Johnson Financial Group, Inc. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.7T

Holdings

923

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (923 positions)

#StockSharesValue% PortfolioType
301
STXSEAGATE TECHNOLOGY HLDNGS PL
901$248.0M0.01%
302
MUMICRON TECHNOLOGY INC
869$247.0M0.01%
303
XLESELECT SECTOR SPDR TR
5,458$243.0M0.01%
304
PNCPNC FINL SVCS GROUP INC
1,160$241.0M0.01%
305
SHOPSHOPIFY INC
1,480$238.0M0.01%
306
IPINTERNATIONAL PAPER CO
6,026$237.0M0.01%
307
PYPLPAYPAL HLDGS INC
4,062$236.0M0.01%
308
CAGCONAGRA BRANDS INC
13,605$235.0M0.01%
309
VOXVANGUARD WORLD FD
1,208$233.0M0.01%
310
FASTFASTENAL CO
5,755$230.0M0.01%
311
TERTERADYNE INC
1,187$228.0M0.01%
312
LKQ1LKQ CORP
7,513$226.0M0.01%
313
AJGGALLAGHER ARTHUR J & CO
872$225.0M0.01%
314
MSIMOTOROLA SOLUTIONS INC
587$225.0M0.01%
315
JNKSPDR SERIES TRUST
2,300$223.0M0.01%
316
BBVABANCO BILBAO VIZCAYA ARGENTA
9,415$219.0M0.01%
317
CFCF INDS HLDGS INC
2,797$215.0M0.01%
318
FLEXFLEX LTD
3,574$215.0M0.01%
319
SFSTIFEL FINL CORP
1,687$211.0M0.01%
320
VRSNVERISIGN INC
856$207.0M0.01%
321
DUKDUKE ENERGY CORP NEW
1,768$206.0M0.01%
322
WDAYWORKDAY INC
956$204.0M0.01%
323
JJACOBS SOLUTIONS INC
1,539$203.0M0.01%
324
NDAQNASDAQ INC
2,086$202.0M0.01%
325
TSCOTRACTOR SUPPLY CO
4,040$202.0M0.01%
326
SUBISHARES TR
1,883$200.0M0.01%
327
NTAPNETAPP INC
1,861$199.0M0.01%
328
CPBTHE CAMPBELLS COMPANY
7,137$198.0M0.01%
329
PFFISHARES TR
6,355$196.0M0.01%
330
XLISELECT SECTOR SPDR TR
1,223$189.0M0.01%
331
UBERUBER TECHNOLOGIES INC
2,306$188.0M0.01%
332
CSXCSX CORP
5,177$186.0M0.01%
333
MARMARRIOTT INTL INC NEW
596$184.0M0.01%
334
TMUST-MOBILE US INC
908$183.0M0.01%
335
TFCTRUIST FINL CORP
3,699$181.0M0.01%
336
USFRWISDOMTREE TR
3,580$180.0M0.01%
337
FBIZFIRST BUSINESS FINL SVCS INC
3,260$177.0M0.01%
338
ESGDISHARES TR
1,867$176.0M0.01%
339
FCXFREEPORT-MCMORAN INC
3,429$173.0M0.01%
340
HYLBDBX ETF TR
4,700$173.0M0.01%
341
ITWILLINOIS TOOL WKS INC
700$173.0M0.01%
342
FNDASCHWAB STRATEGIC TR
5,440$171.0M0.01%
343
FDXFEDEX CORP
591$170.0M0.01%
344
SCHFSCHWAB STRATEGIC TR
7,084$170.0M0.01%
345
LHXL3HARRIS TECHNOLOGIES INC
580$169.0M0.01%
346
SHYISHARES TR
2,040$168.0M0.01%
347
EX9EXELIXIS INC
3,858$168.0M0.01%
348
GQ9SPDR GOLD TR
423$167.0M0.01%
349
TTTRANE TECHNOLOGIES PLC
430$166.0M0.01%
350
VRTXVERTEX PHARMACEUTICALS INC
