Calder Financial LLC

CIK

2106810

Location

DOWNINGTOWN, PA

Portfolio Value

Micro $11,415,553

Diversification

Diversified

Filing Date

Global Rank

#272 / 295 ▲ 7822

Top Industry

Semiconductors 32.0%

3Y Alpha vs SPY

-17.1%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.7%

SPY

+10.0%

Annualised alpha

-17.4%

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

11 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.3%

−1.3 pts

Top 5

69.1%

−1.8 pts

Top 10

98.1%

+3.4 pts

HHI

1,495

Diversified−44

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.7%	$4,993,147	4
Technology	35.5%	$4,054,323	4
Communication Services	7.6%	$868,732	1
Financial Services	6.8%	$781,757	1
Industrials	6.3%	$717,594	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	+318	1,139	$1,314,736
AAPL	Apple Inc.	+54	1,845	$533,869
QQQ	Invesco Qqq Trust, Series 1	+40	795	$585,438
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−607	4,635	$3,461,278
VZ	Verizon Communications Inc	−262	20,518	$868,732
AME	Ametek Inc/	−236	2,966	$717,594
NVDA	Nvidia Corp	−84	3,712	$742,734
MSFT	Microsoft Corp	−54	3,922	$1,462,984
DIA	Spdr Dow Jones Industrial Average ETF Trust	−11	419	$218,881
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,436	$324,579
ACCO	ACCO BRANDS Corp	32,050	$96,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $11,415,553 total · as of Jun 30, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	4,635	-607	$3,461,278	+1.5%	30.32%
MSFT	Microsoft Corp Technology	Reduced	3,922	-54	$1,462,984	−0.6%	12.82%
MU	Micron Technology Inc Technology	Added	1,139	+318	$1,314,736	+374.0%	11.52%
VZ	Verizon Communications Inc Communication Services	Reduced	20,518	-262	$868,732	−16.7%	7.61%
WTW	Willis Towers Watson PLC Financial Services	Held	2,991	0	$781,757	−10.1%	6.85%
NVDA	Nvidia Corp Technology	Reduced	3,712	-84	$742,734	+12.2%	6.51%
GLD	Spdr Gold Trust	Held	1,975	0	$727,550	−14.4%	6.37%
AME	Ametek Inc/ Industrials	Reduced	2,966	-236	$717,594	+4.5%	6.29%
QQQ	Invesco Qqq Trust, Series 1	Added	795	+40	$585,438	+34.3%	5.13%
AAPL	Apple Inc. Technology	Added	1,845	+54	$533,869	+17.5%	4.68%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	419	-11	$218,881	+9.9%	1.92%