Arkolith/Funds/Johnson Financial Group, Inc.

Johnson Financial Group, Inc.

CIK 1477024
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

Johnson Financial Group, Inc. holds a focused book of 889 stocks worth $2.8B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Fed Hermes Small Cap Core and trimmed Ishares Msci Acwi Ex US ETF. Their largest long position is Ishares Core S&P 500 ETF at 30% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Johnson Financial Group, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1477024/holdings"
Ask your agent
Use Arkolith to show Johnson Financial Group, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
70
new positions
Added to
136
existing
Trimmed
331
reduced
Sold out
93
exited

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
64%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
9%
Consumer Discretionary
4%
Financials
3%
Industrials
3%
Health Care
2%
Energy
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

889 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$834.6M1.28M
30.2%
+2.6%
Added · +32K sh
2Ishares TR
CORE UNIVRSL USD
$233.4M5.05M
8.5%
71×
Added · +5.0M sh
3Ishares TR
RUS 1000 GRW ETF
$176.0M412.9K
6.4%
+0.7%
Added · +3K sh
4Ishares TR
CORE MSCI EAFE
$175.1M1.93M
6.3%
+6.8%
Added · +123K sh
5Invesco Exchange Traded FD T
S&P 500 TOP 50
$113.0M2.07M
4.1%
+2.7%
Added · +54K sh
6Apple Inc
COM
$53.9M212.6K
2.0%
+0.2%
Added · +370 sh
7Ishares TR
MSCI ACWI EX US
$47.6M694.8K
1.7%
−3.4%
Reduced · −24K sh
8Johnson Outdoors Inc
CL A
$44.2M950.6K
1.6%
−44%
Reduced · −750K sh
9Ishares TR
CORE MSCI TOTAL
$40.7M470.0K
1.5%
−3.2%
Reduced · −16K sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$37.2M57.0K
1.3%
−2.9%
Reduced · −2K sh
11Microsoft Corp
COM
$36.9M99.5K
1.3%
+2.1%
Added · +2K sh
12Ishares Inc
CORE MSCI EMKT
$31.3M448.3K
1.1%
−6.8%
Reduced · −33K sh
13Ishares TR
CORE S&P MCP ETF
$29.9M442.6K
1.1%
+2.5%
Added · +11K sh
14J P Morgan Exchange Traded F
CORE PLUS BD ETF
$27.2M576.9K
1.0%
+8.3%
Added · +44K sh
15Ishares TR
CORE 1 5 YR USD
$27.1M559.0K
1.0%
+8.3%
Added · +43K sh
16Nvidia Corporation
COM
$27.0M154.8K
1.0%
−7.9%
Reduced · −13K sh
17Alphabet Inc
CAP STK CL C
$26.3M91.5K
1.0%
−3.4%
Reduced · −3K sh
18Ishares TR
MBS ETF
$21.7M228.4K
0.8%
−2.4%
Reduced · −6K sh
19Ishares TR
RUS 1000 ETF
$19.3M54.3K
0.7%
+0.9%
Added · +471 sh
20Exxon Mobil Corp
COM
$18.7M110.0K
0.7%
−2.7%
Reduced · −3K sh
21Vanguard Index FDS
TOTAL STK MKT
$17.6M54.7K
0.6%
−2.6%
Reduced · −1K sh
22Ishares TR
3 7 YR TREAS BD
$15.1M127.2K
0.5%
−79%
Reduced · −467K sh
23Ishares TR
ESG MSCI KLD 400
$13.8M113.7K
0.5%
+19%
Added · +18K sh
24Johnson & Johnson
COM
$13.6M55.8K
0.5%
−6.1%
Reduced · −4K sh
25Berkshire Hathaway Inc Del
CL B NEW
$13.6M28.4K
0.5%
−11%
Reduced · −3K sh
26Meta Platforms Inc
CL A
$13.0M22.6K
0.5%
+2.1%
Added · +469 sh
27Ishares TR
RUS 1000 VAL ETF
$12.5M58.7K
0.5%
−8.7%
Reduced · −6K sh
