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ROBERT WOOD JOHNSON FOUNDATION

50 COLLEGE ROAD EAST, PRINCETON, NJ 08540-6614 • 6094528701

Q3 2025 · Filed 2025-11-04
Market Value
$70M
-37.7%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
100.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRMN 100.00% 0.00% +100.00% $70M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OBDC 0.00% 53.43% -53.43% $0
JNJ 0.00% 46.57% -46.57% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Industrials 62.6%
Financial Services 37.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Mid Cap 2 $70M 100.0%

Portfolio Analytics

Avg Market Cap
$192.7B
Median Market Cap
$8.5B
Avg P/E
108.7
Median P/E
27.2
Avg Dividend Yield
0.05%
Avg Beta
0.54
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KRMN 100.00% 976,284 $70M $72.20 +976,284 NEW
2 JNJ —% -$53M -345,148 -100.0% SOLD
3 OBDC —% -$60M -4,218,864 -100.0% SOLD

New Positions

SymbolValue% Port
KRMN $70M 100.00%

Sold Out Positions

SymbolValue% Port
JNJ —%
OBDC —%
View SEC EDGAR Filings for ROBERT WOOD JOHNSON FOUNDATION →

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