Calydon Capital Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$529K

Holdings

257

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (257 positions)

#StockSharesValue% PortfolioType
101
MOOVANECK VECTORS AGRIBUSINESS ETF
11,598$00.00%
102
GRMNGARMIN LTD.
3,143$00.00%
103
SLBSCHLUMBERGER LTD
14,401$00.00%
104
GEGENERAL ELECTRIC CO.
1,313$00.00%
105
TSTENARIS SA
6,578$00.00%
106
APOAPOLLO GLOBAL MANAGEMENT, INC.
4,219$00.00%
107
LOGILOGITECH INTERNATIONAL SA
2,431$00.00%
108
CANADIAN PACIFIC KANSAS CITY C
2,995$00.00%
109
KDDIYKDDI CORP.
10,782$00.00%
110
LRLCYL'OREAL SA
4,815$00.00%
111
ACNACCENTURE LTD BERMUDA CL A
1,988$00.00%
112
APDAIR PRODS & CHEMS INC
1,107$00.00%
113
PGRPROGRESSIVE CORP.
1,127$00.00%
114
AEGAEGON NV
22,469$00.00%
115
TSCDYTESCO PLC
34,436$00.00%
116
TELFYTELEFONICA SA
16,184$00.00%
117
PGPROCTER & GAMBLE CO
4,503$00.00%
118
FERGFERGUSON PLC NEW SHS
1,212$00.00%
119
PROSYPROSUS NV
19,921$00.00%
120
RACEFERRARI NV
984$00.00%
121
VOYAVOYA FINANCIAL INC
8,135$00.00%
122
AIQUYAIR LIQUIDE SA
5,522$00.00%
123
CAIXYCAIXABANK S A UNSPONSORD ADR
10,803$00.00%
124
MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC.
11,193$00.00%
125
VONGVANGUARD RUSSELL 1000 GROWTH ETF
10,177$00.00%
126
OKEONEOK INC
4,462$00.00%
127
HCA INC
863$00.00%
128
MPLXMPLX LP
10,100$00.00%
129
GSGOLDMAN SACHS GROUP INC
1,941$00.00%
130
IBDRYIBERDROLA SA SP ADR
4,179$00.00%
131
VONVVANGUARD RUSSELL 1000 VALUE ETF
8,548$00.00%
132
CSXCSX CORP.
6,172$00.00%
133
ETENERGY TRANSFER LP
34,032$00.00%
134
LOWLOWES COS INC
3,900$00.00%
135
ITWILLINOIS TOOL WORKS INC
826$00.00%
136
ENLAYENEL SPA
27,615$00.00%
137
ULUNILEVER PLC SP ADR
7,744$00.00%
138
FISVFISERV INC
4,773$00.00%
139
COPCONOCOPHILLIPS
7,189$00.00%
140
ALIZYALLIANZ SE UNSPONSRD ADS
9,515$00.00%
141
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
29,134$00.00%
142
MVLLGRANITESHARES 1.5X LONG NVDA D
5,467$00.00%
143
CNCCENTENE CORP
9,097$00.00%
144
ORCLORACLE CORP
2,273$00.00%
145
SGHCSUPER GROUP LTD.
17,583$00.00%
146
CBOECBOE GLOBAL MARKETS, INC.
2,509$00.00%
147
DISDISNEY WALT CO DISNEY
6,756$00.00%
148
MITSUBISHI CORP ORD
24,900$00.00%
149
ADSKAUTODESK INC
2,764$00.00%
150
MODMODINE MANUFACTURING CO
2,174$00.00%
151
CISCO SYSTEMS INC
9,385$00.00%
152
KKRKKR & CO INC CL A
6,667$00.00%
153
RFREGIONS FINANCIAL CORP
12,513$00.00%
154
DEDEERE & CO
1,198$00.00%
155
MSCIMSCI, INC.
426$00.00%
156
CRWDCROWDSTRIKE HOLDINGS INC CL A
887$00.00%
157
SPXCSPX TECHNOLOGIES INC
1,997$00.00%
158
CNRCANADIAN NATIONAL RAILWAY CO
2,085$00.00%
159
ENTGENTEGRIS INC
1,574$00.00%
160
NEENEXTERA ENERGY INC
3,423$00.00%
161
KEXKIRBY CORP
5,627$00.00%
162
ABJAABB LTD.
8,485$00.00%
163
PSNPARSONS CORPORATION
3,274$00.00%
164
KMIKINDER MORGAN INC
16,447$00.00%
165
TRITHOMSON REUTERS CORP.
2,136$00.00%
166
SNPSSYNOPSYS, INC.
621$00.00%
167
BPBP PLC
8,142$00.00%
168
SHELSHELL PLC
6,437$00.00%
169
VTHRVANGUARD RUSSELL 3000 ETF
2,624$00.00%
170
DSGDESCARTES SYS GROUP INC COM
2,275$00.00%
171
ETNEATON CORP PLC
1,845$00.00%
172
CLHCLEAN HARBORS INC
1,288$00.00%
173
METMETLIFE INC
9,536$00.00%
174
TRVCCITIGROUP INC
5,076$00.00%
175
QUANTA SERVICES INC
1,838$00.00%
176
BAE SYSTEMS PLC SP ADR
8,859$00.00%
177
MARMARRIOTT INTERNATIONAL, INC.
837$00.00%
178
NVTNVENT ELECTRIC PLC
7,753$00.00%
179
INTUINTUIT
460$00.00%
180
ANETEURARISTA NETWORKS INC
2,252$00.00%
181
NGGNATIONAL GRID PLC
3,513$00.00%
182
SWKSSKYWORKS SOLUTIONS INC
5,801$00.00%
183
CCJCAMECO CORP
5,925$00.00%
184
XYZSQUARE INC CL A
4,207$00.00%
185
BBVABANCO BILBAO VISCAYA ARGENTARIA SA
12,164$00.00%
186
PSXPHILLIPS 66
2,680$00.00%
187
SBUXSTARBUCKS CORP
6,166$00.00%
188
KRKROGER CO
8,023$00.00%
189
UNPUNION PACIFIC CORP
1,121$00.00%
190
WASTE MANAGEMENT INC
3,677$00.00%
191
ALVAUTOLIV INC
4,028$00.00%
192
NVSNNOVARTIS AG
6,080$00.00%
193
MNSTMONSTER BEVERAGE CORP
11,377$00.00%
194
PSOPEARSON PLC SPONS ADR
14,794$00.00%
195
DALDELTA AIR LINES INC
15,194$00.00%
196
STRLSTERLING CONSTRUCTION CO INC
5,380$00.00%
197
GISGENERAL MILLS INC
4,054$00.00%
198
DEODIAGEO PLC SP ADR
2,540$00.00%
199
EPDENTERPRISE PRODUCTS PARTNERS L
15,886$00.00%
200
IPINTERNATIONAL PAPER CO
6,222$00.00%
PreviousPage 2 of 3Next