Fund Holdings — Calydon Capital

Total Portfolio Value
$592.85M
Total Bought
$56.66M
Total Sold
$106.10M
Net Transaction
-$49.45M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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VANGUARD VALUE ETF047,675+47,67509,1051.54%+9,105
ISHARES MSCI USA EQUAL-WEIGHTED ETF205,952283,196+77,24421,20729,2744.94%+8,067
VANGUARD TOTAL INTERNATIONAL STOCK ETF92,307173,707+81,4006,78113,1042.21%+6,324
OMNICOM GROUP INC(OMC)078,184+78,18406,3131.06%+6,313
VANGUARD MSCI EAFE ETF064,166+64,16604,0080.68%+4,008
INVESCO EXCHANGE TRADED FD TR38,64654,655+16,0097,33110,4701.77%+3,139
VANGUARD DIVIDEND APPRECIATION ETF19,91033,560+13,6504,2967,3761.24%+3,079
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)124,591124,841+2505,6196,7341.14%+1,115
CLEARWAY ENERGY INC CL C204,253203,939-3145,7706,7831.14%+1,013
ISHARES S&P 500 GROWTH ETF351,998352,301+30342,49343,4257.32%+931
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
SPDR S&P 500 ETF TR47,69847,765+6731,77532,5725.49%+796
AMGEN INC(AMGN)21,24320,742-5015,9956,7891.15%+794
MORGAN STANLEY(MS)51,22050,286-9348,1428,9271.51%+785
STATE STREET CORP(STT)64,96464,373-5917,5368,3051.40%+768
TEXAS INSTRUMENTS INC(TXN)32,00037,795+5,7955,8796,5571.11%+678
GILEAD SCIENCES INC(GILD)66,10764,890-1,2177,3387,9651.34%+627
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)115,602119,307+3,7056,5416,9841.18%+443
UNILEVER PLC(UL)06,369+6,36904170.07%+417
CVS HEALTH CORPORATION(CVS)96,41695,781-6357,2697,6011.28%+332
APPLIED MATERIALS, INC.0888+88802280.04%+228
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
ONEOK, INC.(OKE)02,815+2,81502070.03%+207
FEDEX CORP3,8433,84309061,1100.19%+204
INTERNATIONAL BUSINESS MACHINE(IBM)26,46625,895-5717,4687,6701.29%+203
ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETF
MSCI INTL QUALTY
132,637133,269+6325,8616,0571.02%+196
ADVANCED MICRO DEVICES INC(AMD)2,5632,822+2594156040.10%+190
SAMSUNG ELECTRONICS CO., LTD.28828804305950.10%+165
COCA-COLA CO(KO)91,40188,999-2,4026,0626,2221.05%+160
HITACHI LTD.(HTHIF)33,45033,053-3978801,0310.17%+152
LVMH MOET HENNESSY LOUIS VUITTON SE5,2625,231-316447890.13%+145
FERRARI NV
COM
1,0201,729+7094956390.11%+144
DELTA AIR LINES INC(DAL)11,81111,667-1446708100.14%+139
MONSTER BEVERAGE CORP12,01312,012-18099210.16%+112
LAM RESEARCH CORP.(LRCX)2,3052,400+953094110.07%+102
TRIPLE FLAG PRECIOUS METAL COM(TFPM)24,33524,33507128080.14%+96
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)29,47529,47504935700.10%+76
INTUITIVE SURGICAL, INC.493517+242202930.05%+72
APPLOVIN CORP.(APP)329448+1192363020.05%+65
VANGUARD S&P 500 ETF3,3953,414+192,0792,1410.36%+62
CITIGROUP INC(C)4,0404,04004104710.08%+61
ASML HOLDING NV NY REGISTRY621619-26016620.11%+61
IBERDROLA SA4,7944,861+673654200.07%+55
BANCO SANTANDER, SA(SAN)10,64114,077+3,4361121650.03%+54
WELLS FARGO & CO.(WFC)3,8504,037+1873233760.06%+54
RTX CORPORATION COM(RTX)2,9432,94304925400.09%+47
CROWN HOLDINGS INC(CCK)7,3427,34207097560.13%+47
BANCO BILBAO VISCAYA ARGENTARIA SA(BBVA)12,83712,482-3552472910.05%+44
WALMART, INC.(WMT)4,8034,80304955350.09%+40
ALLIANZ SE10,68110,510-1714484830.08%+35
BP PLC(BP)8,2099,139+9302833170.05%+35
S&P GLOBAL, INC.(SPGI)581607+262833170.05%+34
APOLLO GLOBAL MANAGEMENT, INC.(APO)4,4024,288-1145876210.10%+34
ISHARES RUSSELL 2000 VALUE ETF6,1686,204+361,0911,1240.19%+34
CHUBB LTD.
COM
834860+262352680.05%+33
PARKER-HANNIFIN CORP.(PH)27227202062390.04%+33
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
22,13122,13101,0931,1260.19%+33
UBS GROUP AG(UBS)7,9077,694-2133243560.06%+32
ENEL SPA34,78034,78003293610.06%+32
HSBC HOLDINGS PLC(HSBC)6,2486,042-2064434750.08%+32
ISHARES SEMICONDUCTOR ETF1,0101,011+12743040.05%+31
WOORI FINANCE HOLDINGS CO LTD-ADR(WF)3,6493,953+3042052320.04%+28
KDDI CORP.(KDDIF)10,96811,600+6321742010.03%+27
MIZUHO FINANCIAL GROUP, INC.(MFG)24,98826,543+1,5551671940.03%+27
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
8,5488,54807647890.13%+25
DIMENSIONAL US EQUITY ETF
US EQUI MARK ETF
13,07113,099+289479720.16%+25
MPLX LP(MPLX)6,5186,51803263480.06%+22
MUNICH RE GROUP UNSPONSORED ADR15,53516,635+1,1001992190.04%+21
HCA HEALTHCARE, INC.(HCA)565556-92412600.04%+19
ABB LTD.8,4858,48506106280.11%+17
ISHARES MSCI EAFE GROWTH INDEX ETF9,0189,162+1441,0271,0440.18%+17
CBOE GLOBAL MARKETS, INC.(CBOE)2,5542,562+86266430.11%+16
BANK OF AMERICA CORP.4,6484,64802402560.04%+16
NATIONAL GRID PLC(NGG)3,3713,37102452610.04%+16
VANGUARD RUSSELL 3000 ETF
VNG RUS3000IDX
2,6242,62407727880.13%+16
MARRIOTT INTERNATIONAL, INC.(MAR)897795-1022342470.04%+13
HILTON WORLDWIDE HOLDINGS, INC.(HLT)789755-342052170.04%+12
VANGUARD FTSE EUROPE ETF2,8022,80202242340.04%+11
DFA US CORE EQUITY ETF
US COR EQU 2 ETF
10,25710,25703964060.07%+10
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
7,6337,63309209290.16%+10
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
3,6923,69203223300.06%+8
ROYAL BANK OF CANADA(RY)5,1404,488-6527577650.13%+8
SHELL PLC(SHEL)6,4376,43702292370.04%+8
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Calydon Capital — 13F Holdings — Q4 2025 | TickerTrail