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ROBERT WOOD JOHNSON FOUNDATION

ROBERT WOOD JOHNSON FOUNDATION is an institution, managing $124.4M across 2 long positions as of Q3 2025 with 57% Unknown concentration, with only 2 positions, and 57% allocation to KRMN.

Portfolio Value
$124.4M
Positions
2
Top Holding
KRMN at 56.68%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in ROBERT WOOD JOHNSON FOUNDATION's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$70.5M
56.68%
+$70.5M
New
0.74%
976.3K shares
Financial - Credit Services
Financial Services
$53.9M
43.32%
0.83%
4.2M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ROBERT WOOD JOHNSON FOUNDATION's latest filing

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Market Value
$124.4M
Prior: $113.2M
Q/Q Change
+9.84%
+$11.1M
Net Flows % of MV
+14.29%
Turnover Ratio
49.54%
New Purchases
1 stocks
$70.5M
Added To
0 stocks
+-
Sold Out Of
1 stocks
$52.7M
Reduced Holdings
0 stocks
--

Increased Positions

PositionShares Δ
New

Decreased Positions

PositionShares Δ
Sold

Analytics

Portfolio insights and performance metrics for ROBERT WOOD JOHNSON FOUNDATION

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Sector Allocation

Financial Services: 43.30%Financial Services
Financial Services
43.30%

Market Cap Distribution

Mid Cap ($2B - $10B): 100.00%Mid Cap ($2B - $10B)
Mid Cap ($2B - $10B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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