Johnson Financial Group
Latest statistics and disclosures from Johnson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IUSB, IWF, IEFA, XLG, and represent 55.48% of Johnson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$230M), IVV (+$21M), IEFA (+$11M), XLG, IWR, DSI, JCPB, ISTB, OBDC, KLAC.
- Started 69 new stock positions in TXMD, IOO, CPOP, XLRE, QUAL, THRO, TLH, BAI, DIVI, AVUV.
- Reduced shares in these 10 stocks: IEI (-$55M), JOUT (-$35M), GVI, EFG, NVDA, IEMG, ACWX, BRK.B, KEYS, LRCX.
- Sold out of its positions in AGNC, AES, AMN, ALSN, ALLY, ATEC, AMRN, AVLV, APPF, ARWR.
- Johnson Financial Group was a net buyer of stock by $165M.
- Johnson Financial Group has $2.8B in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0001477024
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Portfolio Holdings for Johnson Financial Group
Johnson Financial Group holds 891 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Johnson Financial Group has 891 total positions. Only the first 250 positions are shown.
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- Download the Johnson Financial Group March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 30.2 | $835M | +2% | 1.3M | 653.21 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 8.5 | $233M | +7026% | 5.1M | 46.19 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 6.4 | $176M | 413k | 426.40 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.3 | $175M | +6% | 1.9M | 90.54 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 4.1 | $113M | +2% | 2.1M | 54.55 |
|
| Apple (AAPL) | 2.0 | $54M | 213k | 253.79 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.7 | $48M | -3% | 695k | 68.47 |
|
| Johnson Outdoors Cl A (JOUT) | 1.6 | $44M | -44% | 951k | 46.51 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.5 | $41M | -3% | 470k | 86.64 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $37M | -2% | 57k | 652.13 |
|
| Microsoft Corporation (MSFT) | 1.3 | $37M | +2% | 100k | 370.17 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $31M | -6% | 448k | 69.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $30M | +2% | 443k | 67.53 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.0 | $27M | +8% | 577k | 47.08 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.0 | $27M | +8% | 559k | 48.46 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $27M | -7% | 155k | 174.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $26M | -3% | 92k | 286.86 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $22M | -2% | 228k | 94.95 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $19M | 54k | 356.56 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $19M | -2% | 110k | 169.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $18M | -2% | 55k | 320.81 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $15M | -78% | 127k | 118.60 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.5 | $14M | +19% | 114k | 121.19 |
|
| Johnson & Johnson (JNJ) | 0.5 | $14M | -6% | 56k | 244.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $14M | -10% | 28k | 479.20 |
|
| Meta Platforms Cl A (META) | 0.5 | $13M | +2% | 23k | 572.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $13M | -8% | 59k | 213.67 |
|
| Amazon (AMZN) | 0.4 | $12M | -3% | 59k | 208.27 |
|
| Altria (MO) | 0.4 | $11M | 162k | 67.05 |
|
|
| Lam Research Corp Com New (LRCX) | 0.4 | $11M | -12% | 50k | 213.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | -2% | 36k | 294.16 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $10M | 70k | 148.10 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $10M | -2% | 117k | 88.70 |
|
| Broadcom (AVGO) | 0.4 | $10M | +6% | 34k | 309.51 |
|
| Visa Com Cl A (V) | 0.4 | $10M | +5% | 34k | 302.24 |
|
| Procter & Gamble Company (PG) | 0.4 | $9.7M | +4% | 68k | 144.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.4M | 33k | 287.56 |
|
|
| Caterpillar (CAT) | 0.3 | $9.2M | -6% | 13k | 708.46 |
|
| Snap-on Incorporated (SNA) | 0.3 | $9.2M | 25k | 363.22 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.2M | -5% | 123k | 74.35 |
|
| Moody's Corporation (MCO) | 0.3 | $8.8M | +15% | 20k | 436.25 |
|
| Cisco Systems (CSCO) | 0.3 | $8.7M | -2% | 112k | 77.59 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $8.3M | +7% | 163k | 50.61 |
|
| Abbvie (ABBV) | 0.3 | $8.2M | 38k | 217.49 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $7.7M | +42% | 79k | 97.23 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $7.3M | +15% | 57k | 126.60 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $7.2M | +4% | 7.8k | 919.77 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $7.0M | +7% | 57k | 124.31 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.8M | -16% | 11k | 604.39 |
|
| Progressive Corporation (PGR) | 0.2 | $6.8M | +16% | 34k | 198.24 |
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $6.5M | +43% | 570k | 11.33 |
|
| Verizon Communications (VZ) | 0.2 | $6.2M | -6% | 124k | 50.20 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $6.2M | -2% | 92k | 67.00 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $5.9M | -42% | 56k | 106.68 |
|
| Abbott Laboratories (ABT) | 0.2 | $5.9M | 57k | 102.67 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $5.8M | -2% | 47k | 124.52 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $5.7M | 40k | 143.23 |
|
|
| Exelon Corporation (EXC) | 0.2 | $5.7M | +5% | 117k | 49.02 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $5.4M | -19% | 54k | 99.27 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.3M | -10% | 54k | 97.13 |
|
| General Motors Company (GM) | 0.2 | $5.2M | -5% | 70k | 74.50 |
|
| Chevron Corporation (CVX) | 0.2 | $5.2M | 25k | 206.90 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $5.1M | -9% | 28k | 184.28 |
|
| Garmin SHS (GRMN) | 0.2 | $5.1M | +3% | 22k | 232.01 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.0M | +2% | 16k | 310.79 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.0M | -3% | 93k | 54.05 |
|
| D.R. Horton (DHI) | 0.2 | $5.0M | +4% | 36k | 137.22 |
|
| Applied Materials (AMAT) | 0.2 | $5.0M | -7% | 15k | 341.79 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $4.8M | -19% | 37k | 128.12 |
|
| Anthem (ELV) | 0.2 | $4.6M | +7% | 16k | 292.75 |
|
| Home Depot (HD) | 0.2 | $4.6M | 14k | 328.89 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $4.4M | -8% | 41k | 106.15 |
|
| Linde SHS (LIN) | 0.2 | $4.3M | +8% | 8.6k | 495.76 |
|
| EOG Resources (EOG) | 0.2 | $4.2M | +14% | 29k | 144.57 |
|
| Capital One Financial (COF) | 0.2 | $4.2M | +7% | 23k | 182.43 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.1M | +2% | 21k | 198.29 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $4.1M | -5% | 16k | 261.92 |
|
| Fortinet (FTNT) | 0.1 | $4.1M | 50k | 81.72 |
|
|
| UnitedHealth (UNH) | 0.1 | $4.1M | +2% | 15k | 270.59 |
|
| Allstate Corporation (ALL) | 0.1 | $3.8M | +47% | 18k | 208.36 |
|
| Netflix (NFLX) | 0.1 | $3.7M | +18% | 39k | 96.15 |
|
| Us Bancorp Com New (USB) | 0.1 | $3.7M | -2% | 70k | 52.51 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $3.6M | +13% | 101k | 36.11 |
|
| Pepsi (PEP) | 0.1 | $3.6M | 23k | 155.29 |
|
|
| Wec Energy Group (WEC) | 0.1 | $3.6M | -2% | 31k | 115.77 |
|
| Paccar (PCAR) | 0.1 | $3.6M | -14% | 31k | 115.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.5M | +8% | 14k | 243.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.4M | 16k | 215.06 |
|
|
| Chubb (CB) | 0.1 | $3.4M | 10k | 326.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $3.3M | 3.3k | 996.43 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $3.3M | +92% | 2.2k | 1472.41 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.3M | -44% | 29k | 111.37 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.3M | 35k | 92.31 |
|
|
| Pfizer (PFE) | 0.1 | $3.2M | -16% | 115k | 28.08 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.2M | -3% | 40k | 79.61 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.2M | -3% | 29k | 108.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.1M | 16k | 196.20 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.0M | -2% | 33k | 92.74 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $3.0M | 4.9k | 618.28 |
