Arkolith/Funds/Caitlin John, LLC

Caitlin John, LLC

CIK 2010947
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Caitlin John, LLC holds a diversified book of 989 stocks worth $182.3M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Janus Henderson Aaa Clo ETF and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 7% of the equity book. They also disclosed $794K in put options (a bearish bet) and $59K in call options (bullish), shown separately below and excluded from the equity book.

Opened
444
bought for the first time
Added to
241
already held, bought more
Trimmed
222
sold some, still holds it
Sold out
61
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
21%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
16%
Financials
8%
Industrials
6%
Consumer Discretionary
4%
Health Care
4%
Materials
4%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Caitlin John, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$415.2B
BANK OF AMERICA CORP /DE/80 / 80$323.1B
UBS Group AG80 / 80$116.5B
WELLS FARGO & COMPANY/MN80 / 80$112.8B
ROYAL BANK OF CANADA80 / 80$111.2B
RAYMOND JAMES FINANCIAL INC80 / 80$78.2B
LPL Financial LLC80 / 80$75.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$20.8B

Ranked by how many of Caitlin John, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

989 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR BLO 1 ETF
$12.0M131.2K
6.6%
−48%
Reduced · −119K sh
2Vanguard Index FDS
TOTAL STK MKT
$3.4M9.3K
1.9%
+16%
Added · +1K sh
3Nvidia Corporation
COM
$3.3M16.7K
1.8%
+29%
Added · +4K sh
4SPDR Series Trust
ST STR P500ETF
$3.1M34.8K
1.7%
+129%
Added · +20K sh
5Vanguard Intl Equity Index F
ALLWRLD EX US
$2.9M34.4K
1.6%
+96%
Added · +17K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$2.9M3.9K
1.6%
+224%
Added · +3K sh
7Ishares Inc
MSCI EURZONE ETF
$2.8M39.8K
1.5%
+94%
Added · +19K sh
8SPDR Index SHS FDS
ST STR PO EX ETF
$2.8M54.6K
1.5%
+94%
Added · +26K sh
9Alphabet Inc
CAP STK CL A
$2.7M7.6K
1.5%
+142%
Added · +4K sh
10Vanguard Index FDS
LARGE CAP ETF
$2.7M7.7K
1.5%
−25%
Reduced · −3K sh
11Invesco QQQ TR
UNIT SER 1
$2.5M3.5K
1.4%
+501%
Added · +3K sh
12SPDR Series Trust
ST PORT HIGH ETF
$2.5M106.8K
1.4%
−56%
Reduced · −137K sh
13Janus Detroit STR TR
HENDRSON AAA CL
$2.4M47.4K
1.3%
New
New position
14Vanguard Wellington FD
US MOMENTUM
$2.2M8.8K
1.2%
+7.2%
Added · +595 sh
15Micron Technology Inc
COM
$2.1M1.9K
1.2%
New
New position
16Ishares TR
20+ YEAR TR BD
$2.1M94.8K
1.2%
+32%
Added · +23K sh
17Dell Technologies Inc
CL C
$2.0M4.6K
1.1%
New
New position
18SPDR Series Trust
ST STR P400MID
$1.8M26.9K
1.0%
+139%
Added · +16K sh
19SPDR Series Trust
ST STR BL 12 ETF
$1.8M18.0K
1.0%
−54%
Reduced · −21K sh
20Apple Inc
COM
$1.7M6.0K
1.0%
+84%
Added · +3K sh
21SPDR Series Trust
ST LONG BD ETF
$1.7M76.9K
0.9%
−71%
Reduced · −185K sh
22SPDR Series Trust
