Johnson Bixby & Associates, LLC
Johnson Bixby & Associates, LLC reported 131 positions worth $895.8M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: CGDV (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $105.5M | 11.78% | 2,140,742 | — | — | |
| ▸ 2 | ITOT | SH | $96.7M | 10.79% | 588,632 | — | — | |
| ▸ 3 | CGGR | SH | $67.5M | 7.54% | 1,430,786 | — | — | |
| ▸ 4 | CGCB | SH | $61.7M | 6.89% | 2,357,491 | — | — | |
| ▸ 5 | IUSB | SH | $47.3M | 5.28% | 1,025,312 | — | — | |
| ▸ 6 | FNDF | SH | $47.1M | 5.26% | 892,902 | — | — | |
| ▸ 7 | VCSH | SH | $47.1M | 5.26% | 596,046 | — | — | |
| ▸ 8 | BINC | SH | $35.5M | 3.97% | 679,070 | — | — | |
| ▸ 9 | GOVT | SH | $32.0M | 3.57% | 1,403,983 | — | — | |
| ▸ 10 | CGIC | SH | $31.3M | 3.50% | 861,481 | — | — |
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Frequently Asked Questions
What stocks does Johnson Bixby & Associates, LLC hold as of Q2 2026?
Johnson Bixby & Associates, LLC reported 131 positions worth $895.8M in its Q2 2026 13F filing. Largest positions: CGDV (11.8%), ITOT (10.8%), CGGR (7.5%), CGCB (6.9%) and IUSB (5.3%).
What did Johnson Bixby & Associates, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Johnson Bixby & Associates, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.