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CIK: 0000315157
Total reported value
$81.0M
$81.0M
2 檔
2104.7%
According to the latest 13F quarterly dataset, Robert Wood Johnson Foundation managed an equity portfolio of $81.0M at the end of Q1 2024, spanning 2 distinct U.S. exchange-listed positions.
During Q1 2024, Robert Wood Johnson Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 96.20% | — | -4.33% | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 3.80% | +19.21% | — |
According to official SEC Form 13F filings, Robert Wood Johnson Foundation reported a total U.S. public equity portfolio value of $81.0M across 2 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JNJ, OBDC) accounted for 2104.7% of total reported equity market value during Q1 2024.
During Q1 2024, Robert Wood Johnson Foundation's top holdings by market value included JNJ (96.2%)、OBDC (3.8%). The largest single position, JNJ, represented 96.2% of total portfolio value.
In Q1 2024, Robert Wood Johnson Foundation made 0 total portfolio adjustments, initiating 0 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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