Calydon Capital Q2 2023 Filing

Filed August 15, 2023

Portfolio Value

$395K

Holdings

220

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
101
GQ9SPDR GOLD ETF
4,500$00.00%
102
BHPBHP GROUP LTD.
5,339$00.00%
103
VONGVANGUARD RUSSELL 1000 GROWTH ETF
10,177$00.00%
104
MPLXMPLX LP
13,730$00.00%
105
RACEFERRARI NV
960$00.00%
106
GSGOLDMAN SACHS GROUP INC
1,778$00.00%
107
MTCHMATCH GROUP INC
5,398$00.00%
108
VONVVANGUARD RUSSELL 1000 VALUE ETF
8,548$00.00%
109
ETENERGY TRANSFER LP
53,543$00.00%
110
LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE
4,316$00.00%
111
LOWLOWES COS INC
3,409$00.00%
112
CANADIAN PACIFIC RAILWAY LTD
7,091$00.00%
113
FISVFISERV INC
6,476$00.00%
114
COPCONOCOPHILLIPS
6,540$00.00%
115
EQIXEQUINIX INC
408$00.00%
116
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
27,397$00.00%
117
CNCCENTENE CORP
8,724$00.00%
118
AZNASTRAZENECA PLC
8,714$00.00%
119
PAGPPLAINS GP HOLDINGS
24,237$00.00%
120
CBOECBOE GLOBAL MARKETS, INC.
2,466$00.00%
121
DISDISNEY WALT CO DISNEY
8,330$00.00%
122
BRK/BBERKSHIRE HATHAWAY, INC.
2,750$00.00%
123
ADSKAUTODESK INC
2,403$00.00%
124
CISCO SYSTEMS INC
10,622$00.00%
125
DHRDANAHER CORP
2,728$00.00%
126
KKRKKR & CO INC CL A
10,407$00.00%
127
NVTNVENT ELECTRIC PLC
4,966$00.00%
128
MSCIMSCI, INC.
410$00.00%
129
BBVABANCO BBVA PERU SA
10,536$00.00%
130
ABJAABB LTD.
8,485$00.00%
131
AESAES CORP
17,989$00.00%
132
KMIKINDER MORGAN INC
34,324$00.00%
133
GJPDOMINION ENERGY INC
5,309$00.00%
134
FTNTFORTINET INC
3,482$00.00%
135
SNPSSYNOPSYS, INC.
621$00.00%
136
ATOATMOS ENERGY CORP
3,522$00.00%
137
BPBP PLC
8,019$00.00%
138
SOSOUTHERN CO
7,155$00.00%
139
AVBAVALONBAY COMMUNITIES INC
1,623$00.00%
140
VTHRVANGUARD RUSSELL 3000 ETF
4,124$00.00%
141
TTENTOTAL SE
5,135$00.00%
142
METMETLIFE INC
6,667$00.00%
143
QUANTA SERVICES INC
3,491$00.00%
144
SBUXSTARBUCKS CORP.
5,980$00.00%
145
AEPAMERICAN ELECTRIC POWER INC
7,780$00.00%
146
RTXRAYTHEON TECHNOLOGIES CORP
3,971$00.00%
147
NGGNATIONAL GRID PLC
3,268$00.00%
148
SWKSSKYWORKS SOLUTIONS INC
4,636$00.00%
149
NSRGYNESTLE SA
3,911$00.00%
150
ELSEQUITY LIFESTYLE PROPERTIES IN
4,648$00.00%
151
INTUINTUIT, INC.
460$00.00%
152
PSXPHILLIPS 66
2,304$00.00%
153
AMTAMERICAN TOWER REIT
1,358$00.00%
154
KRKROGER CO
8,689$00.00%
155
NOWSERVICENOW INC
1,369$00.00%
156
WASTE MANAGEMENT INC
4,174$00.00%
157
ALVAUTOLIV INC
4,028$00.00%
158
TELFYTELEFONICA S A ADR REPRSTG THREE SHRS
14,851$00.00%
159
AQLTISHARES CORE MSCI EAFE
6,425$00.00%
160
MNSTMONSTER BEVERAGE CORP
12,066$00.00%
161
PSOPEARSON PLC SPONS ADR
11,757$00.00%
162
SUISUN COMMUNITIES INC
2,113$00.00%
163
OUSTOUSTER INC COM NEW
11,655$00.00%
164
DALDELTA AIR LINES INC
14,092$00.00%
165
EPDENTERPRISE PRODUCTS PARTNERS L
28,961$00.00%
166
BUNGE LIMITED
3,317$00.00%
167
SSUSAMSUNG ELECTRONICS CO., LTD.
245$00.00%
168
CLCOLGATE PALMOLIVE CO
4,833$00.00%
169
CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC
8,767$00.00%
170
RIORIO TINTO PLC
3,915$00.00%
171
SANBANCO SANTANDER, SA
31,242$00.00%
172
STLASTELLANTIS NV
21,350$00.00%
173
SAPSAP SE
4,366$00.00%
174
DGIIDIGI INTL INC
6,818$00.00%
175
TMOTHERMO FISHER SCIENTIFIC, INC.
694$00.00%
176
DEDEERE & CO.
1,111$00.00%
177
OMCOMNICOM GROUP INC
4,268$00.00%
178
DFUSDIMENSIONAL US EQUITY ETF
12,690$00.00%
179
HTHIYHITACHI LTD.
3,785$00.00%
180
XLFSPDR FINANCIAL SELECT SECTOR ETF
26,579$00.00%
181
MLMMARTIN MARIETTA MATERIALS INC
1,588$00.00%
182
BDXBECTON DICKINSON & CO
1,350$00.00%
183
DTEDTE ENERGY CO
2,218$00.00%
184
RELXRELX PLC SPONSORED ADR
9,170$00.00%
185
CDNSCADENCE DESIGN SYSTEMS, INC.
1,418$00.00%
186
INFRASTRUTTURE WIRELESS ITALIANE SPA
14,074$00.00%
187
IQVIQVIA HOLDINGS INC
2,459$00.00%
188
EXCEXELON CORP
7,598$00.00%
189
QCOMQUALCOMM, INC.
1,590$00.00%
190
PAYXPAYCHEX INC
3,358$00.00%
191
SHELSHELL PLC
5,281$00.00%
192
SIEBSIEMENS AG
4,634$00.00%
193
MDTMEDTRONIC PLC
2,709$00.00%
194
RHHBYROCHE HOLDING LTD.
7,731$00.00%
195
CMGCHIPOTLE MEXICAN GRILL INC CL
385$00.00%
196
WDSWOODSIDE ENERGY GROUP LTD.
12,234$00.00%
197
SHOALS TECHNOLOGIES GROUP INC
9,252$00.00%
198
BLKBLACKROCK INC
558$00.00%
199
RJFRAYMOND JAMES FINANCIAL INC
4,197$00.00%
200
VISTRA ENERGY CORP
17,500$00.00%
PreviousPage 2 of 3Next