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Institutional

Caitlin John, LLC

CIK 0002010947
$166.7M
Reported AUM
931
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · Caitlin John, LLC · Q1 2026

AI · grounded in 13F

Caitlin John, LLC increased its position in NEM by 2717.7% to lead its buying activity. The fund also accumulated shares in SGOV and BIL, increasing those holdings by 252.9% and 245.3% respectively. On the sell side, the fund trimmed its position in QQQ by 70.4% and reduced its stake in SPDW by 37.5%.

Portfolio · Q1 2026

BIL$22.9MSCHI$7.6MSPLB$5.8MSPTL$5.8MSPHY$5.7MSPSB$5.7MBILS$3.9MSLV$3.1MVV$3.1MSGOV$2.8MVTI$2.6MGLDM$2.6MOther$93.7MCL

Top holdings· first 500 of 931

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1BILSPDR SERIES TRUST$22.9M13.75%+177,689+245.4%
2SCHISCHWAB STRATEGIC TR$7.6M4.59%+87,541+35.1%
3SPLBSPDR SERIES TRUST$5.8M3.50%+72,352+38.1%
4SPTLSPDR SERIES TRUST$5.8M3.48%+60,230+37.6%
5SPHYSPDR SERIES TRUST$5.7M3.42%+63,533+35.2%
6SPSBSPDR SERIES TRUST$5.7M3.40%+47,218+33.4%
7BILSSPDR SERIES TRUST$3.9M2.35%+8,967+29.5%
8SLVISHARES SILVER TR$3.1M1.88%-5,567-10.8%
9VVVANGUARD INDEX FDS$3.1M1.85%-437-4.1%
10SGOVISHARES TR$2.8M1.70%+20,239+253.0%
11VTIVANGUARD INDEX FDS$2.6M1.53%-1,832-18.7%
12GLDMWORLD GOLD TR$2.6M1.53%+471+1.7%
13NVDANVIDIA CORPORATION$2.2M1.35%+6,068+88.9%
14GLDSPDR GOLD TR$1.8M1.10%-856-16.7%
15NEMNEWMONT CORP$1.8M1.06%+15,790+2717.7%
16VFMOVANGUARD WELLINGTON FD$1.6M0.97%-944-10.3%
17TLTWISHARES TR$1.6M0.97%+64,480+908.2%
18MSFTMICROSOFT CORP$1.4M0.82%-113-3.0%
19VEUVANGUARD INTL EQUITY INDEX F$1.3M0.79%-6,821-28.0%
20EZUISHARES INC$1.3M0.77%-7,669-27.1%
21SPDWSPDR INDEX SHS FDS$1.3M0.77%-16,919-37.5%
22URAGLOBAL X FDS$1.2M0.73%+2,325+10.2%
23VOVANGUARD INDEX FDS$1.2M0.73%-81-1.9%
24SPYMSPDR SERIES TRUST$1.2M0.70%-4,352-22.3%
25SPYSTATE STR SPDR S&P 500 ETF T$1.2M0.70%-566-24.0%
26VOOVANGUARD INDEX FDS$1.0M0.61%+229+15.6%
27VTVVANGUARD INDEX FDS$924K0.55%-456-8.8%
28MPWRMONOLITHIC PWR SYS INC$920K0.55%-423-33.5%
29VBRVANGUARD INDEX FDS$916K0.55%+115+2.8%
30VBVANGUARD INDEX FDS$914K0.55%-120-3.3%
31GOOGLALPHABET INC$898K0.54%-212-6.4%
32METAMETA PLATFORMS INC$894K0.54%-413-20.9%
33AAPLAPPLE INC$832K0.50%+1,349+69.9%
34JKHYHENRY JACK & ASSOC INC$820K0.49%-1,072-17.1%
35RGLDROYAL GOLD INC$799K0.48%-1,280-29.0%
36VFQYVANGUARD WELLINGTON FD$796K0.48%-217-3.9%
37BBARRICK MNG CORP$756K0.45%+13,600+275.3%
38VCSHVANGUARD SCOTTSDALE FDS$719K0.43%-12-0.1%
39IEFISHARES TR$691K0.41%+374+5.4%
40SPMDSPDR SERIES TRUST$667K0.40%-1,577-12.3%
41VSATVIASAT INC$643K0.39%-2,173-13.4%
42COSTCOSTCO WHOLESALE CORPORATION$614K0.37%-362-37.0%
43ANETARISTA NETWORKS INC$609K0.37%-2,550-34.0%
44FFIVF5 INC$591K0.35%-1,787-46.7%
45VGTVANGUARD WORLD FD$586K0.35%+64+8.2%
