Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
St. Johns Investment Management Company, LLC (CIK 1605522) reported $237.7M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($26.3M, 11.06%), SCHA ($12.9M, 5.41%), AAPL ($12.8M, 5.39%), SCHM ($12.5M, 5.26%), SPY ($10.1M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $26.3M | 11.06% | 1.0M | Added |
| 2 | SCHA | SCHWAB STRATEGIC TR | $12.9M | 5.41% | 441,971 | Added |
| 3 | AAPL | APPLE INC | $12.8M | 5.39% | 50,443 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $12.5M | 5.26% | 403,845 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $10.1M | 4.23% | 15,473 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $8.2M | 3.44% | 18,979 | Trimmed |
| 7 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 3.20% | 247,635 | Added |
| 8 | MSFT | MICROSOFT CORP | $7.5M | 3.18% | 20,396 | Added |
| 9 | IWR | ISHARES TR | $5.6M | 2.36% | 57,743 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $5.6M | 2.34% | 41,776 | Added |
| 11 | IWM | ISHARES TR | $5.5M | 2.33% | 22,356 | Trimmed |
| 12 | IVV | ISHARES TR | $5.5M | 2.32% | 8,426 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $5.1M | 2.13% | 29,011 | Added |
| 14 | GOOGL | ALPHABET INC | $5.1M | 2.13% | 17,595 | Trimmed |
| 15 | WMT | WALMART INC | $4.9M | 2.07% | 39,567 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $4.9M | 2.05% | 23,390 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.47% | 11,878 | Added |
| 18 | AXP | AMERICAN EXPRESS CO | $3.3M | 1.40% | 11,021 | Added |
| 19 | META | META PLATFORMS INC | $3.2M | 1.33% | 5,520 | Trimmed |
| 20 | XLI | SELECT SECTOR SPDR TR | $2.9M | 1.23% | 18,055 | Added |
| 21 | XOM | EXXON MOBIL CORP | $2.9M | 1.23% | 17,219 | Added |
| 22 | BAC | BANK AMERICA CORP | $2.9M | 1.21% | 58,786 | Added |
| 23 | XLC | SELECT SECTOR SPDR TR | $2.8M | 1.16% | 24,958 | Trimmed |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.4M | 1.00% | 3,866 | Trimmed |
| 25 | CMI | CUMMINS INC | $2.2M | 0.94% | 4,162 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31