Calydon Capital

CIK

1759271

City

MEMPHIS

State / Country

Stock

SJM — J M SMUCKER Co

Top Portfolio Positions

199 positions · $463,762,288 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	49,696	$32,319,296	6.97%
AAPL	Apple Inc. Technology	51,382	$13,040,237	2.81%
XOM	Exxon Mobil Corp Energy	66,801	$11,333,457	2.44%
BG	Bunge Global SA Consumer Defensive	81,154	$10,322,788	2.23%
CVX	Chevron Corp Energy	44,923	$9,294,568	2.00%
JNJ	Johnson & Johnson Healthcare	37,224	$9,099,034	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	41,294	$8,600,301	1.85%
META	Meta Platforms, Inc. Communication Services	14,659	$8,386,853	1.81%
LMT	Lockheed Martin Corp Industrials	13,830	$8,358,713	1.80%
VZ	Verizon Communications Inc Communication Services	165,882	$8,327,276	1.80%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,853,715	60,698	+12.4%	Shares	Sole	2026-05-15
2025-12-31	$5,281,250	53,995	-5.2%	Shares	Sole	2026-02-17
2025-09-30	$6,183,032	56,934	-6.9%	Shares	Sole	2025-11-14
2025-06-30	$6,006,402	61,165	+6.0%	Shares	Sole	2025-08-14
2025-03-31	$6,835,454	57,727	+39.4%	Shares	Sole	2025-05-15
2024-12-31	$4,561,280	41,421	+2.2%	Shares	Sole	2025-02-18
2024-09-30	$4,908,909	40,536	-22.4%	Shares	Sole	2024-11-13
2024-06-30	$5,698,430	52,260	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$6,681,557	53,083	+27.5%	Shares	Sole	2024-05-15
2023-12-31	$5,262,336	41,639	+20.9%	Shares	Sole	2024-02-07
2023-09-30	$4,234,618	34,453	-1.2%	Shares	Sole	2023-11-01
2023-06-30	$5,147,923	34,861	-4.6%	Shares	Sole	2023-08-21
2023-03-31	$5,752,660	36,555	-3.3%	Shares	Sole	2023-05-11
2022-12-31	$5,991,055	37,808	-1.4%	Shares	Sole	2023-02-15
2022-09-30	$5,268,574	38,342	-8.7%	Shares	Sole	2022-11-14
2022-06-30	$5,373,219	41,975	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$5,716,603	42,217	+2.3%	Shares	Sole	2022-05-05
2021-12-31	$5,607,057	41,283	+17.8%	Shares	Sole	2022-02-07
2021-09-30	$4,206,331	35,044	-2.4%	Shares	Sole	2021-11-10
2021-06-30	$4,654,672	35,924	-65.0%	Shares	Sole	2021-08-10
2021-03-31	$12,990,455	102,667	+163.7%	Shares	Sole	2021-05-13
2020-12-31	$4,500,654	38,933	-8.2%	Shares	Sole	2021-02-16
2020-09-30	$4,900,473	42,421	+16.2%	Shares	Sole	2020-11-12
2020-06-30	$3,863,228	36,511	-26.1%	Shares	Sole	2020-08-14
2020-03-31	$5,480,736	49,376	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.