|
|
| American Electric Power Company (AEP) | 0.1 | $3.0M | +15% | 23k | 131.08 |
|
| Amgen (AMGN) | 0.1 | $2.9M | -5% | 8.3k | 351.85 |
|
| Cohen & Steers REIT/P (RNP) | 0.1 | $2.9M | -2% | 147k | 19.76 |
|
| Honeywell International (HON) | 0.1 | $2.9M | -4% | 13k | 226.03 |
|
| At&t (T) | 0.1 | $2.8M | -3% | 96k | 28.99 |
|
| Evergy (EVRG) | 0.1 | $2.8M | 34k | 81.92 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | 11k | 248.00 |
|
|
| T. Rowe Price (TROW) | 0.1 | $2.7M | -12% | 30k | 90.14 |
|
| Merck & Co (MRK) | 0.1 | $2.7M | -14% | 22k | 121.14 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.6M | -5% | 20k | 132.90 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.6M | +6% | 3.4k | 772.64 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.6M | +8% | 13k | 194.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | +21% | 5.0k | 499.66 |
|
| Gilead Sciences (GILD) | 0.1 | $2.4M | -6% | 17k | 139.37 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $2.4M | 17k | 135.46 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.3M | -8% | 3.9k | 597.56 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.2M | +41% | 4.5k | 484.91 |
|
| Vici Pptys (VICI) | 0.1 | $2.1M | +20% | 76k | 27.69 |
|
| Public Storage (PSA) | 0.1 | $2.1M | +12% | 7.6k | 270.88 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.0M | 14k | 151.41 |
|
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| Leidos Holdings (LDOS) | 0.1 | $2.0M | 13k | 155.52 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $2.0M | -3% | 10k | 195.40 |
|
| F5 Networks (FFIV) | 0.1 | $2.0M | -19% | 6.8k | 289.33 |
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| Lowe's Companies (LOW) | 0.1 | $1.9M | +86% | 8.0k | 236.28 |
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| Medtronic SHS (MDT) | 0.1 | $1.9M | -5% | 21k | 87.33 |
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| Philip Morris International (PM) | 0.1 | $1.8M | -3% | 11k | 166.81 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $1.8M | 23k | 78.15 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | +122% | 9.3k | 192.90 |
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| Automatic Data Processing (ADP) | 0.1 | $1.8M | 8.6k | 204.82 |
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| Travelers Companies (TRV) | 0.1 | $1.7M | 5.9k | 291.68 |
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| Best Buy (BBY) | 0.1 | $1.7M | +12% | 26k | 65.14 |
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| 3M Company (MMM) | 0.1 | $1.7M | -2% | 12k | 145.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | -2% | 2.9k | 577.18 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.7M | +89% | 11k | 157.28 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.7M | +6% | 13k | 126.28 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.7M | -6% | 11k | 147.11 |
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| Regions Financial Corporation (RF) | 0.1 | $1.6M | 62k | 26.39 |
|
|
| Analog Devices (ADI) | 0.1 | $1.5M | +106% | 4.8k | 318.14 |
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| BorgWarner (BWA) | 0.1 | $1.5M | -7% | 27k | 54.26 |
|
| TJX Companies (TJX) | 0.1 | $1.5M | +5% | 9.1k | 159.70 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.4M | -27% | 5.2k | 277.87 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.4M | +3% | 3.9k | 370.68 |
|
| Nrg Energy Com New (NRG) | 0.1 | $1.4M | -2% | 9.6k | 146.14 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $1.4M | -8% | 7.9k | 172.06 |
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| Diamondback Energy (FANG) | 0.0 | $1.4M | 6.9k | 197.79 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $1.4M | 27k | 50.32 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.4M | -6% | 21k | 64.08 |
|