46STXSEAGATE TECHNOLOGY HLDNGS PL$583K0.35%-2,054-58.0%
47MGCVANGUARD WORLD FD$564K0.34%-24-1.0%
48PYPLPAYPAL HLDGS INC$563K0.34%+690+5.9%
49FSLRFIRST SOLAR INC$549K0.33%-222-7.4%
50XOMEXXON MOBIL CORP$548K0.33%-644-16.6%
51RJFRAYMOND JAMES FINL INC$545K0.33%-1,488-28.3%
52VDCVANGUARD WORLD FD$530K0.32%+1,182+100.4%
53VCITVANGUARD SCOTTSDALE FDS$521K0.31%+130+2.1%
54PFEPFIZER INC$519K0.31%+945+5.4%
55EIXEDISON INTL$515K0.31%-887-11.2%
56GOOGALPHABET INC$505K0.30%-798-31.2%
57ISRGINTUITIVE SURGICAL INC$490K0.29%-247-18.8%
58PAYCPAYCOM SOFTWARE INC$478K0.29%-177-4.3%
59IVVISHARES TR$472K0.28%HELD
60EMEEMCOR GROUP INC$470K0.28%-594-48.3%
61IJHISHARES TR$468K0.28%+24+0.3%
62HCAHCA HEALTHCARE INC$468K0.28%-487-33.0%
63TLTISHARES TR$457K0.27%+796+17.8%
64VDEVANGUARD WORLD FD$454K0.27%+400+18.0%
65HBANHUNTINGTON BANCSHARES INC$450K0.27%HELD
66CSXCSX CORP$446K0.27%HELD
67SPSMSPDR SERIES TRUST$438K0.26%-2,816-23.7%
68VGITVANGUARD SCOTTSDALE FDS$431K0.26%HELD
69LQDISHARES TR$427K0.26%+3,060+356.2%
70VEAVANGUARD TAX-MANAGED FDS$418K0.25%-1,606-19.7%
71COPCONOCOPHILLIPS$417K0.25%-2,589-45.1%
72MGVVANGUARD WORLD FD$414K0.25%+165+6.1%
73VPUVANGUARD WORLD FD$412K0.25%+3+0.1%
74FOXAFOX CORP$409K0.25%-2,870-29.1%
75VFMVVANGUARD WELLINGTON FD$406K0.24%-34-1.1%
76NYTNEW YORK TIMES CO MTN BE$387K0.23%-2,388-34.0%
77ORCLORACLE CORP$384K0.23%+1,035+65.5%
78DECKDECKERS OUTDOOR CORP$381K0.23%-2,709-41.6%
79MRKMERCK & CO INC$380K0.23%-665-17.4%
80BIVVANGUARD BD INDEX FDS$371K0.22%+602+14.3%
81APHAMPHENOL CORP$368K0.22%+30+1.0%
82MSIMOTOROLA SOLUTIONS INC$367K0.22%+10+1.2%
83TRVTRAVELERS COMPANIES INC$360K0.22%+24+2.0%
84VIGVANGUARD SPECIALIZED FUNDS$359K0.22%+106+6.8%
85INTUINTUIT$353K0.21%+270+49.5%
86HWMHOWMET AEROSPACE INC$353K0.21%+1,350+750.0%
87RINGISHARES INC$352K0.21%-175-3.8%
88VTVANGUARD INTL EQUITY INDEX F$351K0.21%HELD
89CMCSACOMCAST CORP NEW$349K0.21%+790+6.9%
90ALLALLSTATE CORP$342K0.20%+40+2.5%
91LOWLOWES COS INC$338K0.20%+37+2.7%
92ULTAULTA BEAUTY INC$336K0.20%-407-38.8%
93FDSFACTSET RESH SYS INC$335K0.20%+364+30.8%
94BDXBECTON DICKINSON & CO$333K0.20%+152+7.7%
95QQQINVESCO QQQ TR$332K0.20%-1,372-70.4%
96ACNACCENTURE PLC IRELAND$322K0.19%+150+10.2%
97IVEISHARES TR$320K0.19%HELD
98ROPROPER TECHNOLOGIES INC$319K0.19%+141+18.6%
99BMIBADGER METER INC$317K0.19%+126+6.4%
100DPZDOMINOS PIZZA INC$309K0.19%+66+8.3%
101FNVFRANCO NEV CORP$308K0.18%-60-4.6%
102JPMJPMORGAN CHASE & CO$306K0.18%+1,000+2564.1%
103LADLITHIA MTRS INC$306K0.18%+194+18.8%
104APPFAPPFOLIO INC$304K0.18%-220-10.3%
105BDCBELDEN INC$299K0.18%-1,776-40.5%
106PKPARK HOTELS & RESORTS INC$299K0.18%+3,596+14.5%
107FOXFOX CORP$298K0.18%+30+0.5%
108DIVGLOBAL X FDS$297K0.18%-1,458-8.5%
109GDGENERAL DYNAMICS CORP$297K0.18%-7-0.8%
