AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Willis Johnson & Associates, Inc. has reported a substantial expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 107.4%, growing from approximately $782.72 million to $1.62 billion. This dramatic increase in assets under management (AUM) suggests significant capital inflows or a consolidation of reporting entities. The portfolio consists of 185 holdings, indicating a high degree of ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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