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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FHN First Horizon Corp Financial Services 8 $191.0 0.00% SOLD
62 WELL WELLTOWER INC COM Real Estate 1 $186.0 0.00% SOLD
63 COHR Coherent Corp Technology 1 $185.0 0.00% SOLD
64 IMAX IMAX Corp Communication Services 5 $185.0 0.00% SOLD
65 SLG SL Green Realty Corp Real Estate 4 $183.0 0.00% SOLD
66 ATEN A10 Networks Inc Technology 10 $177.0 0.00% SOLD
67 SRE SEMPRA ENERGY Utilities 2 $177.0 0.00% SOLD
68 SO Southern Co/The Utilities 2 $174.0 0.00% SOLD
69 MRVL Marvell Technology Inc Technology 2 $170.0 0.00% SOLD
70 NU NU Holdings Ltd/Cayman Islands Financial Services 10 $167.0 0.00% SOLD
71 ALAB Astera Labs Inc Technology 1 $166.0 0.00% SOLD
72 GT Goodyear Tire & Rubber Co/The Consumer Cyclical 19 $166.0 0.00% SOLD
73 GEHC GE HealthCare Technologies Inc Healthcare 2 $164.0 0.00% SOLD
74 MPC Marathon Petroleum Corp Energy 1 $163.0 0.00% SOLD
75 VLO Valero Energy Corp Energy 1 $163.0 0.00% SOLD
76 TEAM Atlassian Corp Technology 1 $162.0 0.00% SOLD
77 CBRE CBRE Group Inc Real Estate 1 $161.0 0.00% SOLD
78 FAST Fastenal Co Industrials 4 $161.0 0.00% SOLD
79 MKSI MKS Inc Technology 1 $160.0 0.00% SOLD
80 MSTR Strategy Inc Technology 1 $152.0 0.00% SOLD
Page 4 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%