Johnson Financial Group
Latest statistics and disclosures from Johnson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWF, IEFA, XLG, JOUT, and represent 52.44% of Johnson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$18M), DSI (+$5.3M), IUSB, NUDM, NVDA, NFLX, ISTB, JCPB, LDOS, AEP.
- Started 70 new stock positions in NEU, SUI, NVS, IUSB, FG, SOLS, CGGO, MEC, VTWO, IJT.
- Reduced shares in these 10 stocks: IWF (-$8.8M), JPM (-$5.6M), AVGO, GOOG, MSFT, AAPL, IEMG, WMT, MCO, PG.
- Sold out of its positions in ATGE, ASIX, ADC, AIRT, AKAM, AMTM, COLD, BUD, AIT, MT.
- Johnson Financial Group was a net seller of stock by $-43M.
- Johnson Financial Group has $2.7B in assets under management (AUM), dropping by 0.25%.
- Central Index Key (CIK): 0001477024
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Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 923 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Johnson Financial Group has 923 total positions. Only the first 250 positions are shown.
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- Download the Johnson Financial Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.9 | $853M | 1.2M | 684.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 7.3 | $194M | -4% | 410k | 473.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $162M | +12% | 1.8M | 89.47 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 4.5 | $120M | 2.0M | 59.28 |
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| Johnson Outdoors Cl A (JOUT) | 2.7 | $72M | 1.7M | 42.45 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $71M | 594k | 119.35 |
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| Apple (AAPL) | 2.2 | $58M | -5% | 212k | 271.86 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.8 | $48M | 719k | 67.13 |
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| Microsoft Corporation (MSFT) | 1.8 | $47M | -6% | 98k | 483.62 |
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| Ishares Tr Core Msci Total (IXUS) | 1.5 | $41M | -2% | 486k | 84.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $40M | +2% | 59k | 683.91 |
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| Ishares Core Msci Emkt (IEMG) | 1.2 | $32M | -6% | 481k | 67.22 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $31M | +11% | 168k | 186.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $30M | -9% | 95k | 313.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $29M | +3% | 432k | 66.00 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.9 | $25M | +11% | 533k | 47.54 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.9 | $25M | +12% | 516k | 48.75 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $22M | +4% | 234k | 95.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $20M | +2% | 54k | 373.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $19M | 56k | 335.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $16M | 32k | 502.65 |
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| Meta Platforms Cl A (META) | 0.5 | $15M | 22k | 660.09 |
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| Amazon (AMZN) | 0.5 | $14M | 62k | 230.82 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $14M | -2% | 113k | 120.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $14M | 64k | 210.34 |
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| Johnson & Johnson (JNJ) | 0.5 | $12M | -4% | 59k | 206.95 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.5 | $12M | +75% | 95k | 128.83 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $12M | -32% | 37k | 322.22 |
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| Visa Com Cl A (V) | 0.4 | $11M | -3% | 32k | 350.71 |
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| Broadcom (AVGO) | 0.4 | $11M | -23% | 32k | 346.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $11M | -3% | 120k | 88.49 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.4 | $10M | -10% | 97k | 107.35 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $10M | -13% | 72k | 143.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $10M | 32k | 313.00 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $9.7M | -10% | 57k | 171.43 |
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| Altria (MO) | 0.4 | $9.5M | 162k | 58.69 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.3M | 130k | 71.41 |
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| Procter & Gamble Company (PG) | 0.3 | $9.3M | -16% | 65k | 143.31 |
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| Moody's Corporation (MCO) | 0.3 | $8.9M | -17% | 17k | 510.85 |
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| Cisco Systems (CSCO) | 0.3 | $8.9M | -13% | 115k | 77.03 |
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| Snap-on Incorporated (SNA) | 0.3 | $8.7M | 25k | 344.60 |
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| Abbvie (ABBV) | 0.3 | $8.5M | -16% | 37k | 228.49 |
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| Caterpillar (CAT) | 0.3 | $8.0M | -3% | 14k | 572.87 |
