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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHC SCHWAB STRATEGIC TR 525.0 $24K 0.00% NEW $45.53 +9.4%
22 CGDV CAPITAL GROUP DIVIDEND VALUE 500.0 $22K 0.00% NEW $43.64 +9.6%
23 TBCH TURTLE BEACH CORP Technology 1,500.0 $21K 0.00% NEW $14.03 -19.0%
24 IRT INDEPENDENCE RLTY TR INC Real Estate 1,054.0 $19K 0.00% NEW $17.65 -7.9%
25 CGGR CAPITAL GROUP GROWTH ETF 300.0 $13K NEW $44.47 +2.9%
26 FTGC FIRST TR EXCHANGE TRAD FD VI 573.0 $13K NEW $23.23 +28.1%
27 IJT ISHARES TR 88.0 $12K NEW $141.17 +12.3%
28 IJS ISHARES TR 108.0 $12K NEW $113.72 +10.5%
29 CGGO CAPITAL GROUP GBL GROWTH EQT 350.0 $12K NEW $34.65 +11.7%
30 CGUS CAPITAL GROUP CORE EQUITY ET 300.0 $12K NEW $40.23 +8.0%
31 AGCO AGCO CORP Industrials 89.0 $9K NEW $104.33 +8.6%
32 XLP SELECT SECTOR SPDR TR 85.0 $7K NEW $77.68 +9.0%
33 IMO IMPERIAL OIL LTD Energy 75.0 $6K NEW $86.32 +53.4%
34 FELC FIDELITY COVINGTON TRUST 148.0 $6K NEW $38.18 +8.4%
35 FBND FIDELITY MERRIMACK STR TR 108.0 $5K NEW $46.31 -2.4%
36 NVS NOVARTIS AG Healthcare 33.0 $5K NEW $137.88 +8.6%
37 YUMC YUM CHINA HLDGS INC Consumer Cyclical 95.0 $5K NEW $47.75 -3.7%
38 FQAL FIDELITY COVINGTON TRUST 54.0 $4K NEW $75.59 +5.2%
39 VNT VONTIER CORPORATION Technology 104.0 $4K NEW $37.18 -22.8%
40 TIGO MILLICOM INTL CELLULAR S A Communication Services 244.0 $4K NEW $15.84 +415.7%
Page 2 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%