Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ROSS\JOHNSON & Associates LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ROSS\JOHNSON & Associates LLC (CIK 2056532) reported $5.5M across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GGG ($3.0M, 54.26%), SPY ($280,947, 5.06%), TSLA ($210,782, 3.80%), MUB ($163,683, 2.95%), SEEM ($151,751, 2.74%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GGGGRACO INC$3.0M54.26%35,561Added
2SPYSTATE STR SPDR S&P 500 ETF T$280,9475.06%432Hold
3TSLATESLA INC$210,7823.80%567Trimmed
4MUBISHARES TR$163,6832.95%1,542Hold
5SEEMSEI EXCHANGE TRADED FUNDS$151,7512.74%4,634Trimmed
6IVVISHARES TR$141,7472.56%217Trimmed
7BHEBENCHMARK ELECTRS INC$140,7112.54%2,510Hold
8AMGNAMGEN INC$105,5551.90%300Trimmed
9SEISSEI EXCHANGE TRADED FUNDS$102,4421.85%3,708Hold
10WFCWELLS FARGO & CO$87,6511.58%1,101Trimmed
11BITBBITWISE BITCOIN ETF$78,2581.41%2,126Hold
12CSCOCISCO SYS INC$78,1331.41%1,007Trimmed
13ARKBARK 21SHARES BITCOIN ETF$78,1301.41%3,474Hold
14BHPBHP BILLITON LIMITED$77,8321.40%1,070Hold
15IWMISHARES TR$57,0401.03%230Hold
16QQQINVESCO QQQ TR$55,4091.00%96Hold
17UNHUNITEDHEALTH GROUP INC$54,6590.99%202Trimmed
18QQQMINVESCO EXCH TRADED FD TR II$51,3260.93%216Trimmed
19TTMITTM TECHNOLOGIES INC$49,5870.89%509New
20LOWLOWES COS INC$47,7290.86%202Trimmed
21VICRVICOR CORP$44,5970.80%277Added
22NVDANVIDIA CORPORATION$38,7170.70%222Trimmed
23AXPAMERICAN EXPRESS CO$30,2480.55%100Hold
24ETHWBITWISE ETHEREUM ETF$22,5000.41%1,500Hold
25MSFTMICROSOFT CORP$20,7300.37%56Trimmed

Source: SEC Form 13F filings · as of 2026-03-31