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Equibles

Johnson Financial Group, Inc.

CIK
1477024
City
RACINE
State / Country
WI

Top Portfolio Positions

664 positions · $736,000,992 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open
AAPL
Apple Inc.
Technology 		212,575 $53,949,408 7.33%
JOUT
Johnson Outdoors Inc
Consumer Cyclical 		950,615 $44,213,103 6.01%
SPY
Spdr S&P 500 ETF Trust
 57,041 $37,096,043 5.04%
MSFT
Microsoft Corp
Technology 		99,549 $36,850,052 5.01%
NVDA
Nvidia Corp
Technology 		154,803 $26,997,642 3.67%
XOM
Exxon Mobil Corp
Energy 		109,956 $18,655,134 2.53%
JNJ
Johnson & Johnson
Healthcare 		55,811 $13,642,440 1.85%
BRK-B
Berkshire Hathaway Inc
Financial Services 		28,444 $13,630,364 1.85%
META
Meta Platforms, Inc.
Communication Services 		22,641 $12,953,594 1.76%
AMZN
Amazon Com Inc
Consumer Cyclical 		59,168 $12,322,918 1.67%

Portfolio Trend

25 quarters · across all stocks

Holdings in NOTVQ

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8 33
2025-12-31 $18 33
2025-09-30 $47 33
2025-06-30 $60 33
2025-03-31 $72 33
2024-12-31 $136 33
2024-09-30 $56 33
2024-06-30 $54 33
2024-03-31 $361 33
2023-12-31 $121 33
2023-09-30 $101 33
2023-06-30 $157 33
2023-03-31 $142 33
2022-12-31 $163 33
2022-09-30 $556 33
2022-06-30 $316 33
2022-03-31 $863 33
2021-12-31 $1,388 33
2021-09-30 $964 33
2021-06-30 $880 33
2021-03-31 $660 33

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