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Portfolio (Quarterly) Guide ↗

Johnson Bixby & Associates, LLC

· CIK 0001844238
13F Portfolio $806.5B AUM 127 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 48 Added 33 Reduced 3 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPM JPMORGAN CHASE & CO Financial Services 753.0 $222K 0.03% +105.0 +16.2% $294.16 +1.5%
122 CSCO CISCO SYS INC Technology 2,836.0 $220K 0.03% +153.0 +5.7% $77.58 +50.3%
123 MA MASTERCARD INCORPORATED Financial Services 418.0 $209K 0.03% $499.66 +0.4%
124 VHT VANGUARD WORLD FD 745.0 $203K 0.03% +20.0 +2.8% $272.38 +0.8%
125 CGSD CAPITAL GRP FIXED INCM ETF T 7,779.0 $201K 0.03% $25.79 -0.2%
126 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 18,140.0 $156K 0.02% NEW $8.62 +4.4%
127 RVSB RIVERVIEW BANCORP INC Financial Services 23,534.0 $129K 0.02% $5.50 +0.1%
Page 7 of 7  ·  127 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 44.2%
Technology 30.8%
Consumer Cyclical 5.3%
Communication Services 4.3%
Healthcare 4.1%
Industrials 3.6%
Consumer Defensive 3.6%
Energy 2.6%
Utilities 1.3%
Basic Materials 0.4%