Johnson Financial Group
Latest statistics and disclosures from Johnson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, IUSB, XLG, IWF, and represent 55.22% of Johnson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$63M), IEFA (+$55M), VPLS (+$39M), IEMG (+$30M), JCPB (+$13M), XLG (+$11M), IUSG (+$9.8M), KLAC (+$5.8M), AMP, IUSB.
- Started 78 new stock positions in SPCX, NLOP, GEM, FTCS, BUFR, NOK, VONG, IREN, SQM, GGUS.
- Reduced shares in these 10 stocks: ISTB (-$19M), MBB (-$14M), IVV (-$7.8M), JPST (-$5.4M), BRK.B, IWD, COF, PCAR, Honeywell International, GOOG.
- Sold out of its positions in ARE, ALGN, ALNY, AIG, AR, ARVN, TEAM, AVB, AVY, BJ.
- Johnson Financial Group was a net buyer of stock by $137M.
- Johnson Financial Group has $3.0B in assets under management (AUM), dropping by 10.09%.
- Central Index Key (CIK): 0001477024
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Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 818 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Johnson Financial Group has 818 total positions. Only the first 250 positions are shown.
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- Download the Johnson Financial Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.2 | $949M | 1.3M | 748.89 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 7.9 | $242M | +29% | 2.5M | 96.58 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 7.8 | $236M | 5.1M | 46.15 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 4.5 | $138M | +8% | 2.3M | 61.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.8 | $114M | +122% | 919k | 124.17 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $68M | +81% | 814k | 82.84 |
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| Apple (AAPL) | 2.0 | $60M | 209k | 289.36 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.7 | $51M | -2% | 676k | 76.11 |
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| Ishares Tr Core Msci Total (IXUS) | 1.5 | $45M | 470k | 95.44 |
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| Johnson Outdoors Cl A (JOUT) | 1.4 | $44M | 951k | 46.04 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $42M | 56k | 748.67 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.3 | $40M | +48% | 859k | 46.94 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 1.3 | $39M | NEW | 508k | 77.58 |
|
| Microsoft Corporation (MSFT) | 1.2 | $36M | -2% | 97k | 373.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $35M | +2% | 452k | 77.11 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $31M | 154k | 200.09 |
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|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $30M | -8% | 84k | 353.33 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $22M | 53k | 409.50 |
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|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $20M | 55k | 370.04 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $20M | -6% | 47k | 433.57 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.5 | $16M | 112k | 142.39 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $14M | -5% | 104k | 136.72 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $14M | -6% | 119k | 117.45 |
|
| Johnson & Johnson (JNJ) | 0.5 | $14M | -2% | 54k | 253.97 |
|
| Amazon (AMZN) | 0.4 | $13M | -7% | 55k | 238.34 |
|
| Altria (MO) | 0.4 | $13M | +9% | 178k | 72.98 |
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| Caterpillar (CAT) | 0.4 | $13M | -7% | 12k | 1064.90 |
|
| Meta Platforms Cl A (META) | 0.4 | $12M | -5% | 21k | 563.29 |
|
| Broadcom (AVGO) | 0.4 | $12M | -5% | 32k | 377.75 |
|
| Cisco Systems (CSCO) | 0.4 | $12M | -9% | 102k | 117.46 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $11M | 118k | 96.43 |
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|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $11M | +707% | 60k | 188.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | -4% | 34k | 327.33 |
|
| Visa Com Cl A (V) | 0.4 | $11M | -5% | 32k | 343.09 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $11M | -4% | 67k | 158.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $11M | -9% | 30k | 357.37 |
|
| Snap-on Incorporated (SNA) | 0.3 | $11M | +2% | 26k | 402.40 |
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| Procter & Gamble Company (PG) | 0.3 | $10M | +3% | 70k | 146.64 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $9.9M | -30% | 41k | 242.43 |
|
| Applied Materials (AMAT) | 0.3 | $9.9M | -5% | 14k | 723.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.8M | -31% | 20k | 500.39 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.5M | 124k | 76.55 |
