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Ross\Johnson & Associates - Q4 2025 13F Filings

RO

Ross\Johnson & Associates LLC

CIK: 0002056532
Address: Minnesota Plymouth 3380 Annapolis Ln N B-100
$5.38 M
Portfolio Value
354
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. NVDA Nvidia Corporation
+$58,001.79
2. AVGO Broadcom
+$22,842.51
3. AMZN Amazoncom
+$20,312.73
4. VT Vanguard Total World Stock Etf
+$10,082
5. APP Applovin Corporation
+$9,433.2

Top Sells

Q4 2025
1. SCHG Schwab Us Large-Cap Growth Etf
−$9,799
2. SCHV Schwab Us Large-Cap Value Etf
−$9,228
3. IEMG Ishares Core Msci Emerging Markets Etf
−$5,478.3
4. MSFT Microsoft Corporation
−$4,836.27
5. IWM Ishares Russell 2000 Etf
−$3,446.25

Asset Allocation

Stocks/ETFs
+1.37%
$5.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-95.61%
$215 0.00%

Sector Allocation (Stocks)

Ross\Johnson & Associates Q4 2025 Filing Summary

Ross\Johnson & Associates LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 5.38 M reflecting a +1.28% change from the prior quarter, spanning 354 assets. The top 10 holdings comprised 75.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 141 new positions and 4 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Ross\Johnson & Associates’s Q4 2025 Filing

Ross\Johnson & Associates submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Ross\Johnson & Associates reported a managed portfolio value of 5.38 M, consisting of 354 individual positions.

This page displays the raw filing documents. To see which stocks Ross\Johnson & Associates bought or sold during Q4 2025, please visit Ross\Johnson & Associates's Portfolio Analysis page.