Fund HoldingsCalydon Capital

Total Portfolio Value
$414.50M
Total Bought
$35.88M
Total Sold
$152.24M
Net Transaction
-$116.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
COMERICA INC0104,676+104,67605,8421.41%+5,842
ENTERGY CORP047,038+47,03804,7601.15%+4,760
HF SINCLAIR CORPORATION COM(DINO)071,822+71,82203,9910.96%+3,991
TAPESTRY INC(TPR)091,598+91,59803,3720.81%+3,372
CLEARWAY ENERGY INC CL C0212,573+212,57305,8311.41%+5,831
BROADCOM INC COM(AVGO)07,065+7,06507,8861.90%+7,886
MICROSOFT CORP(MSFT)027,331+27,331010,2782.48%+10,278
AMAZON.COM INC(AMZN)067,181+67,181010,2082.46%+10,208
ALLY FINANCIAL INC0176,850+176,85006,1761.49%+6,176
NRG ENERGY INC(NRG)0117,294+117,29406,0641.46%+6,064
VERIZON COMMUNICATIONS INC0145,542+145,54205,4871.32%+5,487
STATE STREET CORP(STT)070,179+70,17905,4361.31%+5,436
SMUCKER J M CO(SJM)041,639+41,63905,2621.27%+5,262
EASTMAN CHEM CO(EMN)057,712+57,71205,1841.25%+5,184
CONAGRA FOODS INC(CAG)0160,929+160,92904,6121.11%+4,612
INTERNATIONAL BUSINESS MACHINE(IBM)036,964+36,96406,0461.46%+6,046
HOME DEPOT INC(HD)17,07416,974-1005,1595,8821.42%+723
INTERPUBLIC GROUP COS INC0147,913+147,91304,8281.16%+4,828
BEST BUY INC(BBY)059,485+59,48504,6571.12%+4,657
SNAP ON INC(SNA)016,293+16,29304,7061.14%+4,706
NETAPP INC(NTAP)060,431+60,43105,3281.29%+5,328
DUKE ENERGY CORP(DUK)052,169+52,16905,0621.22%+5,062
LOCKHEED MARTIN CORP(LMT)011,279+11,27905,1121.23%+5,112
SERVICENOW INC(NOW)01,656+1,65601,1700.28%+1,170
ISHARES TR DJ US TELECOM019,172+19,17204360.11%+436
SELECT SECTOR SPDR TR SBI CONS05,539+5,53903990.10%+399
NVIDIA CORP(NVDA)5,3025,405+1032,3062,6770.65%+370
MORGAN STANLEY(MS)061,437+61,43705,7291.38%+5,729
ALPHABET INC CAP STOCK CL A41,53741,270-2675,4365,7651.39%+329
GILEAD SCIENCES INC(GILD)061,261+61,26104,9631.20%+4,963
ZIONS BANCORPORATION(ZION)147,072124,171-22,9015,1315,4471.31%+316
JPMORGAN CHASE & CO(JPM)035,486+35,48606,0361.46%+6,036
AT&T INC(T)323,888307,337-16,5514,8655,1571.24%+292
BUNGE GLOBAL SA COM02,799+2,79902830.07%+283
GENERAC HOLDINGS INC(GNRC)05,022+5,02206490.16%+649
CITIGROUP INC(C)05,262+5,26202710.07%+271
SELECT SECTOR SPDR TR SBI INDU02,315+2,31502640.06%+264
VERTIV HOLDINGS CO CL A032,760+32,76001,5730.38%+1,573
CRH PLC03,393+3,39302350.06%+235
FERGUSON PLC NEW SHS01,212+1,21202340.06%+234
S&P GLOBAL, INC.(SPGI)0529+52902330.06%+233
LOGITECH INTERNATIONAL SA
SHS
02,431+2,43102310.06%+231
CAMECO CORP(CCJ)05,336+5,33602300.06%+230
SELECT SECTOR SPDR TR SBI TECH01,183+1,18302280.05%+228
INTERNATIONAL PAPER CO(IP)06,260+6,26002260.05%+226
COCA-COLA CO(KO)085,012+85,01205,0101.21%+5,010
SELECT SECTOR SPDR TR SBI HEAL01,635+1,63502230.05%+223
