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Mar Vista US Quality's investment thesis on Johnson & Johnson ($JNJ) — Q4 2025 | Buyside Digest

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$JNJNYSEJohnson & Johnson

BULL

Mar Vista US Quality—JNJ

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$267.08USD

-3.0% vs last month

$207.35Pitched

+28.8% since pitch

Market Cap$619.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q4 2025, Mar Vista’s U.S. Quality strategy returned +0.20% net-of-fees, trailing both the Russell 1000 Index (+2.41%) and the S&P 500 Index (+2.65%). Despite powerful broad-market...

— Silas Myers, Brian Massey

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Seeking Alpha ContributorNEUTRAL

Pitched Aug 16, 2026•Pitched at $260.35

Johnson & Johnson has shown strong performance in 2026, with shares up 28% total return, outperforming the S&P 500 and the Health Care Sector ETF. Despite ...

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