Calder Financial

Latest statistics and disclosures from Calder Financial's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUSB, VOO, VTI, VGSH, VIG, and represent 58.00% of Calder Financial's stock portfolio.
  • Added to shares of these 10 stocks: VGSH, VIS, SPY, MU, IFRA, VB, VAW, VYM, VPU, VXUS.
  • Started 3 new stock positions in IFRA, ACCO, MU.
  • Reduced shares in these 10 stocks: MGC, VOO, VBR, VTI, AAPL, VTV, VGT, VDC, BIV, NVDA.
  • Sold out of its positions in MGC, VBR.
  • Calder Financial was a net buyer of stock by $530k.
  • Calder Financial has $101M in assets under management (AUM), dropping by -1.10%.
  • Central Index Key (CIK): 0002106810

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Portfolio Holdings for Calder Financial

Calder Financial holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 16.3 $16M 330k 49.61
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.2 $14M -2% 24k 602.30
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Vanguard Index Fds Total Stk Mkt (VTI) 11.6 $12M 36k 323.24
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.0 $11M +7% 190k 58.34
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Vanguard Specialized Funds Div App Etf (VIG) 4.9 $5.0M 23k 215.68
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Vanguard Index Fds Value Etf (VTV) 4.8 $4.9M -2% 25k 196.67
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Vanguard Index Fds Growth Etf (VUG) 4.1 $4.1M 9.3k 441.56
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.4 $3.4M +13% 5.2k 655.25
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Vanguard World Industrial Etf (VIS) 2.8 $2.8M +32% 8.9k 317.40
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Vanguard World Consum Stp Etf (VDC) 1.9 $1.9M -5% 8.7k 223.73
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $1.8M 8.7k 207.23
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Vanguard Index Fds Small Cp Etf (VB) 1.7 $1.8M +10% 6.7k 263.40
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $1.7M 22k 78.01
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Vanguard World Utilities Etf (VPU) 1.6 $1.6M +3% 8.2k 198.98
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Vanguard Index Fds Mid Cap Etf (VO) 1.5 $1.5M 5.2k 289.00
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Vanguard Index Fds Large Cap Etf (VV) 1.5 $1.5M -2% 4.9k 301.00
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Microsoft Corporation (MSFT) 1.5 $1.5M 4.0k 369.41
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Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $1.4M -6% 19k 76.90
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $1.4M -3% 28k 49.87
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Ishares Tr Tips Bd Etf (TIP) 1.3 $1.3M -2% 12k 110.36
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Verizon Communications (VZ) 1.0 $1.0M 21k 49.39
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Spdr Gold Tr Gold Shs (GLD) 0.9 $865k -3% 2.0k 437.82
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Willis Towers Watson SHS (WTW) 0.9 $860k 3.0k 287.53
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Vanguard World Inf Tech Etf (VGT) 0.7 $730k -14% 1.0k 706.66
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Ametek (AME) 0.7 $700k -4% 3.2k 218.60
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NVIDIA Corporation (NVDA) 0.7 $667k -11% 3.8k 175.75
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Vanguard World Financials Etf (VFH) 0.5 $529k -3% 4.4k 120.85
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $519k +19% 3.5k 147.95
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Vanguard World Energy Etf (VDE) 0.5 $503k -5% 3.0k 166.82
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Vanguard World Materials Etf (VAW) 0.5 $469k +34% 2.1k 228.38
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Apple (AAPL) 0.5 $458k -22% 1.8k 255.66
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $441k -4% 755.00 583.93
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Honeywell International (HON) 0.3 $328k 1.4k 228.16
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Micron Technology (MU) 0.3 $302k NEW 821.00 367.87
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Ishares Tr Us Infrastruc (IFRA) 0.3 $302k NEW 5.2k 57.69
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $259k -7% 394.00 658.12
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Vanguard World Health Car Etf (VHT) 0.2 $242k 881.00 274.47
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $230k -14% 2.8k 82.51
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $200k +3% 430.00 465.72
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ACCO Brands Corporation (ACCO) 0.0 $0 NEW 32k 0.00
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Past Filings by Calder Financial

SEC 13F filings are viewable for Calder Financial going back to 2025