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| Eli Lilly & Co. (LLY) | 0.3 | $8.0M | -3% | 7.4k | 1074.68 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $7.7M | +11% | 153k | 50.77 |
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| Abbott Laboratories (ABT) | 0.3 | $7.1M | -4% | 56k | 125.29 |
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| Amphenol Corp Cl A (APH) | 0.3 | $6.7M | -14% | 50k | 135.38 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $6.7M | +2% | 67k | 99.88 |
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| Progressive Corporation (PGR) | 0.2 | $6.7M | -3% | 29k | 227.72 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $6.5M | +3% | 13k | 483.67 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $6.4M | 46k | 136.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $6.3M | 53k | 120.18 |
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| General Motors Company (GM) | 0.2 | $6.1M | -4% | 75k | 81.32 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.0M | -8% | 53k | 113.92 |
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| Expeditors International of Washington (EXPD) | 0.2 | $6.0M | +2% | 40k | 149.01 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.8M | +7% | 61k | 96.03 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $5.8M | +10% | 95k | 61.36 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $5.5M | 31k | 177.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.4M | -9% | 20k | 268.30 |
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| Verizon Communications (VZ) | 0.2 | $5.4M | +18% | 133k | 40.73 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.4M | -10% | 56k | 96.27 |
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| Wal-Mart Stores (WMT) | 0.2 | $5.3M | -29% | 48k | 111.64 |
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| Anthem (ELV) | 0.2 | $5.2M | +21% | 15k | 350.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.2M | 96k | 53.76 |
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| Capital One Financial (COF) | 0.2 | $5.1M | +6% | 21k | 242.36 |
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| Owl Rock Capital Corporation (OBDC) | 0.2 | $5.0M | -7% | 398k | 12.67 |
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| D.R. Horton (DHI) | 0.2 | $5.0M | 35k | 144.03 |
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| McDonald's Corporation (MCD) | 0.2 | $4.9M | 16k | 305.63 |
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| UnitedHealth (UNH) | 0.2 | $4.9M | +16% | 15k | 330.11 |
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| Home Depot (HD) | 0.2 | $4.8M | -4% | 14k | 344.10 |
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| Exelon Corporation (EXC) | 0.2 | $4.8M | -3% | 111k | 43.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $4.8M | 45k | 107.11 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $4.6M | -9% | 13k | 349.99 |
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| Garmin SHS (GRMN) | 0.2 | $4.3M | 21k | 202.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.3M | -6% | 17k | 257.95 |
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| Applied Materials (AMAT) | 0.2 | $4.0M | +11% | 16k | 256.99 |
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| Paccar (PCAR) | 0.2 | $4.0M | +8% | 36k | 110.79 |
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| Fortinet (FTNT) | 0.1 | $3.9M | +10% | 50k | 79.41 |
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| Us Bancorp Del Com New (USB) | 0.1 | $3.9M | 72k | 53.86 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.8M | -2% | 41k | 93.20 |
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| Chevron Corporation (CVX) | 0.1 | $3.8M | 25k | 152.41 |
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| T. Rowe Price (TROW) | 0.1 | $3.6M | +29% | 35k | 102.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.6M | -3% | 16k | 219.78 |
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| Pfizer (PFE) | 0.1 | $3.4M | +17% | 138k | 24.90 |
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| Pepsi (PEP) | 0.1 | $3.4M | -14% | 24k | 144.96 |
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| Linde SHS (LIN) | 0.1 | $3.4M | -3% | 8.0k | 426.39 |
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| Wec Energy Group (WEC) | 0.1 | $3.4M | -34% | 32k | 105.46 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $3.3M | NEW | 71k | 46.54 |
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| Chubb (CB) | 0.1 | $3.3M | 11k | 313.04 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $3.2M | NEW | 89k | 36.21 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.2M | 35k | 91.21 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.2M | 34k | 94.16 |
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| Netflix (NFLX) | 0.1 | $3.1M | +755% | 33k | 93.76 |
