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
101
CSXCSX CORP.
6,172$00.00%
102
ETENERGY TRANSFER LP
33,961$00.00%
103
LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE
4,316$00.00%
104
LOWLOWES COS INC
3,607$00.00%
105
ENLAYENEL SPA
27,615$00.00%
106
FISVFISERV INC
4,131$00.00%
107
COPCONOCOPHILLIPS
6,233$00.00%
108
EQIXEQUINIX INC
447$00.00%
109
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
29,134$00.00%
110
SELECT SECTOR SPDR TR SBI INDU
2,315$00.00%
111
CNCCENTENE CORP
8,841$00.00%
112
AZNASTRAZENECA PLC
8,701$00.00%
113
SGHCSUPER GROUP LTD.
18,766$00.00%
114
PAGPPLAINS GP HOLDINGS
21,419$00.00%
115
CBOECBOE GLOBAL MARKETS, INC.
2,502$00.00%
116
DISDISNEY WALT CO DISNEY
3,097$00.00%
117
BRK/BBERKSHIRE HATHAWAY, INC.
2,750$00.00%
118
IYZISHARES TR DJ US TELECOM
19,172$00.00%
119
ADSKAUTODESK INC
2,723$00.00%
120
SELECT SECTOR SPDR TR SBI CONS
5,539$00.00%
121
CISCO SYSTEMS INC
9,123$00.00%
122
KKRKKR & CO INC CL A
7,956$00.00%
123
RFREGIONS FINANCIAL CORP
13,496$00.00%
124
NVTNVENT ELECTRIC PLC
4,966$00.00%
125
MSCIMSCI, INC.
426$00.00%
126
ENICENERSIS CHILE SA SP ADR
42,124$00.00%
127
NEENEXTERA ENERGY INC
8,236$00.00%
128
KEXKIRBY CORP
5,284$00.00%
129
ABJAABB LTD.
8,485$00.00%
130
KMIKINDER MORGAN INC
16,239$00.00%
131
TRITHOMSON REUTERS CORP.
2,136$00.00%
132
SNPSSYNOPSYS, INC.
621$00.00%
133
BPBP PLC
8,116$00.00%
134
SHELSHELL PLC
6,437$00.00%
135
VTHRVANGUARD RUSSELL 3000 ETF
2,624$00.00%
136
TTENTOTAL SE
5,432$00.00%
137
METMETLIFE INC
8,248$00.00%
138
TRVCCITIGROUP INC
5,262$00.00%
139
QUANTA SERVICES INC
1,457$00.00%
140
SBUXSTARBUCKS CORP.
6,016$00.00%
141
PSNYPOLESTAR AUTOMOTIVE HOLDING UK PLC
12,549$00.00%
142
ANETEURARISTA NETWORKS INC
1,959$00.00%
143
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
11,193$00.00%
144
NGGNATIONAL GRID PLC
3,316$00.00%
145
SWKSSKYWORKS SOLUTIONS INC
4,692$00.00%
146
NSRGYNESTLE SA
3,517$00.00%
147
CCJCAMECO CORP
5,336$00.00%
148
BBVABANCO BILBAO VISCAYA ARGENTARIA SA
12,164$00.00%
149
PRIMORIS SERVICES CORP
7,844$00.00%
150
PSXPHILLIPS 66
2,304$00.00%
151
INTUINTUIT, INC.
446$00.00%
152
KRKROGER CO
8,295$00.00%
153
WASTE MANAGEMENT INC
3,392$00.00%
154
ALVAUTOLIV INC
4,028$00.00%
155
NVSNNOVARTIS AG
1,989$00.00%
156
MNSTMONSTER BEVERAGE CORP
10,869$00.00%
157
PSOPEARSON PLC SPONS ADR
14,794$00.00%
158
DALDELTA AIR LINES INC
13,157$00.00%
159
STRLSTERLING CONSTRUCTION CO INC
4,210$00.00%
160
STTSELECT SECTOR SPDR TR SBI HEAL
1,635$00.00%
161
EPDENTERPRISE PRODUCTS PARTNERS L
15,886$00.00%
162
IPINTERNATIONAL PAPER CO
6,260$00.00%
163
SHECYSHIN-ETSU CHEMICAL CO., LTD.
13,384$00.00%
164
BXSLBLACKSTONE SECURED LENDING FUND
29,651$00.00%
165
SSUSAMSUNG ELECTRONICS CO., LTD.
288$00.00%
166
CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC
9,134$00.00%
167
EDP-ENERGIAS DE PORTUGAL SA
37,205$00.00%
168
RIORIO TINTO PLC
3,602$00.00%
169
STLASTELLANTIS NV
22,133$00.00%
170
SAPSAP SE
4,407$00.00%
171
DEDEERE & CO.
1,002$00.00%
172
TMUST-MOBILE US INC
5,688$00.00%
173
GDGENERAL DYNAMICS CORP.
795$00.00%
174
DFUSDIMENSIONAL US EQUITY ETF
12,834$00.00%
175
HTHIYHITACHI LTD.
3,803$00.00%
176
CLPBYCOLOPLAST A/S
22,277$00.00%
177
MLMMARTIN MARIETTA MATERIALS INC
1,269$00.00%
178
RHCRH PLC
3,393$00.00%
179
DTEDTE ENERGY CO
2,228$00.00%
180
CEGCONSTELLATION ENERGY CORP
1,784$00.00%
181
RELXRELX PLC SPONSORED ADR
9,170$00.00%
182
CDNSCADENCE DESIGN SYSTEMS, INC.
1,418$00.00%
183
INFRASTRUTTURE WIRELESS ITALIANE SPA
14,074$00.00%
184
IQVIQVIA HOLDINGS INC
1,199$00.00%
185
EXCEXELON CORP
7,988$00.00%
186
GLWCORNING INC
12,786$00.00%
187
MPLXMPLX, LP
6,390$00.00%
188
SHELSHELL PLC
5,281$00.00%
189
RTXRTX CORPORATION COM
3,656$00.00%
190
RHHBYROCHE HOLDING LTD.
7,731$00.00%
191
CMGCHIPOTLE MEXICAN GRILL INC CL
303$00.00%
192
BUNGE GLOBAL SA COM
2,799$00.00%
193
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
24,988$00.00%
194
BLKBLACKROCK INC
437$00.00%
195
RJFRAYMOND JAMES FINANCIAL INC
4,747$00.00%
196
VISTRA ENERGY CORP
15,373$00.00%
197
SPGIS&P GLOBAL, INC.
529$00.00%
198
TJXTJX COMPANIES, INC.
2,286$00.00%
199
VRTXVERTEX PHARMACEUTICALS INC
2,233$00.00%
200
GNRCGENERAC HOLDINGS INC
5,022$00.00%
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