Long-term investor
Johnson Financial Group, Inc. @johnsonfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001477024).
Record
- Tracked since 2025-06-30 (446 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +17.0% · all +17.0%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 31.2% · long · since 2025-06-30
- 46432F842 · 7.9% · long · since 2025-06-30
- 46434V613 · 7.8% · long · since 2025-06-30
- 46137V233 · 4.5% · long · since 2025-06-30
- 464287614 · 3.8% · long · since 2025-06-30
- 46434G103 · 2.2% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 464288240 · 1.7% · long · since 2025-06-30
- 46432F834 · 1.5% · long · since 2025-06-30
- JOUT · 1.4% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30
- 46641Q670 · 1.3% · long · since 2025-06-30