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Portfolio (Quarterly) Guide ↗

ROSS\JOHNSON & Associates LLC

· CIK 0002056532
13F Portfolio $6M AUM 217 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 5 Added 90 Reduced 140 Exited
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 LMT Lockheed Martin Corp Industrials 1 $484.0 0.01% SOLD
22 MDLZ Mondelez International Inc Consumer Defensive 9 $484.0 0.01% SOLD
23 FUL HB Fuller Co Basic Materials 8 $476.0 0.01% SOLD
24 HPQ HP Inc Technology 21 $468.0 0.01% SOLD
25 PWR Quanta Services Inc Industrials 1 $422.0 0.01% SOLD
26 RPM RPM INTERNATIONAL Basic Materials 4 $416.0 0.01% SOLD
27 CFG Citizens Financial Group Inc Financial Services 7 $409.0 0.01% SOLD
28 LNG CHENIERE ENERGY IN Energy 2 $389.0 0.01% SOLD
29 AFRM Affirm Holdings Inc Technology 5 $372.0 0.01% SOLD
30 LITE Lumentum Holdings Inc Technology 1 $369.0 0.01% SOLD
31 D DOMINION RES(VIR) Utilities 6 $352.0 0.01% SOLD
32 ADBE Adobe Inc Technology 1 $350.0 0.01% SOLD
33 BMI BADGER METER INC Technology 2 $349.0 0.01% SOLD
34 LRCX Lam Research Corp Technology 2 $342.0 0.01% SOLD
35 MCHP Microchip Technology Inc Technology 5 $319.0 0.01% SOLD
36 CARR CARRIER GLOBAL CORP Industrials 6 $317.0 0.01% SOLD
37 CB CHUBB LIMITED COM Financial Services 1 $312.0 0.01% SOLD
38 NEM Newmont Corp Basic Materials 3 $300.0 0.01% SOLD
39 TWLO Twilio Inc Communication Services 2 $284.0 0.01% SOLD
40 DD DuPont de Nemours Inc Basic Materials 7 $281.0 0.01% SOLD
Page 2 of 7  ·  140 positions
Sector Allocation
Industrials 64.2%
Financial Services 13.8%
Technology 8.8%
Consumer Cyclical 5.5%
Healthcare 4.8%
Basic Materials 1.7%
Communication Services 0.4%
Consumer Defensive 0.4%
Energy 0.2%
Utilities 0.1%