BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 7 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 GOVT ISHARES TR 255 $6K SOLD
122 ILMN ILLUMINA INC Healthcare 58 $6K SOLD
123 HQY HEALTHEQUITY INC Healthcare 57 $5K SOLD
124 SEIM SEI EXCHANGE TRADED FUNDS 107 $5K SOLD
125 SPTL SPDR SERIES TRUST 179 $5K SOLD
126 SEIV SEI EXCHANGE TRADED FUNDS 124 $5K SOLD
127 BLV VANGUARD BD INDEX FDS 68 $5K SOLD
128 DBMF LITMAN GREGORY FDS TR 164 $4K SOLD
129 JHMM JOHN HANCOCK EXCHANGE TRADED 67 $4K SOLD
130 HST HOST HOTELS & RESORTS INC Real Estate 249 $4K SOLD
131 COKE COCA COLA CONS INC Consumer Defensive 33 $4K SOLD
132 USIG ISHARES TR 73 $4K SOLD
133 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 135 $3K SOLD
134 AMCOR PLC 363 $3K SOLD
135 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 42 $3K SOLD
136 PKG PACKAGING CORP AMER Consumer Cyclical 13 $3K SOLD
137 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 112 $3K SOLD
138 NTRA NATERA INC Healthcare 17 $3K SOLD
139 KEY KEYCORP Financial Services 145 $3K SOLD
140 SEIQ SEI EXCHANGE TRADED FUNDS 62 $2K SOLD
Page 7 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%