ROSS\JOHNSON & Associates LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$5.4M

Holdings

354

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (354 positions)

#StockSharesValue% PortfolioType
301
DLXDELUXE CORP
4$00.00%
302
CBCHUBB LIMITED COM
1$00.00%
303
ON1Old National Bancorp/IN
29$00.00%
304
TRNOTerreno Realty Corp
10$00.00%
305
ITWILLINOIS TOOL WKS
1$00.00%
306
SYYSysco Corp
1$00.00%
307
ATDATI Inc
1$00.00%
308
AONAon PLC
1$00.00%
309
LLoews Corp
3$00.00%
310
CHDChurch & Dwight Co Inc
7$00.00%
311
PLTRPalantir Technologies Inc
3$00.00%
312
HLNHALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
30$00.00%
313
SHWSherwin-Williams Co/The
1$00.00%
314
DDOGDatadog Inc
2$00.00%
315
EQHEquitable Holdings Inc
7$00.00%
316
CALXCalix Inc
2$00.00%
317
GPORGulfport Energy Corp
3$00.00%
318
RBLXROBLOX Corp
7$00.00%
319
VRTVertiv Holdings Co
3$00.00%
320
ADBEAdobe Inc
1$00.00%
321
FISFidelity National Information
4$00.00%
322
EAELECTRONIC ARTS
3$00.00%
323
BXPBXP Inc
2$00.00%
324
SSNCSS&C Technologies Holdings Inc
4$00.00%
325
BAHBooz Allen Hamilton Holding Co
1$00.00%
326
PLDPrologis Inc
4$00.00%
327
NEMNewmont Corp
3$00.00%
328
DHRDanaher Corp
2$00.00%
329
AUAnglogold Ashanti Plc
1$00.00%
330
CMICUMMINS INC
1$00.00%
331
BMYBRISTOL-MYRS SQUIB
2$00.00%
332
MPCMarathon Petroleum Corp
1$00.00%
333
BIPCBrookfield Infrastructure Hold
2$00.00%
334
FULHB Fuller Co
8$00.00%
335
MDLZMondelez International Inc
9$00.00%
336
BMIBADGER METER INC
2$00.00%
337
EMNEastman Chemical Co
2$00.00%
338
BXBlackstone Inc
5$00.00%
339
VICRVicor Corp
2$00.00%
340
DLTRDollar Tree Inc
1$00.00%
341
FTREFortrea Holdings Inc
2$00.00%
342
DASHDoorDash Inc
4$00.00%
343
TJXTJX Cos Inc/The
4$00.00%
344
TTTrane Technologies PLC
2$00.00%
345
AJGArthur J Gallagher & Co
2$00.00%
346
CNPCenterPoint Energy Inc
11$00.00%
347
WMBWilliams Cos Inc/The
4$00.00%
348
MCOMOODYS CORP
1$00.00%
349
CFGCitizens Financial Group Inc
7$00.00%
350
WBDWarner Bros Discovery Inc
4$00.00%
351
BIIBBiogen Inc
1$00.00%
352
SFMSprouts Farmers Market Inc
1$00.00%
353
TMDXTransMedics Group Inc
2$00.00%
354
CBRECBRE Group Inc
1$00.00%
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