Johnson Bixby & Associates, LLC
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 TAYD
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,000 | 4,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $233,840 | 4,000 | Shares | Sole | 2026-01-14 | |
| 2024-06-30 | $337,350 | 7,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $373,275 | 7,500 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $283,800 | 20,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $203,400 | 20,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $173,800 | 20,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $198,000 | 20,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $218,400 | 20,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $225,200 | 20,000 | Shares | Sole | 2022-06-16 | |
| 2021-06-30 | $236,800 | 20,000 | Shares | Sole | 2021-08-23 | |
| 2021-03-31 | $226,800 | 20,000 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $209,400 | 20,000 | Shares | Sole | 2021-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||