110AMZNAMAZON COM INC$296K0.18%-200-12.3%
111FNFABRINET$296K0.18%-667-54.1%
112BRBROADRIDGE FINL SOLUTIONS IN$292K0.18%+541+43.0%
113BMYBRISTOL-MYERS SQUIBB CO$290K0.17%-624-11.5%
114UNHUNITEDHEALTH GROUP INC$290K0.17%+7+0.7%
115SEICSEI INVTS CO$288K0.17%-2,275-38.3%
116WPMWHEATON PRECIOUS METALS CORP$285K0.17%+571+35.5%
117SFSTIFEL FINL CORP$284K0.17%-161-4.0%
118ABTABBOTT LABORATORIES$283K0.17%+145+5.6%
119FIXCOMFORT SYS USA INC$280K0.17%-320-61.2%
120HALOHALOZYME THERAPEUTICS INC$278K0.17%-2,609-37.8%
121LOPEGRAND CANYON ED INC$274K0.16%-1,146-41.6%
122VYMVANGUARD WHITEHALL FDS$273K0.16%HELD
123SVMSILVERCORP METALS INC$269K0.16%+25,000NEW
124IGEBISHARES TR$265K0.16%HELD
125CASYCASEYS GEN STORES INC$265K0.16%-465-56.1%
126KBRKBR INC$262K0.16%+356+5.3%
127CEGCONSTELLATION ENERGY CORP$257K0.15%-342-27.1%
128OSKOSHKOSH CORP$256K0.15%-1,344-43.6%
129GCCWISDOMTREE TR$254K0.15%+10,621NEW
130KOCOCA COLA CO$252K0.15%-95-2.8%
131BKNGBOOKING HOLDINGS INC$248K0.15%-6-9.2%
132CTRECARETRUST REIT INC$248K0.15%+11+0.2%
133PCTYPAYLOCITY HLDG CORP$247K0.15%-262-10.3%
134UTHRUNITED THERAPEUTICS CORP DEL$244K0.15%-546-57.1%
135VCTRVICTORY CAP HLDGS INC DEL$243K0.15%-2,415-39.5%
136URBNURBAN OUTFITTERS INC$241K0.14%-2,164-36.2%
137LRNSTRIDE INC$241K0.14%-2,486-47.6%
138MWAMUELLER WTR PRODS INC$239K0.14%-6,835-44.0%
139AYIACUITY INC$239K0.14%-189-18.1%
140PLXSPLEXUS CORP$236K0.14%-1,608-57.9%
141CBRECBRE GROUP INC$235K0.14%-748-30.1%
142ANFABERCROMBIE & FITCH CO$235K0.14%-1,737-40.3%
143NXTNEXTPOWER INC$233K0.14%-2,109-52.2%
144VGSHVANGUARD SCOTTSDALE FDS$233K0.14%+1,000+33.6%
145BF/BBROWN FORMAN CORP$230K0.14%+284+3.4%
146JEPIJ P MORGAN EXCHANGE TRADED F$229K0.14%+1,712+73.5%
147CBTCABOT CORP$224K0.13%-166-5.3%
148PGNYPROGYNY INC$224K0.13%+369+2.9%
149SPYDSPDR SERIES TRUST$223K0.13%-1,221-20.0%
150MGYMAGNOLIA OIL & GAS CORP$223K0.13%-7,992-53.1%
151HLNEHAMILTON LANE INC$221K0.13%-396-15.1%
152VMBSVANGUARD SCOTTSDALE FDS$220K0.13%+5+0.1%
153BNDVANGUARD BD INDEX FDS$213K0.13%-12-0.4%
154PNCPNC FINL SVCS GROUP INC$212K0.13%-141-12.2%
155ALVAUTOLIV INC$209K0.13%-715-26.5%
156JHGJANUS HENDERSON GROUP PLC$209K0.13%-3,838-48.6%
157MCYMERCURY GENL CORP NEW$206K0.12%-853-26.7%
158JEPQJ P MORGAN EXCHANGE TRADED F$205K0.12%+1,060+40.2%
159VTCVANGUARD SCOTTSDALE FDS$203K0.12%HELD
160PAHCPHIBRO ANIMAL HEALTH CORP$201K0.12%-3,468-48.8%
161VNOMVIPER ENERGY INC$196K0.12%-4,065-49.3%
162SILJAMPLIFY ETF TR$196K0.12%-5,542-45.7%
163NUVNUVEEN MUN VALUE FD INC$193K0.12%-3,200-13.0%
164SILGLOBAL X FDS$187K0.11%-1,387-40.1%
165TSLATESLA INC$186K0.11%-21-4.0%
166LEALEAR CORP$185K0.11%+14+0.9%
167CXMSPRINKLR INC$184K0.11%-7,234-19.1%
168VZVERIZON COMMUNICATIONS INC$184K0.11%+30+0.8%
169PKGPACKAGING CORP AMER$183K0.11%-615-41.6%
