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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 7 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NWN NORTHWEST NAT HLDG CO Utilities 4,399.0 $206K 0.03% NEW $46.74 +8.0%
122 CGSD CAPITAL GRP FIXED INCM ETF T 7,779.0 $202K 0.03% NEW $26.01 -1.0%
123 RVSB RIVERVIEW BANCORP INC Financial Services 23,534.0 $118K 0.01% NEW $5.02 +9.7%
Page 7 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%