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| Newmont Mining Corporation (NEM) | 0.1 | $3.0M | +6% | 30k | 99.85 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $3.0M | +99% | 21k | 143.97 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.0M | 16k | 190.99 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $3.0M | -3% | 151k | 19.86 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.0M | +8% | 4.9k | 605.46 |
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| Amgen (AMGN) | 0.1 | $2.9M | +9% | 8.8k | 327.31 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | -4% | 3.3k | 862.34 |
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| Merck & Co (MRK) | 0.1 | $2.7M | -33% | 26k | 106.10 |
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| Cbre Group Cl A (CBRE) | 0.1 | $2.7M | -4% | 17k | 160.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | -2% | 11k | 246.16 |
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| EOG Resources (EOG) | 0.1 | $2.7M | -4% | 26k | 105.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.7M | -2% | 4.2k | 627.14 |
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| Honeywell International (HON) | 0.1 | $2.6M | -17% | 14k | 195.09 |
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| Allstate Corporation (ALL) | 0.1 | $2.6M | 12k | 209.09 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.5M | +2% | 3.2k | 771.87 |
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| At&t (T) | 0.1 | $2.5M | -13% | 100k | 24.84 |
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| Evergy (EVRG) | 0.1 | $2.4M | +34% | 33k | 72.49 |
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| Oracle Corporation (ORCL) | 0.1 | $2.3M | +3% | 12k | 194.91 |
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| Leidos Holdings (LDOS) | 0.1 | $2.3M | +8932% | 13k | 180.40 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | -27% | 4.1k | 570.88 |
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| American Electric Power Company (AEP) | 0.1 | $2.3M | +859% | 20k | 115.31 |
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| Automatic Data Processing (ADP) | 0.1 | $2.3M | -2% | 8.7k | 258.83 |
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| Gilead Sciences (GILD) | 0.1 | $2.3M | -2% | 18k | 122.74 |
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| Cadence Design Systems (CDNS) | 0.1 | $2.2M | 7.2k | 312.58 |
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| Medtronic SHS (MDT) | 0.1 | $2.2M | -5% | 22k | 96.73 |
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| F5 Networks (FFIV) | 0.1 | $2.2M | +4% | 8.5k | 255.26 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $2.1M | -25% | 12k | 173.49 |
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| 3M Company (MMM) | 0.1 | $1.9M | 12k | 160.10 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $1.9M | 23k | 82.63 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.9M | +14% | 14k | 141.14 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.9M | -15% | 3.2k | 580.71 |
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| Philip Morris International (PM) | 0.1 | $1.8M | -8% | 11k | 161.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 3.0k | 614.31 |
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| Vici Pptys (VICI) | 0.1 | $1.8M | -16% | 63k | 28.66 |
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| Keysight Technologies (KEYS) | 0.1 | $1.8M | -24% | 8.7k | 203.19 |
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| Public Storage (PSA) | 0.1 | $1.8M | -14% | 6.8k | 259.50 |
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| Travelers Companies (TRV) | 0.1 | $1.7M | -19% | 6.0k | 290.06 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.7M | +9% | 12k | 135.72 |
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| Regions Financial Corporation (RF) | 0.1 | $1.7M | 61k | 27.35 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $1.7M | +13% | 11k | 156.80 |
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| Best Buy (BBY) | 0.1 | $1.6M | 23k | 67.89 |
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| Nrg Energy Com New (NRG) | 0.1 | $1.6M | -8% | 9.9k | 159.24 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | 12k | 123.26 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.4M | -9% | 3.7k | 386.85 |
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| salesforce (CRM) | 0.1 | $1.4M | 5.3k | 265.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.4M | -9% | 23k | 62.47 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.4M | -45% | 1.2k | 1215.08 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.4M | -16% | 25k | 54.71 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.3M | -2% | 9.4k | 143.33 |
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| BorgWarner (BWA) | 0.1 | $1.3M | +15% | 30k | 45.06 |
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| TJX Companies (TJX) | 0.0 | $1.3M | +6% | 8.6k | 153.61 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.3M | 2.7k | 487.86 |
