Calder Financial LLC
CIK
2106810
Location
DOWNINGTOWN, PA
Portfolio Value
Micro
$10,779,313
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,723
/ 8,232
▲ 213
Top Industry
Software - Infrastructure
25.0%
3Y Alpha vs SPY
-17.1%
Period ended 2 months ago
Filed Apr 7, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.2%
SPY
+9.1%
Annualised alpha
-17.1%
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.6%
+2.4 pts
Top 5
70.9%
−0.6 pts
Top 10
94.7%
−3.5 pts
HHI
1,540
Moderately concentrated+8
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.4% | $4,893,845 |
| Technology | 26.6% | $2,865,720 |
| Industrials | 10.3% | $1,107,109 |
| Communication Services | 9.7% | $1,043,156 |
| Financial Services | 8.1% | $869,483 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +613 | 5,242 | $3,409,082 | |
| VZ | Verizon Communications Inc | +30 | 20,780 | $1,043,156 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +13 | 430 | $199,171 | |
| MSFT | Microsoft Corp | +8 | 3,976 | $1,471,795 | |
| HON | Honeywell International Inc | +7 | 1,436 | $324,579 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
13 positions ·
$10,779,313 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,242 | $3,409,082 | 31.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,976 | $1,471,795 | 13.65% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 20,780 | $1,043,156 | 9.68% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
Held | 2,991 | $869,483 | 8.07% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,975 | $849,822 | 7.88% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 3,202 | $686,380 | 6.37% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,796 | $662,022 | 6.14% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,791 | $454,537 | 4.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 755 | $435,770 | 4.04% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,436 | $324,579 | 3.01% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 821 | $277,366 | 2.57% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 430 | $199,171 | 1.85% | |
| ACCO |
ACCO BRANDS Corp
Industrials
|
NEW | 32,050 | $96,150 | 0.89% |