Caitlin John, LLC Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$109.8B

Holdings

134

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
BILSPDR SERIES TRUST
60,643$5.6B5.07%
2
BILSSPDR SERIES TRUST
47,906$4.8B4.34%
3
VVVANGUARD INDEX FDS
12,623$3.6B3.28%
4
SPYSPDR S&P 500 ETF TR
5,322$3.3B3.00%
5
VTIVANGUARD INDEX FDS
9,177$2.8B2.54%
6
SPTLSPDR SERIES TRUST
93,113$2.5B2.25%
7
SPDWSPDR INDEX SHS FDS
56,185$2.3B2.07%
8
NDQINVESCO QQQ TR
3,837$2.1B1.93%
9
VEUVANGUARD INTL EQUITY INDEX F
31,052$2.1B1.90%
10
EZUISHARES INC
33,741$2.0B1.83%
11
NVDANVIDIA CORPORATION
11,734$1.9B1.69%
12
APHAMPHENOL CORP NEW
18,148$1.8B1.63%
13
SLVISHARES SILVER TR
54,588$1.8B1.63%
14
METAMETA PLATFORMS INC
2,363$1.7B1.59%
15
SPLBSPDR SERIES TRUST
75,728$1.7B1.56%
16
VFMOVANGUARD WELLINGTON FD
9,663$1.7B1.52%
17
SPSBSPDR SERIES TRUST
51,999$1.6B1.43%
18
CSCOCISCO SYS INC
21,698$1.5B1.37%
19
AVGOBROADCOM INC
5,433$1.5B1.36%
20
AAPLAPPLE INC
7,187$1.5B1.34%
21
ABTABBOTT LABS
10,815$1.5B1.34%
22
RMERESMED INC
5,616$1.4B1.32%
23
BROBROWN & BROWN INC
12,917$1.4B1.30%
24
CMECME GROUP INC
5,133$1.4B1.29%
25
NFLXNETFLIX INC
1,050$1.4B1.28%
26
GQ9SPDR GOLD TR
4,603$1.4B1.28%
27
IBKRINTERACTIVE BROKERS GROUP IN
25,042$1.4B1.26%
28
TPRTAPESTRY INC
15,142$1.3B1.21%
29
LMATLEMAITRE VASCULAR INC
15,618$1.3B1.18%
30
TYLTYLER TECHNOLOGIES INC
2,187$1.3B1.18%
31
GLDMWORLD GOLD TR
19,402$1.3B1.16%
32
IDIINTERDIGITAL INC
5,545$1.2B1.13%
33
VOVANGUARD INDEX FDS
4,315$1.2B1.10%
34
TJXTJX COS INC NEW
9,772$1.2B1.10%
35
HLNEHAMILTON LANE INC
8,255$1.2B1.07%
36
TSAACI WORLDWIDE INC
25,161$1.2B1.05%
37
KOCOCA COLA CO
15,815$1.1B1.02%
38
GHCGRAHAM HLDGS CO
1,172$1.1B1.01%
39
VMIVALMONT INDS INC
3,278$1.1B0.98%
40
FOXAFOX CORP
18,980$1.1B0.97%
41
SPYMSPDR SERIES TRUST
14,473$1.1B0.96%
42
MLIMUELLER INDS INC
13,194$1.0B0.96%
43
JT5MUELLER WTR PRODS INC
43,229$1.0B0.95%
44
COKECOCA COLA CONS INC
9,186$1.0B0.93%
45
CTRECARETRUST REIT INC
33,289$1.0B0.93%
46
TPLTEXAS PACIFIC LAND CORPORATI
963$1.0B0.93%
47
VBVANGUARD INDEX FDS
4,282$1.0B0.92%
48
HWKNHAWKINS INC
6,679$949.1M0.86%
49
VTVVANGUARD INDEX FDS
5,303$937.2M0.85%
50
MG1MGE ENERGY INC
10,369$917.0M0.84%
51
MSFTMICROSOFT CORP
