Fund HoldingsCalydon Capital

Total Portfolio Value
$592.85M
Total Bought
$72.75M
Total Sold
$125.15M
Net Transaction
-$52.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
META PLATFORMS, INC.(META)014,650+14,65009,6711.63%+9,671
VANGUARD VALUE ETF047,675+47,67509,1051.54%+9,105
ISHARES MSCI USA EQUAL-WEIGHTED ETF0283,196+283,196029,2744.94%+29,274
VANGUARD TOTAL INTERNATIONAL STOCK ETF0173,707+173,707013,1042.21%+13,104
OMNICOM GROUP INC(OMC)078,184+78,18406,3131.06%+6,313
VANGUARD MSCI EAFE ETF064,166+64,16604,0080.68%+4,008
NETFLIX, INC.(NFLX)038,860+38,86003,6440.61%+3,644
INVESCO EXCHANGE TRADED FD TR38,64654,655+16,0097,33110,4701.77%+3,139
VANGUARD DIVIDEND APPRECIATION ETF033,560+33,56007,3761.24%+7,376
COMERICA INC97,33995,194-2,1456,6708,2751.40%+1,606
EASTMAN CHEM CO(EMN)76,64996,178+19,5294,8336,1391.04%+1,306
TRAVEL PLUS LEISURE CO(TNL)110,291109,947-3446,5617,7551.31%+1,193
BRISTOL MYERS SQUIBB CO(BMY)0124,841+124,84106,7341.14%+6,734
CLEARWAY ENERGY INC CL C0203,939+203,93906,7831.14%+6,783
ISHARES S&P 500 GROWTH ETF0352,301+352,301043,4257.32%+43,425
MICRON TECHNOLOGY INC(MU)7,0557,321+2661,1802,0890.35%+909
ASTRAZENECA PLC(AZN)09,848+9,84809050.15%+905
ALLY FINANCIAL INC151,683150,186-1,4975,9466,8021.15%+856
JOHNSON & JOHNSON(JNJ)38,32138,390+697,1067,9451.34%+839
UGI CORP(UGI)162,598166,170+3,5725,4086,2201.05%+812
BAE SYSTEMS PLC(BAESF)08,703+8,70308080.14%+808
SPDR S&P 500 ETF TR47,69847,765+6731,77532,5725.49%+796
AMGEN INC(AMGN)020,742+20,74206,7891.15%+6,789
MORGAN STANLEY(MS)050,286+50,28608,9271.51%+8,927
STATE STREET CORP(STT)064,373+64,37308,3051.40%+8,305
PALANTIR TECHNOLOGIES, INC.(PLTR)04,065+4,06507230.12%+723
COCA-COLA EUROPACIFIC PARTNERS PLC
SHS
07,751+7,75107030.12%+703
TEXAS INSTRUMENTS INC(TXN)037,795+37,79506,5571.11%+6,557
FERRARI NV
COM
01,729+1,72906390.11%+639
GILEAD SCIENCES INC(GILD)064,890+64,89007,9651.34%+7,965
BUNGE GLOBAL SA COM83,42382,838-5856,7787,3791.24%+601
CIENA CORP(CIEN)7,0096,873-1361,0211,6070.27%+586
AES CORP414,375420,672+6,2975,4536,0321.02%+579
OKTA INC CL A(OKTA)05,817+5,81705030.08%+503
TALEN ENERGY CORP01,235+1,23504630.08%+463
TOTALENERGIES SE ACT(TTE)06,897+6,89704510.08%+451
ZIONS BANCORPORATION(ZION)0119,307+119,30706,9841.18%+6,984
ACCENTURE PLC
SHS CLASS A
01,556+1,55604170.07%+417
UNILEVER PLC(UL)06,369+6,36904170.07%+417
UBS GROUP AG(UBS)07,694+7,69403560.06%+356
CVS HEALTH CORPORATION(CVS)96,41695,781-6357,2697,6011.28%+332
UNITEDHEALTH GROUP, INC.(UNH)0712+71202350.04%+235
APPLIED MATERIALS, INC.0888+88802280.04%+228
ICICI BANK LTD.(IBN)07,600+7,60002260.04%+226
CAPITAL ONE FINANCIAL CORP.(COF)0899+89902180.04%+218
AMERICAN EXPRESS CO.(AXP)0585+58502170.04%+217
RIO TINTO PLC(RIO)02,623+2,62302100.04%+210
CONOCOPHILLIPS(COP)02,237+2,23702090.04%+209
