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Portfolio (Quarterly) Guide ↗

Calder Financial LLC

· CIK 0002106810
13F Portfolio $101M AUM 40 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 9 Added 20 Reduced 2 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 20,780.0 $1.0M 1.02% $49.39 -5.3%
22 GLD SPDR GOLD TR Financial Services 1,975.0 $865K 0.86% -62.0 -3.0% $437.82 -4.4%
23 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,991.0 $860K 0.85% $287.53 -10.7%
24 VGT VANGUARD WORLD FD 1,033.0 $730K 0.72% -169.0 -14.1% $706.66 -84.2%
25 AME AMETEK INC Industrials 3,202.0 $700K 0.69% -144.0 -4.3% $218.60 +1.2%
26 NVDA NVIDIA CORPORATION Technology 3,796.0 $667K 0.66% -508.0 -11.8% $175.75 +26.5%
27 VFH VANGUARD WORLD FD 4,378.0 $529K 0.53% -170.0 -3.7% $120.85 +3.7%
28 VYM VANGUARD WHITEHALL FDS 3,510.0 $519K 0.52% +584.0 +20.0% $147.95 +5.4%
29 VDE VANGUARD WORLD FD 3,013.0 $503K 0.50% -190.0 -5.9% $166.82 +3.9%
30 VAW VANGUARD WORLD FD 2,053.0 $469K 0.47% +525.0 +34.4% $228.38 -3.1%
31 AAPL APPLE INC Technology 1,791.0 $458K 0.46% -516.0 -22.4% $255.66 +16.9%
32 QQQ INVESCO QQQ TR Financial Services 755.0 $441K 0.44% -32.0 -4.1% $583.93 +20.1%
33 HON HONEYWELL INTL INC Industrials 1,436.0 $328K 0.33% $228.16 -4.8%
34 MU MICRON TECHNOLOGY INC Technology 821.0 $302K 0.30% NEW $367.87 +85.3%
35 IFRA ISHARES TR 5,231.0 $302K 0.30% NEW $57.69 +3.8%
36 IVV ISHARES TR 394.0 $259K 0.26% -34.0 -7.9% $658.12 +12.0%
37 VHT VANGUARD WORLD FD 881.0 $242K 0.24% $274.47 -0.2%
38 VCIT VANGUARD SCOTTSDALE FDS 2,785.0 $230K 0.23% -478.0 -14.7% $82.51 -1.2%
39 DIA STATE STR SPDR DOW JONES IND Financial Services 430.0 $200K 0.20% +13.0 +3.1% $465.72 +6.1%
40 ACCO ACCO BRANDS CORP Industrials 32,050.0 NEW
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.0%
Technology 26.9%
Industrials 9.6%
Communication Services 9.5%