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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 G GENPACT LIMITED Technology 692 $29K 0.00% SOLD
82 OGE OGE ENERGY CORP Utilities 616 $29K 0.00% SOLD
83 BP BP PLC Energy 821 $28K 0.00% SOLD
84 RY ROYAL BK CDA Financial Services 186 $27K 0.00% SOLD
85 POR PORTLAND GEN ELEC CO Utilities 604 $27K 0.00% SOLD
86 XLRE SELECT SECTOR SPDR TR 636 $27K 0.00% SOLD
87 PHG KONINKLIJKE PHILIPS N V Healthcare 979 $27K 0.00% SOLD
88 EEFT EURONET WORLDWIDE INC Technology 297 $26K 0.00% SOLD
89 NGG NATIONAL GRID PLC Utilities 344 $25K 0.00% SOLD
90 SGVT SCHWAB STRATEGIC TR 245 $25K 0.00% SOLD
91 VKTX VIKING THERAPEUTICS INC Healthcare 924 $24K 0.00% SOLD
92 SLVM SYLVAMO CORP Basic Materials 545 $24K 0.00% SOLD
93 ING ING GROEP N.V. Financial Services 776 $20K 0.00% SOLD
94 PUK PRUDENTIAL PLC Financial Services 707 $20K 0.00% SOLD
95 SCHV SCHWAB STRATEGIC TR 678 $20K 0.00% SOLD
96 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 322 $19K 0.00% SOLD
97 RELX RELX PLC Communication Services 366 $17K 0.00% SOLD
98 KELLANOVA 209 $17K 0.00% SOLD
99 DB DEUTSCHE BANK A G Financial Services 429 $15K 0.00% SOLD
100 VGIT VANGUARD SCOTTSDALE FDS 241 $14K 0.00% SOLD
Page 5 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%