Caitlin John, LLC

CIK: 0002010947Latest portfolio: $152.7M · Q4 2025

Holdings

927

Total Value

$152.7M

New Positions

132

Closed Positions

84

#StockSharesValue% PortfolioChangeType
1
BILSPDR SERIES TRUST
72,422$6.6M4.33%+2K
2
SCHISCHWAB STRATEGIC TR
249,547$5.7M3.75%NEW
3
SPLBSPDR SERIES TRUST
190,077$4.3M2.81%+118K
4
SPHYSPDR SERIES TRUST
180,663$4.3M2.80%+177K
5
SPSBSPDR SERIES TRUST
141,542$4.3M2.80%+91K
6
SPTLSPDR SERIES TRUST
160,221$4.2M2.78%+71K
7
VVVANGUARD INDEX FDS
10,773$3.4M2.22%-1,729
8
SLVISHARES SILVER TR
51,511$3.3M2.17%+2K
9
VTIVANGUARD INDEX FDS
9,808$3.3M2.15%-22
10
BILSSPDR SERIES TRUST
30,395$3.0M1.97%-17,079
11
GLDMWORLD GOLD TR
27,107$2.3M1.51%+8K
12
GQ9SPDR GOLD TR
5,118$2.0M1.33%+484
13
SPDWSPDR INDEX SHS FDS
45,070$2.0M1.31%-11,649
14
MSFTMICROSOFT CORP
3,814$1.8M1.21%+2K
15
EZUISHARES INC
28,253$1.8M1.19%-7,048
16
VEUVANGUARD INTL EQUITY INDEX F
24,375$1.8M1.17%-7,862
17
VFMOVANGUARD WELLINGTON FD
9,160$1.8M1.15%-211
18
SPYSPDR S&P 500 ETF TR
2,354$1.6M1.07%-3,296
19
SPYMSPDR SERIES TRUST
19,557$1.6M1.03%-514
20
METAMETA PLATFORMS INC
1,976$1.3M0.85%-430
21
NVDANVIDIA CORPORATION
6,824$1.3M0.83%-4,900
22
VOVANGUARD INDEX FDS
4,297$1.2M0.82%+28
23
NDQINVESCO QQQ TR
1,948$1.2M0.78%-2,217
24
MPWRMONOLITHIC PWR SYS INC
1,264$1.1M0.75%+793
25
JKHYHENRY JACK & ASSOC INC
6,259$1.1M0.75%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
VNOM8K+8K
GLDM27K+8K
ANET8K+7K
SEIC6K+6K
URBN6K+6K
FOX6K+5K
FMC5K+4K
IJH7K+4K
PAYC4K+4K
FFIV4K+4K

Decreased Positions

NameSharesChange
JT516K-28878
TSA132-25790
IBKR159-25036
BILS30K-17079
TPR118-14990
SPDW45K-11649
COKE405-9162
BBN15K-7890
VEU24K-7862
EQH473-7175

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.317231318441271e+202T)
Consumer Cyclical0.0% ($6.746355414574493e+116T)
Healthcare0.0% ($7.426884644364014e+104T)
Basic Materials0.0% ($9.822702442142073e+96T)
Industrials0.0% ($7.524873943863743e+82T)
Unknown0.0% ($2.027119646645737e+76T)
Energy0.0% ($7.845374653283183e+65T)
Consumer Defensive0.0% ($8.43338237195187e+44T)
Communication Services0.0% ($1.3041042802720488e+43T)
Real Estate0.0% ($3.992782652592432e+38T)
Utilities0.0% ($4.744442701361111e+31T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 18, 2026$152.7M1,208
Q3 2025Nov 12, 2025$143.7B1,116
Q2 2025Jul 14, 2025$109.8B234
Q1 2025May 14, 2025$102.0B225

Fund Information

CIK0002010947
Most Recent FilingFeb 18, 2026
Number of Filings4

Caitlin John, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $152.7M across 927 holdings. The largest position is SPDR SERIES TRUST (BIL), representing 4.3% of the portfolio. Compared to the previous quarter, the fund opened 138 new positions and closed 94 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.