170VRTSVIRTUS INVT PARTNERS INC$182K0.11%-272-16.7%
171VONGVANGUARD SCOTTSDALE FDS$181K0.11%+25+1.5%
172XNEAXNUVEEN AMT FREE QLTY MUN INC$180K0.11%-10,600-39.8%
173VECOVEECO INSTRS INC DEL$178K0.11%-4,148-44.1%
174DNOWDNOW INC$178K0.11%-5,754-27.8%
175VWOVANGUARD INTL EQUITY INDEX F$177K0.11%-779-19.2%
176AMHAMERICAN HOMES 4 RENT$177K0.11%-1,952-23.6%
177XARSPDR SERIES TRUST$177K0.11%+200+40.4%
178AAALCOA CORP$172K0.10%-1,054-28.9%
179IYWISHARES TR$171K0.10%HELD
180IWFISHARES TR$170K0.10%HELD
181NWENORTHWESTERN ENERGY GROUP IN$169K0.10%-1,630-38.8%
182NBBNUVEEN TAXABLE MUNICPAL INM$167K0.10%-1,423-11.8%
183PLTRPALANTIR TECHNOLOGIES INC$167K0.10%-387-25.3%
184FNDXSCHWAB STRATEGIC TR$166K0.10%HELD
185BCPCBALCHEM CORP$164K0.10%-632-39.6%
186CARSCARS COM INC$163K0.10%+6,268+45.5%
187PLMRPALOMAR HLDGS INC$162K0.10%-561-29.2%
188IIININSTEEL INDS INC$162K0.10%-2,359-32.9%
189NEENEXTERA ENERGY INC$159K0.10%HELD
190VS TRUST$157K0.09%+18,100NEW
191GLOBGLOBANT S A$156K0.09%+759+28.9%
192IJRISHARES TR$156K0.09%+10+0.8%
193JLLJONES LANG LASALLE INC$156K0.09%-317-38.2%
194LDOSLEIDOS HOLDINGS INC$156K0.09%+1,000NEW
195SCHRSCHWAB STRATEGIC TR$155K0.09%HELD
196MHOM/I HOMES INC$151K0.09%-744-37.6%
197KRKROGER CO$150K0.09%+176+9.3%
198VXUSVANGUARD STAR FDS$149K0.09%-9-0.5%
199SSTKSHUTTERSTOCK INC$145K0.09%-26-0.3%
200MYRGMYR GROUP INC$144K0.09%-472-48.1%
201SUNSUNOCO LP/SUNOCO FIN CORP$144K0.09%-196-8.1%
202CWKCUSHMAN AND WAKEFIELD LTD$142K0.08%-470-3.9%
203SPLVINVESCO EXCH TRADED FD TR II$139K0.08%HELD
204GDXVANECK ETF TRUST$138K0.08%-1,808-54.7%
205RYLDGLOBAL X FDS$135K0.08%-4,733-34.4%
206VUGVANGUARD INDEX FDS$134K0.08%-23-7.0%
207KHCKRAFT HEINZ CO$134K0.08%-1,782-23.1%
208CALMCAL MAINE FOODS INC$129K0.08%-817-33.3%
209ON HLDG AG$129K0.08%+3,800NEW
210HEGDLISTED FDS TR$128K0.08%-2,167-29.5%
211LTCLTC PPTYS INC$127K0.08%-1,488-30.4%
212ADUSADDUS HOMECARE CORP$122K0.07%-403-23.6%
213TFPMTRIPLE FLAG PRECIOUS METAL$121K0.07%-230-6.2%
214DGROISHARES TR$119K0.07%-87-4.9%
215NFLXNETFLIX INC.$119K0.07%-492-28.5%
216UVIXVS TRUST$119K0.07%+11,016+410.4%
217MCDMCDONALDS CORP$115K0.07%HELD
218QQQXNUVEEN NASDAQ 100 DYNAMIC OV$114K0.07%HELD
219CMSCMS ENERGY CORP$114K0.07%HELD
220VAWVANGUARD WORLD FD$113K0.07%HELD
221FMCFMC CORP$112K0.07%+1,918+41.7%
222TLTPAMPLIFY ETF TR$111K0.07%+200+4.0%
223UNMUNUM GROUP$110K0.07%-158-9.5%
224DJPBARCLAYS BANK PLC$107K0.06%HELD
225VTRSVIATRIS INC$106K0.06%HELD
226GDXJVANECK ETF TRUST$105K0.06%-1,052-54.5%
227HYGISHARES TR$104K0.06%+510+63.8%
228PCRXPACIRA BIOSCIENCES INC$99K0.06%+180+4.3%
229MOSMOSAIC CO$97K0.06%+559+17.2%
230INSWINTERNATIONAL SEAWAYS INC$95K0.06%-865-40.0%
231AEMAGNICO EAGLE MINES LTD$95K0.06%+134+40.4%
232RKLBROCKET LAB CORP$94K0.06%-1,533-51.1%
233BBNBLACKROCK TAX MUNICPAL BD TR$92K0.06%-9,182-61.7%
