Skip to main content

JOHNSON & JOHNSON

Location
NEW BRUNSWICK, NJ
Portfolio Value
Small $495,754,388
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,579 / 7,976 ▲ 511
Top Industry
Biotechnology 90.5%
3Y Alpha vs SPY
+8.8%
Period ended 9 months ago
Filed Mar 18, 2026 · 3mo
17 quarters · since Sep 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+117.6%
SPY
+76.3%
Annualised alpha
+8.8%
Max drawdown
−43.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025
Top Position
32.8%
−8.2 pts
Top 5
82.6%
+3.1 pts
Top 10
98.8%
+0.3 pts
HHI
1,881
Dec 2022 → Sep 2025 · range 1,272 – 8,484
Moderately concentrated−294

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025
Sector % Portfolio Value
Healthcare 100.0% $495,754,388

Last Quarter's Activity

Export CSV
Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
14 positions · $495,754,388 total · as of Sep 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History