Evid Invest
Holders — by stockHoldings — by fund

Caitlin John, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002010947

$183.2M

disclosed book value

1,000

positions

6.6%

largest position share

Positions, as of 2026-06-30

top 100 of 1,000 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BILSPDR SERIES TRUST131,184$12.0M6.6%
2VTIVANGUARD INDEX FDS9,292$3.4M1.9%
3NVDANVIDIA CORPORATION16,692$3.3M1.8%
4SPYMSPDR SERIES TRUST34,753$3.1M1.7%
5VEUVANGUARD INTL EQUITY INDEX F34,392$2.9M1.6%
6SPYSTATE STR SPDR S&P 500 ETF T3,855$2.9M1.6%
7EZUISHARES INC39,846$2.8M1.5%
8SPDWSPDR INDEX SHS FDS54,609$2.8M1.5%
9GOOGLALPHABET INC7,566$2.7M1.5%
10VVVANGUARD INDEX FDS7,725$2.7M1.5%
11QQQINVESCO QQQ TR3,459$2.5M1.4%
12SPHYSPDR SERIES TRUST106,827$2.5M1.4%
13JAAAJANUS DETROIT STR TR47,387$2.4M1.3%
14VFMOVANGUARD WELLINGTON FD8,811$2.2M1.2%
15MUMICRON TECHNOLOGY INC1,855$2.1M1.2%
16TLTWISHARES TR94,750$2.1M1.2%
17DELLDELL TECHNOLOGIES INC4,585$2.0M1.1%
18SPMDSPDR SERIES TRUST26,940$1.8M1%
19BILSSPDR SERIES TRUST18,000$1.8M1%
20AAPLAPPLE INC6,021$1.7M1%
21SPLBSPDR SERIES TRUST76,947$1.7M0.9%
22SPTLSPDR SERIES TRUST65,102$1.7M0.9%
23SPSBSPDR SERIES TRUST56,508$1.7M0.9%
24SCHISCHWAB STRATEGIC TR72,227$1.6M0.9%
25MBBISHARES TR16,651$1.6M0.9%
26NEMNEWMONT CORP15,820$1.5M0.8%
27SLVISHARES SILVER TR26,313$1.4M0.8%
28AVGOBROADCOM INC3,560$1.3M0.7%
29VFQYVANGUARD WELLINGTON FD7,779$1.3M0.7%
30VOVANGUARD INDEX FDS16,308$1.3M0.7%
31VOOVANGUARD INDEX FDS1,906$1.3M0.7%
32FIXCOMFORT SYS USA INC648$1.3M0.7%
33VSATVIASAT INC14,034$1.3M0.7%
34SPSMSPDR SERIES TRUST21,613$1.2M0.7%
35ANETARISTA NETWORKS INC6,616$1.1M0.6%
36AIZASSURANT INC3,917$1.1M0.6%
37CMICUMMINS INC1,467$1.0M0.6%
38VBRVANGUARD INDEX FDS4,268$1.0M0.6%
39VBVANGUARD INDEX FDS3,330$1.0M0.6%
40VTVVANGUARD INDEX FDS4,618$1.0M0.5%
41GLDSPDR GOLD TR2,714$999,7830.5%
42DECKDECKERS OUTDOOR CORP10,005$993,3970.5%
43IBKRINTERACTIVE BROKERS GROUP IN11,337$986,7730.5%
44EMEEMCOR GROUP INC1,168$969,3010.5%
45GLDMWORLD GOLD TR11,726$931,2790.5%
46ISRGINTUITIVE SURGICAL INC2,337$929,3780.5%
47MSFTMICROSOFT CORP2,428$905,8460.5%
48FDSFACTSET RESH SYS INC3,865$889,2590.5%
49ULTAULTA BEAUTY INC1,938$873,9990.5%
50VGTVANGUARD WORLD FD7,309$873,4770.5%
51MPWRMONOLITHIC PWR SYS INC630$871,0410.5%
52EOGEOG RES INC6,637$861,0180.5%
53HCAHCA HEALTHCARE INC2,139$833,9740.5%
54URAGLOBAL X FDS18,979$829,3730.5%
55ADSKAUTODESK INC4,200$816,5640.4%
56STRLSTERLING INFRASTRUCTURE INC942$790,6770.4%
57MYRGMYR GROUP INC1,579$790,1310.4%
58METAMETA PLATFORMS INC1,384$779,3650.4%
59ONTOONTO INNOVATION INC2,000$756,9000.4%
60THGHANOVER INS GROUP INC3,353$717,9440.4%
61IEFISHARES TR7,549$713,8740.4%
62VCSHVANGUARD SCOTTSDALE FDS9,008$711,9020.4%
63VIGVANGUARD SPECIALIZED FUNDS2,970$702,6820.4%
64AMZNAMAZON COM INC2,905$692,3770.4%
65BBARRICK MNG CORP18,540$680,9740.4%
66VDCVANGUARD WORLD FD3,011$678,9470.4%
67COSTCOSTCO WHOLESALE CORPORATION716$670,1370.4%
68EXELEXELIXIS INC12,270$667,6110.4%
69WTSWATTS WATER TECHNOLOGIES INC1,694$663,1170.4%
70FOXAFOX CORP12,401$646,8360.4%
71CARTMAPLEBEAR INC13,598$643,8660.4%
72MGCVANGUARD WORLD FD2,319$634,5480.3%
73SYYSYSCO CORP7,469$624,2330.3%
74RGLDROYAL GOLD INC3,084$615,6890.3%
75FHIFEDERATED HERMES INC11,057$610,5670.3%
76VYMVANGUARD WHITEHALL FDS3,737$590,5140.3%
77TTDTHE TRADE DESK INC32,483$587,2930.3%
78WWDWOODWARD INC1,353$575,6210.3%
79NXTNEXTPOWER INC4,793$571,0380.3%
80EDCONSOLIDATED EDISON INC4,958$548,5360.3%
81VCITVANGUARD SCOTTSDALE FDS6,603$545,7560.3%
82IVVISHARES TR728$545,2640.3%
83JPMJPMORGAN CHASE & CO1,664$544,5150.3%
84VEAVANGUARD TAX-MANAGED FDS7,605$541,8510.3%
85IJHISHARES TR6,993$539,2710.3%
86PCTYPAYLOCITY HLDG CORP5,075$530,4900.3%
87CSXCSX CORP10,875$516,8890.3%
88HLIHOULIHAN LOKEY INC3,833$514,1200.3%
89HBANHUNTINGTON BANCSHARES INC28,774$510,1630.3%
90SGOVISHARES TR5,039$507,2760.3%
91SANMSANMINA CORP2,003$506,9190.3%
92APHAMPHENOL CORP2,865$505,2290.3%
93BMIBADGER METER INC3,266$484,6450.3%
94GMEDGLOBUS MED INC6,063$479,0380.3%
95FABRINET849$477,2050.3%
96TSLATESLA INC1,114$468,5480.3%
97GVAGRANITE CONSTR INC2,957$467,4430.3%
98PFEPFIZER INC19,323$465,3150.3%
99MGVVANGUARD WORLD FD2,820$460,9290.3%
100FCXFREEPORT MCMORAN INC7,165$450,6090.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.