234WMBWILLIAMS COS INC$90K0.05%+9+0.7%
235IAUISHARES GOLD TR$89K0.05%HELD
236SCHPSCHWAB STRATEGIC TR$89K0.05%-192-5.5%
237PSLVSPROTT ASSET MANAGEMENT LP$85K0.05%-4,825-58.0%
238CVXCHEVRON CORPORATION$85K0.05%-2-0.5%
239AUANGLOGOLD ASHANTI PLC$84K0.05%-90-9.5%
240IWNISHARES TR$83K0.05%HELD
241TAPMOLSON COORS BEVERAGE CO$83K0.05%+216+12.7%
242WMTWALMART INC$82K0.05%HELD
243FANGDIAMONDBACK ENERGY INC$82K0.05%+62+17.5%
244NUGTDIREXION SHARES ETF TRUST$81K0.05%-574-57.1%
245EXEEXPAND ENERGY CORPORATION$80K0.05%+3+0.4%
246RIVNRIVIAN AUTOMOTIVE INC$80K0.05%HELD
247NKENIKE INC$77K0.05%+511+54.3%
248MOALTRIA GROUP INC$76K0.05%HELD
249VVISA INC$76K0.05%-111-30.7%
250VCVISTEON CORP$75K0.05%HELD
251DBCINVESCO DB COMMDY INDX TRCK$75K0.05%HELD
252ILCVISHARES TR$74K0.04%HELD
253COKECOCA COLA CONS INC$74K0.04%-18-4.4%
254TTTRANE TECHNOLOGIES PLC$74K0.04%HELD
255ADBEADOBE INC$74K0.04%+116+62.0%
256FNDFSCHWAB STRATEGIC TR$73K0.04%HELD
257DALDELTA AIR LINES INC$73K0.04%-97-8.2%
258SPYGSPDR SERIES TRUST$71K0.04%+113+18.4%
259SCHXSCHWAB STRATEGIC TR$70K0.04%HELD
260SHENSHENANDOAH TELECOMMUNICATION$70K0.04%HELD
261TAT&T INC$69K0.04%+22+0.9%
262XLPSELECT SECTOR SPDR TR$69K0.04%-306-26.5%
263PEPPEPSICO INC$69K0.04%+8+1.8%
264BALTINNOVATOR ETFS TRUST$68K0.04%-443-17.8%
265SLBSLB LIMITED$68K0.04%-83-5.9%
266LINELINEAGE INC$68K0.04%+560+37.2%
267XLESELECT SECTOR SPDR TR$68K0.04%+122+12.4%
268ELEELEMENTAL RTY CORP$67K0.04%-2,131-37.3%
269MAMASTERCARD INCORPORATED$66K0.04%-44-24.9%
270EBNDSPDR SERIES TRUST$66K0.04%HELD
271BRK/BBERKSHIRE HATHAWAY INC DEL$66K0.04%-58-29.7%
272CATCATERPILLAR INC$65K0.04%-1-1.1%
273TDCTERADATA CORP DEL$65K0.04%+148+6.2%
274FTECFIDELITY COVINGTON TRUST$64K0.04%HELD
275GDEWISDOMTREE TR$63K0.04%+500+100.0%
276IYKISHARES TR$62K0.04%HELD
277DVNDEVON ENERGY CORP NEW$62K0.04%-195-13.6%
278IBITISHARES BITCOIN TRUST ETF$62K0.04%+1,000+163.1%
279BTUPEABODY ENGR CORP$62K0.04%+11+0.6%
280IRMIRON MTN INC DEL$62K0.04%+6+1.0%
281SCHGSCHWAB STRATEGIC TR$61K0.04%+219+11.6%
282JNJJOHNSON & JOHNSON$61K0.04%-3-1.2%
283AGGISHARES TR$61K0.04%+81+15.2%
284AMDADVANCED MICRO DEVICES INC$61K0.04%-11-3.5%
285LPGDORIAN LPG LTD$60K0.04%HELD
286PVHPVH CORPORATION$59K0.04%+486+135.4%
287FNDASCHWAB STRATEGIC TR$59K0.04%HELD
288IGMISHARES TR$57K0.03%+30+6.7%
289OCOWENS CORNING NEW$57K0.03%+16+3.2%
290CHTRCHARTER COMMUNICATIONS INC$56K0.03%-45-14.8%
291ALABASTERA LABS INC$56K0.03%+500+5000.0%
292KXIISHARES TR$56K0.03%HELD
293IWDISHARES TR$56K0.03%HELD
294WWWWOLVERINE WORLD WIDE INC$55K0.03%+1+0.0%
295XYLDGLOBAL X FDS$55K0.03%-800-36.4%
296TSMTAIWAN SEMICONDUCTOR MANUFAC$55K0.03%-4-2.4%
297FHDGFIRST TR EXCHNG TRADED FD VI$55K0.03%-392-19.5%
298AWRAMER STATES WTR CO$55K0.03%-814-53.0%
