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JOHNSON & JOHNSON

Q2 2025 · Filed 2025-07-22
Market Value
$331M
-2.0%
Holdings
16
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
98.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PTGX 41.16% 35.02% +6.15% $136M
NBTX 7.68% 5.95% +1.73% $25M
RAPP 8.62% 7.41% +1.21% $29M
LEGN 8.51% 8.17% +0.34% $28M
FATE 1.06% 0.79% +0.27% $4M
ARWR 1.20% 0.93% +0.27% $4M
NNOX 0.25% 0.23% +0.02% $831K
LAB 0.11% 0.10% +0.01% $371K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVRX 7.21% 14.84% -7.63% $24M
CTNM 2.45% 4.08% -1.63% $8M
XNCR 1.84% 2.35% -0.52% $6M
NMRA 0.42% 0.55% -0.12% $1M
MGTX 13.25% 13.31% -0.06% $44M
PRCT 6.15% 6.17% -0.02% $20M
ACET 0.07% 0.08% -0.01% $228K
PHGE 0.01% 0.02% -0.00% $43K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $4M 1.2%
Mid Cap 2 $165M 49.7%
Small Cap 8 $134M 40.5%
Micro Cap 5 $28M 8.6%

Portfolio Analytics

Avg Market Cap
$1.9B
Median Market Cap
$678M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.24
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PTGX 41.16% 2,449,183 $136M $55.69 $18M
2 MGTX 13.25% 6,641,064 $44M $6.61 -$1M
3 RAPP 8.62% 2,498,051 $29M $11.43 $3M
4 LEGN 8.51% 814,586 $28M $34.63 $570K
5 NBTX 7.68% 5,623,816 $25M $4.53 $5M
6 CVRX 7.21% 4,103,430 $24M $5.82 -$26M
7 PRCT 6.15% 357,939 $20M $56.91 -$483K
8 CTNM 2.45% 1,979,173 $8M $4.11 -$6M
9 XNCR 1.84% 748,062 $6M $8.14 -$2M
10 ARWR 1.20% 247,598 $4M $16.08 $827K
11 FATE 1.06% 3,379,064 $4M $1.04 $844K
12 NMRA 0.42% 1,849,445 $1M $0.76 -$450K
13 NNOX 0.25% 158,852 $831K $5.23 $37K
14 LAB 0.11% 311,967 $371K $1.19 $34K
15 ACET 0.07% 364,472 $228K $0.63 -$47K
16 PHGE 0.01% 96,866 $43K $0.44 -$11K
View SEC EDGAR Filings for JOHNSON & JOHNSON →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms