13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000315157
Total reported value
$81.0M
$81.0M
2 檔
152.8%
In Q4 2025, Robert Wood Johnson Foundation's U.S. equity holdings reached a combined market value of $81.0M, distributed across 2 disclosed stock positions.
Robert Wood Johnson Foundation executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings Inc | Stock-Industrials | 57.67% | -19.21% | — | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 42.33% | +19.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings Inc | +1% | — | Unchanged |
| 2 | ✓ | — | EXIT | Sold out | |
| 3 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
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 Q4 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 KRMN, OBDC) accounted for 152.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
OBDC
市值: $52.4M
Top Position Liquidated / Trimmed
前期市值: $53.9M
During Q4 2025, Robert Wood Johnson Foundation's top holdings by market value included KRMN (57.7%)、OBDC (42.3%). The largest single position, KRMN, represented 57.7% of total portfolio value.
In Q4 2025, Robert Wood Johnson Foundation made 2 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.