ONEOK, INC.(OKE)02,815+2,81502070.03%+207
FEDEX CORP3,8433,84309061,1100.19%+204
INTERNATIONAL BUSINESS MACHINE(IBM)025,895+25,89507,6701.29%+7,670
ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF
MSCI INTL QUALTY
0133,269+133,26906,0571.02%+6,057
ADVANCED MICRO DEVICES INC(AMD)02,822+2,82206040.10%+604
BANCO SANTANDER, SA(SAN)014,077+14,07701650.03%+165
SAMSUNG ELECTRONICS CO., LTD.0288+28805950.10%+595
COCA-COLA CO(KO)088,999+88,99906,2221.05%+6,222
HITACHI LTD.(HTHIF)033,053+33,05301,0310.17%+1,031
LVMH MOET HENNESSY LOUIS VUITTON SE05,231+5,23107890.13%+789
DELTA AIR LINES INC(DAL)11,81111,667-1446708100.14%+139
MONSTER BEVERAGE CORP12,01312,012-18099210.16%+112
LAM RESEARCH CORP.(LRCX)02,400+2,40004110.07%+411
TRIPLE FLAG PRECIOUS METAL COM(TFPM)024,335+24,33508080.14%+808
PEPSICO INC(PEP)43,70943,387-3226,1386,2271.05%+88
CISCO SYSTEMS INC(CSCO)9,7919,706-856707480.13%+78
SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098(SMFG)029,475+29,47505700.10%+570
INTUITIVE SURGICAL, INC.0517+51702930.05%+293
APPLOVIN CORP.(APP)329448+1192363020.05%+65
VANGUARD S&P 500 ETF03,414+3,41402,1410.36%+2,141
CITIGROUP INC(C)04,040+4,04004710.08%+471
ASML HOLDING NV NY REGISTRY621619-26016620.11%+61
IBERDROLA SA04,861+4,86104200.07%+420
WELLS FARGO & CO.(WFC)04,037+4,03703760.06%+376
RTX CORPORATION COM(RTX)02,943+2,94305400.09%+540
CROWN HOLDINGS INC(CCK)7,3427,34207097560.13%+47
BANCO BILBAO VISCAYA ARGENTARIA SA(BBVA)012,482+12,48202910.05%+291
WALMART, INC.(WMT)04,803+4,80305350.09%+535
ALLIANZ SE010,510+10,51004830.08%+483
BP PLC(BP)09,139+9,13903170.05%+317
S&P GLOBAL, INC.(SPGI)0607+60703170.05%+317
APOLLO GLOBAL MANAGEMENT, INC.(APO)04,288+4,28806210.10%+621
ISHARES RUSSELL 2000 VALUE ETF06,204+6,20401,1240.19%+1,124
CHUBB LTD.
COM
0860+86002680.05%+268
PARKER-HANNIFIN CORP.(PH)0272+27202390.04%+239
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
022,131+22,13101,1260.19%+1,126
ENEL SPA034,780+34,78003610.06%+361
HSBC HOLDINGS PLC(HSBC)06,042+6,04204750.08%+475
ISHARES SEMICONDUCTOR ETF01,011+1,01103040.05%+304
WOORI FINANCE HOLDINGS CO LTD-ADR(WF)03,953+3,95302320.04%+232
KDDI CORP.(KDDIF)011,600+11,60002010.03%+201
MIZUHO FINANCIAL GROUP, INC.(MFG)026,543+26,54301940.03%+194
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
08,548+8,54807890.13%+789
DIMENSIONAL US EQUITY ETF
US EQUI MARK ETF
013,099+13,09909720.16%+972
MPLX LP(MPLX)6,5186,51803263480.06%+22
MUNICH RE GROUP UNSPONSORED ADR016,635+16,63502190.04%+219
HCA HEALTHCARE, INC.(HCA)0556+55602600.04%+260
ABB LTD.08,485+8,48506280.11%+628
ISHARES MSCI EAFE GROWTH INDEX ETF09,162+9,16201,0440.18%+1,044
CBOE GLOBAL MARKETS, INC.(CBOE)02,562+2,56206430.11%+643
BANK OF AMERICA CORP.04,648+4,64802560.04%+256
NATIONAL GRID PLC(NGG)03,371+3,37102610.04%+261
Page 1 of 1