Caitlin-John
AI_NATIVE detailed information: This accession holds the following tickers:[ "HLNE", null, "OSK", "MGEE", "MMM", "GOOGL", "VDE", null, "AYI", "AVGO", "NUV", "NBB", null, "GD", "INTU", "QCOM", null, null, "INGR", "AMAT", "META", null, null, "BBN", null, "EMX", "LRCX", "ENSG", null, "MSFT", "EVR", null, "GPC", "ADM", "KLAC", "VGIT", "PNC", null, "IVV", "PHM", "UNH", "AAPL", "SPY", "NVDA", "MRK", "VZ", "SPDW", "GLD", null, null, null, "SPLG", null, "TEL", "UNM", "BIV", "VO", "VV", "EWBC", "POR", "VWO", null, null, null, "VCIT", "VIG", "IEF", "RMD", null, "VYM", "MGC", "TT", "LECO", "MLI", "VNOM", "APH", "FI", "HWKN", "IPG", null, "DHI", "AMZN", null, "IVE", "DKS", null, "REXR", "HBAN", "NEU", "RGA", null, "VEU", "VGT", "VEA", null, null, "MGV", "VBR", "VT", "VB", "VOO", null, "VTV", "WTW", "WT", "ET", "NXPI", "TER", null, null, "UHS", "OZK", "BDX", "CTRE", "CVX", "COKE", "CMCSA", "COST", "CSX", "DPZ", "RSP", "NEE", "QQQ", "JNJ", "NFLX", "MO", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 127
- Total Value
- 46150167
- Accession Number
- 0002010947-25-000007
- Form Type
- 13F-HR
- CIK
- caitlin-john
- Manager Name
- Caitlin-John
Data Enrichment
78% identified99 identified28 unidentified
Holdings
127 positions
Manager:
Search and click to pin securities to the top
Page 4 of 7
37954Y871
Shares:8.5K
Value:$195.8K
37954Y830
Shares:4.3K
Value:$168.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.4K | All Managers (Combined) | $199.5K | |||
(cusip37954Y871)✕ | 8.5K | All Managers (Combined) | $195.8K | ||
12.1K | YoY NEW(+12.1K) | All Managers (Combined) | $194.6K | YoY NEW(+$194.6K) | |
1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $183.9K | YoY NEW(+$183.9K) | |
270 | All Managers (Combined) | $183.8K | |||
1.1K | All Managers (Combined) | $183.1K | |||
CHEVRON CORP(CVXcusip166764100) | 1.0K | All Managers (Combined) | $175.5K | ||
926 | YoY NEW(+926) | All Managers (Combined) | $174.0K | YoY NEW(+$174.0K) | |
NETFLIX INC(NFLXcusip64110L106) | 186 | YoY +2.76% (+5) | All Managers (Combined) | $173.5K | |
INTUIT INC.(INTUcusip461202103) | 275 | All Managers (Combined) | $169.1K | ||
(cusip37954Y830)✕ | 4.3K | All Managers (Combined) | $168.2K | ||
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $167.5K | YoY NEW(+$167.5K) | |
RESMED INC(RMDcusip761152107) | 717 | YoY NEW(+717) | All Managers (Combined) | $160.5K | YoY NEW(+$160.5K) |
TERADYNE, INC(TERcusip880770102) | 1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $156.4K | YoY NEW(+$156.4K) |
Unum Group(UNMcusip91529Y106) | 1.9K | All Managers (Combined) | $155.1K | ||
2.1K | All Managers (Combined) | $152.6K | |||
112 | All Managers (Combined) | $151.0K | |||
1.0K | All Managers (Combined) | $147.6K | |||
WisdomTree, Inc.(WTcusip97717P104) | 16.5K | YoY NEW(+16.5K) | All Managers (Combined) | $147.2K | YoY NEW(+$147.2K) |
636 | YoY NEW(+636) | All Managers (Combined) | $145.7K | YoY NEW(+$145.7K) |