Johnson Financial Group, Inc.
Top Portfolio Positions
663 positions ·
$722,370,628 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
212,575 | $53,949,408 | 7.47% |
| JOUT |
Johnson Outdoors Inc
Consumer Cyclical
|
950,615 | $44,213,103 | 6.12% |
| SPY |
Spdr S&P 500 ETF Trust
|
57,041 | $37,096,043 | 5.14% |
| MSFT |
Microsoft Corp
Technology
|
99,549 | $36,850,052 | 5.10% |
| NVDA |
Nvidia Corp
Technology
|
154,803 | $26,997,642 | 3.74% |
| XOM |
Exxon Mobil Corp
Energy
|
109,956 | $18,655,134 | 2.58% |
| JNJ |
Johnson & Johnson
Healthcare
|
55,811 | $13,642,440 | 1.89% |
| META |
Meta Platforms, Inc.
Communication Services
|
22,641 | $12,953,594 | 1.79% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,168 | $12,322,918 | 1.71% |
| MO |
Altria Group, Inc.
Consumer Defensive
|
162,073 | $10,695,196 | 1.48% |
Portfolio Trend
Holdings in BNTC
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10 | 1 | Shares | Defined | 2026-05-07 | |
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