SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Johnson Bixby & Associates, LLC

CIK 0001844238 · 275 WEST THIRD STREET, SUITE 600, VANCOUVER, WA, 98660 · 360-695-1795

Reported Value
$430.0B
Q4 2022
Positions
99
Filings on Record
23
2019–present window
Filed
Jan 19, 2023
original filing

Summary

Johnson Bixby & Associates, Llc reported $430.0B in U.S.-listed holdings across 99 positions for Q4 2022.

Its largest position, ITOT, represents 12.0% of the portfolio.

Compared with Q3 2022, the fund opened 8 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $302MQ4 ’20Q1 ’21: $316MQ2 ’21: $346MQ3 ’21: $642MQ3 ’21Q4 ’21: $377MQ1 ’22: $388MQ2 ’22: $410MQ2 ’22Q3 ’22: $398MQ4 ’22: $430.0BQ1 ’23: $453MQ1 ’23Q2 ’23: $482MQ3 ’23: $480MQ4 ’23: $530MQ4 ’23Q1 ’24: $575MQ2 ’24: $597MQ3 ’24: $656MQ3 ’24Q4 ’24: $655MQ1 ’25: $669MQ2 ’25: $728MQ2 ’25Q3 ’25: $780MQ4 ’25: $807MQ1 ’26: $806MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$806M127Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$807M123Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$780M121Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$728M123Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$669M115Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$655M116Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$656M113Oct 10, 202413F-HRchanges · EDGAR ↗
Q2 2024$597M111Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$575M115Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$530M108Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$480M96Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$482M93Jul 21, 202313F-HRchanges · EDGAR ↗
Q1 2023$453M97Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$430.0B99Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$398M95Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$410M98Jul 13, 202213F-HRchanges · EDGAR ↗
Q1 2022$388M91May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$377M83Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$642M193Oct 20, 202113F-HRchanges · EDGAR ↗
Q2 2021$346M82Aug 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$316M78May 25, 202113F-HRchanges · EDGAR ↗
Q4 2020$302M77Feb 10, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.