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Portfolio (Quarterly) Guide ↗

St. Johns Investment Management Company, LLC

· CIK 0001605522
13F Portfolio $264M AUM 201 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 46 Added 29 Reduced 4 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND Technology 4,634.0 $577K 0.22% +1K +34.2% $124.44 +50.0%
42 XLB SELECT SECTOR SPDR TR 7,984.0 $406K 0.15% +58.0 +0.7% $50.83 +3.2%
43 XLP SELECT SECTOR SPDR TR 3,920.0 $326K 0.12% +343.0 +9.6% $83.07 +1.8%
44 RSP INVESCO EXCHANGE TRADED FD T 207.0 $44K 0.02% +183.0 +762.5% $212.77 +2.9%
45 RTX RTX CORPORATION Industrials 67.0 $13K 0.01% +21.0 +45.6% $189.73 +5.8%
46 OGEN ORAGENICS INC Healthcare 1,924.0 $1K +2K +862.0% $0.58 -12.2%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.9%
Financial Services 27.2%
Healthcare 8.9%
Consumer Cyclical 7.8%
Communication Services 7.7%
Consumer Defensive 7.4%
Industrials 7.3%
Energy 3.1%
Utilities 2.0%
Basic Materials 0.7%