Calydon Capital Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$414K

Holdings

219

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (219 positions)

#StockSharesValue% PortfolioType
1
GTMZOOMINFO TECHNOLIGIES, INC.
1,115,486$20K4.83%
2
AAPLAPPLE, INC.
107,028$20K4.83%
3
IVWISHARES S&P 500 GROWTH ETF
277,297$20K4.83%
4
SPYSPDR S&P 500 ETF
28,725$13K3.14%
5
MSFTMICROSOFT CORP
27,331$10K2.42%
6
AMZNAMAZON.COM INC
67,181$10K2.42%
7
AVGOBROADCOM INC COM
7,065$7K1.69%
8
ALLYALLY FINANCIAL INC
176,850$6K1.45%
9
NRANRG ENERGY INC
117,294$6K1.45%
10
JPMORGAN CHASE & CO
35,486$6K1.45%
11
IBMINTERNATIONAL BUSINESS MACHINE
36,964$6K1.45%
12
TXNTEXAS INSTRUMENTS INC
30,852$5K1.21%
13
CWENCLEARWAY ENERGY INC CL C
212,573$5K1.21%
14
CMICUMMINS INC
21,035$5K1.21%
15
PEPPEPSICO INC
30,892$5K1.21%
16
VZVERIZON COMMUNICATIONS INC
145,542$5K1.21%
17
AMGNAMGEN INC
17,624$5K1.21%
18
NETAPP INC
60,431$5K1.21%
19
LMTLOCKHEED MARTIN CORP
11,279$5K1.21%
20
ALPHABET INC CAP STOCK CL A
41,270$5K1.21%
21
HDHOME DEPOT INC
16,974$5K1.21%
22
METAMETA PLATFORMS, INC.
16,403$5K1.21%
23
TAT&T INC
307,337$5K1.21%
24
DUKDUKE ENERGY CORP
52,169$5K1.21%
25
EMNEASTMAN CHEM CO
57,712$5K1.21%
26
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
37,889$5K1.21%
27
CMACOMERICA INC
104,676$5K1.21%
28
ZIONZIONS BANCORPORATION
124,171$5K1.21%
29
STTSTATE STREET CORP
70,179$5K1.21%
30
DWDMORGAN STANLEY
61,437$5K1.21%
31
KOCOCA-COLA CO
85,012$5K1.21%
32
SJMSMUCKER J M CO
41,639$5K1.21%
33
ABBVABBVIE INC
38,304$5K1.21%
34
JNJJOHNSON & JOHNSON
33,139$5K1.21%
35
DOWDOW INC
89,955$4K0.97%
36
CAGCONAGRA FOODS INC
160,929$4K0.97%
37
EOG RESOURCES INC
37,551$4K0.97%
38
IPGINTERPUBLIC GROUP COS INC
147,913$4K0.97%
39
ENTERGY CORP
47,038$4K0.97%
40
BBYBEST BUY INC
59,485$4K0.97%
41
MOALTRIA GROUP INC
103,252$4K0.97%
42
SNASNAP ON INC
16,293$4K0.97%
43
BRK-BBERKSHIRE HATHAWAY, INC.
8$4K0.97%
44
GILDGILEAD SCIENCES INC
61,261$4K0.97%
45
CVXCHEVRON CORP
31,538$4K0.97%
46
PKGPACKAGING CORP AMERICA
29,325$4K0.97%
47
BMYBRISTOL MYERS SQUIBB CO
80,906$4K0.97%
48
UPSUNITED PARCEL SERVICE INC CL B
27,336$4K0.97%
49
DINOHF SINCLAIR CORPORATION COM
71,822$3K0.72%
50
TPRTAPESTRY INC
91,598$3K0.72%
51
NVDANVIDIA CORP
5,405$2K0.48%
52
SDYSPDR S&P DIVIDEND ETF
17,220$2K0.48%
53
NFLXNETFLIX, INC.
4,174$2K0.48%
54
VIGVANGUARD DIVIDEND APPRECIATION ETF
12,084$2K0.48%
55
LNGCHENIERE ENERGY INC
6,133$1K0.24%
56
LLYELI LILLY & CO
2,597$1K0.24%
57
GELGENESIS ENERGY LP
89,313$1K0.24%
58
VRTVERTIV HOLDINGS CO CL A
32,760$1K0.24%
59
PANWPALO ALTO NETWORKS INC
3,772$1K0.24%
60
NVONOVO NORDISK A/S
10,759$1K0.24%
61
VOOVANGUARD S&P 500 ETF
3,329$1K0.24%
62
WESTWESTROCK COFFEE CO.
195,800$1K0.24%
63
GOOGALPHABET, INC. - CLASS C
13,593$1K0.24%
64
XLFSPDR FINANCIAL SELECT SECTOR ETF
26,951$1K0.24%
65
NOWSERVICENOW INC
1,656$1K0.24%
66
MRKMERCK & CO INC
9,537$1K0.24%
67
MAMASTERCARD INC CL A
3,113$1K0.24%
68
VVISA INC CL A
5,904$1K0.24%
69
TSLATESLA, INC.
5,151$1K0.24%
70
REGNREGENERON PHARMACEUTICALS, INC.
232$00.00%
71
TRGPTARGA RESOURCES CORP
3,912$00.00%
72
ULUNILEVER PLC
7,660$00.00%
73
MOOVANECK VECTORS AGRIBUSINESS ETF
11,598$00.00%
74
GRMNGARMIN LTD.
3,744$00.00%
75
SLBSCHLUMBERGER LTD
10,613$00.00%
76
MCDMCDONALD'S CORP.
1,092$00.00%
77
PCGPG&E CORP
19,365$00.00%
78
TSTENARIS SA
6,578$00.00%
79
APOAPOLLO GLOBAL MANAGEMENT, INC.
4,219$00.00%
80
LOGILOGITECH INTERNATIONAL SA
2,431$00.00%
81
BAESYBAE SYSTEMS PLC
10,923$00.00%
82
APDAIR PRODUCTS & CHEMICALS, INC.
1,068$00.00%
83
KDDIYKDDI CORP.
10,782$00.00%
84
LRLCYL'OREAL SA
4,875$00.00%
85
DEODIAGEO PLC
2,559$00.00%
86
AEGAEGON NV
22,469$00.00%
87
PGPROCTER & GAMBLE CO.
3,358$00.00%
88
TSCDYTESCO PLC
34,436$00.00%
89
TELFYTELEFONICA SA
11,554$00.00%
90
FERGFERGUSON PLC NEW SHS
1,212$00.00%
91
PROSYPROSUS NV
14,631$00.00%
92
ACNACCENTURE PLC
1,955$00.00%
93
VOYAVOYA FINANCIAL INC
7,106$00.00%
94
AIQUYAIR LIQUIDE SA
6,366$00.00%
95
CAIXYCAIXABANK S A UNSPONSORD ADR
10,803$00.00%
96
GQ9SPDR GOLD ETF
4,500$00.00%
97
VONGVANGUARD RUSSELL 1000 GROWTH ETF
10,177$00.00%
98
RACEFERRARI NV
960$00.00%
99
GSGOLDMAN SACHS GROUP INC
1,699$00.00%
100
VONVVANGUARD RUSSELL 1000 VALUE ETF
8,548$00.00%
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