Calder Financial LLC

CIK 2106810 · View on SEC EDGAR ↗

Portfolio value
$106.1M
#8,258 of 9,443 by 13F value · top 87.5%
Positions
43
As of
June 30, 2026

Portfolio value QoQ: +5.4% 13F does not disclose cash

Top 10 holdings weight
72.61%
Top 25 holdings weight
92.95%
Positions above 1%
22
Effective number of positions
12.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 6.57% Est. buys $9,845,995 · sells $6,791,562

New positions
5
Increased
15
Decreased
21
Closed
2
On this page

Sector breakdown

Technology
3.8%
Telecommunication
0.8%
Financials
0.7%
Industrials
0.7%
Other/Unmapped
93.9%

Full portfolio 43 positions

Type Streak 8Q trend
VOO $16,372,441 15.42% 23,838 $2,111,745 Up ×1
VUSB $15,970,960 15.05% 320,831 $-414,561 Down ×2
VTI $13,311,958 12.54% 35,974 $1,582,884 Down ×2
VGSH Vanguard Short-Term Treasury ETF $7,608,949 7.17% 130,738 $-3,478,111 Down ×1
VIG $5,309,799 5.00% 22,440 $346,038 Down ×2
VTV $4,876,863 4.59% 22,378 $4,575 Down ×2
VUG $4,814,591 4.54% 55,893 $715,145 Up ×1
SPY SPY $3,461,071 3.26% 4,635 $26,249 Down ×1
VIS $2,999,070 2.83% 8,322 $174,524 Down ×1
BIV $2,345,272 2.21% 30,577 $912,180 Up ×1
VXF $2,160,170 2.04% 8,774 $359,750 Up ×2
VB $1,835,869 1.73% 6,057 $81,612 Down ×1
VDC $1,729,105 1.63% 7,668 $-207,746 Down ×2
VO $1,721,576 1.62% 21,367 $220,779 Up ×1
VV $1,683,699 1.59% 4,896 $203,405 Down ×2
TIP $1,618,967 1.53% 14,795 $310,613 Up ×1
VXUS Vanguard Total International Stock ETF $1,581,265 1.49% 18,496 $-165,253 Down ×1
VPU $1,546,111 1.46% 7,899 $-91,085 Down ×1
MSFT Microsoft Corporation - Common Stock $1,462,969 1.38% 3,922 $-5,810 Down ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $1,446,239 1.36% 28,792 $65,423 Up ×1
MU Micron Technology, Inc. - Common Stock $1,315,099 1.24% 1,139 $1,013,079 Up ×1
VGT $1,103,743 1.04% 9,235 $373,764 Up ×1
VZ Verizon Communications Inc. Common Stock $868,720 0.82% 20,518 $-157,613 Down ×1
WTW Willis Towers Watson Public Limited Company - Ordinary Shares $781,758 0.74% 2,991 $-78,244
NVDA NVIDIA Corporation - Common Stock $742,825 0.70% 3,712 $75,673 Down ×2
GLD $727,551 0.69% 1,975 $-137,144
AME AMETEK, Inc. $717,540 0.68% 2,966 $17,572 Down ×2
QQQ Invesco QQQ Trust, Series 1 $585,080 0.55% 795 $144,210 Up ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $556,553 0.52% 6,734 $326,762 Up ×1
VYM $549,353 0.52% 3,476 $30,034 Down ×1
VFH $539,433 0.51% 4,099 $10,368 Down ×2
AAPL Apple Inc. - Common Stock $533,826 0.50% 1,845 $75,942 Up ×1
VGHY $484,279 0.46% 6,470 Up ×1
VAW $484,259 0.46% 2,117 $15,400 Up ×2
VDE $382,260 0.36% 2,546 $-120,361 Down ×2
IFRA $335,582 0.32% 5,323 $33,803 Up ×1
VHT $263,968 0.25% 883 $22,161 Up ×2
SOXX SOXX $233,981 0.22% 365 Up ×1
HACK $227,195 0.21% 2,165 Up ×1
IVV $221,985 0.21% 296 $-37,315 Down ×2
DIA $219,139 0.21% 419 $18,878 Down ×1
AOA $217,617 0.21% 2,230 Up ×1
CWB $200,157 0.19% 1,856 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
VGHY $484,279 6,470 0.46%
SOXX $233,981 365 0.22%
HACK $227,195 2,165 0.21%
AOA $217,617 2,230 0.21%
CWB $200,157 1,856 0.19%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VGSH Trimmed -59K -$3.5M
VOO Bought more +161 +$2.1M
VTI Trimmed -312 +$1.6M
MU Bought more +318 +$1.0M
BIV Bought more +12K +$912K
VUG Bought more +47K +$715K
VUSB Trimmed -9K -$415K
VGT Bought more +8K +$374K
VXF Bought more +86 +$360K
VIG Trimmed -574 +$346K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MGC March 31, 2026 1,822 $457,605 No longer tracked
HON June 30, 2026 1,436 $327,637 -1.2%
VBR March 31, 2026 1,285 $272,052 No longer tracked
ACCO June 30, 2026 32,050 $0 3.4%