299RSPINVESCO EXCHANGE TRADED FD T$54K0.03%-2-0.7%
300UUUUENERGY FUELS INC$54K0.03%+249+9.2%
301SHYISHARES TR$54K0.03%-200-23.5%
302AGQPROSHARES TR II$53K0.03%-44-9.0%
303ETENERGY TRANSFER L P$53K0.03%HELD
304BSVVANGUARD BD INDEX FDS$53K0.03%-370-35.4%
305SCCOSOUTHERN COPPER CORP$53K0.03%-72-19.0%
306OMCOMNICOM GROUP INC$52K0.03%+306+80.1%
307NUENUCOR CORP$52K0.03%+1+0.3%
308DTEDTE ENERGY CO$51K0.03%+250+250.0%
309XLGINVESCO EXCHANGE TRADED FD T$50K0.03%-635-40.9%
310LLYELI LILLY & CO$50K0.03%+7+14.9%
311NNENANO NUCLEAR ENERGY INC$49K0.03%+2,400NEW
312SCHFSCHWAB STRATEGIC TR$49K0.03%HELD
313GILDGILEAD SCIENCES INC$49K0.03%-98-21.9%
314FISVFISERV INC$48K0.03%-148-14.7%
315SOFISOFI TECHNOLOGIES INC$48K0.03%HELD
316LRCXLAM RESEARCH CORP$48K0.03%-113-33.7%
317HDVISHARES TR$47K0.03%HELD
318FTNTFORTINET INC$47K0.03%HELD
319SPNTSIRIUSPOINT LTD$46K0.03%HELD
320OKTAOKTA INC$45K0.03%+575NEW
321YUMYUM BRANDS INC$45K0.03%+2+0.7%
322ARCCARES CAPITAL CORP$45K0.03%+2,500NEW
323VOXRVOX ROYALTY CORP$45K0.03%-5,700-40.1%
324COPXGLOBAL X FDS$44K0.03%+130+29.2%
325TOLTOLL BROTHERS INC$44K0.03%-5-1.5%
326URNMSPROTT FDS TR$42K0.03%-180-21.2%
327VXFVANGUARD INDEX FDS$42K0.03%HELD
328CSCOCISCO SYS INC$42K0.03%-33-5.8%
329VOEVANGUARD INDEX FDS$42K0.03%+1+0.4%
330SHWSHERWIN WILLIAMS CO$42K0.02%-123-48.6%
331IWMISHARES TR$41K0.02%HELD
332UPSUNITED PARCEL SVCS INC$41K0.02%+382+1157.6%
333AMTAMERICAN TOWER CORP$41K0.02%HELD
334APGAPI GROUP CORP$41K0.02%+1,000NEW
335FFORD MTR CO$40K0.02%+16+0.5%
336VOTVANGUARD INDEX FDS$40K0.02%HELD
337VALEVALE S A$40K0.02%-1,810-42.0%
338ENSGENSIGN GROUP INC$39K0.02%HELD
339OKTAOKTA INC$39K0.02%+500NEW
340KLACKLA CORP$39K0.02%-2-6.9%
341CRWDCROWDSTRIKE HLDGS INC$39K0.02%HELD
342GWWWW GRAINGER INC$38K0.02%HELD
343CNXCNX RES CORP$37K0.02%HELD
344VOOGVANGUARD ADMIRAL FDS INC$37K0.02%HELD
345LNGCHENIERE ENERGY INC$37K0.02%+97+293.9%
346MUBISHARES TR$36K0.02%HELD
347ASMLASML HLDG NV$36K0.02%-15-35.7%
348IBMINTERNATIONAL BUSINESS MACHS$36K0.02%+127+635.0%
349UGIUGI CORP NEW$36K0.02%+1+0.1%
350REXRREXFORD INDL RLTY INC$35K0.02%-11-1.0%
351ESGUISHARES TR$35K0.02%HELD
352COFCAPITAL ONE FINL CORP$35K0.02%+1+0.5%
353ACWXISHARES TR$34K0.02%HELD
354ZALTINNOVATOR ETFS TRUST$34K0.02%-241-18.9%
355IAGGISHARES TR$33K0.02%+15+2.3%
356CLXCLOROX CO DEL$33K0.02%+50+18.7%
357LINLINDE PLC$32K0.02%-21-24.4%
358ABBVABBVIE INC$32K0.02%+9+6.4%
359PGPROCTER & GAMBLE CO$32K0.02%+2+0.9%
360ILCGISHARES TR$32K0.02%HELD
361HYDBISHARES TR$32K0.02%HELD
362HONHONEYWELL INTL INC$31K0.02%+10+7.8%
363CORCENCORA INC$31K0.02%HELD
364IWOISHARES TR$31K0.02%HELD
365BLVVANGUARD BD INDEX FDS$30K0.02%HELD
366ICEINTERCONTINENTAL EXCHANGE IN$30K0.02%HELD
367MDYGSPDR SERIES TRUST$30K0.02%HELD
368HLTHILTON WORLDWIDE HLDGS INC$29K0.02%-25-20.7%
