8M1.74%
22
PAGPenske Automotive Group, Inc.
154,268$7.7M1.73%
23
DUKDuke Energy Corporation
83,823$7.6M1.70%
24
DALDelta Air Lines, Inc.
126,800$7.4M1.65%
25
UFSDomtar Corporation
192,477$7.4M1.64%
26
PRUPrudential Financial, Inc.
78,398$7.3M1.64%
27
NUENucor Corporation
130,082$7.3M1.63%
28
PFEPfizer Inc.
186,766$7.3M1.63%
29
LMEURLegg Mason, Inc.
203,664$7.3M1.63%
30
IPGInterpublic Group of Companies, Inc.
314,478$7.3M1.62%
31
IPInternational Paper Company
157,677$7.3M1.62%
32
CAHCardinal Health, Inc.
143,424$7.3M1.62%
33
RRyder System, Inc.
131,116$7.1M1.59%
34
MPCMarathon Petroleum Corporation
116,806$7.0M1.57%
35
ADMArcher-Daniels-Midland Company
151,709$7.0M1.57%
36
SJMJ.M. Smucker Company
66,722$6.9M1.55%
37
MOAltria Group Inc
133,562$6.7M1.49%
38
CMAComerica Incorporated
90,855$6.5M1.45%
39
AAPLApple Inc.
20,315$6.0M1.33%
40
TPRTapestry, Inc.
205,170$5.5M1.23%
41
XOMExxon Mobil Corporation
78,839$5.5M1.23%
42
AMZNAmazon.com, Inc.
2,888$5.3M1.19%
43
CNPCenterPoint Energy, Inc.
193,852$5.3M1.18%
44
SPYSPDR S&P 500 ETF Trust
15,356$5.0M1.11%
45
CNKCinemark Holdings, Inc.
137,074$4.6M1.03%
46
GOOGLAlphabet Inc. Class A
2,693$3.6M0.80%
47
METAFacebook, Inc. Class A
13,846$2.8M0.63%
48
XLEEnergy Select Sector SPDR Fund
31,259$1.9M0.42%
49
XLCCommunication Services Select Sector SPDR Fund
32,687$1.8M0.39%
50
XLUUtilities Select Sector SPDR Fund
26,589$1.7M0.38%
51
SDYSPDR S&P Dividend ETF
13,476$1.4M0.32%
52
AWMSkyworks Solutions, Inc.
11,743$1.4M0.32%
53
MFICApollo Investment Corporation
79,141$1.4M0.32%
54
VIGVanguard Dividend Appreciation ETF
11,202$1.4M0.31%
55
SBUXStarbucks Corporation
15,783$1.4M0.31%
56
VVisa Inc. Class A
7,283$1.4M0.31%
57
NMFCNew Mountain Finance Corporation
98,790$1.4M0.30%
58
MAMastercard Incorporated Class A
4,515$1.3M0.30%
59
AMJEURJ.P. Morgan Alerian MLP Index ETN
59,770$1.3M0.29%
60
VOYAVoya Financial, Inc.
21,086$1.3M0.29%
61
FANGDiamondback Energy, Inc.
13,717$1.3M0.28%
62
ADSKAutodesk, Inc.
6,642$1.2M0.27%
63
NFLXNetflix, Inc.
3,761$1.2M0.27%
64
URIUnited Rentals, Inc.
7,285$1.2M0.27%
65
HDHome Depot, Inc.
5,429$1.2M0.26%
66
SSNCSS&C Technologies Holdings, Inc.
19,197$1.2M0.26%
67
NOWServiceNow, Inc.
4,139$1.2M0.26%
68
VRTXVertex Pharmaceuticals Incorporated
5,226$1.1M0.25%
69
RMEResMed Inc.
7,338$1.1M0.25%
70
AIGAmerican International Group, Inc.
22,142$1.1M0.25%
71
SOSouthern Company
17,625$1.1M0.25%
72
AFWAlign Technology, Inc.
3,970$1.1M0.25%
73
FLT1EURFleetCor Technologies, Inc.
3,839$1.1M0.25%
74
INCYIncyte Corporation
12,325$1.1M0.24%
75
ALXNAlexion Pharmaceuticals, Inc.
9,822$1.1M0.24%
76
XPOXPO Logistics, Inc.
13,091$1.0M0.23%
77
GOOGAlphabet Inc. Class C
777$1.0M0.23%
78
XLFIConsumer Staples Select Sector SPDR Fund
15,778$994K0.22%
79
XLFFinancial Select Sector SPDR Fund
32,205$991K0.22%
80
KOCoca-Cola Company
17,882$990K0.22%
81
MNSTMonster Beverage Corporation
15,395$979K0.22%
82
BKNGBooking Holdings Inc.
470$965K0.22%
83
ULTAUlta Beauty Inc
3,702$937K0.21%
84
VOOVanguard S&P 500 ETF
3,121$923K0.21%
85
NEENextEra Energy, Inc.
3,808$922K0.21%
86
MRSHMarsh & McLennan Companies, Inc.
8,208$914K0.20%
87
NCLHNorwegian Cruise Line Holdings Ltd.
15,354$897K0.20%
88
XELXcel Energy Inc.
14,101$895K0.20%
89
8CWCrown Castle International Corp
6,283$893K0.20%
90
CLColgate-Palmolive Company
12,975$893K0.20%
91
GBDCGolub Capital BDC, Inc.
47,063$891K0.20%
92
HONHoneywell International Inc.
5,015$888K0.20%
93
MLMMartin Marietta Materials, Inc.
3,168$885K0.20%
94
MCXMcCormick & Company, Incorporated
5,185$880K0.20%
95
DHRDanaher Corporation
5,566$855K0.19%
96
BDXBecton, Dickinson and Company
3,139$854K0.19%
97
FISVFiserv, Inc.
7,379$853K0.19%
98
TRVTravelers Companies, Inc.
6,161$844K0.19%
99
IEXIDEX Corporation
4,900$843K0.19%
100
JNJJohnson & Johnson
5,762$841K0.19%
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