1y return−20.8%S&P 500 +20.9%
3y return−26.1%S&P 500 +68.5%
5y return−26.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $74 against $174 in the S&P 500.2
Robert Wood Johnson FoundationS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| OBDCBlue Owl Capital Corporation | $45.9M | 56.6% | |
| KRMNKarman Hldgs Inc. | $35.2M | 43.4% | −27.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| OBDCBlue Owl Capital Corporation | June 30, 2020 | −11.8% | $45.9M |
| KRMNKarman Hldgs Inc. | September 30, 2025 | −30.9% | $35.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −24.2% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | −7.2% | +10.5% |
| March 31, 2025 | +13.8% | −4.6% |
| December 31, 2024 | −10.2% | +2.1% |
| September 30, 2024 | +10.2% | +5.4% |
| June 30, 2024 | −7.3% | +4.0% |
| March 31, 2024 | +1.0% | +10.0% |
| December 31, 2023 | +0.9% | +11.2% |
| September 30, 2023 | −5.5% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | −11.6% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −8.2% | −5.3% |
| June 30, 2022 | −0.1% | −16.5% |
| March 31, 2022 | +3.4% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Robert Wood Johnson Foundation Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=315157&type=13F-HR&dateb=&owner=include&count=40CIK 315157
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/315157/000090445426000421/Filed July 28, 2026 · accession 0000904454-26-000421