369KGCKINROSS GOLD CORP$29K0.02%-150-13.6%
370IIPRINNOVATIVE INDL PPTYS INC$29K0.02%+8+1.4%
371IJJISHARES TR$29K0.02%HELD
372NU HLDGS LTD$29K0.02%+2,000NEW
373ANGLVANECK ETF TRUST$29K0.02%+1,000NEW
374BXSLBLACKSTONE SECD LENDING FD$28K0.02%+1,200NEW
375MDYVSPDR SERIES TRUST$28K0.02%HELD
376ADIANALOG DEVICES INC$28K0.02%HELD
377VFHVANGUARD WORLD FD$27K0.02%+29+14.7%
378CCOICOGENT COMM HOLDINGS INC$27K0.02%+1,185+448.9%
379STLDSTEEL DYNAMICS INC$27K0.02%HELD
380SHOPSHOPIFY INC$27K0.02%-15-6.1%
381FTCSFIRST TR EXCHANGE-TRADED FD$27K0.02%HELD
382MMM3M CO$26K0.02%-1,035-85.0%
383TXNTEXAS INSTRS INC$26K0.02%+8+6.3%
384STCSTEWART INFORMATION SVCS COR$26K0.02%HELD
385SPTISPDR SERIES TRUST$26K0.02%HELD
386VNQVANGUARD INDEX FDS$26K0.02%+3+1.0%
387TYLTYLER TECHNOLOGIES INC$26K0.02%-4-5.1%
388PANWPALO ALTO NETWORKS INC$26K0.02%+6+3.9%
389XRPIVOLATILITY SHS TR$26K0.02%+2,064+156.8%
390BROSDUTCH BROS INC$25K0.02%-181-26.6%
391EQTEQT CORP$25K0.02%-199-33.3%
392VCRVANGUARD WORLD FD$25K0.02%-267-79.2%
393LFUSLITTELFUSE INC$24K0.01%HELD
394IWYISHARES TR$24K0.01%-38-28.1%
395PHMPULTE GROUP INC$24K0.01%-6-2.8%
396PLUGPLUG PWR INC$24K0.01%+10,430+14900.0%
397HTGCHERCULES CAPITAL INC$24K0.01%+42+2.7%
398THCTENET HEALTHCARE CORP$23K0.01%HELD
399VBKVANGUARD INDEX FDS$23K0.01%HELD
400TFISPDR SERIES TRUST$23K0.01%HELD
401SSDSIMPSON MFG INC$22K0.01%HELD
402IBUFINNOVATOR ETFS TRUST$22K0.01%-183-19.4%
403PCARPACCAR INC$22K0.01%HELD
404SSRMSSR MINING IN$22K0.01%-450-37.5%
405FCXFREEPORT MCMORAN INC$22K0.01%+35+10.3%
406DUKDUKE ENERGY CORP NEW$22K0.01%+50+43.1%
407IWBISHARES TR$22K0.01%HELD
408IMMRIMMERSION CORP$22K0.01%HELD
409POWRISHARES INC$21K0.01%HELD
410RBUFINNOVATOR ETFS TRUST$21K0.01%-180-19.7%
411DHID R HORTON INC$21K0.01%-4-2.5%
412QBUFINNOVATOR ETFS TRUST$21K0.01%-179-19.7%
413ARKKARK ETF TR$21K0.01%HELD
414RGAREINSURANCE GROUP AMER INC$21K0.01%HELD
415IEIISHARES TR$21K0.01%HELD
416BUDANHEUSER BUSCH INBEV SA NV$21K0.01%HELD
417HPQHP INC$21K0.01%HELD
418MCOMOODYS CORP$21K0.01%-8-14.3%
419SWXSOUTHWEST GAS HLDGS INC$21K0.01%HELD
420SMRNUSCALE PWR CORP$21K0.01%+1,797+1461.0%
421IYFISHARES TR$21K0.01%HELD
422EQXEQUINOX GOLD CORP$20K0.01%-700-33.3%
423SCHOSCHWAB STRATEGIC TR$20K0.01%HELD
424CINFCINCINNATI FINL CORP$20K0.01%HELD
425DIVOAMPLIFY ETF TR$20K0.01%+448NEW
426FIBKFIRST INTST BANCSYSTEM INC$20K0.01%+2+0.3%
427LITHIUM AMERS CORP NEW$20K0.01%+4,970+16566.7%
428PROSHARES TR$20K0.01%+1,300NEW
429OXYOCCIDENTAL PETE CORP$20K0.01%-399-57.0%
430JNKSPDR SERIES TRUST$20K0.01%HELD
431CNRCORE NATURAL RESOURCES INC$19K0.01%HELD
432FOCTFIRST TR EXCHNG TRADED FD VI$19K0.01%HELD
433CTRACOTERRA ENERGY INC$19K0.01%HELD
434APLDAPPLIED DIGITAL CORP$19K0.01%HELD
435DISDISNEY WALT CO$19K0.01%+9+4.9%
436AMCRAMCOR PLC$18K0.01%+464NEW
