ROSS\JOHNSON & Associates LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$5.8B
Holdings
357
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (357 positions)
| Stock | Value |
|---|---|
EAELECTRONIC ARTS | $1.2M |
ASBAssociated Banc-Corp | $1.1M |
SCIService Corp International/US | $1.1M |
ILMNIllumina Inc | $1.1M |
AVDEAmerican Century ETF Trust | $1.1M |
FTNTFortinet Inc | $1.1M |
CMCSAComcast Corp | $1.0M |
FCNFTI Consulting Inc | $984K |
A4SAmeriprise Financial Inc | $968K |
ELANElanco Animal Health Inc | $966K |
POOLPool Corp | $955K |
SUXTD SYNNEX Corp | $936K |
NFLXNETFLIX INC | $933K |
GSKGSK PLC ADR | $930K |
OGNOrganon & Co | $923K |
PEOEXELON CORP | $922K |
SOSouthern Co/The | $920K |
KDKyndryl Holdings Inc | $879K |
VMIValmont Industries Inc | $856K |
INCYIncyte Corp | $848K |
AVGOBroadcom Inc | $837K |
SLBSchlumberger NV | $836K |
FRPTFreshpet Inc | $832K |
NOWServiceNow Inc | $796K |
PKGPackaging Corp of America | $792K |
TSLATesla Inc | $777K |
LKQ1LKQ Corp | $766K |
CMSCMS Energy Corp | $751K |
FIBKFirst Interstate BancSystem In | $716K |
BAXBAXTER INTL INC | $684K |
PGProcter & Gamble Co/The | $682K |
KRKROGER | $677K |
EDConsolidated Edison Inc | $663K |
NVECNVE Corp | $637K |
FSLRFIRST SOLAR INC | $632K |
MCDMCDONALD'S CORP | $625K |
UTHUnited Therapeutics Corp | $617K |
W3UWESTERN UNION COMP | $614K |
MORNMorningstar Inc | $600K |
QRVOQorvo Inc | $579K |
JKHYJack Henry & Associates Inc | $548K |
CRMSalesforce Inc | $537K |
FFIVF5 Inc | $533K |
GENGen Digital Inc | $531K |
RTXRTX Corp | $530K |
PLTKPlaytika Holding Corp | $512K |
SPGIS&P Global Inc | $508K |
7HPHP Inc | $498K |
GEHCGE HealthCare Technologies Inc | $484K |
DEDEERE & CO | $469K |
WMWASTE MANAGEMENT | $463K |
PAYXPaychex Inc | $463K |
APHAmphenol Corp | $459K |
NYTNew York Times Co/The | $446K |
BMYBRISTOL-MYRS SQUIB | $426K |
COPCONOCOPHILLIPS | $420K |
VIRTVirtu Financial Inc | $419K |
UNMUnum Group | $407K |
REYNPackaging Finance Ltd | $406K |
AONAon PLC | $399K |
CRUSCirrus Logic Inc | $398K |
CNPCenterPoint Energy Inc | $398K |
LNTAlliant Energy Corp | $386K |
ROLRollins Inc | $378K |
GWREGuidewire Software Inc | $375K |
SYKSTRYKER CORP | $372K |
OGEOGE Energy Corp | $368K |
HDHome Depot Inc/The | $366K |
DASHDoorDash Inc | $365K |
EQHEquitable Holdings Inc | $364K |
EXPDEXPEDTRS INTL WASH | $361K |
DOVDover Corp | $351K |
PANWPalo Alto Networks Inc | $341K |
AMHAmerican Homes 4 Rent | $340K |
WF2Wintrust Financial Corp | $337K |
TTTrane Technologies PLC | $337K |
PRUPRUDENTIAL FINL | $335K |
PLDPrologis Inc | $335K |
SSNCSS&C Technologies Holdings Inc | $334K |
ZTSZoetis Inc | $329K |
CATCaterpillar Inc | $329K |
HBANHuntington Bancshares Inc/OH | $315K |
ACNAccenture PLC | $312K |
HLNHALEON PLC | $309K |
ADPAUTOMATIC DATA PROCESSING | $305K |
SOLVSolventum Corp | $304K |
BSXBoston Scientific Corp | $302K |
LSTRLANDSTAR SYSTEMS | $300K |
FISFidelity National Information | $299K |
VRSKVerisk Analytics Inc | $298K |
GEVOGEVO INC | $290K |
AMATAPPLIED MATERIALS | $290K |
NEENEXTERA ENERGY | $284K |
GMGeneral Motors Co | $282K |
HALHALLIBURTON | $279K |
BXBlackstone Inc | $279K |
LLoews Corp | $276K |
ETNEaton Corp PLC | $271K |
ALNYALNYLAM PHARMACEUTICALS | $270K |
ADSKAutodesk Inc | $261K |