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| Eli Lilly & Co. (LLY) | 0.3 | $8.9M | -4% | 7.4k | 1199.43 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $8.6M | 78k | 110.32 |
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| Moody's Corporation (MCO) | 0.3 | $8.6M | -5% | 19k | 452.92 |
|
| Abbvie (ABBV) | 0.3 | $8.5M | -9% | 34k | 251.64 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $8.5M | 57k | 148.31 |
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| Progressive Corporation (PGR) | 0.3 | $8.0M | +7% | 37k | 218.45 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $8.0M | -21% | 45k | 176.57 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $8.0M | -70% | 165k | 48.25 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $7.9M | -63% | 83k | 94.52 |
|
| Fortinet (FTNT) | 0.3 | $7.6M | 50k | 153.62 |
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| Owl Rock Capital Corporation (OBDC) | 0.2 | $6.5M | +3% | 588k | 11.09 |
|
| Kla Corp Com New (KLAC) | 0.2 | $6.5M | +865% | 22k | 301.71 |
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| Expeditors International of Washington (EXPD) | 0.2 | $6.4M | 40k | 162.98 |
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| UnitedHealth (UNH) | 0.2 | $6.3M | 15k | 415.63 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $6.2M | 93k | 66.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.1M | +14% | 62k | 98.98 |
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| D.R. Horton (DHI) | 0.2 | $6.1M | +4% | 38k | 162.88 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $5.9M | 55k | 106.09 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $5.6M | 11k | 509.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.5M | 53k | 103.88 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $5.5M | 28k | 197.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.4M | -3% | 90k | 59.69 |
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| General Motors Company (GM) | 0.2 | $5.3M | -3% | 68k | 77.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.2M | +54% | 24k | 217.93 |
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| Verizon Communications (VZ) | 0.2 | $5.1M | -2% | 121k | 42.34 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $5.1M | -6% | 35k | 146.41 |
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| Exelon Corporation (EXC) | 0.2 | $5.1M | -6% | 110k | 46.62 |
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| Anthem (ELV) | 0.2 | $5.0M | -17% | 13k | 386.73 |
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| Allstate Corporation (ALL) | 0.2 | $5.0M | +15% | 21k | 238.98 |
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| Garmin SHS (GRMN) | 0.2 | $4.9M | -4% | 21k | 237.54 |
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| Home Depot (HD) | 0.2 | $4.8M | -2% | 14k | 352.68 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.7M | 16k | 303.12 |
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| Linde SHS (LIN) | 0.2 | $4.7M | +4% | 9.0k | 518.94 |
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| Wal-Mart Stores (WMT) | 0.2 | $4.7M | -11% | 41k | 113.26 |
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| Ameriprise Financial (AMP) | 0.2 | $4.6M | +976% | 10k | 458.76 |
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| Us Bancorp Com New (USB) | 0.1 | $4.5M | +4% | 73k | 60.90 |
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| Wec Energy Group (WEC) | 0.1 | $4.2M | +16% | 36k | 116.77 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.2M | -5% | 39k | 107.62 |
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| Chevron Corporation (CVX) | 0.1 | $4.2M | 25k | 165.76 |
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| Intel Corporation (INTC) | 0.1 | $4.1M | 30k | 139.63 |
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| American Electric Power Company (AEP) | 0.1 | $4.1M | +29% | 30k | 136.81 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $4.1M | 102k | 40.02 |
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| McDonald's Corporation (MCD) | 0.1 | $3.9M | -11% | 14k | 270.31 |
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| EOG Resources (EOG) | 0.1 | $3.9M | +2% | 30k | 129.73 |
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| Automatic Data Processing (ADP) | 0.1 | $3.8M | +93% | 17k | 225.52 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.6M | 29k | 124.42 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $3.6M | -3% | 19k | 190.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.6M | -8% | 12k | 298.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.6M | -4% | 15k | 236.62 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | 4.9k | 705.04 |
