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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 PSF COHEN & STEERS SELECT PFD & Financial Services 695 $14K 0.00% SOLD
102 GTX GARRETT MOTION INC Consumer Cyclical 900 $12K SOLD
103 SMURFIT WESTROCK PLC 280 $12K SOLD
104 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 313 $11K SOLD
105 HOLOGIC INC 164 $11K SOLD
106 NATWEST GROUP PLC 763 $11K SOLD
107 SNN SMITH & NEPHEW PLC Healthcare 289 $10K SOLD
108 MTCH MATCH GROUP INC NEW Communication Services 293 $10K SOLD
109 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 191 $10K SOLD
110 FLQM FRANKLIN TEMPLETON ETF TR 170 $10K SOLD
111 CCC CCC INTELLIGENT SOLUTIONS HL Technology 1,003 $9K SOLD
112 MKTX MARKETAXESS HLDGS INC Financial Services 49 $9K SOLD
113 OXY OCCIDENTAL PETE CORP Energy 179 $9K SOLD
114 EMN EASTMAN CHEM CO Basic Materials 131 $8K SOLD
115 DNP DNP SELECT INCOME FD INC Financial Services 785 $8K SOLD
116 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 715 $8K SOLD
117 ASIX ADVANSIX INC Basic Materials 360 $7K SOLD
118 DYNF BLACKROCK ETF TRUST 116 $7K SOLD
119 QUAL ISHARES TR 34 $7K SOLD
120 ECON COLUMBIA ETF TR II 231 $6K SOLD
Page 6 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%