Calydon Capital Q4 2022 Filing

Filed February 15, 2023

Portfolio Value

$396K

Holdings

231

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (231 positions)

#StockSharesValue% PortfolioType
1
GTMZOOMINFO TECHNOLIGIES, INC.
627,481$18K4.55%
2
IVWISHARES S&P 500 GROWTH ETF
274,192$16K4.04%
3
AAPLAPPLE, INC.
110,549$14K3.54%
4
SPYSPDR S&P 500 ETF
28,888$11K2.78%
5
GILDGILEAD SCIENCES INC
75,931$6K1.52%
6
ABBVABBVIE INC
37,878$6K1.52%
7
PEPPEPSICO INC
34,814$6K1.52%
8
CVXCHEVRON CORP
33,494$6K1.52%
9
PGPROCTER & GAMBLE CO
42,312$6K1.52%
10
IPGINTERPUBLIC GROUP COS INC
180,820$6K1.52%
11
JPMORGAN CHASE & CO
45,068$6K1.52%
12
STTSTATE STREET CORP
79,509$6K1.52%
13
AVGOBROADCOM INC COM
11,439$6K1.52%
14
SNASNAP ON INC
23,310$5K1.26%
15
AMGNAMGEN INC
21,176$5K1.26%
16
AMZNAMAZON.COM INC
66,705$5K1.26%
17
CMICUMMINS INC
24,201$5K1.26%
18
EOG RESOURCES INC
40,593$5K1.26%
19
SJMSMUCKER J M CO
37,808$5K1.26%
20
DWDMORGAN STANLEY
70,125$5K1.26%
21
KOCOCA-COLA CO
87,077$5K1.26%
22
DUKDUKE ENERGY CORP
55,476$5K1.26%
23
JNJJOHNSON & JOHNSON
32,238$5K1.26%
24
RFREGIONS FINANCIAL CORP
270,323$5K1.26%
25
IBMINTERNATIONAL BUSINESS MACHINE
41,274$5K1.26%
26
MSFTMICROSOFT CORP
24,946$5K1.26%
27
PKGPACKAGING CORP AMERICA
41,082$5K1.26%
28
BMYBRISTOL MYERS SQUIBB CO
75,723$5K1.26%
29
MOALTRIA GROUP INC
111,908$5K1.26%
30
TXNTEXAS INSTRUMENTS INC
33,849$5K1.26%
31
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
37,909$5K1.26%
32
EMNEASTMAN CHEM CO
63,249$5K1.26%
33
PFEPFIZER INC
113,875$5K1.26%
34
LMTLOCKHEED MARTIN CORP
12,001$5K1.26%
35
FT2FIRST HORIZON NATL CORP
213,742$5K1.26%
36
CAGCONAGRA FOODS INC
146,010$5K1.26%
37
OGEOGE ENERGY CORP
123,621$4K1.01%
38
GLWCORNING INC
140,609$4K1.01%
39
AAPADVANCE AUTO PARTS INC
27,329$4K1.01%
40
NWLNEWELL BRANDS INC
329,274$4K1.01%
41
NETAPP INC
72,860$4K1.01%
42
UPSUNITED PARCEL SERVICE INC CL B
26,649$4K1.01%
43
DOWDOW INC
94,661$4K1.01%
44
CWENCLEARWAY ENERGY INC CL C
142,106$4K1.01%
45
BBYBEST BUY INC
53,362$4K1.01%
46
ALPHABET INC CAP STOCK CL A
45,900$4K1.01%
47
TAT&T INC
253,663$4K1.01%
48
NRANRG ENERGY INC
117,636$3K0.76%
49
BRK-BBERKSHIRE HATHAWAY, INC.
8$3K0.76%
50
PYPLPAYPAL HOLDINGS, INC.
33,606$2K0.51%
51
SDYSPDR S&P DIVIDEND ETF
16,761$2K0.51%
52
MRKMERCK & CO INC
14,621$1K0.25%
53
TMUST-MOBILE US INC
12,286$1K0.25%
54
METAMETA PLATFORMS INC CL A
16,370$1K0.25%
55
GOOGALPHABET, INC. - CLASS C
13,357$1K0.25%
56
VVISA INC CL A
5,582$1K0.25%
57
SBUXSTARBUCKS CORP
11,519$1K0.25%
58
LLYELI LILLY & CO
3,853$1K0.25%
59
VIGVANGUARD DIVIDEND APPRECIATION ETF
11,843$1K0.25%
60
NEENEXTERA ENERGY INC
14,998$1K0.25%
61
MAMASTERCARD INC CL A
3,034$1K0.25%
62
NFLXNETFLIX, INC.
3,940$1K0.25%
63
GELGENESIS ENERGY LP
108,279$1K0.25%
64
XOMEXXON MOBIL CORP.
9,571$1K0.25%
65
VOOVANGUARD S&P 500 ETF
3,276$1K0.25%
66
DTMDT MIDSTREAM INC COMMON STOCK
4,683$00.00%
67
NINISOURCE INC
12,712$00.00%
68
LNGCHENIERE ENERGY INC
3,738$00.00%
69
DCP MIDSTREAM PARTNERS, LP
10,000$00.00%
70
FSKFS KKR CAPITAL CORP.
20,902$00.00%
71
CICIGNA CORP.
1,024$00.00%
72
FDXFEDEX CORP
3,123$00.00%
73
SYKSTRYKER CORP
1,373$00.00%
74
RYROYAL BANK OF CANADA
4,636$00.00%
75
TSLATESLA, INC.
2,140$00.00%
76
CAPITAL POWER CORP.
6,589$00.00%
77
VODAFONE GROUP PLC SPNSR ADR N
27,762$00.00%
78
IFFINTERNATIONAL FLAVORS & FRAGRA
2,777$00.00%
79
CFCF INDUSTRIES HOLDINGS INC
7,013$00.00%
80
ORLYO'REILLY AUTOMOTIVE INC
876$00.00%
81
FRTFEDERAL REALTY OP LP NEW
3,049$00.00%
82
NVDANVIDIA CORP.
3,822$00.00%
83
CVSCVS HEALTH CORP.
2,678$00.00%
84
HDHOME DEPOT INC
2,601$00.00%
85
PPRUYKERING SA
5,516$00.00%
86
ANGLO AMERICAN PLC
10,016$00.00%
87
OTISOTIS WORLDWIDE CORP.
2,617$00.00%
88
COSTCOSTCO WHOLESALE CORP.
981$00.00%
89
XLFISELECT SECTOR SPDR TR SBI TECH
2,636$00.00%
90
BXSLBLACKSTONE SECD LENDING FUND C
41,511$00.00%
91
ENBENBRIDGE INC
16,264$00.00%
92
TRGPTARGA RESOURCES CORP
4,698$00.00%
93
ULUNILEVER PLC
8,528$00.00%
94
MOOVANECK VECTORS AGRIBUSINESS ETF
11,477$00.00%
95
GRMNGARMIN LTD.
3,556$00.00%
96
SLBSCHLUMBERGER LTD
12,692$00.00%
97
MCDMCDONALD'S CORP.
1,542$00.00%
98
PCGPG&E CORP
20,848$00.00%
99
APOAPOLLO GLOBAL MANAGEMENT, INC.
4,219$00.00%
100
GRAFUSDVELODYNE LIDAR INC COM
14,207$00.00%
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