Fund Holdings

Johnson Financial Group, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR05,053,447+5,053,4470233,418,7208.45%+233,418,720
ISHARES TR01,934,375+1,934,3750175,119,0016.34%+175,119,001
EXXON MOBIL CORP(XOM)0109,956+109,956018,655,1360.68%+18,655,136
ISHARES TR079,331+79,33107,713,3540.28%+7,713,354
ISHARES TR0559,017+559,017027,089,9800.98%+27,089,980
KLA CORP(KLAC)02,229+2,22903,282,0030.12%+3,282,003
J P MORGAN EXCHANGE TRADED F0576,938+576,938027,162,2520.98%+27,162,252
EOG RES INC(EOG)029,145+29,14504,213,4930.15%+4,213,493
ISHARES TR0113,725+113,725013,782,3340.50%+13,782,334
BLUE OWL CAPITAL CORPORATION(OBDC)0569,764+569,76406,496,8360.24%+6,496,836
CHEVRON CORPORATION(CVX)024,911+24,91105,154,0860.19%+5,154,086
ISHARES TR0442,585+442,585029,887,7761.08%+29,887,776
ALTRIA GROUP INC(MO)0162,073+162,073010,866,3440.39%+10,866,344
JOHNSON & JOHNSON(JNJ)055,811+55,811013,642,4420.49%+13,642,442
CATERPILLAR INC(CAT)013,032+13,03209,232,6520.33%+9,232,652
ALLSTATE CORP(ALL)018,111+18,11103,774,0020.14%+3,774,002
RTX CORPORATION(RTX)09,309+9,30901,795,7070.07%+1,795,707
SPDR INDEX SHS FDS024,700+24,7000975,1560.04%+975,156
APPLIED MATLS INC014,503+14,50304,956,9810.18%+4,956,981
LAM RESEARCH CORP(LRCX)049,497+49,497010,588,2360.38%+10,588,236
UBER TECHNOLOGIES INC(UBER)015,197+15,19701,093,1220.04%+1,093,122
IDEXX LABS INC(IDXX)01,671+1,6710938,9190.03%+938,919
ANALOG DEVICES INC(ADI)04,815+4,81501,531,8460.06%+1,531,846
EXELON CORP(EXC)0116,614+116,61405,716,4190.21%+5,716,419
LINDE PLC(LIN)08,648+8,64804,287,3330.16%+4,287,333
LOWES COS INC(LOW)08,003+8,00301,890,9490.07%+1,890,949
APA CORPORATION(APA)020,064+20,0640851,5170.03%+851,517
VERIZON COMMUNICATIONS INC(VZ)0124,212+124,21206,235,4440.23%+6,235,444
GARMIN LTD(GRMN)021,863+21,86305,072,4360.18%+5,072,436
INTERCONTINENTAL EXCHANGE IN(ICE)010,610+10,61001,668,7420.06%+1,668,742
ISHARES TR056,587+56,58707,034,3630.25%+7,034,363
AMERICAN ELEC PWR CO INC023,100+23,10003,027,9490.11%+3,027,949
NASDAQ INC(NDAQ)010,304+10,3040874,7080.03%+874,708
NETFLIX INC.(NFLX)038,861+38,86103,736,4860.14%+3,736,486
SELECT SECTOR SPDR TR013,927+13,9270639,1110.02%+639,111
TE CONNECTIVITY PLC(TEL)05,646+5,64601,180,1280.04%+1,180,128
JACOBS SOLUTIONS INC(J)05,964+5,9640759,0980.03%+759,098
AMPHENOL CORP057,330+57,33007,257,7350.26%+7,257,735
J P MORGAN EXCHANGE TRADED F0163,260+163,26008,262,6010.30%+8,262,601
WALMART INC(WMT)046,753+46,75305,821,4570.21%+5,821,457
COSTCO WHOLESALE CORPORATION(COST)03,316+3,31603,304,1630.12%+3,304,163
COMCAST CORP NEW(CCZ)045,267+45,26701,299,6160.05%+1,299,616
MOTOROLA SOLUTIONS INC(MSI)01,638+1,6380712,8600.03%+712,860
STRYKER CORPORATION(SYK)02,803+2,8030923,5050.03%+923,505
SNAP ON INC(SNA)025,260+25,26009,174,9380.33%+9,174,938
TEXAS INSTRS INC(TXN)013,344+13,34402,590,6050.09%+2,590,605
PROCTER & GAMBLE CO(PG)067,468+67,46809,745,0790.35%+9,745,079
NUSHARES ETF TR0100,766+100,76603,638,6610.13%+3,638,661
EMERSON ELEC CO(EMR)09,494+9,49401,243,9050.05%+1,243,905