1,832$911.6M0.83%
52
URAGLOBAL X FDS
22,105$857.9M0.78%
53
VFQYVANGUARD WELLINGTON FD
5,576$801.4M0.73%
54
VBRVANGUARD INDEX FDS
4,041$788.1M0.72%
55
VCSHVANGUARD SCOTTSDALE FDS
9,263$736.4M0.67%
56
MGCVANGUARD WORLD FD
2,578$579.8M0.53%
57
VGTVANGUARD WORLD FD
775$513.8M0.47%
58
HBANHUNTINGTON BANCSHARES INC
30,274$507.4M0.46%
59
VEAVANGUARD TAX-MANAGED FDS
8,150$464.6M0.42%
60
BBNBLACKROCK TAX MUNICPAL BD TR
28,751$463.2M0.42%
61
AMATAPPLIED MATLS INC
2,255$412.8M0.38%
62
UNMUNUM GROUP
5,084$410.6M0.37%
63
KLACKLA CORP
450$403.2M0.37%
64
DIVGLOBAL X FDS
22,855$401.8M0.37%
65
VFMVVANGUARD WELLINGTON FD
3,081$395.1M0.36%
66
IBITISHARES BITCOIN TRUST ETF
6,360$389.3M0.35%
67
UNHUNITEDHEALTH GROUP INC
1,233$384.8M0.35%
68
MGVVANGUARD WORLD FD
2,889$379.0M0.35%
69
GOOGLALPHABET INC
2,100$370.1M0.34%
70
VPUVANGUARD WORLD FD
2,094$369.6M0.34%
71
BMYBRISTOL-MYERS SQUIBB CO
7,806$361.3M0.33%
72
CVXCHEVRON CORP NEW
2,501$358.2M0.33%
73
EQHEQUITABLE HLDGS INC
6,356$356.6M0.32%
74
CSXCSX CORP
10,875$354.9M0.32%
75
VTVANGUARD INTL EQUITY INDEX F
2,761$354.8M0.32%
76
TOLTOLL BROTHERS INC
3,103$354.1M0.32%
77
MPWRMONOLITHIC PWR SYS INC
484$354.0M0.32%
78
BKBANK NEW YORK MELLON CORP
3,865$352.1M0.32%
79
MMM3M CO
2,253$343.0M0.31%
80
IVVISHARES TR
548$340.3M0.31%
81
CATCATERPILLAR INC
873$338.9M0.31%
82
PHMPULTE GROUP INC
3,160$333.3M0.30%
83
VCITVANGUARD SCOTTSDALE FDS
4,018$333.1M0.30%
84
MSIMOTOROLA SOLUTIONS INC
788$331.3M0.30%
85
VGITVANGUARD SCOTTSDALE FDS
5,461$326.6M0.30%
86
BIVVANGUARD BD INDEX FDS
4,214$325.9M0.30%
87
VIGVANGUARD SPECIALIZED FUNDS
1,582$323.6M0.29%
88
BDXBECTON DICKINSON & CO
1,874$322.7M0.29%
89
OZKBANK OZK LITTLE ROCK ARK
6,764$318.3M0.29%
90
ETNEATON CORP PLC
883$315.2M0.29%
91
QCOMQUALCOMM INC
1,978$315.1M0.29%
92
MRKMERCK & CO INC
3,951$312.8M0.28%
93
INGRINGREDION INC
2,270$307.9M0.28%
94
SPSMSPDR SERIES TRUST
7,188$306.2M0.28%
95
DHID R HORTON INC
2,347$302.5M0.28%
96
PFEPFIZER INC
12,478$302.5M0.28%
97
ACNACCENTURE PLC IRELAND
1,002$299.5M0.27%
98
IVEISHARES TR
1,517$296.4M0.27%
99
HUBBHUBBELL INC
725$296.2M0.27%
100
SPMDSPDR SERIES TRUST
5,336$290.2M0.26%
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