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Robert Wood Johnson Foundation
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$124.8M
Reporting period: 2026-03-31 · Number of holdings: 2
ROBERT WOOD JOHNSON FOUNDATION disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $124.8M and a quarterly turnover rate of 10.1%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 10.05
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 96.43
Recent moves
Add KRMN
0.0% $6.7M
Trim OBDC
0.0% -$5.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings INC | Stock-Industrials | 62.62% | +4.95% | — | |
| 2 | OBDC | Blue Owl Capital CORP | Stock-Financials | 37.38% | -4.95% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2 | $124.8M | 10 | |
| 2025-12-31 | 2 | $123.9M | 86 | |
| 2025-09-30 | 2 | $124.4M | 100 | 1KRMN269121k |
| 2025-06-30 | 2 | $113.2M | 0 | |
| 2025-03-31 | 2 | $480.3M | 100 | |
| 2024-12-31 | 3 | $1.3B | 0 | |
| 2024-09-30 | 3 | $1.7B | 0 | |
| 2024-06-30 | 2 | $1.6B | 0 | |
| 2024-03-31 | 2 | $1.7B | 0 | |
| 2023-12-31 | 2 | $1.8B | 0 | |
| 2023-09-30 | 4 | $1.8B | 0 | |
| 2023-06-30 | 4 | $2.1B | 0 | |
| 2023-03-31 | 6 | $2.0B | 0 | |
| 2022-12-31 | 5 | $2.2B | 0 | |
| 2022-09-30 | 5 | $2.1B | 0 | |
| 2022-06-30 | 5 | $2.3B | 0 | |
| 2022-03-31 | 5 | $2.3B | 0 | |
| 2021-12-31 | 5 | $2.3B | 0 | |
| 2021-09-30 | 5 | $2.1B | 0 | |
| 2021-06-30 | 3 | $2.2B | 2 | |
| 2021-03-31 | 4 | $19.6M | 100 | |
| 2020-12-31 | 3 | $913.6M | 9 | |
| 2020-09-30 | 3 | $833.7M | 26 | |
| 2020-06-30 | 3 | $687.8M | 73 | |
| 2020-03-31 | 2 | $3.2B | 66 | |
| 2019-12-31 | 1 | $1.9B | 12 | |
| 2019-09-30 | 1 | $1.7B | 7 | |
| 2019-06-30 | 1 | $1.8B | 0 | |
| 2019-03-31 | 1 | $1.8B | 8 | |
| 2018-12-31 | 1 | $1.7B | 7 | |
| 2018-09-30 | 1 | $1.8B | 13 | |
| 2018-06-30 | 1 | $1.6B | 5 | |
| 2018-03-31 | 1 | $1.7B | 9 | |
| 2017-12-31 | 1 | $1.8B | 7 | |
| 2017-09-30 | 1 | $1.7B | 2 | |
| 2017-06-30 | 1 | $1.7B | 7 | |
| 2017-03-31 | 2 | $1.6B | 8 | |
| 2016-12-31 | 2 | $1.5B | 4 | |
| 2016-09-30 | 2 | $1.5B | 3 | |
| 2016-06-30 | 2 | $1.6B | 12 | |
| 2016-03-31 | 1 | $1.4B | 5 | |
| 2015-12-31 | 2 | $1.3B | 10 | |
| 2015-09-30 | 2 | $1.2B | 5 | 1JNJ265440R |
| 2015-06-30 | 2 | $1.3B | 3 | |
| 2015-03-31 | 4 | $1.3B | 4 | |
| 2014-12-31 | 4 | $1.4B | 2 | |
| 2014-09-30 | 2 | $1.4B | 2 | |
| 2014-06-30 | 1 | $1.4B | 6 | |
| 2014-03-31 | 3 | $1.3B | 7 | |
| 2013-12-31 | 4 | $1.2B | 6 | |
| 2013-09-30 | 2 | $1.1B | 1 | |
| 2013-06-30 | 2 | $1.1B | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KRMN | Karman Holdings INC | +5% | — | Unchanged |
| 2 | OBDC | Blue Owl Capital CORP | -5% | — | Unchanged |
FAQ
What is Robert Wood Johnson Foundation and what type of investor is it?
Robert Wood Johnson Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $124.8M, spread across 2 disclosed positions.
What are Robert Wood Johnson Foundation's largest equity positions?
Based on the latest 13F filing, Robert Wood Johnson Foundation's top holdings by market value are:
1. Karman Holdings INC (KRMN) — $78.2M (62.6%)
2. Blue Owl Capital CORP (OBDC) — $46.7M (37.4%)
What changes did Robert Wood Johnson Foundation make in its most recent portfolio filing?
No notable portfolio changes were recorded for Robert Wood Johnson Foundation in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Robert Wood Johnson Foundation focus on?
Robert Wood Johnson Foundation is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 62.6%
• Financials: 37.4%