437MPMP MATERIALS CORP$18K0.01%-1,000-72.5%
438RRCRANGE RES CORP$18K0.01%+1+0.2%
439BTCGRAYSCALE BITCOIN MINI TR ET$18K0.01%+515+572.2%
440EFAISHARES TR$18K0.01%HELD
441CARAVIS BUDGET GROUP INC$18K0.01%HELD
442BOCTINNOVATOR ETFS TRUST$18K0.01%HELD
443XMHQINVESCO EXCHANGE TRADED FD T$18K0.01%HELD
444KRESPDR SERIES TRUST$18K0.01%+270NEW
445USMVISHARES TR$18K0.01%HELD
446KVUEKENVUE INC$17K0.01%+500+100.0%
447COWZPACER FDS TR$17K0.01%+3+1.1%
448EQHEQUITABLE HLDGS INC$17K0.01%-12-2.5%
449SASEABRIDGE GOLD INC$17K0.01%HELD
450WATWATERS CORP$17K0.01%+57NEW
451ETHGRAYSCALE ETHEREUM STAKING$17K0.01%-1,254-59.6%
452SBUXSTARBUCKS CORP$17K0.01%-100-34.8%
453AVGOBROADCOM INC$16K0.01%-11-17.2%
454PAASPAN AMERN SILVER CORP$16K0.01%-155-34.1%
455CCJCAMECO CORP$16K0.01%+150NEW
456AHCOADAPTHEALTH CORP$16K0.01%HELD
457MURMURPHY OIL CORP$16K0.01%+4+1.0%
458LMTLOCKHEED MARTIN CORP$16K0.01%+1+3.8%
459GGENPACT LIMITED$16K0.01%HELD
460PPLTABRDN PLATINUM ETF TRUST$16K0.01%+90NEW
461KMBKIMBERLY-CLARK CORP$16K0.01%HELD
462BNDXVANGUARD CHARLOTTE FDS$16K0.01%HELD
463PHOINVESCO EXCHANGE TRADED FD T$16K0.01%HELD
464PBRPETROLEO BRASILEIRO S A$16K0.01%+750NEW
465XLBSELECT SECTOR SPDR TR$15K0.01%HELD
466NVDLGRANITESHARES ETF TR$15K0.01%+160+320.0%
467USARUSA RARE EARTH INC$15K0.01%-300-23.1%
468XELXCEL ENERGY INC$15K0.01%HELD
469TMCTMC THE METALS COMPANY INC$15K0.01%+1,589+97.4%
470OROR ROYALTIES INC.$15K0.01%-1,045-72.6%
471PICKISHARES INC$15K0.01%-102-27.9%
472MTDRMATADOR RES CO$15K0.01%+1+0.4%
473PMPHILIP MORRIS INTL INC$15K0.01%-49-35.8%
474SOSOUTHERN CO$14K0.01%HELD
475VGKVANGUARD INTL EQUITY INDEX F$14K0.01%+1+0.6%
476VHTVANGUARD WORLD FD$14K0.01%HELD
477INGRINGREDION INC$14K0.01%-4-3.1%
478HUBBHUBBELL INC$14K0.01%-1-3.4%
479SWKSSKYWORKS SOLUTIONS INC$14K0.01%+76+41.5%
480VRTXVERTEX PHARMACEUTICALS INC$14K0.01%HELD
481EQNREQUINOR ASA$14K0.01%+325NEW
482MCHPMICROCHIP TECHNOLOGY INC.$14K0.01%+1+0.5%
483CACICACI INTL INC$14K0.01%+25NEW
484WSMWILLIAMS SONOMA INC$14K0.01%HELD
485USOUNITED STS OIL FD LP$13K0.01%+106NEW
486SLYVSPDR SERIES TRUST$13K0.01%HELD
487FSKFS KKR CAP CORP$13K0.01%HELD
488FCNCAFIRST CTZNS BANCSHARES INC D$13K0.01%+7NEW
489RDVYFIRST TR EXCHANGE TRADED FD$13K0.01%HELD
490AEPAMERICAN ELEC PWR CO INC$13K0.01%HELD
491EXPEAGLE MATLS INC$13K0.01%HELD
492TPRTAPESTRY INC$13K0.01%-29-24.6%
493DRTSALPHA TAU MEDICAL LTD$12K0.01%+265+17.7%
494POETPOET TECHNOLOGIES INC$12K0.01%+2,100NEW
495ILMNILLUMINA INC$12K0.01%-50-33.3%
496MDLZMONDELEZ INTL INC$12K0.01%-164-43.9%
497NGNOVAGOLD RESOURCES INC$12K0.01%+1,350NEW
498YUMCYUM CHINA HLDGS INC$12K0.01%HELD
499COINCOINBASE GLOBAL INC$12K0.01%-247-78.4%
500LITGLOBAL X FDS$12K0.01%HELD

Source: SEC EDGAR · accession 0002010947-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.