Portfolio (Quarterly) Guide ↗

JOHNSON & JOHNSON

· CIK 0000200406

13F Portfolio $652M AUM 16 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 1 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Rallybio Corporation	—	3,636,363	$2.5M	0.45%	SOLD
2	LYEL	Lyell Immunopharma, Inc.	Healthcare	54,887	$1.7M	0.30%	SOLD

Sector Allocation

Healthcare 100.0%