28Amazon Com Inc
COM
$12.3M59.2K
0.4%
−4.0%
Reduced · −2K sh
29Altria Group Inc
COM
$10.9M162.1K
0.4%
+0.3%
Added · +524 sh
30Lam Research Corp
COM NEW
$10.6M49.5K
0.4%
−12%
Reduced · −7K sh
31JPMorgan Chase & Co
COM
$10.5M35.5K
0.4%
−2.9%
Reduced · −1K sh
32Vanguard Whitehall FDS
HIGH DIV YLD
$10.4M70.4K
0.4%
−1.6%
Reduced · −1K sh
33Vanguard Index FDS
REAL ESTATE ETF
$10.4M117.2K
0.4%
−2.3%
Reduced · −3K sh
34Broadcom Inc
COM
$10.4M33.5K
0.4%
+6.4%
Added · +2K sh
35Visa Inc
COM CL A
$10.1M33.5K
0.4%
+5.3%
Added · +2K sh
36Procter & Gamble Co
COM
$9.7M67.5K
0.4%
+4.1%
Added · +3K sh
37Alphabet Inc
CAP STK CL A
$9.4M32.6K
0.3%
+1.1%
Added · +341 sh
38Caterpillar Inc
COM
$9.2M13.0K
0.3%
−6.8%
Reduced · −954 sh
39Snap On Inc
COM
$9.2M25.3K
0.3%
~0%
Reduced · −5 sh
40Ishares TR
EAFE VALUE ETF
$9.2M123.1K
0.3%
−5.5%
Reduced · −7K sh
41Moodys Corp
COM
$8.8M20.1K
0.3%
+15%
Added · +3K sh
42Cisco Sys Inc
COM
$8.7M111.7K
0.3%
−3.0%
Reduced · −3K sh
43J P Morgan Exchange Traded F
ULTRA SHRT ETF
$8.3M163.3K
0.3%
+7.0%
Added · +11K sh
44Abbvie Inc
COM
$8.2M37.7K
0.3%
+1.3%
Added · +471 sh
45Ishares TR
RUS MID CAP ETF
$7.7M79.3K
0.3%
+43%
Added · +24K sh
46Amphenol Corp
CL A
$7.3M57.3K
0.3%
+16%
Added · +8K sh
47Eli Lilly & Co
COM
$7.2M7.8K
0.3%
+4.9%
Added · +364 sh
48Ishares TR
CORE S&P SCP ETF
$7.0M56.6K
0.3%
+7.7%
Added · +4K sh
49Lockheed Martin Corp
COM
$6.8M11.2K
0.2%
−16%
Reduced · −2K sh
50Progressive Corp
COM
$6.8M34.1K
0.2%
+17%
Added · +5K sh
Showing 50 of 889 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 20261,301$2.8B13F-HR
Q4 2025Dec 31, 2025Feb 12, 20261,369$2.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251,634$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20251,031$2.2B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,191$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,138$2.1B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,245$2.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,111$2.1B13F-HR
Q1 2024Mar 31, 2024May 14, 20241,161$1.9B13F-HR
Q4 2023Dec 31, 2023Feb 9, 20241,270$1.8B13F-HR/A
Q3 2023Sep 30, 2023Nov 14, 2023917$1.4B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,039$1.4B13F-HR
Q1 2023Mar 31, 2023May 12, 20231,021$1.4B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20231,016$1.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,042$1.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20221,028$1.4B13F-HR
Q1 2022Mar 31, 2022May 16, 20221,010$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,173$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20211,086$1.5B13F-HR
Q2 2021Jun 30, 2021Aug 13, 20211,107$1.5B13F-HR
Q1 2021Mar 31, 2021May 14, 2021972$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021744$1.2B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020662$978.5M13F-HR
Amended / restated
  • Q4 2023 · filed Feb 9, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.