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
401
DALDELTA AIR LINES INC DEL
1,607$111.0M0.00%
402
JLLJONES LANG LASALLE INC
330$110.0M0.00%
403
AONAON PLC
305$107.0M0.00%
404
VSTVISTRA CORP
666$107.0M0.00%
405
ADSKAUTODESK INC
363$106.0M0.00%
406
IYWISHARES TR
531$106.0M0.00%
407
VERXVERTEX INC
5,263$105.0M0.00%
408
APDAIR PRODS & CHEMS INC
421$103.0M0.00%
409
ICFISHARES TR
1,738$103.0M0.00%
410
WMBWILLIAMS COS INC
1,731$103.0M0.00%
411
LYVLIVE NATION ENTERTAINMENT IN
717$101.0M0.00%
412
MRSHMARSH & MCLENNAN COS INC
543$100.0M0.00%
413
LQDISHARES TR
900$99.0M0.00%
414
ROKROCKWELL AUTOMATION INC
255$98.0M0.00%
415
AGYSAGILYSYS INC
817$97.0M0.00%
416
VRSKVERISK ANALYTICS INC
440$97.0M0.00%
417
MASMASCO CORP
1,521$96.0M0.00%
418
YETIYETI HLDGS INC
2,139$94.0M0.00%
419
IBITISHARES BITCOIN TRUST ETF
1,910$93.0M0.00%
420
IYFISHARES TR
729$93.0M0.00%
421
SLVISHARES SILVER TR
1,440$92.0M0.00%
422
AMEAMETEK INC
448$91.0M0.00%
423
IJJISHARES TR
692$91.0M0.00%
424
CBOECBOE GLOBAL MKTS INC
356$88.0M0.00%
425
FNDFSCHWAB STRATEGIC TR
1,963$88.0M0.00%
426
PANWPALO ALTO NETWORKS INC
481$88.0M0.00%
427
NTRSNORTHERN TR CORP
617$88.0M0.00%
428
PSXPHILLIPS 66
679$86.0M0.00%
429
BROBROWN & BROWN INC
1,094$86.0M0.00%
430
NKENIKE INC
1,342$85.0M0.00%
431
NEUNEWMARKET CORP
125$85.0M0.00%
432
URIUNITED RENTALS INC
106$84.0M0.00%
433
KLRSKALARIS THERAPEUTICS INC
10,000$84.0M0.00%
434
WTWWILLIS TOWERS WATSON PLC LTD
256$84.0M0.00%
435
VLOVALERO ENERGY CORP
516$83.0M0.00%
436
LENLENNAR CORP
816$83.0M0.00%
437
BFCBANK FIRST CORP
665$81.0M0.00%
438
NINISOURCE INC
1,971$81.0M0.00%
439
AZOAUTOZONE INC
24$80.0M0.00%
440
ARWRARROWHEAD PHARMACEUTICALS IN
1,215$80.0M0.00%
441
ETHEGRAYSCALE ETHEREUM TRUST ETF
3,300$79.0M0.00%
442
VIAVVIAVI SOLUTIONS INC
4,427$78.0M0.00%
443
ETSYETSY INC
1,399$77.0M0.00%
444
SSNCSS&C TECHNOLOGIES HLDGS INC
888$77.0M0.00%
445
CPCANADIAN PACIFIC KANSAS CITY
1,046$77.0M0.00%
446
MLB1MERCADOLIBRE INC
38$76.0M0.00%
447
SCHGSCHWAB STRATEGIC TR
2,300$75.0M0.00%
448
DLTRDOLLAR TREE INC
617$75.0M0.00%
449
HOGHARLEY DAVIDSON INC
3,705$75.0M0.00%
450
HWMHOWMET AEROSPACE INC
367$74.0M0.00%
451
AFLAFLAC INC
676$74.0M0.00%
452
PHMPULTE GROUP INC
635$74.0M0.00%
453
SUSBISHARES TR
2,953$74.0M0.00%
454
HPEHEWLETT PACKARD ENTERPRISE C
3,034$73.0M0.00%
455
VEEVVEEVA SYS INC
335$73.0M0.00%
456
PLXSPLEXUS CORP
500$73.0M0.00%
457
VWOBVANGUARD WHITEHALL FDS
1,085$73.0M0.00%
458
MLKNMILLERKNOLL INC
4,000$73.0M0.00%
459
VBKVANGUARD INDEX FDS
242$72.0M0.00%
460
AMBAAMBARELLA INC
1,018$72.0M0.00%
461
ROSTROSS STORES INC
396$71.0M0.00%
462
ULUNILEVER PLC
1,093$71.0M0.00%
463
IJKISHARES TR
726$70.0M0.00%
464
VTEBVANGUARD MUN BD FDS
1,400$70.0M0.00%
465
RSGREPUBLIC SVCS INC
330$69.0M0.00%
466
PXHINVESCO EXCH TRADED FD TR II
2,634$67.0M0.00%
467
ASMLASML HOLDING N V
63$67.0M0.00%
468
SPHDINVESCO EXCH TRADED FD TR II
1,407$67.0M0.00%
469
CTVACORTEVA INC
1,007$66.0M0.00%
470
IQVIQVIA HLDGS INC
578$66.0M0.00%
471
FESMFIDELITY COVINGTON TRUST
1,740$65.0M0.00%
472
TYLTYLER TECHNOLOGIES INC
143$64.0M0.00%
473
CNHICNH INDL N V
7,000$64.0M0.00%
474
GSKGSK PLC
1,305$64.0M0.00%
475
ATDATI INC
550$63.0M0.00%
476
BBARRICK MNG CORP
1,431$62.0M0.00%
477
SUNSUNOCO LP/SUNOCO FIN CORP
1,200$62.0M0.00%
478
HUBBHUBBELL INC
141$61.0M0.00%
479
WCNWASTE CONNECTIONS INC
351$61.0M0.00%
480
HOODROBINHOOD MKTS INC
538$60.0M0.00%
481
FICOFAIR ISAAC CORP
36$60.0M0.00%
482
MDUMDU RES GROUP INC
3,037$59.0M0.00%
483
GEHCGE HEALTHCARE TECHNOLOGIES I
731$59.0M0.00%
484
RRXREGAL REXNORD CORPORATION
415$58.0M0.00%
485
SCHASCHWAB STRATEGIC TR
2,041$58.0M0.00%
486
PIOINVESCO EXCH TRADED FD TR II
1,255$55.0M0.00%
487
SHWSHERWIN WILLIAMS CO
172$55.0M0.00%
488
BWXSPDR SERIES TRUST
2,400$54.0M0.00%
489
XYLXYLEM INC
398$54.0M0.00%
490
DELLDELL TECHNOLOGIES INC
424$53.0M0.00%
491
SPYXSPDR SERIES TRUST
951$53.0M0.00%
492
MKLMARKEL GROUP INC
25$53.0M0.00%
493
DTEDTE ENERGY CO
417$53.0M0.00%
494
KNFKNIFE RIVER CORP
759$53.0M0.00%
495
HYSPIMCO ETF TR
551$52.0M0.00%
496
REZIRESIDEO TECHNOLOGIES INC
1,500$52.0M0.00%
497
DGDOLLAR GEN CORP NEW
401$52.0M0.00%
498
BIPCBROOKFIELD INFRASTRUCTURE CO
1,147$52.0M0.00%
499
AWCAMERICAN WTR WKS CO INC NEW
394$51.0M0.00%
500
VCSHVANGUARD SCOTTSDALE FDS
638$50.0M0.00%
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