Top 50 Calydon Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH ETF | 6.51% | 352.5K | $39.9M | +0.07%(+246) | $85.93(+59.11%) | 2026-03-31 | |
| EUSA | ISHARES MSCI USA EQUAL-WEIGHTED ETF | 4.72% | 283.9K | $28.9M | +0.24%(+690) | $98.11(+10.33%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2.19% | 173.8K | $13.4M | +0.07%(+128) | $68.47(+21.37%) | 2026-03-31 | |
| AAPL | APPLE, INC. | 2.13% | 51.4K | $13.0M | -0.13%(-68) | $198.39(+51.33%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 1.53% | 47.9K | $9.4M | +0.53%(+251) | $186.11(+11.05%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 1.52% | 44.9K | $9.3M | -0.12%(-54) | $125.03(+52.84%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.49% | 37.2K | $9.1M | -3.04%(-1.17K) | $159.18(+42.42%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.4% | 41.3K | $8.6M | +2.72%(+1.09K) | $188.82(+39.89%) | 2026-03-31 | |
| META | META PLATFORMS, INC. | 1.37% | 14.7K | $8.4M | +0.06%(+9) | $587.38(+4.57%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 1.36% | 13.8K | $8.4M | -0.56%(-78) | $455.63(+13.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.82% |
| Top 20 Holdings Unweighted | +13.25% | +45.27% |
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