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Portfolio (Quarterly) Guide ↗

Johnson Bixby & Associates, LLC

· CIK 0001844238
13F Portfolio $807M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIGI VANGUARD WHITEHALL FDS 20,052.0 $1.8M 0.23% NEW $91.45 +2.3%
42 QUAL ISHARES TR 8,238.0 $1.6M 0.20% NEW $198.63 +5.9%
43 META META PLATFORMS INC Communication Services 2,151.0 $1.4M 0.18% NEW $660.14 -8.5%
44 NVDA NVIDIA CORPORATION Technology 7,258.0 $1.4M 0.17% NEW $186.50 +19.6%
45 SCHE SCHWAB STRATEGIC TR 39,813.0 $1.3M 0.16% NEW $32.75 +7.6%
46 EUSB ISHARES TR 29,643.0 $1.3M 0.16% NEW $43.91 -2.3%
47 IBDR ISHARES TR 50,635.0 $1.2M 0.15% NEW $24.23 -0.1%
48 JNJ JOHNSON & JOHNSON Healthcare 5,908.0 $1.2M 0.15% NEW $206.95 +11.0%
49 CMF ISHARES TR 20,582.0 $1.2M 0.15% NEW $57.46 -1.4%
50 VTEB VANGUARD MUN BD FDS 21,848.0 $1.1M 0.14% NEW $50.29 -1.2%
51 IVLU ISHARES TR 28,637.0 $1.1M 0.14% NEW $38.05 +10.6%
52 VSGX VANGUARD WORLD FD 14,559.0 $1.0M 0.13% NEW $71.62 +9.7%
53 JMUB J P MORGAN EXCHANGE TRADED F 19,782.0 $999K 0.12% NEW $50.50 -1.3%
54 GOOG ALPHABET INC Communication Services 3,168.0 $994K 0.12% NEW $313.80 +23.2%
55 TSLA TESLA INC Consumer Cyclical 2,181.0 $981K 0.12% NEW $449.72 -10.7%
56 IVV ISHARES TR 1,361.0 $932K 0.12% NEW $684.98 +8.0%
57 SHYG ISHARES TR 21,703.0 $930K 0.12% NEW $42.87 -1.6%
58 SPY SPDR S&P 500 ETF TR Financial Services 1,295.0 $883K 0.11% NEW $681.83 +8.0%
59 IBDS ISHARES TR 34,614.0 $840K 0.10% NEW $24.28 -0.4%
60 IWD ISHARES TR 3,771.0 $793K 0.10% NEW $210.33 +10.6%
Page 3 of 7  ·  123 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
Financial Services 44.5%
Technology 32.4%
Consumer Cyclical 5.2%
Communication Services 4.7%
Industrials 3.4%
Consumer Defensive 3.2%
Healthcare 3.0%
Energy 1.8%
Utilities 1.4%
Basic Materials 0.4%