NISOURCE INC(NI)08,226+8,22602180.05%+218
CSX CORP.(CSX)06,172+6,17202140.05%+214
CONSTELLATION ENERGY CORP(CEG)01,784+1,78402090.05%+209
ILLINOIS TOOL WORKS, INC.(ITW)0793+79302080.05%+208
GENERAL DYNAMICS CORP.(GD)0795+79502070.05%+207
REGENERON PHARMACEUTICALS, INC.(REGN)0232+23202040.05%+204
NOVARTIS AG(NVS)01,989+1,98902010.05%+201
DOW INC(DOW)089,955+89,95504,9331.19%+4,933
CUMMINS INC(CMI)021,035+21,03505,0391.22%+5,039
ARISTA NETWORKS INC1,5491,959+4102854610.11%+176
TEXAS INSTRUMENTS INC(TXN)030,852+30,85205,2591.27%+5,259
VISA INC CL A(V)05,904+5,90401,5370.37%+1,537
SALESFORCE.COM INC03,047+3,04708020.19%+802
ADVANCED MICRO DEVICES INC(AMD)4,0903,723-3674215490.13%+128
STERLING CONSTRUCTION CO INC(STRL)3,4784,210+7322563700.09%+115
GOLDMAN SACHS GROUP INC(GS)01,699+1,69906550.16%+655
VERTEX PHARMACEUTICALS INC02,233+2,23309090.22%+909
MITSUBISHI UFJ FINL GROUP INC SPONSORED(MUFG)011,193+11,1930960.02%+96
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)024,988+24,9880860.02%+86
GENESIS ENERGY LP(GEL)089,313+89,31301,0340.25%+1,034
CHIPOTLE MEXICAN GRILL INC CL(CMG)0303+30306930.17%+693
WASTE MANAGEMENT INC(WM)03,392+3,39206080.15%+608
PALO ALTO NETWORKS INC(PANW)03,772+3,77201,1120.27%+1,112
KKR & CO INC CL A07,956+7,95606590.16%+659
KIRBY CORP(KEX)05,284+5,28404150.10%+415
FISERV INC(FISV)04,131+4,13105490.13%+549
VISTRA ENERGY CORP015,373+15,37305920.14%+592
SKYWORKS SOLUTIONS INC04,692+4,69205270.13%+527
REPUBLIC SERVICES INC(RSG)03,184+3,18405250.13%+525
NEXTERA ENERGY INC08,236+8,23605000.12%+500
AUTODESK INC02,723+2,72306630.16%+663
TELEFONICA SA(TEFOF)011,554+11,5540450.01%+45
RAYMOND JAMES FINANCIAL INC(RJF)04,747+4,74705290.13%+529
MONSTER BEVERAGE CORP010,869+10,86906260.15%+626
EQUINIX INC(EQIX)0447+44703600.09%+360
VOYA FINANCIAL INC(VOYA)07,106+7,10605180.13%+518
BLACKROCK INC0437+43703550.09%+355
MARTIN MARIETTA MATERIALS INC(MLM)01,269+1,26906330.15%+633
MERCK & CO INC(MRK)09,537+9,53701,0400.25%+1,040
MASTERCARD INC CL A(MA)03,113+3,11301,3280.32%+1,328
DTE ENERGY CO(DTB)02,228+2,22802460.06%+246
LOWES COS INC(LOW)03,607+3,60708030.19%+803
RTX CORPORATION COM(RTX)03,656+3,65603080.07%+308
POLESTAR AUTOMOTIVE HOLDING UK PLC(PSNY)012,549+12,5490280.01%+28
DELTA AIR LINES INC(DAL)013,157+13,15705290.13%+529
T-MOBILE US INC(TMUS)05,688+5,68809120.22%+912
PG&E CORP019,365+19,36503490.08%+349
CENTENE CORP08,841+8,84106560.16%+656
METLIFE INC08,248+8,24805450.13%+545
JOHNSON & JOHNSON(JNJ)033,139+33,13905,1941.25%+5,194
ELI LILLY & CO(LLY)02,597+2,59701,5140.37%+1,514
KINDER MORGAN INC016,239+16,23902860.07%+286
ENERSIS CHILE SA SP ADR042,124+42,12401360.03%+136
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