ST LON TREAS ETF
$1.7M65.1K
0.9%
−70%
Reduced · −155K sh
23SPDR Series Trust
ST SHOR CORP ETF
$1.7M56.5K
0.9%
−70%
Reduced · −132K sh
24Schwab Strategic TR
5 10YR CORP BD
$1.6M72.2K
0.9%
−79%
Reduced · −265K sh
25Ishares TR
MBS ETF
$1.6M16.7K
0.9%
1k×
Added · +17K sh
26Newmont Corp
COM
$1.5M15.8K
0.8%
−3.4%
Reduced · −551 sh
27Ishares Silver TR
ISHARES
$1.4M26.3K
0.8%
−43%
Reduced · −20K sh
28Broadcom Inc
COM
$1.3M3.6K
0.7%
67×
Added · +4K sh
29Vanguard Wellington FD
US QUALITY
$1.3M7.8K
0.7%
+46%
Added · +2K sh
30Vanguard Index FDS
MID CAP ETF
$1.3M16.3K
0.7%
+287%
Added · +12K sh
31Vanguard Index FDS
S&P 500 ETF SHS
$1.3M1.9K
0.7%
+12%
Added · +208 sh
32Comfort Sys USA Inc
COM
$1.3M648
0.7%
+219%
Added · +445 sh
33Viasat Inc
COM
$1.3M14.0K
0.7%
Held
34SPDR Series Trust
ST STR SP600 SML
$1.2M21.6K
0.7%
+139%
Added · +13K sh
35Arista Networks Inc
COM SHS
$1.1M6.6K
0.6%
+33%
Added · +2K sh
36Assurant Inc
COM
$1.1M3.9K
0.6%
New
New position
37Cummins Inc
COM
$1.0M1.5K
0.6%
New
New position
38Vanguard Index FDS
SM CP VAL ETF
$1.0M4.3K
0.6%
+1.2%
Added · +50 sh
39Vanguard Index FDS
SMALL CP ETF
$1.0M3.3K
0.6%
−4.5%
Reduced · −159 sh
40Vanguard Index FDS
VALUE ETF
$1.0M4.6K
0.6%
−2.0%
Reduced · −94 sh
41SPDR Gold TR
GOLD SHS
$1000K2.7K
0.5%
−36%
Reduced · −2K sh
42Deckers Outdoor Corp
COM
$993K10.0K
0.5%
+163%
Added · +6K sh
43Interactive Brokers Group In
COM CL A
$987K11.3K
0.5%
110×
Added · +11K sh
44Emcor Group Inc
COM
$969K1.2K
0.5%
+83%
Added · +531 sh
45World Gold TR
SPDR GLD MINIS
$931K11.7K
0.5%
−57%
Reduced · −16K sh
46Intuitive Surgical Inc
COM NEW
$929K2.3K
0.5%
+120%
Added · +1K sh
47Microsoft Corp
COM
$906K2.4K
0.5%
−34%
Reduced · −1K sh
48Factset Resh Sys Inc
COM
$889K3.9K
0.5%
+150%
Added · +2K sh
49Ulta Beauty Inc
COM
$874K1.9K
0.5%
+201%
Added · +1K sh
50Vanguard World FD
INF TECH ETF
$873K7.3K
0.5%
+770%
Added · +6K sh
Showing 50 of 989 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$794K
Call notional (bullish)$59K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$448K600
PUT · bearishINVESCO QQQ TR$74K100
PUT · bearishINTEL CORP$70K500
PUT · bearishINVESCO EXCH TRADED FD TR II$67K600
PUT · bearishSNOWFLAKE INC$51K200
PUT · bearishROBINHOOD MKTS INC$50K500
CALL · bullishPLUG PWR INC$49K18K
PUT · bearishDRAFTKINGS INC NEW$18K700
PUT · bearishCHIME FINL INC$16K800
CALL · bullishDIREXION SHARES ETF TRUST$10K3K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 20261,322$183.2M13F-HR
Q1 2026Mar 31, 2026May 13, 20261,196$166.7M13F-HR
Q4 2025Dec 31, 2025Feb 18, 20261,208$152.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,116$143.7M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2025234$109.8M13F-HR
Q2 2024Jun 30, 2024Jan 27, 2025873$139.0M13F-HR
Q1 2024Mar 31, 2024Jan 27, 2025898$133.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.