DEERE & CO(DE)01,333+1,3330753,0390.03%+753,039
ISHARES TR092,155+92,15506,174,3850.22%+6,174,385
FEDERATED HERMES ETF TRUST012,200+12,2000362,2180.01%+362,218
DEVON ENERGY CORP NEW(DVN)027,070+27,07001,362,1630.05%+1,362,163
CONOCOPHILLIPS(COP)08,087+8,08701,067,4840.04%+1,067,484
EVERGY INC(EVRG)033,597+33,59702,752,2670.10%+2,752,267
SPOTIFY TECHNOLOGY S A(SPOT)04,539+4,53902,201,0080.08%+2,201,008
KIMBERLY-CLARK CORP(KMB)012,064+12,06401,175,7930.04%+1,175,793
OLD DOMINION FREIGHT LINE IN(ODFL)010,155+10,15501,984,2880.07%+1,984,288
DIAMONDBACK ENERGY INC(FANG)06,904+6,90401,365,5430.05%+1,365,543
LUMENTUM HLDGS INC(LITE)01,100+1,1000773,0360.03%+773,036
AT&T INC(T)096,339+96,33902,792,8600.10%+2,792,860
PUBLIC STORAGE OPER CO(PSA)07,639+7,63902,069,2530.07%+2,069,253
VICI PPTYS INC(VICI)076,097+76,09702,109,3020.08%+2,109,302
LOCKHEED MARTIN CORP(LMT)011,186+11,18606,760,7070.24%+6,760,707
HONEYWELL INTL INC(HON)012,853+12,85302,905,1640.11%+2,905,164
COTERRA ENERGY INC025,774+25,7740905,6990.03%+905,699
BAKER HUGHES COMPANY(BKR)019,044+19,04401,162,6370.04%+1,162,637
WEC ENERGY GROUP INC(WEC)030,993+30,99303,588,0610.13%+3,588,061
CF INDUSTRIES HOLD(CF)03,385+3,3850439,5100.02%+439,510
SPDR INDEX SHS FDS07,200+7,2000207,2710.01%+207,271
NICOLET BANKSHARES INC07,500+7,50001,114,6500.04%+1,114,650
REDDIT INC(RDDT)01,451+1,4510195,3780.01%+195,378
MCDONALDS CORP(MCD)016,212+16,21205,038,5280.18%+5,038,528
ISHARES TR07,411+7,41101,080,0800.04%+1,080,080
PEPSICO INC(PEP)023,286+23,28603,616,0840.13%+3,616,084
TARGET CORP(TGT)07,751+7,7510939,4220.03%+939,422
VANGUARD WHITEHALL FDS070,377+70,377010,422,8340.38%+10,422,834
ISHARES INC027,272+27,27201,240,0580.04%+1,240,058
REGENERON PHARMACEUTICALS(REGN)03,418+3,41802,640,8840.10%+2,640,884
FORTINET INC(FTNT)050,118+50,11804,095,6440.15%+4,095,644
MASTERCARD INCORPORATED(MA)04,989+4,98902,492,8050.09%+2,492,805
WILLIAMS COS INC(WMB)03,563+3,5630259,3160.01%+259,316
DUPONT DE NEMOURS INC(DD)04,326+4,3260198,1310.01%+198,131
ENTERGY CORP NEW(ETR)07,763+7,7630872,2520.03%+872,252
ISHARES ETHEREUM TR(ETHA)09,375+9,3750148,4070.01%+148,407
BORGWARNER INC027,362+27,36201,484,6640.05%+1,484,664
GILEAD SCIENCES INC(GILD)017,190+17,19002,395,7710.09%+2,395,771
NETAPP INC(NTAP)03,331+3,3310341,0620.01%+341,062
ISHARES TR013,453+13,45302,036,9190.07%+2,036,919
SKYWORKS SOLUTIONS INC(SWKS)02,615+2,6150140,0340.01%+140,034
NEWMONT CORP(NEM)029,265+29,26503,167,9370.11%+3,167,937
TJX COS INC NEW(TJX)09,115+9,11501,455,6670.05%+1,455,667
DOLBY LABORATORIES INC(DLB)016,414+16,4140985,8260.04%+985,826
BEST BUY INC(BBY)026,071+26,07101,698,5990.06%+1,698,599
SOUTHERN COPPER CORP(SCCO)07,938+7,93801,365,8140.05%+1,365,814
MURPHY USA INC(MUSA)01,281+1,2810632,7760.02%+632,776
AMERICAN CENTY ETF TR01,447+1,4470116,6010.00%+116,601
VANGUARD BD INDEX FDS01,429+1,4290112,0480.00%+112,048
COCA COLA CO(KO)015,251+15,25101,167,3850.04%+1,167,385
KROGER CO(KR)012,765+12,7650923,6760.03%+923,676
Page 1 of 10