367$165.0M0.01%
351
NXPINXP SEMICONDUCTORS N V
756$164.0M0.01%
352
RSPINVESCO EXCHANGE TRADED FD T
852$163.0M0.01%
353
SPGSIMON PPTY GROUP INC NEW
889$163.0M0.01%
354
PRFINVESCO EXCHANGE TRADED FD T
3,475$163.0M0.01%
355
XLVSELECT SECTOR SPDR TR
1,058$162.0M0.01%
356
GSLCGOLDMAN SACHS ETF TR
1,220$161.0M0.01%
357
VPLVANGUARD INTL EQUITY INDEX F
1,775$160.0M0.01%
358
ZTSZOETIS INC
1,261$158.0M0.01%
359
MURMURPHY OIL CORP
4,896$153.0M0.01%
360
TPRTAPESTRY INC
1,209$153.0M0.01%
361
EWEDWARDS LIFESCIENCES CORP
1,799$152.0M0.01%
362
GLWCORNING INC
1,750$152.0M0.01%
363
IGSBISHARES TR
2,862$151.0M0.01%
364
WSMWILLIAMS SONOMA INC
848$151.0M0.01%
365
TTWOTAKE-TWO INTERACTIVE SOFTWAR
594$151.0M0.01%
366
COHRCOHERENT CORP
813$150.0M0.01%
367
HEIHEICO CORP NEW
598$150.0M0.01%
368
GSGOLDMAN SACHS GROUP INC
172$150.0M0.01%
369
COINCOINBASE GLOBAL INC
651$147.0M0.01%
370
AIGAMERICAN INTL GROUP INC
1,720$147.0M0.01%
371
SOLSSOLSTICE ADVANCED MATLS INC
3,059$147.0M0.01%
372
RCLROYAL CARIBBEAN GROUP
523$145.0M0.01%
373
JGHNUVEEN GLOBAL HIGH INCOME FD
11,459$144.0M0.01%
374
NXSTNEXSTAR MEDIA GROUP INC
712$144.0M0.01%
375
CVSCVS HEALTH CORP
1,824$143.0M0.01%
376
AERAERCAP HOLDINGS NV
984$141.0M0.01%
377
METMETLIFE INC
1,790$140.0M0.01%
378
IYKISHARES TR
2,100$140.0M0.01%
379
EH3AMARIN CORP PLC
10,000$139.0M0.01%
380
CFGCITIZENS FINL GROUP INC
2,347$137.0M0.01%
381
EAELECTRONIC ARTS INC
671$137.0M0.01%
382
OMCOMNICOM GROUP INC
1,652$134.0M0.01%
383
STTSTATE STR CORP
1,039$134.0M0.01%
384
SCHMSCHWAB STRATEGIC TR
4,434$133.0M0.00%
385
MLMMARTIN MARIETTA MATLS INC
212$131.0M0.00%
386
VTRSVIATRIS INC
10,526$130.0M0.00%
387
BMOBANK MONTREAL QUE
1,006$129.0M0.00%
388
UITBVICTORY PORTFOLIOS II
2,675$126.0M0.00%
389
PHOINVESCO EXCHANGE TRADED FD T
1,779$125.0M0.00%
390
SOSOUTHERN CO
1,443$125.0M0.00%
391
PFGCPERFORMANCE FOOD GROUP CO
1,362$122.0M0.00%
392
CMECME GROUP INC
441$119.0M0.00%
393
VBRVANGUARD INDEX FDS
565$119.0M0.00%
394
MG1MGE ENERGY INC
1,497$117.0M0.00%
395
DRIDARDEN RESTAURANTS INC
637$116.0M0.00%
396
MPCMARATHON PETE CORP
719$116.0M0.00%
397
HCAHCA HEALTHCARE INC
249$116.0M0.00%
398
FMDEFIDELITY COVINGTON TRUST
3,200$116.0M0.00%
399
BNBROOKFIELD CORP
2,451$112.0M0.00%
400
AMTAMERICAN TOWER CORP NEW
641$112.0M0.00%
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