Johnson Bixby & Associates, LLC
Top Portfolio Positions
48 positions ·
$61,447,871 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 | 38.74% | |
| AAPL |
Apple Inc.
Technology
|
38,705 | $9,822,941 | 15.99% | |
| MSFT |
Microsoft Corp
Technology
|
8,653 | $3,203,081 | 5.21% | |
| INTC |
Intel Corp
Technology
|
55,867 | $2,465,410 | 4.01% | |
| GLD |
Spdr Gold Trust
|
5,101 | $2,194,909 | 3.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,034 | $1,474,950 | 2.40% | |
| NVDA |
Nvidia Corp
Technology
|
7,258 | $1,265,795 | 2.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,176 | $1,244,954 | 2.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,591 | $963,204 | 1.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,279 | $831,784 | 1.35% |
Portfolio Trend
Holdings in RVSB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,437 | 23,534 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $118,140 | 23,534 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $126,377 | 23,534 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $129,437 | 23,534 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $132,967 | 23,534 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $135,085 | 23,534 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $110,845 | 23,534 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $93,900 | 23,534 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $111,080 | 23,534 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $256,217 | 40,034 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $222,589 | 40,034 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $201,116 | 39,904 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $213,087 | 39,904 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $306,462 | 39,904 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $253,390 | 39,904 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $262,568 | 39,904 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $301,275 | 39,904 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $306,861 | 39,904 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $290,102 | 39,904 | Shares | Sole | 2022-06-16 | |
| 2021-06-30 | $282,919 | 39,904 | Shares | Sole | 2021-08-23 | |
| 2021-03-31 | $331,579 | 47,847 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $251,675 | 47,847 | Shares | Sole | 2021-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||