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 (2026-06-30)

Calydon Capital (CIK 1759271) reported $682.6M across 277 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVW ($48.5M, 7.11%), SPY ($37.2M, 5.44%), EUSA ($32.5M, 4.76%), VXUS ($14.9M, 2.18%), AAPL ($14.9M, 2.18%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVWISHARES S&P 500 GROWTH ETF$48.5M7.11%352,808Added
2SPYSPDR S&P 500 ETF TR$37.2M5.44%49,765Added
3EUSAISHARES MSCI USA EQUAL-WEIGHTED ETF$32.5M4.76%284,423Added
4VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$14.9M2.18%174,381Added
5AAPLAPPLE INC$14.9M2.18%51,457Added
6HPEHEWLETT PACKARD ENTERPRISE CO$14.2M2.08%314,842Trimmed
7RSPINVESCO EXCHANGE TRADED FD TR$11.7M1.72%55,087Added
8TXNTEXAS INSTRUMENTS INC$10.9M1.60%36,655Trimmed
9VTVVANGUARD VALUE ETF$10.5M1.54%48,151Added
10STTSTATE STREET CORP$9.8M1.44%58,033Trimmed
11AMZNAMAZON.COM INC$9.8M1.44%41,306Added
12CVSCVS HEALTH CORPORATION$9.8M1.43%94,666Trimmed
13GOOGLALPHABET INC CAP STOCK CL A$9.7M1.43%27,238Trimmed
14JNJJOHNSON & JOHNSON$9.4M1.38%36,979Trimmed
15MSMORGAN STANLEY$9.4M1.37%44,822Trimmed
16ABBVABBVIE INC$9.3M1.36%36,761Trimmed
17XOMEXXON MOBIL CORP$9.0M1.31%65,573Trimmed
18BGBUNGE GLOBAL SA COM$8.5M1.25%79,947Trimmed
19METAMETA PLATFORMS, INC.$8.3M1.22%14,724Added
20ETRENTERGY CORP$8.3M1.22%72,302Trimmed
21ZIONZIONS BANCORPORATION$8.1M1.18%116,551Trimmed
22TNLTRAVEL PLUS LEISURE CO$8.0M1.18%105,163Trimmed
23VIGVANGUARD DIVIDEND APPRECIATION ETF$8.0M1.17%33,718Added
24MOALTRIA GROUP INC$8.0M1.17%110,931Trimmed
25UNMUNUM GROUP$7.7M1.13%86,624Trimmed

Source: SEC Form 13F filings · as of 2026-06-30