# Portfolio overlap — JIBDX vs JCPLX Comparing **JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND** (2026-03-31) and **JOHNSON CORE PLUS BOND FUND** (2026-03-31). - Shared positions: 9 - JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND covered by JOHNSON CORE PLUS BOND FUND: 0.07141178786193134695920217677 - JOHNSON CORE PLUS BOND FUND covered by JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND: 0.07141178786193134695920217679 ## JOHNSON INSTITUTIONAL SHORT DURATION BOND FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.045107 | | | US TREASURY N/B | 0.043207 | | | ESSEX PORTFOLIO | 0.023071 | | | US BANCORP | 0.021613 | | | STARBUCKS CORP | 0.020740 | | | AMERICAN EXPRESS | 0.020021 | | | FNMA SUPER INT 15 YEAR 1.50%, DUE 10/01/2035 | 0.019971 | | | JPMORGAN CHASE | 0.019847 | | | NATL RURAL UTIL | 0.019796 | | | WELLS FARGO CO | 0.019657 | | | FLORIDA POWER & | 0.019603 | | | BANK OF AMER CRP | 0.019233 | | | HUNTINGTON BANCS | 0.019187 | | | BECTON DICKINSON | 0.019032 | ✓ | | US TREASURY N/B | 0.018696 | | | MORGAN STANLEY | 0.018558 | ✓ | | EMERSON ELECTRIC | 0.018376 | | | Fannie Mae 1.00%, due 1/25/2051 | 0.018057 | | | FIFTH THIRD BANC | 0.017539 | ✓ | | TARGET CORP | 0.017156 | | | ROPER TECHNOLOGI | 0.016869 | | | VERIZON COMM INC | 0.016506 | ✓ | | KEYCORP | 0.016082 | | | ENTERPRISE PRODUCTS OPER REGD 4.15000000 | 0.016055 | | | FNMA SUPER INT 15 YEAR 3.50%, DUE 07/01/2034 | 0.015857 | | | ALLSTATE CORP | 0.015177 | | | Honeywell Aerospace Inc | 0.014946 | | | FNMA SUPER INT 15 YEAR 2%, Due 03/01/2037 | 0.014181 | | | DUKE ENERGY COR | 0.013652 | | | PARKER-HANNIFIN | 0.013546 | | | TRUIST BANK | 0.012649 | ✓ | | US TREASURY N/B | 0.012576 | | | CISCO SYSTEMS | 0.012463 | | | FHLMC MBS 55DAY MULT IO 3.81%, DUE 07/01/2029 | 0.012106 | | | EVERSOURCE ENERGY SR UNSECURED 08/26 1.4 | 0.012012 | | | XCEL ENERGY INC | 0.011949 | | | AON NORTH AMER | 0.011130 | | | FN MA4330 | 0.010955 | | | VIRGINIA EL&PWR | 0.010955 | | | EVERSOURCE ENERG | 0.010950 | | | JOHNSON CONTROLS | 0.010862 | | | FHLMC Remic Series Fixed 5% Due 04/25/2053 | 0.010554 | ✓ | | Freddie Mac REMICS | 0.010293 | | | Freddie Mac REMICS | 0.010145 | | | PNC BANK NA | 0.009942 | | | US TREASURY N/B | 0.009797 | ✓ | | FHLMC, REMIC, Series 5616, Class GB | 0.009667 | ✓ | | MARSH & MCLENNAN | 0.009530 | | | PNC FINANCIAL | 0.009436 | | | FHLMC MBS Gold V6-1479 | 0.009275 | | ## 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 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-008207` (as of 2026-03-31) - N-PORT (fund B) — accession `0000910472-26-008177` (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 _