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| Fidelity National Financial Com Shs (FNF) | 0.0 | $1.3M | -24% | 24k | 54.59 |
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| Tesla Motors (TSLA) | 0.0 | $1.3M | -24% | 2.8k | 449.72 |
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| Xcel Energy (XEL) | 0.0 | $1.3M | -4% | 17k | 74.41 |
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| Southern Copper Corporation (SCCO) | 0.0 | $1.2M | -16% | 8.7k | 143.47 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.2M | -2% | 17k | 73.56 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.2M | -10% | 7.4k | 167.94 |
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| Intel Corporation (INTC) | 0.0 | $1.2M | -6% | 33k | 36.90 |
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| Badger Meter (BMI) | 0.0 | $1.2M | -14% | 7.0k | 174.41 |
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| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $1.1M | +28% | 45k | 25.32 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | -35% | 11k | 99.91 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | -13% | 14k | 79.02 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.1M | 13k | 85.37 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.1M | NEW | 25k | 44.17 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.1M | -17% | 8.9k | 120.15 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | +6% | 15k | 69.91 |
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| Diamondback Energy (FANG) | 0.0 | $1.0M | +6% | 6.9k | 150.33 |
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| Lowe's Companies (LOW) | 0.0 | $1.0M | -43% | 4.3k | 241.16 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.0M | -25% | 3.3k | 308.39 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | +16% | 19k | 53.94 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.0M | 1.7k | 579.88 |
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| Devon Energy Corporation (DVN) | 0.0 | $1.0M | +18% | 28k | 36.63 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $970k | 11k | 89.20 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $949k | +41% | 5.2k | 181.21 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $947k | NEW | 9.7k | 97.80 |
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| Blackrock (BLK) | 0.0 | $945k | -17% | 883.00 | 1070.34 |
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| Paychex (PAYX) | 0.0 | $923k | -18% | 8.2k | 112.18 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $922k | -9% | 20k | 45.55 |
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| Nicolet Bankshares (NIC) | 0.0 | $910k | 7.5k | 121.30 |
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| Intercontinental Exchange (ICE) | 0.0 | $909k | -45% | 5.6k | 161.96 |
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| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.0 | $908k | +91% | 23k | 39.15 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $900k | -3% | 6.4k | 141.05 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $871k | -19% | 5.3k | 164.15 |
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| Waste Management (WM) | 0.0 | $859k | +16% | 3.9k | 219.72 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $857k | -22% | 13k | 64.22 |
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| Qualcomm (QCOM) | 0.0 | $844k | -2% | 4.9k | 171.05 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $840k | -30% | 8.2k | 102.58 |
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| Advanced Micro Devices (AMD) | 0.0 | $837k | +5% | 3.9k | 214.16 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $835k | +21% | 4.7k | 177.75 |
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| Emerson Electric (EMR) | 0.0 | $831k | -43% | 6.3k | 132.72 |
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| Kroger (KR) | 0.0 | $821k | -6% | 13k | 62.48 |
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| Bank of America Corporation (BAC) | 0.0 | $816k | +2% | 15k | 55.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $811k | -26% | 27k | 29.89 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $811k | 2.7k | 304.68 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $778k | -15% | 1.4k | 570.21 |
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| Target Corporation (TGT) | 0.0 | $772k | +15% | 7.9k | 97.75 |
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| Cummins (CMI) | 0.0 | $769k | -57% | 1.5k | 510.45 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $769k | -47% | 4.2k | 183.40 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $741k | 7.7k | 96.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $727k | -2% | 2.5k | 290.22 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $725k | 9.6k | 75.44 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $721k | +6% | 26k | 27.43 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $720k | 1.5k | 481.61 |
