Johnson Financial Group, Inc.
Annual return '25
+32.4%
SPY '25
+17.7%
Alpha
+14.7ptsvs SPY
Invested
$2.8B
Holdings
891
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (80.4k shares)
30.2%
02
$IUSB
ISHARES TR
Q1 2026: New position (67 shares)
8.5%
03
$IWF
ISHARES TR
Q1 2026: New position (717 shares)
6.4%
04
$IEFA
ISHARES TR
Q1 2026: New position (9.4k shares)
6.3%
05
$XLG
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.1%
06
$AAPL
APPLE INC
Q1 2026: New position (22.0k shares)
2.0%
07
$ACWX
ISHARES TR
Held since at least Q1 2024
1.7%
08
$JOUT
JOHNSON OUTDOORS INC
Held since at least Q1 2024
1.6%
09
$IXUS
ISHARES TR
Q1 2026: New position (160.0k shares)
1.5%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (1.1k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:26 UTC.