Johnson Bixby & Associates, LLC
CIK
1844238
City
VANCOUVER
State / Country
WA
Top Portfolio Positions
49 positions ·
$66,289,228 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
51,398 | $23,807,039 | 35.91% | |
| AAPL |
Apple Inc.
Technology
|
38,705 | $9,822,941 | 14.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,103 | $4,841,357 | 7.30% | |
| MSFT |
Microsoft Corp
Technology
|
8,653 | $3,203,081 | 4.83% | |
| INTC |
Intel Corp
Technology
|
55,867 | $2,465,410 | 3.72% | |
| GLD |
Spdr Gold Trust
|
5,101 | $2,194,909 | 3.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,034 | $1,474,950 | 2.23% | |
| NVDA |
Nvidia Corp
Technology
|
7,258 | $1,265,795 | 1.91% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,176 | $1,244,954 | 1.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,591 | $963,204 | 1.45% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DIA
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,807,039 | 51,398 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $24,870,458 | 51,752 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $24,418,229 | 52,655 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $23,142,056 | 52,518 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,069,312 | 52,561 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,858,735 | 39,621 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,151,759 | 38,173 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $15,862,668 | 40,556 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,359,073 | 41,128 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $23,090,448 | 61,269 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,571,114 | 64,401 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $27,495,621 | 79,964 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $26,328,536 | 79,155 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $27,322,134 | 82,462 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $23,115,583 | 80,458 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $24,545,258 | 79,739 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $26,635,850 | 76,798 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $27,546,922 | 75,820 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $24,397,474 | 72,120 | Shares | Sole | 2022-06-16 | |
| 2021-06-30 | $24,485,930 | 70,984 | Shares | Sole | 2021-08-23 | |
| 2021-03-31 | $22,893,030 | 69,335 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $21,676,535 | 70,887 | Shares | Sole | 2021-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||