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Johnson Bixby & Associates, LLC - Portfolio Stock Holdings

Johnson Bixby & Associates, LLC disclosed 137 stock positions in a recent SEC 13F filing. $895,817,901 of stock holdings were filed, with the largest holdings including CGDV, ITOT, and CGGR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $933,732,431 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

137

Est. Stock Holding Value:

$895,817,901

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Johnson Bixby & Associates, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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