Fund Holdings

Caitlin John, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SPDR SERIES TRUST60,64370,092+9,4495,562,7786,430,8674.47%+868,089
SPDR SERIES TRUST14,47320,071+5,5981,052,0691,572,3631.09%+520,294
SPDR S&P 500 ETF TR(SPY)5,3225,650+3283,288,5223,763,3582.62%+474,836
INTERDIGITAL INC(IDCC)5,5454,895-6501,243,3551,689,9011.18%+446,546
VANGUARD INDEX FDS9,1779,830+6532,789,4033,225,9742.24%+436,571
EDISON INTL(EIX)07,275+7,2750402,1540.28%+402,154
APPLE INC(AAPL)7,1877,337+1501,474,6161,868,3651.30%+393,749
AMPHENOL CORP NEW18,14817,595-5531,792,1162,177,3821.52%+385,266
INVESCO QQQ TR3,8374,165+3282,116,6922,500,7411.74%+384,049
TAPESTRY INC(TPR)15,14215,108-341,329,6191,710,5571.19%+380,938
INTERACTIVE BROKERS GROUP IN(IBKR)25,04225,195+1531,387,5771,733,6471.21%+346,070
NVIDIA CORPORATION(NVDA)11,73411,724-101,853,8252,187,4471.52%+333,622
GRAHAM HLDGS CO(GHC)1,1721,194+221,108,9111,405,7630.98%+296,852
ISHARES SILVER TR(SLV)54,58849,269-5,3191,791,0322,087,5271.45%+296,495
MUELLER INDS INC(MLI)13,19413,260+661,048,5631,340,6940.93%+292,131
VIASAT INC(VSAT)14,33216,260+1,928209,247476,4180.33%+267,171
SPDR SERIES TRUST05,888+5,8880259,0780.18%+259,078
BROADCOM INC(AVGO)5,4335,311-1221,497,5191,752,2011.22%+254,682
HAWKINS INC(HWKN)6,6796,581-98949,0851,202,5110.84%+253,426
TJX COS INC NEW(TJX)9,77210,084+3121,206,7001,457,4461.01%+250,746
VANGUARD INDEX FDS12,62312,502-1213,601,1303,848,8072.68%+247,677
SPDR GOLD TR(GLD)4,6034,634+311,403,1321,647,2481.15%+244,116
WORLD GOLD TR(GLDM)19,40219,579+1771,271,2191,496,8151.04%+225,596
ISHARES TR02,466+2,4660220,4160.15%+220,416
VALMONT INDS INC(VMI)3,2783,325+471,070,4971,289,2020.90%+218,705
VANGUARD INTL EQUITY INDEX F31,05232,237+1,1852,087,3502,300,7571.60%+213,407
ACI WORLDWIDE INC25,16125,922+7611,155,1421,367,9040.95%+212,762
VANGUARD BD INDEX FDS02,859+2,8590212,6240.15%+212,624
HILLENBRAND INC07,640+7,6400206,5730.14%+206,573
NUVEEN AMT FREE QLTY MUN INC13,45030,800+17,350146,874350,8120.24%+203,938
SPDR SERIES TRUST7,18810,940+3,752306,216506,7490.35%+200,533
SHUTTERSTOCK INC14,66722,931+8,264278,087478,1100.33%+200,023
BROWN FORMAN CORP(BF-A)07,281+7,2810197,1690.14%+197,169
VANGUARD SCOTTSDALE FDS01,628+1,6280196,1740.14%+196,174
KRAFT HEINZ CO(KHC)07,317+7,3170190,5470.13%+190,547
AMAZON COM INC(AMZN)0862+8620189,2700.13%+189,270
SPDR INDEX SHS FDS04,010+4,0100187,7030.13%+187,703
ISHARES TR0398+3980186,4270.13%+186,427
CABOT CORP(CBT)02,427+2,4270184,5610.13%+184,561
TESLA INC(TSLA)0415+4150184,5590.13%+184,559
ISHARES TR0942+9420184,5000.13%+184,500
ISHARES TR02,802+2,8020182,8730.13%+182,873
VERIZON COMMUNICATIONS INC(VZ)04,158+4,1580182,7530.13%+182,753
VANGUARD SCOTTSDALE FDS03,098+3,0980182,3170.13%+182,317
BARRICK MNG CORP(B)05,540+5,5400181,5460.13%+181,546
ISHARES INC33,74135,301+1,5602,005,9172,186,5591.52%+180,642
VANGUARD INDEX FDS0346+3460165,9650.12%+165,965
DIREXION SHS ETF TR01,064+1,0640164,3530.11%+164,353