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| Entergy Corporation (ETR) | 0.0 | $720k | 7.8k | 92.43 |
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| ConocoPhillips (COP) | 0.0 | $713k | 7.6k | 93.61 |
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| Union Pacific Corporation (UNP) | 0.0 | $713k | 3.1k | 231.32 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $710k | -36% | 8.6k | 83.00 |
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| Fidelity National Information Services (FIS) | 0.0 | $707k | -3% | 11k | 66.46 |
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| Fiserv (FI) | 0.0 | $705k | -22% | 11k | 67.17 |
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| United Parcel Service CL B (UPS) | 0.0 | $695k | 7.0k | 99.19 |
|
|
| Quanta Services (PWR) | 0.0 | $690k | -41% | 1.6k | 422.06 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $662k | 25k | 26.32 |
|
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.0 | $657k | 13k | 51.24 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $657k | 2.6k | 250.31 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $653k | +2% | 7.5k | 87.16 |
|
| Analog Devices (ADI) | 0.0 | $631k | -46% | 2.3k | 271.20 |
|
| Hershey Company (HSY) | 0.0 | $627k | -8% | 3.4k | 181.98 |
|
| Citigroup Com New (C) | 0.0 | $613k | +7% | 5.3k | 116.69 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $608k | -27% | 4.1k | 148.69 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $604k | 2.9k | 212.07 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $603k | 43k | 14.18 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $599k | -8% | 3.4k | 177.53 |
|
| S&p Global (SPGI) | 0.0 | $582k | -37% | 1.1k | 522.59 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $582k | -3% | 54k | 10.83 |
|
| Nucor Corporation (NUE) | 0.0 | $579k | -25% | 3.5k | 163.67 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $577k | 765.00 | 753.78 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $568k | -55% | 2.5k | 227.51 |
|
| Fifth Third Ban (FITB) | 0.0 | $554k | -4% | 12k | 47.21 |
|
| Voya Financial (VOYA) | 0.0 | $552k | +15% | 7.4k | 74.49 |
|
| Consolidated Edison (ED) | 0.0 | $549k | 5.5k | 99.32 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $542k | 6.5k | 83.75 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $536k | +16% | 886.00 | 605.01 |
|
| Murphy Usa (MUSA) | 0.0 | $517k | 1.3k | 403.52 |
|
|
| Kkr & Co (KKR) | 0.0 | $516k | 4.0k | 127.48 |
|
|
| Danaher Corporation (DHR) | 0.0 | $514k | +9% | 2.2k | 229.24 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $509k | +8% | 9.3k | 54.77 |
|
| Molina Healthcare (MOH) | 0.0 | $503k | +32% | 2.9k | 173.54 |
|
| Norfolk Southern (NSC) | 0.0 | $503k | -14% | 1.7k | 288.72 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $501k | +1087% | 570.00 | 879.00 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $492k | -19% | 1.7k | 287.25 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $492k | +93% | 4.1k | 119.41 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $470k | -9% | 1.9k | 250.88 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $454k | -12% | 1.4k | 314.80 |
|
| Ameriprise Financial (AMP) | 0.0 | $454k | -25% | 925.00 | 490.34 |
|
| Lumentum Hldgs (LITE) | 0.0 | $452k | -26% | 1.2k | 368.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $448k | -40% | 8.3k | 54.33 |
|
| Booking Holdings (BKNG) | 0.0 | $445k | -2% | 83.00 | 5355.35 |
|
| Stryker Corporation (SYK) | 0.0 | $441k | -62% | 1.3k | 352.03 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $437k | 4.9k | 89.08 |
|
|
| Ford Motor Company (F) | 0.0 | $431k | +1298% | 33k | 13.12 |
|
| Dynatrace Com New (DT) | 0.0 | $424k | 9.8k | 43.34 |
|
|
| Ge Vernova (GEV) | 0.0 | $423k | -25% | 647.00 | 653.57 |
|
| Nextera Energy (NEE) | 0.0 | $421k | -5% | 5.2k | 80.28 |
|
| Intuit (INTU) | 0.0 | $421k | -27% | 635.00 | 662.42 |
|
| Vulcan Materials Company (VMC) | 0.0 | $419k | -47% | 1.5k | 285.22 |
|
| Servicenow (NOW) | 0.0 | $416k | +235% | 2.7k | 153.19 |
|
Past Filings by Johnson Financial Group
SEC 13F filings are viewable for Johnson Financial Group going back to 2011
- Johnson Financial Group 2025 Q4 filed Feb. 12, 2026
- Johnson Financial Group 2025 Q3 filed Nov. 13, 2025
- Johnson Financial Group 2025 Q2 filed Aug. 13, 2025
- Johnson Financial Group 2025 Q1 filed May 15, 2025
- Johnson Financial Group 2024 Q4 filed Feb. 14, 2025
- Johnson Financial Group 2024 Q3 filed Nov. 13, 2024
- Johnson Financial Group 2024 Q2 filed Aug. 14, 2024
- Johnson Financial Group 2024 Q1 filed May 14, 2024
- Johnson Financial Group 2023 Q4 restated filed Feb. 9, 2024
- Johnson Financial Group 2023 Q4 filed Feb. 9, 2024
- Johnson Financial Group 2023 Q3 filed Nov. 14, 2023
- Johnson Financial Group 2023 Q2 filed Aug. 14, 2023
- Johnson Financial Group 2023 Q1 filed May 12, 2023
- Johnson Financial Group 2022 Q4 filed Feb. 13, 2023
- Johnson Financial Group 2022 Q3 filed Nov. 14, 2022
- Johnson Financial Group 2022 Q2 filed Aug. 15, 2022