1y return+22.9%S&P 500 +20.9%
3y return+55.9%S&P 500 +68.5%
5y return+74.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $211 against $264 in the S&P 500.2
Calydon CapitalS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVWIshares S&p 500 Growth Etf | $48.5M | 7.1% | |
| SPYSpdr S&p 500 Etf Tr | $37.2M | 5.4% | |
| EUSAIshares Msci Usa Equal-weighted Etf | $32.5M | 4.8% | |
| VXUSVanguard Total International Stock Etf | $14.9M | 2.2% | |
| AAPLApple Inc | $14.9M | 2.2% | |
| HPEHewlett Packard Enterprise Co | $14.2M | 2.1% | |
| RSPInvesco Exchange Traded Fd Tr | $11.7M | 1.7% | |
| TXNTexas Instruments Inc | $10.9M | 1.6% | −1.6% |
| VTVVanguard Value Etf | $10.5M | 1.5% | |
| AMZNAmazon.com Inc | $9.8M | 1.4% | |
| STTState Street Corp | $9.8M | 1.4% | −1.6% |
| CVSCvs Health Corporation | $9.8M | 1.4% | −1.6% |
| GOOGLAlphabet Inc Cap Stock Cl A | $9.7M | 1.4% | |
| JNJJohnson & Johnson | $9.4M | 1.4% | |
| MSMorgan Stanley | $9.4M | 1.4% | |
| ABBVAbbvie Inc | $9.3M | 1.4% | |
| Exxon Mobil CorpCUSIP 30231G102 | $9.0M | 1.3% | −1.8% |
| Bunge Global Sa ComCUSIP H11356104 | $8.5M | 1.3% | −1.5% |
| ETREntergy Corp | $8.3M | 1.2% | −1.2% |
| METAMeta Platforms, Inc. | $8.3M | 1.2% | |
| ZIONZions Bancorporation | $8.1M | 1.2% | −1.2% |
| TNLTravel Plus Leisure Co | $8.0M | 1.2% | |
| MOAltria Group Inc | $8.0M | 1.2% | |
| VIGVanguard Dividend Appreciation Etf | $8.0M | 1.2% | |
| UNMUnum Group | $7.7M | 1.1% | −1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stock Cl A | June 30, 2020 | +404.0% | $9.7M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $9.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $14.9M |
| SNASnap On Inc | June 30, 2020 | +190.5% | $7.1M |
| STTState Street Corp | June 30, 2020 | +166.9% | $9.8M |
| IVWIshares S&p 500 Growth Etf | June 30, 2020 | +165.1% | $48.5M |
| ZIONZions Bancorporation | June 30, 2023 | +157.6% | $8.1M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $9.3M |
| METAMeta Platforms, Inc. | June 30, 2020 | +148.1% | $8.3M |
| SPYSpdr S&p 500 Etf Tr | June 30, 2020 | +142.2% | $37.2M |
Sold off last quarter
- GTMZoominfo Technoligies, Inc. was $720K
- EXPGYExperian PLC was $214K
- DTEGYDeutsche Telekom Ag Ads Each Repr 1 Ord Npv was $213K
- PRIMPrimoris Services Corp was $211K
- ISRGIntuitive Surgical, Inc. was $201K
- CLPBYColoplast A/s was $159K
- Infrastrutture Wireless Italiane SpaCUSIP T6032P102 was $111K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | +1.8% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −6.7% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | +12.2% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −2.9% | −4.9% |
| December 31, 2021 | +8.4% | +10.7% |
| September 30, 2021 | +0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Calydon Capital Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1759271&type=13F-HR&dateb=&owner=include&count=40CIK 1759271
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1759271/000110465926096633/Filed August 14, 2026 · accession 0001104659-26-096633