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| Chubb (CB) | 0.1 | $3.4M | -4% | 9.9k | 341.68 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.3M | 36k | 92.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.3M | 11k | 300.45 |
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| Pepsi (PEP) | 0.1 | $3.2M | +2% | 24k | 135.40 |
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| Abbott Laboratories (ABT) | 0.1 | $3.2M | -38% | 35k | 90.74 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $3.1M | -2% | 32k | 96.46 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $2.9M | -2% | 144k | 20.30 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.9M | -6% | 3.1k | 935.47 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.9M | -13% | 35k | 82.64 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $2.8M | -65% | 56k | 50.57 |
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| Merck & Co (MRK) | 0.1 | $2.8M | -3% | 21k | 129.34 |
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| Newmont Mining Corporation (NEM) | 0.1 | $2.7M | 29k | 93.40 |
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| Amgen (AMGN) | 0.1 | $2.7M | -11% | 7.4k | 362.12 |
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| Public Storage (PSA) | 0.1 | $2.7M | +9% | 8.4k | 318.31 |
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| Evergy (EVRG) | 0.1 | $2.6M | -11% | 30k | 86.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.6M | -3% | 3.7k | 686.82 |
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| Pfizer (PFE) | 0.1 | $2.6M | -7% | 107k | 24.08 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.5M | +1791% | 9.8k | 260.44 |
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| F5 Networks (FFIV) | 0.1 | $2.5M | -10% | 6.1k | 415.96 |
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| T. Rowe Price (TROW) | 0.1 | $2.5M | -27% | 22k | 113.69 |
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| Philip Morris International (PM) | 0.1 | $2.5M | +22% | 14k | 182.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | -8% | 4.5k | 513.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | -21% | 11k | 205.02 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | -11% | 18k | 124.44 |
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| Vici Pptys (VICI) | 0.1 | $2.2M | +5% | 80k | 26.98 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $2.2M | -2% | 10k | 216.60 |
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| At&t (T) | 0.1 | $2.1M | +6% | 103k | 20.70 |
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| Gilead Sciences (GILD) | 0.1 | $2.1M | -2% | 17k | 126.34 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.1M | 13k | 156.30 |
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| Netflix (NFLX) | 0.1 | $2.0M | -26% | 29k | 71.40 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.0M | 23k | 88.78 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.0M | -4% | 3.3k | 623.54 |
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| Best Buy (BBY) | 0.1 | $2.0M | 26k | 76.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | -6% | 2.7k | 737.22 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.0M | +4% | 14k | 143.10 |
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| Travelers Companies (TRV) | 0.1 | $1.9M | 5.9k | 330.12 |
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| Cbre Group Cl A (CBRE) | 0.1 | $1.9M | -17% | 14k | 134.69 |
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| Regions Financial Corporation (RF) | 0.1 | $1.9M | 62k | 30.46 |
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| 3M Company (MMM) | 0.1 | $1.9M | 12k | 161.91 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.8M | -12% | 4.0k | 459.13 |
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| Devon Energy Corporation (DVN) | 0.1 | $1.7M | +54% | 42k | 41.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | -2% | 9.0k | 189.73 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | -5% | 7.6k | 220.49 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.6M | 3.8k | 426.40 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.6M | +3% | 12k | 137.53 |
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| Analog Devices (ADI) | 0.1 | $1.6M | -18% | 3.9k | 397.17 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | +3% | 22k | 71.25 |
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| Honeywell Aerospace (HONA) | 0.0 | $1.4M | NEW | 6.6k | 221.06 |
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| Medtronic SHS (MDT) | 0.0 | $1.4M | -13% | 18k | 78.92 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | +6% | 13k | 111.04 |
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| Spdr Index Shs Fds St Mar Divid Etf (EDIV) | 0.0 | $1.4M | +40% | 35k | 40.96 |
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| Southern Copper Corporation (SCCO) | 0.0 | $1.4M | 8.0k | 174.26 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.4M | -6% | 25k | 54.69 |
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| Emerson Electric (EMR) | 0.0 | $1.4M | 9.5k | 143.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | -2% | 20k | 68.41 |
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| Nrg Energy Com New (NRG) | 0.0 | $1.3M | -4% | 9.2k | 146.06 |
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| TJX Companies (TJX) | 0.0 | $1.3M | -6% | 8.6k | 151.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.3M | +483% | 15k | 86.14 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $1.3M | -2% | 11k | 117.06 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.3M | 8.2k | 154.29 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | 14k | 91.68 |
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| Nicolet Bankshares (NIC) | 0.0 | $1.2M | 7.5k | 165.39 |
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| Capital One Financial (COF) | 0.0 | $1.2M | -72% | 6.1k | 200.62 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | +18% | 21k | 57.62 |
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| Coca-Cola Company (KO) | 0.0 | $1.2M | -2% | 15k | 81.80 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.2M | -15% | 14k | 83.75 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $1.2M | 8.0k | 146.51 |
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| Uber Technologies (UBER) | 0.0 | $1.2M | +6% | 16k | 72.16 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $1.2M | +34% | 22k | 52.58 |
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| Oracle Corporation (ORCL) | 0.0 | $1.2M | -29% | 7.9k | 146.55 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 5.2k | 221.20 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $1.1M | 10k | 107.82 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $1.1M | -3% | 5.5k | 201.61 |
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| Tesla Motors (TSLA) | 0.0 | $1.1M | +2% | 2.6k | 420.60 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.1M | -11% | 6.6k | 164.60 |
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| Intercontinental Exchange (ICE) | 0.0 | $1.1M | -19% | 8.6k | 123.11 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0M | -6% | 42k | 24.55 |
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| Target Corporation (TGT) | 0.0 | $1.0M | +2% | 7.9k | 130.61 |
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| Paychex (PAYX) | 0.0 | $1.0M | +7% | 10k | 98.33 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.0M | 13k | 79.42 |
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| Micron Technology (MU) | 0.0 | $990k | 858.00 | 1154.30 |
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| Mayville Engineering (MEC) | 0.0 | $974k | +57% | 26k | 37.46 |
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| Leidos Holdings (LDOS) | 0.0 | $958k | -28% | 9.3k | 102.97 |
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| Lumentum Hldgs (LITE) | 0.0 | $944k | 1.1k | 858.06 |
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| Badger Meter (BMI) | 0.0 | $930k | -7% | 6.3k | 148.38 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $908k | 2.6k | 342.83 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $874k | -28% | 1.8k | 478.49 |
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| Ge Aerospace Com New (GE) | 0.0 | $873k | -28% | 2.3k | 373.73 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $863k | +700% | 7.2k | 119.52 |
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| Keysight Technologies (KEYS) | 0.0 | $855k | -28% | 2.4k | 350.07 |
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| Deere & Company (DE) | 0.0 | $854k | 1.3k | 635.95 |
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| Entergy Corporation (ETR) | 0.0 | $843k | -5% | 7.3k | 114.86 |
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| Stryker Corporation (SYK) | 0.0 | $842k | -4% | 2.7k | 315.72 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $837k | -2% | 4.5k | 186.08 |
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| Consolidated Edison (ED) | 0.0 | $825k | +34% | 7.5k | 110.63 |
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| ConocoPhillips (COP) | 0.0 | $818k | -2% | 7.9k | 103.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $816k | 26k | 31.71 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $816k | -26% | 8.8k | 92.27 |
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| Union Pacific Corporation (UNP) | 0.0 | $806k | 3.0k | 272.00 |
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| Nasdaq Omx (NDAQ) | 0.0 | $798k | 10k | 78.82 |
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| Blackrock (BLK) | 0.0 | $789k | -5% | 820.00 | 961.56 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $783k | 1.5k | 523.80 |
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| Cummins (CMI) | 0.0 | $772k | -19% | 1.1k | 713.21 |
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| salesforce (CRM) | 0.0 | $769k | 4.9k | 157.10 |
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| Advanced Micro Devices (AMD) | 0.0 | $769k | -66% | 1.3k | 580.91 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $762k | +8% | 7.1k | 107.50 |
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| IDEXX Laboratories (IDXX) | 0.0 | $757k | -14% | 1.4k | 526.44 |
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| Cadence Design Systems (CDNS) | 0.0 | $754k | -61% | 2.0k | 375.32 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $746k | -13% | 1.5k | 501.83 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $729k | 8.5k | 85.49 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $719k | -11% | 13k | 56.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $704k | +277% | 8.7k | 80.57 |
|
| Murphy Usa (MUSA) | 0.0 | $690k | 1.3k | 538.87 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $687k | +135% | 9.0k | 76.29 |
|
| Apa Corporation (APA) | 0.0 | $672k | +2% | 21k | 32.57 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $664k | -2% | 1.6k | 416.50 |
|
| Dynatrace Com New (DT) | 0.0 | $658k | +40% | 15k | 43.91 |
|
| Qualcomm (QCOM) | 0.0 | $651k | +9% | 3.5k | 184.79 |
|
| Kroger (KR) | 0.0 | $649k | -8% | 12k | 55.53 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 0.0 | $626k | -43% | 25k | 25.03 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $623k | 14k | 45.34 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $613k | 1.2k | 509.31 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $611k | 633.00 | 965.74 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $609k | +23% | 11k | 53.61 |
|
| Fifth Third Ban (FITB) | 0.0 | $594k | 11k | 56.77 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $552k | -26% | 4.4k | 126.00 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $552k | 3.4k | 164.27 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $549k | 54k | 10.22 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $549k | +8% | 2.4k | 227.06 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $548k | +158% | 4.3k | 126.58 |
|
| Morgan Stanley Com New (MS) | 0.0 | $547k | -3% | 2.6k | 209.04 |
|
| CF Industries Holdings (CF) | 0.0 | $535k | +46% | 4.9k | 108.26 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $535k | 6.5k | 82.65 |
|
|
| Norfolk Southern (NSC) | 0.0 | $533k | -2% | 1.7k | 314.59 |
|
| Quanta Services (PWR) | 0.0 | $532k | -34% | 739.00 | 720.04 |
|
| Hershey Company (HSY) | 0.0 | $528k | -8% | 3.0k | 175.45 |
|
| Paccar (PCAR) | 0.0 | $521k | -86% | 4.3k | 120.12 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $519k | -5% | 5.4k | 96.44 |
|
| Xcel Energy (XEL) | 0.0 | $516k | -55% | 6.4k | 80.62 |
|
| Gartner (IT) | 0.0 | $507k | +12115% | 3.9k | 129.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $505k | +124% | 1.3k | 397.68 |
|
| Waste Management (WM) | 0.0 | $499k | -42% | 2.2k | 222.88 |
|
| NetApp (NTAP) | 0.0 | $498k | -3% | 3.2k | 154.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $496k | 1.4k | 343.91 |
|
|
| Citigroup Com New (C) | 0.0 | $486k | -33% | 3.5k | 139.96 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $484k | 4.1k | 117.28 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $472k | 619.00 | 763.20 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $471k | +66% | 1.3k | 365.87 |
|
| S&p Global (SPGI) | 0.0 | $456k | -5% | 1.1k | 407.26 |
|
| Federated Hermes Etf Trust Mdt Small Cap (FSCC) | 0.0 | $455k | 12k | 37.33 |
|
|
| Corning Incorporated (GLW) | 0.0 | $455k | 1.8k | 255.43 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $436k | 7.5k | 58.34 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $435k | -24% | 1.0k | 426.12 |
|
| Nextera Energy (NEE) | 0.0 | $429k | -3% | 4.9k | 87.77 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $412k | 33k | 12.66 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $409k | -4% | 3.5k | 116.68 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $405k | 4.5k | 89.92 |
|
|
| EQT Corporation (EQT) | 0.0 | $399k | 7.5k | 53.17 |
|
Past Filings by Johnson Financial Group
SEC 13F filings are viewable for Johnson Financial Group going back to 2011
- Johnson Financial Group 2026 Q2 filed Aug. 10, 2026
- Johnson Financial Group 2026 Q1 filed May 7, 2026
- 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