| Intel Corporation (INTC) | 0.0 | $1.3M | -10% | 30k | 44.13 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | +66% | 45k | 28.71 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.3M | -8% | 11k | 113.11 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.3M | 17k | 75.10 |
|
|
| Emerson Electric (EMR) | 0.0 | $1.2M | +51% | 9.5k | 131.02 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.2M | +11% | 27k | 45.47 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.2M | -11% | 8.3k | 145.79 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.2M | +126% | 5.6k | 209.02 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | +47% | 12k | 97.72 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.2M | 13k | 92.69 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.2M | 14k | 85.23 |
|
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| Coca-Cola Company (KO) | 0.0 | $1.2M | 15k | 76.58 |
|
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| Baker Hughes Company Cl A (BKR) | 0.0 | $1.2M | -5% | 19k | 61.07 |
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| Xcel Energy (XEL) | 0.0 | $1.2M | -13% | 15k | 80.03 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | -19% | 20k | 56.79 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.1M | 7.4k | 155.11 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | +9% | 12k | 93.98 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | -3% | 2.6k | 436.80 |
|
| Nicolet Bankshares (NIC) | 0.0 | $1.1M | 7.5k | 148.62 |
|
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $1.1M | 45k | 24.98 |
|
|
| Uber Technologies (UBER) | 0.0 | $1.1M | +559% | 15k | 71.93 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | -4% | 18k | 60.65 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.1M | +16% | 7.4k | 145.74 |
|
| ConocoPhillips (COP) | 0.0 | $1.1M | +6% | 8.1k | 132.00 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $1.1M | -9% | 8.1k | 131.35 |
|
| Badger Meter (BMI) | 0.0 | $1.0M | -2% | 6.8k | 152.35 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $1.0M | +16% | 11k | 90.94 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $986k | +23% | 16k | 60.06 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $978k | 5.2k | 189.59 |
|
|
| Spdr Index Shs Fds State Street Spd (EDIV) | 0.0 | $975k | +6% | 25k | 39.48 |
|
| Keysight Technologies (KEYS) | 0.0 | $960k | -61% | 3.4k | 282.37 |
|
| Target Corporation (TGT) | 0.0 | $939k | 7.8k | 121.20 |
|
|
| Tesla Motors (TSLA) | 0.0 | $939k | -10% | 2.5k | 371.75 |
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| IDEXX Laboratories (IDXX) | 0.0 | $939k | +2994% | 1.7k | 561.89 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $939k | -5% | 10k | 91.52 |
|
| Ge Aerospace Com New (GE) | 0.0 | $927k | 3.3k | 284.24 |
|
|
| Kroger (KR) | 0.0 | $924k | -2% | 13k | 72.36 |
|
| Stryker Corporation (SYK) | 0.0 | $924k | +123% | 2.8k | 329.47 |
|
| salesforce (CRM) | 0.0 | $923k | -7% | 4.9k | 186.67 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $906k | +2% | 26k | 35.14 |
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| Waste Management (WM) | 0.0 | $899k | 3.9k | 229.79 |
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|
| Paychex (PAYX) | 0.0 | $890k | +17% | 9.7k | 92.12 |
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| Nasdaq Omx (NDAQ) | 0.0 | $875k | +393% | 10k | 84.89 |
|
| Entergy Corporation (ETR) | 0.0 | $872k | 7.8k | 112.36 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $862k | -4% | 2.5k | 338.93 |
|
| Apa Corporation (APA) | 0.0 | $852k | +9592% | 20k | 42.44 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $846k | 1.7k | 492.00 |
|
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| Blackrock (BLK) | 0.0 | $837k | 870.00 | 961.71 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $836k | -10% | 1.2k | 682.24 |
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| Advanced Micro Devices (AMD) | 0.0 | $795k | 3.9k | 203.43 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $790k | -2% | 26k | 30.68 |
|
| Lumentum Hldgs (LITE) | 0.0 | $773k | -10% | 1.1k | 702.76 |
