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 SPY

Hypothetical 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, 2025

Top 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	Positions
Unclassified	45.4%	$4,893,845	4
Technology	26.6%	$2,865,720	4
Industrials	10.3%	$1,107,109	3
Communication Services	9.7%	$1,043,156	1
Financial Services	8.1%	$869,483	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−516	1,791	$454,537
NVDA	Nvidia Corp	−508	3,796	$662,022
AME	Ametek Inc/	−144	3,202	$686,380
GLD	Spdr Gold Trust	−62	1,975	$849,822
QQQ	Invesco Qqq Trust, Series 1	−32	755	$435,770
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	821	$277,366
ACCO	ACCO BRANDS Corp	32,050	$96,150
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $10,779,313 total · as of Mar 31, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ACCO	ACCO BRANDS Corp Industrials	NEW	32,050	NEW	$96,150	NEW	0.89%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	430	+13	$199,171	−0.6%	1.85%
MU	Micron Technology Inc Technology	NEW	821	NEW	$277,366	NEW	2.57%
HON	Honeywell International Inc Industrials	Added	1,436	+7	$324,579	+16.4%	3.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	755	-32	$435,770	−9.9%	4.04%
AAPL	Apple Inc. Technology	Reduced	1,791	-516	$454,537	−27.5%	4.22%
NVDA	Nvidia Corp Technology	Reduced	3,796	-508	$662,022	−17.5%	6.14%
AME	Ametek Inc/ Industrials	Reduced	3,202	-144	$686,380	−0.1%	6.37%
GLD	Spdr Gold Trust	Reduced	1,975	-62	$849,822	+5.3%	7.88%
WTW	Willis Towers Watson PLC Financial Services	Held	2,991	0	$869,483	−11.5%	8.07%
VZ	Verizon Communications Inc Communication Services	Added	20,780	+30	$1,043,156	+23.4%	9.68%
MSFT	Microsoft Corp Technology	Added	3,976	+8	$1,471,795	−23.3%	13.65%
SPY	Spdr S&P 500 ETF Trust	Added	5,242	+613	$3,409,082	+8.0%	31.63%