# Portfolio overlap — JCPLX vs JIBFX Comparing **JOHNSON CORE PLUS BOND FUND** (2026-03-31) and **JOHNSON INSTITUTIONAL CORE BOND FUND** (2026-03-31). - Shared positions: 41 - JOHNSON CORE PLUS BOND FUND covered by JOHNSON INSTITUTIONAL CORE BOND FUND: 0.2978224194093236362556438962 - JOHNSON INSTITUTIONAL CORE BOND FUND covered by JOHNSON CORE PLUS BOND FUND: 0.2978224194093236362556438964 ## JOHNSON CORE PLUS BOND FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | FNMA Super Lng 30 Year 3.5% Due 08/01/2050 | 0.020795 | | | PEPSICO INC | 0.019633 | ✓ | | TARGET CORP | 0.019014 | ✓ | | CISCO SYSTEMS | 0.018574 | ✓ | | TRUIST BANK | 0.017815 | ✓ | | US BANCORP | 0.017502 | ✓ | | US TREASURY N/B | 0.017489 | ✓ | | FHLMC, REMIC, Series 5616, Class GB | 0.017438 | | | US TREASURY N/B | 0.017355 | ✓ | | FLORIDA POWER & | 0.017275 | ✓ | | MORGAN STANLEY | 0.017107 | | | FNMA Super Lng 30 Year 4.0% Due 08/01/2051 | 0.016747 | | | FHLMC Super 30 YR Fixed 4% Due 12/01/2049 | 0.015915 | ✓ | | US TREASURY N/B | 0.015419 | | | ROPER TECHNOLOGI | 0.014940 | | | US TREASURY N/B | 0.014393 | | | XYLEM INC | 0.014266 | ✓ | | JPMORGAN CHASE | 0.014126 | ✓ | | AON NORTH AMER | 0.013946 | | | Federal Natl Mtg Assn Call 1.52% DUE 08/21/2035 | 0.013881 | ✓ | | FNMA UMBS LNG 30 Year 4.5% Due 10/01/2048 | 0.013836 | | | WELLS FARGO CO | 0.013809 | ✓ | | PROLOGIS LP | 0.013517 | ✓ | | FNMA Super LNG 30 Year 4.0% Due 10/01/2049 | 0.013512 | ✓ | | ESSEX PORTFOLIO | 0.013372 | ✓ | | DUKE ENERGY COR | 0.013253 | ✓ | | XCEL ENERGY INC | 0.013126 | ✓ | | BANK OF NY MELLO | 0.013097 | ✓ | | EVERSOURCE ENERG | 0.013070 | | | NNN REIT | 0.012963 | | | BANK OF AMER CRP | 0.012741 | | | AMERICAN EXPRESS | 0.012734 | ✓ | | HUNTINGTON BANCS | 0.012729 | ✓ | | FIFTH THIRD BANC | 0.012537 | | | US TREASURY N/B | 0.012251 | ✓ | | FNMA Super Lng 30 Year 3.00% Due 04/01/2052 | 0.011643 | | | PNC FINANCIAL | 0.011608 | ✓ | | CVS HEALTH CORP | 0.011229 | ✓ | | INTERSTATE P&L | 0.011010 | ✓ | | WALMART INC | 0.010859 | ✓ | | US TREASURY N/B | 0.010688 | | | ESAB Corp. | 0.010114 | | | CITIGROUP INC | 0.010082 | | | URI 4.875 01/15/28 | 0.010034 | | | Freddie Mac pool # QC6512 MBS 30yr | 0.010013 | | | CHUBB INA HLDGS | 0.010002 | | | ADT Security Corp/The 4.13 08/01/2029 | 0.009975 | | | MSCI INC SR GLBL 144A 29 4.00%, DUE 11/15/2029 | 0.009957 | | | HONEYWELL AEROSP | 0.009955 | ✓ | | HCA INC | 0.009821 | | ## JOHNSON INSTITUTIONAL CORE BOND FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.051835 | ✓ | | US TREASURY N/B | 0.037081 | ✓ | | US TREASURY N/B | 0.035898 | | | US TREASURY N/B | 0.035054 | | | US TREASURY N/B | 0.032574 | | | US TREASURY N/B | 0.029004 | | | Federal Natl Mtg Assn Call 1.52% DUE 08/21/2035 | 0.023453 | ✓ | | FLORIDA POWER & | 0.020148 | ✓ | | US TREASURY N/B | 0.019635 | ✓ | | BANK OF AMER CRP | 0.017975 | | | US TREASURY N/B | 0.017631 | | | FR SD7556 | 0.017528 | | | ALLSTATE CORP | 0.016515 | ✓ | | AMERICAN EXPRESS | 0.016084 | ✓ | | VERIZON COMM INC | 0.015946 | | | HONEYWELL AEROSP | 0.015362 | ✓ | | FIFTH THIRD BANC | 0.015142 | | | DOVER CORP | 0.014808 | ✓ | | GEORGIA POWER | 0.014345 | ✓ | | FANNIE MAE SUPER LNG 30 YEAR 3%, DUE 04/01/2052 | 0.013640 | ✓ | | US TREASURY N/B | 0.012708 | | | CISCO SYSTEMS | 0.012566 | ✓ | | INTERSTATE P&L | 0.011223 | ✓ | | TRUIST BANK | 0.011125 | ✓ | | FNMA UMBS Lng 30 YR 3.00% 12/01/2049 | 0.010959 | | | DUKE ENERGY COR | 0.010429 | ✓ | | EVERSOURCE ENERG | 0.010316 | | | FHLMC REMIC SERIES 5616 4.25%, DUE 06/15/2032 | 0.010290 | | | CVS HEALTH CORP | 0.010275 | ✓ | | XCEL ENERGY INC | 0.010093 | | | XCEL ENERGY INC | 0.009956 | ✓ | | BANK OF NY MELLO | 0.009435 | ✓ | | FHLMC SUPER 30Y 3% due 07/01/2051 | 0.009118 | | | PNC FINANCIAL | 0.008807 | | | PH 4.25 09/15/27 | 0.008799 | | | US BANCORP | 0.008618 | | | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2021-175 DG | 0.008493 | | | FREDDIE MAC MORTGAGE BACKED SECURITY (FGTW 4 2018 175K NAX) 4.00%, DUE 07/01/2038 | 0.008465 | | | WELLS FARGO CO | 0.008248 | | | AIR PROD & CHEM | 0.007801 | | | GEORGIA POWER | 0.007649 | | | WELLS FARGO CO | 0.007639 | ✓ | | BECTON DICKINSON | 0.007515 | ✓ | | FREDDIE MAC POOL FR SC0384 | 0.007450 | | | US BANCORP | 0.006776 | | | TRUIST FINANCIAL | 0.006607 | | | BERKSHIRE HATHAW | 0.006419 | ✓ | | Fannie Mae Pool | 0.006405 | | | US BANCORP | 0.006394 | ✓ | | NATL RURAL UTIL | 0.006302 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-008177` (as of 2026-03-31) - N-PORT (fund B) — accession `0000910472-26-008179` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _