Calder Financial LLC
Top Portfolio Positions
13 positions ·
$10,779,313 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
5,242 | $3,409,082 | 31.63% | |
| MSFT |
Microsoft Corp
Technology
|
3,976 | $1,471,795 | 13.65% | |
| VZ |
Verizon Communications Inc
Communication Services
|
20,780 | $1,043,156 | 9.68% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
2,991 | $869,483 | 8.07% | |
| GLD |
Spdr Gold Trust
|
1,975 | $849,822 | 7.88% | |
| AME |
Ametek Inc/
Industrials
|
3,202 | $686,380 | 6.37% | |
| NVDA |
Nvidia Corp
Technology
|
3,796 | $662,022 | 6.14% | |
| AAPL |
Apple Inc.
Technology
|
1,791 | $454,537 | 4.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
755 | $435,770 | 4.04% | |
| HON |
Honeywell International Inc
Industrials
|
1,436 | $324,579 | 3.01% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ACCO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,150 | 32,050 | Shares | Sole | 2026-04-07 | |
| No 13F history on record for this holder in this stock. | ||||||