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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 HIW HIGHWOODS PPTYS INC Real Estate 69 $2K SOLD
142 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 35 $2K SOLD
143 ESS ESSEX PPTY TR INC Real Estate 8 $2K SOLD
144 DECK DECKERS OUTDOOR CORP Consumer Cyclical 20 $2K SOLD
145 THE ODP CORP 72 $2K SOLD
146 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 24 $2K SOLD
147 LBRDA LIBERTY BROADBAND CORP Communication Services 29 $2K SOLD
148 IEX IDEX CORP Industrials 11 $2K SOLD
149 MGY MAGNOLIA OIL & GAS CORP Energy 75 $2K SOLD
150 TECHNIPFMC PLC 44 $2K SOLD
151 ON ON SEMICONDUCTOR CORP Technology 34 $2K SOLD
152 ESTC ELASTIC N V Technology 19 $2K SOLD
153 PINS PINTEREST INC Communication Services 47 $2K SOLD
154 JKHY HENRY JACK & ASSOC INC Technology 10 $1K SOLD
155 CABO CABLE ONE INC Communication Services 8 $1K SOLD
156 HUBS HUBSPOT INC Technology 3 $1K SOLD
157 CHRD CHORD ENERGY CORPORATION Energy 14 $1K SOLD
158 RDDT REDDIT INC Communication Services 6 $1K SOLD
159 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 450 $1K SOLD
160 MNDY MONDAY COM LTD Technology 7 $1K SOLD
Page 8 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%