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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 2 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EVR EVERCORE INC Financial Services 239 $81K 0.00% SOLD
22 IIIV I3 VERTICALS INC Technology 2,445 $79K 0.00% SOLD
23 DOC HEALTHPEAK PROPERTIES INC Real Estate 4,088 $78K 0.00% SOLD
24 THG HANOVER INS GROUP INC Financial Services 428 $78K 0.00% SOLD
25 AXS AXIS CAP HLDGS LTD Financial Services 806 $78K 0.00% SOLD
26 AUB ATLANTIC UN BANKSHARES CORP Financial Services 2,185 $77K 0.00% SOLD
27 SKT TANGER INC Real Estate 2,265 $77K 0.00% SOLD
28 NPO ENPRO INC Industrials 338 $76K 0.00% SOLD
29 TDOC TELADOC HEALTH INC Healthcare 9,875 $76K 0.00% SOLD
30 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 491 $76K 0.00% SOLD
31 SPXC SPX TECHNOLOGIES INC Industrials 405 $76K 0.00% SOLD
32 MOD MODINE MFG CO Consumer Cyclical 525 $75K 0.00% SOLD
33 FBK FB FINL CORP Financial Services 1,337 $75K 0.00% SOLD
34 MYRG MYR GROUP INC DEL Industrials 356 $74K 0.00% SOLD
35 EME EMCOR GROUP INC Industrials 114 $74K 0.00% SOLD
36 ADC AGREE RLTY CORP Real Estate 1,014 $72K 0.00% SOLD
37 SOUTHSTATE BK CORP 730 $72K 0.00% SOLD
38 EXLS EXLSERVICE HOLDINGS INC Technology 1,630 $72K 0.00% SOLD
39 ICLR ICON PLC Healthcare 408 $71K 0.00% SOLD
40 WTFC WINTRUST FINL CORP Financial Services 538 $71K 0.00% SOLD
Page 2 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%