Fund Holdings — Caitlin John, LLC

Total Portfolio Value
$165.85M
Total Bought
$37.42M
Total Sold
$24.93M
Net Transaction
+$12.49M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR BLO 1 ETF
72,422250,111+177,6896,61822,92013.82%+16,302
ISHARES TR8,00028,239+20,2398032,8431.71%+2,039
SCHWAB STRATEGIC TR249,547337,088+87,5415,7327,6454.61%+1,913
NEWMONT CORP(NEM)58116,371+15,790581,7721.07%+1,714
SPDR SERIES TRUST
ST LON TREAS ETF
160,221220,451+60,2304,2415,7983.50%+1,557
SPDR SERIES TRUST
ST LONG BD ETF
190,077262,429+72,3524,2925,8313.52%+1,539
SPDR SERIES TRUST
ST PORT HIGH ETF
180,663244,196+63,5334,2765,6953.43%+1,418
SPDR SERIES TRUST
ST SHOR CORP ETF
141,542188,760+47,2184,2755,6763.42%+1,401
NVIDIA CORPORATION(NVDA)6,82412,892+6,0681,2732,2481.36%+976
SPDR SERIES TRUST
ST STR BL 12 ETF
30,39539,362+8,9673,0163,9142.36%+898
ISHARES TR8,00071,580+63,5808031,6190.98%+816
BARRICK MNG CORP(B)4,94018,540+13,6002157560.46%+541
ISHARES TR8593,919+3,060954270.26%+332
HOWMET AEROSPACE INC(HWM)1801,530+1,350373530.21%+316
APPLE INC(AAPL)1,9293,278+1,3495248320.50%+307
JPMORGAN CHASE & CO(JPM)391,039+1,000133060.18%+293
VANGUARD WORLD FD
CONSUM STP ETF
1,1772,359+1,1822495300.32%+281
SILVERCORP METALS INC(SVM)025,000+25,00002690.16%+269
WISDOMTREE TR(WT)010,621+10,62102540.15%+254
GLOBAL X FDS
GLOBAL X URANIUM
22,82925,154+2,3259751,2180.73%+243
WORLD GOLD TR(GLDM)27,10727,578+4712,3142,5561.54%+242
VANGUARD WORLD FD
ENERGY ETF
2,2222,622+4002804540.27%+174
LEIDOS HOLDINGS INC(LDOS)01,000+1,00001560.09%+156
VS TRUST(SVIX)2,68413,700+11,016161190.07%+103
WHEATON PRECIOUS METALS CORP(WPM)1,6082,179+5711892850.17%+96
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
2,3304,042+1,7121332290.14%+96
VANGUARD INDEX FDS1,4691,698+2299221,0150.61%+93
VIASAT INC(VSAT)16,20714,034-2,1735586430.39%+84
PFIZER INC(PFE)17,53718,482+9454375190.31%+82
EXXON MOBIL CORP3,8753,231-6444665480.33%+82
ORACLE CORP(ORCL)1,5792,614+1,0353083840.23%+77
ISHARES TR4,4755,271+7963904570.28%+67
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
2,9743,974+1,0001752330.14%+58
SPDR SERIES TRUST
ST STR SP AERO
495695+2001191770.11%+57
ASTERA LABS INC(ALAB)10510+5002560.03%+54
CSX CORP(CSX)10,87510,87503944460.27%+52
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
2,6363,696+1,0601532050.12%+52
NANO NUCLEAR ENERGY INC(NNE)02,400+2,4000490.03%+49
FMC CORP(FMC)4,6036,521+1,918641120.07%+48
VANGUARD INDEX FDS4,1034,218+1158699160.55%+47
MOTOROLA SOLUTIONS INC(MSI)836846+103203670.22%+47
OKTA INC(OKTA)0575+5750450.03%+45
ARES CAPITAL CORP(ARCC)02,500+2,5000450.03%+45
VANGUARD BD INDEX FDS4,2094,811+6023283710.22%+44
API GROUP CORP(APG)01,000+1,0000410.02%+41