NUVEEN NASDAQ 100 DYNAMIC OV(QQQX)05,836+5,8360160,2680.11%+160,268
ALPHABET INC(GOOG)2,1002,181+81370,143530,2560.37%+160,113
PROGYNY INC07,425+7,4250159,7860.11%+159,786
MASTERCARD INCORPORATED(MA)0281+2810159,7630.11%+159,763
FOX CORP(FOX)18,98019,392+4121,063,6391,222,8650.85%+159,226
SCHWAB STRATEGIC TR05,961+5,9610156,7740.11%+156,774
SCHWAB STRATEGIC TR06,224+6,2240156,4090.11%+156,409
ROYAL GOLD INC(RGLD)0770+7700154,4100.11%+154,410
SPDR INDEX SHS FDS56,18556,719+5342,274,9192,427,0111.69%+152,092
LEAR CORP(LEA)01,499+1,4990150,8120.10%+150,812
VANGUARD SCOTTSDALE FDS4,0185,752+1,734333,141483,8400.34%+150,699
ISHARES TR01,255+1,2550149,1800.10%+149,180
COSTCO WHSL CORP NEW(COST)0159+1590147,3920.10%+147,392
BRISTOL-MYERS SQUIBB CO(BMY)7,80611,268+3,462361,345508,2020.35%+146,857
VANGUARD STAR FDS01,978+1,9780145,2840.10%+145,284
ROCKET LAB CORP(RKLB)03,001+3,0010143,7780.10%+143,778
CARETRUST REIT INC(CTRE)33,28933,518+2291,018,6491,162,4200.81%+143,771
DELTA AIR LINES INC DEL(DAL)02,508+2,5080142,3160.10%+142,316
ISHARES TR02,067+2,0670140,7210.10%+140,721
STRATEGY INC(MSTR)0434+4340139,8390.10%+139,839
GRAYSCALE ETHEREUM MINI TR E(ETH)03,503+3,5030137,2480.10%+137,248
FISERV INC(FISV)01,053+1,0530135,7630.09%+135,763
VANGUARD WORLD FD0336+3360133,1760.09%+133,176
GLOBAL X FDS22,10520,772-1,333857,867990,1620.69%+132,295
SPDR SERIES TRUST5,3367,351+2,015290,186420,3990.29%+130,213
EXXON MOBIL CORP01,153+1,1530130,0440.09%+130,044
SPROTT ASSET MANAGEMENT LP(PSLV)08,200+8,2000128,7400.09%+128,740
VANGUARD WELLINGTON FD9,6639,371-2921,667,0611,795,4911.25%+128,430
KROGER CO(KR)01,900+1,9000128,0790.09%+128,079
PARK HOTELS & RESORTS INC(PK)13,29923,674+10,375136,051262,3090.18%+126,258
COINBASE GLOBAL INC(COIN)0365+3650123,1840.09%+123,184
PFIZER INC(PFE)12,47816,686+4,208302,462425,1490.30%+122,687
SUNOCO LP/SUNOCO FIN CORP(SUN)02,400+2,4000120,0280.08%+120,028
INTERNATIONAL SEAWAYS INC(INSW)02,582+2,5820118,9790.08%+118,979
ALCOA CORP(AA)03,547+3,5470116,6740.08%+116,674
SPDR SERIES TRUST0495+4950116,2590.08%+116,259
MP MATERIALS CORP(MP)01,730+1,7300116,0310.08%+116,031
GLOBAL X FDS01,600+1,6000114,6080.08%+114,608
SANDSTORM GOLD LTD09,095+9,0950113,8800.08%+113,880
TOLL BROTHERS INC(TOL)3,1033,381+278354,145467,1140.33%+112,969
MCDONALDS CORP(MCD)0369+3690112,1350.08%+112,135
VANECK ETF TRUST01,459+1,4590111,4600.08%+111,460
MOSAIC CO NEW(MOS)03,184+3,1840110,4050.08%+110,405
RESMED INC(RMD)5,6165,695+791,448,9281,558,9701.08%+110,042
D R HORTON INC(DHI)2,3472,426+79302,516411,1270.29%+108,611
PACIRA BIOSCIENCES INC(PCRX)04,205+4,2050108,3630.08%+108,363
CMS ENERGY CORP(CMS)01,468+1,4680107,5460.07%+107,546
TRANE TECHNOLOGIES PLC(TT)0249+2490105,0680.07%+105,068
SCHLUMBERGER LTD(SLB)03,003+3,0030103,2020.07%+103,202
VANGUARD WORLD FD0500+5000102,4300.07%+102,430
HOWMET AEROSPACE INC(HWM)0519+5190101,7480.07%+101,748
LEMAITRE VASCULAR INC(LMAT)15,61815,984+3661,297,0741,398,7360.97%+101,662
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