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Portfolio (Quarterly) Guide ↗

Johnson Financial Group, Inc.

· CIK 0001477024
13F Portfolio $2.7B AUM 1,369 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 71 New 155 Added 467 Reduced 211 Exited
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 LCID LUCID GROUP INC Consumer Cyclical 8 $191.0 SOLD
202 BEACON FINANCIAL CORP. 8 $190.0 SOLD
203 ALLE ALLEGION PLC Industrials 1 $178.0 SOLD
204 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 20 $160.0 SOLD
205 CHRW C H ROBINSON WORLDWIDE INC Industrials 1 $134.0 SOLD
206 COLD AMERICOLD REALTY TRUST INC Real Estate $17.0 SOLD
207 FMC FMC CORP Basic Materials $17.0 SOLD
208 XRAY DENTSPLY SIRONA INC Healthcare $12.0 SOLD
209 INOVIO PHARMACEUTICALS INC 4 $10.0 SOLD
210 GROVE COLLABORATIVE HOLD INC 5 $8.0 SOLD
211 RVYL RYVYL INC Technology 23 $7.0 SOLD
Page 11 of 11  ·  211 positions
Sector Allocation
Technology 28.5%
Financial Services 17.3%
Consumer Cyclical 16.0%
Communication Services 9.0%
Healthcare 8.9%
Industrials 7.4%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.4%
Basic Materials 1.3%