ISHARES TR8001,310+510641040.06%+40
PARK HOTELS & RESORTS INC(PK)24,77428,370+3,5962592990.18%+40
EDISON INTL(EIX)7,9297,042-8874765150.31%+39
AGNICO EAGLE MINES LTD(AEM)332466+13456950.06%+38
DTE ENERGY CO(DTB)100350+25013510.03%+38
UNITED PARCEL SVCS INC(UPS)33415+3823410.02%+38
FRANCO NEV CORP(FNV)1,3071,247-602713080.19%+37
VERIZON COMMUNICATIONS INC(VZ)3,6283,658+301481840.11%+36
PVH CORPORATION(PVH)359845+48624590.04%+35
VANGUARD WORLD FD2,6892,854+1653804140.25%+34
WISDOMTREE TR(WT)5001,000+50031630.04%+32
ISHARES BITCOIN TRUST ETF(IBIT)6131,613+1,00030620.04%+32
KROGER CO(KR)1,9002,076+1761191500.09%+32
ISHARES TR6,8637,237+3746606910.42%+31
CHENIERE ENERGY INC(LNG)33130+976370.02%+30
INTERNATIONAL BUSINESS MACHS(IBM)20147+1276360.02%+30
DIAMONDBACK ENERGY INC(FANG)354416+6253820.05%+29
VANECK ETF TRUST
FALLEN ANGEL HG
01,000+1,0000290.02%+29
BLACKSTONE SECD LENDING FD(BXSL)01,200+1,2000280.02%+28
VANGUARD WORLD FD
UTILITIES ETF
2,0762,079+33844120.25%+28
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9821,104+12244680.04%+24
BARCLAYS BANK PLC(DJP)2,2332,2330841070.06%+24
CHEVRON CORPORATION(CVX)411409-263850.05%+22
COGENT COMM HOLDINGS INC(CCOI)2641,449+1,1856270.02%+22
NEXTERA ENERGY INC(NEE)1,7111,71101371590.10%+22
OMNICOM GROUP INC(OMC)382688+30631520.03%+21
AMPLIFY ETF TR0448+4480200.01%+20
MOSAIC CO(MOS)3,2543,813+55978970.06%+19
AMCOR PLC
COM NEW
0464+4640180.01%+18
SPDR SERIES TRUST
ST STR SP REGBNK
0270+2700180.01%+18
SHENANDOAH TELECOMMUNICATION(SHEN)4,5504,550053700.04%+18
SUNOCO LP/SUNOCO FIN CORP(SUN)2,4052,209-1961261440.09%+17
DORIAN LPG LTD(LPG)1,7441,744042600.04%+17
INVESCO DB COMMDY INDX TRCK(DBC)2,5992,599058750.05%+17
WATERS CORP(WAT)057+570170.01%+17
NIKE INC(NKE)9411,452+51160770.05%+17
CAMECO CORP(CCJ)0150+1500160.01%+16
WILLIAMS COS INC(WMB)1,2251,234+974900.05%+16
ABRDN PLATINUM ETF TRUST090+900160.01%+16
CABOT CORP(CBT)3,1372,971-1662082240.13%+16
PETROLEO BRASILEIRO S A(PBR)0750+7500160.01%+16
VANGUARD SPECIALIZED FUNDS1,5641,670+1063443590.22%+15
LINEAGE INC(LINE)1,5072,067+56053680.04%+15
GRAYSCALE BITCOIN MINI TR ET(BTC)90605+5153180.01%+15
ENERGY FUELS INC(UUUU)2,7012,950+24939540.03%+15
SLB LIMITED(SLB)1,4131,330-8354680.04%+14
EQUINOR ASA(EQNR)0325+3250140.01%+14
COCA COLA CO(KO)3,4043,309-952382520.15%+14
CACI INTL INC(CACI)025+250140.01%+14
UNITED STS OIL FD LP(USO)0106+1060130.01%+13
FIRST CTZNS BANCSHARES INC D(FCNCA)07+70130.01%+13
POET TECHNOLOGIES INC(POET)02,100+2,1000120.01%+12
ISHARES TR6,9136,937+244564680.28%+12
NOVAGOLD RESOURCES INC01,350+1,3500120.01%+12
IRON MTN INC DEL(IRM)597603+650620.04%+12
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Caitlin John, LLC — 13F Holdings — Q1 2026 | TickerTrail