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Portfolio (Quarterly) Guide ↗

St. Johns Investment Management Company, LLC

· CIK 0001605522
13F Portfolio $238M AUM 193 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 56 Added 25 Reduced 5 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 1,305.0 $374K 0.16% -95.0 -6.8% $286.86 +34.6%
22 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,264.0 $266K 0.11% -1K -7.5% $21.66 +6.7%
23 GUSH DIREXION SHARES ETF TRUST 3,000.0 $133K 0.06% -10K -76.5% $44.22 -20.3%
24 VIG VANGUARD SPECIALIZED FUNDS 380.0 $82K 0.03% -125.0 -24.8% $215.06 +8.8%
25 OKE ONEOK INC NEW Energy 109.0 $10K 0.00% -12.0 -9.9% $90.39 -2.3%
Page 2 of 2  ·  25 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
Financial Services 27.0%
Technology 25.3%
Healthcare 8.7%
Consumer Defensive 8.5%
Communication Services 8.0%
Industrials 7.8%
Consumer Cyclical 7.7%
Energy 4.1%
Utilities 2.2%
Basic Materials 0.6%