Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Calydon Capital 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Calydon Capital (CIK 1759271) reported $612.6M across 247 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($39.9M, 6.51%), SPY ($32.3M, 5.28%), EUSA ($28.9M, 4.72%), VXUS ($13.4M, 2.19%), AAPL ($13.0M, 2.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVWISHARES S&P 500 GROWTH ETF$39.9M6.51%352,547Added
2SPYSPDR S&P 500 ETF TR$32.3M5.28%49,696Added
3EUSAISHARES MSCI USA EQUAL-WEIGHTED ETF$28.9M4.72%283,886Added
4VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$13.4M2.19%173,835Added
5AAPLAPPLE, INC.$13.0M2.13%51,382Trimmed
6XOMEXXON MOBIL CORP$11.3M1.85%66,801Trimmed
7RSPINVESCO EXCHANGE TRADED FD TR$10.5M1.72%54,882Added
8BGBUNGE GLOBAL SA COM$10.3M1.68%81,154Trimmed
9VTVVANGUARD VALUE ETF$9.4M1.53%47,926Added
10CVXCHEVRON CORP$9.3M1.52%44,923Trimmed
11JNJJOHNSON & JOHNSON$9.1M1.49%37,224Trimmed
12AMZNAMAZON.COM INC$8.6M1.40%41,294Added
13METAMETA PLATFORMS, INC.$8.4M1.37%14,659Added
14VZVERIZON COMMUNICATIONS INC$8.3M1.36%165,882Added
15LMTLOCKHEED MARTIN CORP$8.4M1.36%13,830Trimmed
16ETRENTERGY CORP$8.2M1.34%73,211Trimmed
17GILDGILEAD SCIENCES INC$8.2M1.34%58,971Trimmed
18ABBVABBVIE INC$8.0M1.31%36,983Trimmed
19TAT&T INC$7.9M1.30%273,875Added
20CWENCLEARWAY ENERGY INC CL C$7.9M1.29%200,835Trimmed
21EMNEASTMAN CHEM CO$7.9M1.28%103,033Added
22GOOGLALPHABET INC CAP STOCK CL A$7.9M1.28%27,337Trimmed
23BMYBRISTOL MYERS SQUIBB CO$7.6M1.23%124,527Trimmed
24HPEHEWLETT PACKARD ENTERPRISE CO$7.5M1.23%316,126New
25STTSTATE STREET CORP$7.5M1.22%58,973Trimmed

Source: SEC Form 13F filings · as of 2026-03-31