StockDriftsStockDriftsTop 43 Calder Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 15.42% | 23.8K | $16.4M | +0.68%(+161) | $619.85(+14.71%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 15.05% | 320.8K | $16.0M | -2.86%(-9.46K) | $49.92(-0.49%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 12.54% | 36.0K | $13.3M | -0.86%(-312) | $331.72(+15.17%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 7.17% | 130.7K | $7.6M | -31.21%(-59.30K) | $58.78(-1.25%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5% | 22.4K | $5.3M | -2.49%(-574) | $217.78(+13.24%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.59% | 22.4K | $4.9M | -9.67%(-2.40K) | $188.74(+19.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.54% | 55.9K | $4.8M | +0.34%(+189) | $80.61(+10.48%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.26% | 4.6K | $3.5M | -11.58%(-607) | $673.12(+14.92%) | 2026-06-30 | |
| VIS | VANGUARD WORLD FD | 2.83% | 8.3K | $3.0M | -6.48%(-577) | $299.27(+20.07%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.21% | 30.6K | $2.3M | +64.07%(+11.94K) | $77.53(-2.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.81% |
Calder Financial LLC reports $106.15M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are VOO (15.4%), VUSB (15.1%) and VTI (12.5%). The top 20 holdings account for 88.44% of reported assets. Its disclosed equity book has returned +6.10% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Calder Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106810). View Calder Financial LLC’s 13F filings on SEC