|
| Jacobs Engineering Group (J) | 0.0 | $759k | +287% | 6.0k | 127.28 |
|
| Deere & Company (DE) | 0.0 | $753k | +76% | 1.3k | 564.92 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.0 | $746k | +14% | 15k | 51.00 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $733k | -12% | 4.6k | 158.29 |
|
| Cummins (CMI) | 0.0 | $728k | -10% | 1.4k | 538.02 |
|
| Union Pacific Corporation (UNP) | 0.0 | $722k | -3% | 3.0k | 242.62 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $713k | +179% | 1.6k | 435.18 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $694k | 1.5k | 464.18 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $693k | -4% | 14k | 48.75 |
|
| Hershey Company (HSY) | 0.0 | $684k | -4% | 3.3k | 207.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $664k | -7% | 2.3k | 287.18 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $662k | -10% | 8.6k | 77.11 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $641k | -6% | 6.5k | 98.38 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $639k | +53465% | 14k | 45.89 |
|
| Murphy Usa (MUSA) | 0.0 | $633k | 1.3k | 493.97 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $630k | +18% | 903.00 | 697.72 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $629k | 2.6k | 239.99 |
|
|
| Consolidated Edison (ED) | 0.0 | $626k | 5.5k | 113.18 |
|
|
| Quanta Services (PWR) | 0.0 | $623k | -30% | 1.1k | 549.02 |
|
| Nucor Corporation (NUE) | 0.0 | $597k | 3.5k | 169.66 |
|
|
| Citigroup Com New (C) | 0.0 | $593k | 5.2k | 113.41 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $542k | 54k | 10.10 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $539k | -21% | 3.7k | 146.28 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $536k | 6.5k | 82.75 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $533k | -26% | 5.7k | 93.93 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $523k | -16% | 4.1k | 127.20 |
|
| S&p Global (SPGI) | 0.0 | $505k | +6% | 1.2k | 425.34 |
|
| Norfolk Southern (NSC) | 0.0 | $500k | 1.7k | 287.00 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $500k | 1.9k | 266.81 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $493k | -10% | 11k | 46.86 |
|
| Fiserv (FISV) | 0.0 | $485k | -17% | 8.7k | 55.80 |
|
| EQT Corporation (EQT) | 0.0 | $482k | 7.6k | 63.64 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $480k | +4% | 1.3k | 357.67 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $478k | -17% | 3.4k | 142.43 |
|
| Nextera Energy (NEE) | 0.0 | $472k | -3% | 5.1k | 92.88 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $470k | -21% | 2.2k | 211.15 |
|
| Ge Vernova (GEV) | 0.0 | $458k | -19% | 524.00 | 873.40 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $453k | 9.2k | 49.37 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $447k | -19% | 2.7k | 164.57 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $443k | 4.1k | 108.98 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $442k | -7% | 7.6k | 58.14 |
|
| CF Industries Holdings (CF) | 0.0 | $440k | +21% | 3.4k | 129.84 |
|
| Fidelity National Information Services (FIS) | 0.0 | $437k | -12% | 9.3k | 46.91 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $431k | 1.4k | 298.85 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $416k | -23% | 33k | 12.80 |
|
| Qualcomm (QCOM) | 0.0 | $416k | -34% | 3.2k | 128.78 |
|
| Danaher Corporation (DHR) | 0.0 | $414k | -2% | 2.2k | 190.00 |
|
| Ameriprise Financial (AMP) | 0.0 | $412k | 926.00 | 444.40 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $410k | -21% | 6.7k | 61.35 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $396k | -24% | 1.3k | 304.08 |
|
| Dynatrace Com New (DT) | 0.0 | $394k | +9% | 11k | 36.98 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $393k | -15% | 752.00 | 522.71 |
|
Past Filings by Johnson Financial Group
SEC 13F filings are viewable for Johnson Financial Group going back to 2011
- 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
- Johnson Financial Group 2022 Q3 filed Nov. 14, 2022