Calydon Capital Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Calydon Capital disclosed 200 stock positions valued at approximately $682.56M as of quarter-end June 30, 2026. The largest holdings include ISHARES S&P 500 GROWTH ETF, ISHARES MSCI USA EQUAL-WEIGHTED ETF, and VANGUARD TOTAL INTERNATIONAL STOCK ETF.

Report Period
June 30, 2026
No. of Stocks
200
Portfolio Value
$682.56M
Holdings by Sector
Calydon Capital Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES S&P 500 GROWTH ETFIVWOther7.11%352,808+261+0.07%$48,521,658
ISHARES MSCI USA EQUAL-WEIGHTED ETFEUSAOther4.76%284,423+537+0.19%$32,478,272
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther2.18%174,381+546+0.31%$14,907,806
APPLE INCAAPLTechnology2.18%51,457+75+0.15%$14,889,515
TEXAS INSTRUMENTS INCTXNTechnology1.60%36,655-614-1.65%$10,925,810
VANGUARD VALUE ETFVTVOther1.54%48,151+225+0.47%$10,493,473
AMAZON.COM INCAMZNConsumer Cyclical1.44%41,306+12+0.03%$9,844,954
STATE STREET CORPSTTFinancial Services1.44%58,033-940-1.59%$9,842,360
CVS HEALTH CORPORATIONCVSHealthcare1.43%94,666-1,586-1.65%$9,793,219
JOHNSON & JOHNSONJNJHealthcare1.38%36,979-245-0.66%$9,391,473
MORGAN STANLEYMSFinancial Services1.37%44,822-266-0.59%$9,369,524
META PLATFORMS, INC.METACommunication Services1.22%14,724+65+0.44%$8,293,993
ZIONS BANCORPORATIONZIONFinancial Services1.18%116,551-1,377-1.17%$8,064,178
TRAVEL PLUS LEISURE COTNLConsumer Cyclical1.18%105,163-364-0.34%$8,037,572
VANGUARD DIVIDEND APPRECIATION ETFVIGOther1.17%33,718+82+0.24%$7,978,306
UNUM GROUPUNMAOther1.13%86,624-877-1.00%$7,744,205
FIFTH THIRD BANCORPFITBFinancial Services1.11%134,544-1,035-0.76%$7,584,258
GILEAD SCIENCES INCGILDHealthcare1.08%58,233-738-1.25%$7,357,191
AMGEN INCAMGNHealthcare1.08%20,308-188-0.92%$7,354,081
CHEVRON CORPCVXEnergy1.07%44,159-764-1.70%$7,319,795
MICRON TECHNOLOGY INCMUTechnology1.07%6,321-286-4.33%$7,296,267
MICROSOFT CORPMSFTTechnology1.06%19,361-574-2.88%$7,222,075
INTERNATIONAL BUSINESS MACHINEIBMTechnology1.06%25,622+332+1.31%$7,205,149
COCA-COLA COKOConsumer Defensive1.05%87,930-1,118-1.26%$7,146,043
BRISTOL MYERS SQUIBB COBMYHealthcare1.04%123,497-1,030-0.83%$7,115,903
SNAP ON INCSNAIndustrials1.04%17,633-155-0.87%$7,095,322
XCEL ENERGY INCXELLLOther1.04%88,102-930-1.04%$7,074,618
LOCKHEED MARTIN CORPLMTIndustrials1.02%13,721-109-0.79%$6,990,257
SMUCKER J M COSJMConsumer Defensive1.02%61,731+1,033+1.70%$6,944,690
ISHARES MSCI INTERNATIONAL QUALITY FACTOR ETFIQLTOther0.97%134,228+959+0.72%$6,651,007
Showing 30 of 200 holdings in the latest reporting period.