Position in SF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$40,675
-$243,325 QoQ
Shares Held
583
-84.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#475
of 592 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Caitlin John, LLC holds $2,142,363 across 14 Capital Markets names. SF ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
11,337 | $986,771 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
3,833 | $514,119 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
7,521 | $448,025 | |
| 4 | GS |
Goldman Sachs Group Inc
|
60 | $60,681 | |
| 5 | MS |
Morgan Stanley
|
277 | $57,904 | |
| 6 | SF |
Stifel Financial Corp
This page
|
583 | $40,675 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
204 | $20,457 | |
| 8 | BGC |
BGC Group, Inc.
|
500 | $5,345 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,675 | 583 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $284,000 | 3,842 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $501,255 | 4,003 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||