§ 13F · FUND PROFILE
Johnson Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.7B (13F)Positions · 1634Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 890K | $582M | 21.1% | +3% |
| 2 | IVV | ISHARES TR | 387K | $253M | 9.2% | — |
| 3 | IUSB | ISHARES TR | 4.04M | $187M | 6.8% | +7027% |
| 4 | IEFA | ISHARES TR | 1.35M | $122M | 4.4% | +7% |
| 5 | IWF | ISHARES TR | 277K | $118M | 4.3% | +1% |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | 1.43M | $78M | 2.8% | +3% |
| 7 | IWF | ISHARES TR | 136K | $58M | 2.1% | — |
| 8 | IEFA | ISHARES TR | 583K | $53M | 1.9% | — |
| 9 | IUSB | ISHARES TR | 1.02M | $47M | 1.7% | — |
| 10 | JOUT | JOHNSON OUTDOORS INC | 845K | $39M | 1.4% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHNSON SIGNAL
AC read
Johnson Financial Group, Inc. is a Other fund managing $2.7 billion in assets. The fund runs a massive portfolio of 1,634 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed