ROSS\JOHNSON & Associates LLC

CIK: 0002056532Latest portfolio: $5.4M · Q4 2025

Holdings

354

Total Value

$5.4M

New Positions

143

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
GGGGraco Inc
31,737$2.6M48.39%
2
SPYSSgA Funds Management Inc
432$294K5.47%
3
TSLATesla Inc
569$255K4.74%+2
4
MUBISHARES/USA
1,542$165K3.07%
5
IVVISHARES
233$159K2.96%
6
SEEMSEI Exchange Traded Funds
4,653$144K2.68%
7
BHEBenchmark Electronics Inc
2,510$107K1.99%
8
SEISSEI Exchange Traded Funds
3,708$103K1.92%
9
WFCWELLS FARGO & CO
1,104$102K1.90%+3
10
BITBBITWISE BITCOIN ETF
2,126$101K1.88%+2K
11
NVDANVIDIA Corp
539$100K1.86%+311
12
ARKBARK 21 Shares/USA
3,474$100K1.86%
13
AMGNAmgen Inc
301$98K1.82%+1
14
CSCOCISCO SYSTEMS
1,009$77K1.43%+2
15
UNHUnitedHealth Group Inc
204$67K1.25%+1
16
QQQMInvesco Exchange-Traded Fund T
266$67K1.25%
17
BHPBHP BILLITON LTD
1,070$64K1.19%
18
NDQInvesco Capital Management LLC
96$58K1.08%-2
19
IWMISHARES
230$56K1.04%+216
20
LOWLOWE'S COS INC
203$48K0.89%+1
21
AXPAMER EXPRESS CO
100$36K0.67%
22
ETHWBitwise Funds Trust
1,500$31K0.58%
23
MSFTMICROSOFT CORP
59$28K0.52%-10
24
AVGOBroadcom Inc
71$24K0.45%+66
25
MDTMedtronic PLC
239$22K0.41%-1

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
BITB2K+2K
NVDA539+311
IWM230+216
AMZN98+88
AVGO71+66
T56+38
AAPL48+32
APP15+14
NFLX10+9
ASB57+7

Decreased Positions

NameSharesChange
MRK27-21
MSFT59-10
ELAN89-3
NDQ96-2
DCI78-2
MDT239-1
LLY17-1
GOOG45-1
CHRW42-1
GLW59-1

Sector Breakdown

Technology0.0% ($1.0710110077312825e+73T)
Financial Services0.0% ($2.941651591021007e+55T)
Industrials0.0% ($2.601216663331111e+44T)
Healthcare0.0% ($9.867221865433222e+41T)
Unknown0.0% ($14410358126521998.0T)
Consumer Cyclical0.0% ($2554822099999999.5T)
Energy0.0% ($32000000000.0T)
Utilities0.0% ($2100000.0T)
Consumer Defensive0.0% ($1111111.0T)
Communication Services0.0% ($142211.0T)
Basic Materials0.0% ($64000.0T)
Real Estate0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$5.4M354
Q3 2025Nov 10, 2025$5.3B223
Q2 2025Aug 15, 2025$4.9B258
Q1 2025May 16, 2025$5.8B360
Q4 2024Feb 14, 2025$4.3B103

Fund Information

CIK0002056532
Most Recent FilingFeb 12, 2026
Number of Filings5

ROSS\JOHNSON & Associates LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.4M across 354 holdings. The largest position is Graco Inc (GGG), representing 48.4% of the portfolio. Compared to the previous quarter, the fund opened 143 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.