Caitlin John, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 2010947 BRIGHTON, MI

Position in SWX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$21,460

+$431 QoQ

Shares Held

242

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#337

of 409 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Caitlin John, LLC holds $268,054 across 4 Utilities - Regulated Gas names. SWX ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDU	Mdu Resources Group Inc	9,997	$212,036
2	UGI	Ugi Corp /Pa/	979	$33,814
3	SWX	Southwest Gas Holdings, Inc. This page	242	$21,460
4	BKH	Black Hills Corp /Sd/	10	$744

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,460	242	0.0%	Shares	Sole	2026-08-17
2026-03-31	$21,029	242	0.0%	Shares	Sole	2026-05-13
2025-12-31	$19,364	242	0.0%	Shares	Sole	2026-02-18
2025-09-30	$18,958	242	-3.6%	Shares	Sole	2025-11-12
2024-12-31	$17,748	251	0.0%	Shares	Sole	2025-01-27
2024-09-30	$18,513	251	-98.0%	Shares	Sole	2024-11-14
2024-06-30	$878,131	12,477	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.