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CIK: 0001477024
Total reported value
$3.0B
$3.0B
846 檔
32.3%
During the Q1 2025 filing period, Johnson Financial Group, Inc. (CIK: 0001477024) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 846 reported positions.
In Q1 2025, Johnson Financial Group, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 846 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 28.87% | +0.99% | +3.15% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.58% | -2.62% | -14.64% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.47% | +1.60% | -2.14% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.86% | +0.45% | +3.03% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.23% | -0.09% | -7.70% | |
| 6 | JOUT | Johnson Outdoors Inc-a | Stock-Other | 2.75% | -0.16% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.04% | -1.92% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | -0.14% | +14.52% | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.70% | -0.03% | -3.69% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.66% | — | -5.16% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.04% | -5.72% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.27% | +1.09% | +23.87% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.07% | +5.63% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.02% | -17.41% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 0.86% | -0.53% | +1.74% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.02% | -2.48% | |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.81% | +0.35% | +29.42% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.81% | -0.72% | +2.45% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.17% | +4.51% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.78% | +0.02% | +1.57% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.03% | +3.80% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.21% | +2.82% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | -5.08% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.01% | +0.81% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | -0.01% | -2.39% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-Other | 0.60% | -0.02% | -11.34% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.03% | -1.97% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.07% | +2.96% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | +8.19% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.01% | -2.19% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | +0.04% | +1.48% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.04% | +4.40% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | -0.12% | -2.37% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.06% | +0.20% | |
| 35 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.47% | -0.02% | -13.03% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.02% | +0.93% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | — | -37.78% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.41% | +0.02% | -0.28% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.08% | +3.74% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.07% | +1.25% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.06% | -0.75% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | +73.41% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.10% | +10.36% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.05% | -1.44% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.28% | +0.02% | +4.16% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.06% | +1.27% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.06% | +13.75% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.01% | -4.99% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.03% | -7.96% | |
| 50 | EXC | Exelon CORP | Stock-Utilities | 0.27% | -0.04% | -3.10% |
According to official SEC Form 13F filings, Johnson Financial Group, Inc. reported a total U.S. public equity portfolio value of $3.0B across 846 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, IEFA) accounted for 32.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $589.9M
During Q1 2025, Johnson Financial Group, Inc.'s top holdings by market value included IVV (28.9%)、IWF (6.6%)、IEFA (5.5%). The largest single position, IVV, represented 28.9% of total portfolio value.
In Q1 2025, Johnson Financial Group, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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