Johnson Bixby & Associates, LLC Portfolio Holdings

Johnson Bixby & Associates, LLC

  • $673 Million
  • Q2 2025

Johnson Bixby & Associates, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $673 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $127M, Ishares Core S&P Total U.S. St with a value of $96.1M, Capital Group Divid Value ETF with a value of $77.7M, Capital Group Growth ETF Shs C with a value of $53.8M, and Vanguard Sht Term Corp Bd ETF with a value of $32.1M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $624M to 673M.

Below you can find more details about Johnson Bixby & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $673 Million
ETFs: $635 Million
Technology: $18.1 Million
Financial Services: $6.15 Million
Consumer Cyclical: $2.95 Million
Communication Services: $2.41 Million
Consumer Defensive: $2.26 Million
Industrials: $1.61 Million
Healthcare: $1.51 Million
Other: $2.01 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118M
$129,000 0.02% of portfolio
23,534
Q1 2024 Reduced 41.21%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $673 Million
  • Prior Value $624 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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