JOHNSON INVESTMENT COUNSEL INC Q1 2022 Filing

Filed May 11, 2022

Portfolio Value

$8.1T

Holdings

667

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (667 positions)

#StockSharesValue% PortfolioType
1
IVVIShares Core S&P (500 ETF)
1,199,240$544.1B6.74%
2
AAPLApple Inc
2,006,146$350.3B4.34%
3
PGProcter And Gamble
2,267,494$346.5B4.30%
4
IWBIShares Russell 1000 Index Fund
1,227,367$306.9B3.80%
5
MSFTMicrosoft Corp
710,674$219.1B2.72%
6
GOOGLAlphabet Inc Cap STK
54,951$152.8B1.89%
7
IWRIShares TR Rus Mid (Cap ETF)
1,782,413$139.1B1.72%
8
CINFCincinnati Financial Corporation
960,748$131.3B1.63%
9
DHRDanaher Corp Com
425,875$125.0B1.55%
10
MAMastercard
325,464$116.3B1.44%
11
ZTSZoetis Inc Com
594,975$112.2B1.39%
12
VVisa Inc. Class A Shares
500,730$111.0B1.38%
13
UNHUnited Healthcare Corp.
216,652$110.5B1.37%
14
ABTAbbott Laboratories
921,234$109.0B1.35%
15
AMTAmerican Tower Corp - CL A
431,226$108.3B1.34%
16
ACNAccenture PLC CLS A
301,734$101.8B1.26%
17
ADIAnalog Devices, Inc.
586,821$96.9B1.20%
18
DGDollar General Corporation
427,574$95.2B1.18%
19
ADBEAdobe Systems Inc
206,757$94.2B1.17%
20
FT2First Horizon Corporation
3,957,821$93.7B1.16%
21
MRSHMarsh & Mclennan Cos
535,718$91.3B1.13%
22
CSLCarlisle Cos Inc Com
366,809$90.2B1.12%
23
USMVIShares MSCI USA Minimum Volatility ETF
1,124,248$87.2B1.08%
24
WMWaste Management Inc
547,917$86.8B1.08%
25
NDAQNasdaq Stock Market Inc.
476,640$84.9B1.05%
26
KOCoca Cola Co
1,333,430$83.3B1.03%
27
NVTNvent Electric PLC F
2,320,730$80.7B1.00%
28
ZBHZimmer Biomet HLDGS
624,115$80.1B0.99%
29
SPGIS&P Global Inc Com
195,136$80.0B0.99%
30
VEUVanguard Intl Equity
1,367,293$78.7B0.98%
31
APHAmphenol Corporation - Class A
1,041,780$78.7B0.98%
32
HUBBHubbell Incorporated
422,645$77.7B0.96%
33
CVXChevron Corp New Com
471,575$76.8B0.95%
34
COSTCostco Wholesale
130,984$75.4B0.94%
35
LNTAlliant Energy Corp
1,192,192$74.5B0.92%
36
MDTMedtronic PLC
667,048$74.4B0.92%
37
WMBWilliams Companies Inc
2,226,402$74.4B0.92%
38
TJXTJX Cos Inc New Com
1,208,908$73.2B0.91%
39
WTWWillis Towers Watson Public Limited Company
298,012$70.6B0.88%
40
WMTWalmart Inc Com
446,154$66.7B0.83%
41
AXSAxis Capital
1,078,025$65.7B0.81%
42
PEPPepsico Inc
392,100$65.6B0.81%
43
HONHoneywell International, Inc.
336,772$65.5B0.81%
44
CMCSAComcast Corp New
1,335,351$62.5B0.78%
45
ITWIllinois Tool Works
292,432$61.6B0.76%
46
PPGPPG Industries, Incorporated
459,932$60.3B0.75%
47
DISWalt Disney Co
434,087$59.5B0.74%
48
QUALThe IShares Edge MSCI USA Quality Factor ETF
426,639$57.4B0.71%
49
NKENike Inc Class B
410,039$55.3B0.69%
50
NDSNNordson Corp Com
242,935$55.2B0.68%
51
ULUnilever PLC
1,162,025$53.0B0.66%
52
AMZNAmazon.com Inc
16,124$52.6B0.65%
53
VFCV F Corp
909,737$51.7B0.64%
54
MCDMcdonald's Corporation
208,868$51.6B0.64%
55
LOWLowes Cos Inc Com
253,242$51.2B0.63%
56
SPYStandard & Poor's Depository Receipts (SPDR Trust Series 1)
110,593$50.1B0.62%
57
IWPIShares Russell (Midcap Growth)
487,850$49.0B0.61%
58
MTBM & T Bank Corp
286,943$48.6B0.60%
59
SCHXSchwab US Large-Cap ETF
892,596$48.1B0.60%
60
TSLATesla Motors, Inc.
43,635$47.0B0.58%
61
AXPAmerican Express Co
248,546$46.5B0.58%
62
HDHome Depot, Inc.
146,000$43.7B0.54%
63
FISFidelity Natl Info
429,690$43.1B0.53%
64
JNJJohnson & Johnson
212,481$37.7B0.47%
65
NEENextera Energy Inc
439,443$37.2B0.46%
66
GOOGAlphabet Inc Cap STK
13,251$37.0B0.46%
67
VEAVanguard FTSE Developed Markets ETF
759,328$36.5B0.45%
68
IWMIShares Russell 2000 Index Fund
176,986$36.3B0.45%
69
IWFIShares Russell (1000 Growth ETF)
123,929$34.4B0.43%
70
ADPAutomatic Data Processing
146,246$33.4B0.41%
71
BACBank Of America Corp
792,497$32.7B0.40%
72
USBUS Bancorp Del
602,305$32.3B0.40%
73
IJHIShares S&P Midcap 400 Index Fund
111,291$29.9B0.37%
74
BRK/BBerkshire Hathaway, Inc. Class B
84,046$29.7B0.37%
75
JPMJ.P. Morgan Chase & Company
217,034$29.6B0.37%
76
AEPAmerican Electric Power Company, Inc.
264,376$26.4B0.33%
77
CPTCamden Property Trust
151,644$25.3B0.31%
78
ABBVAbbvie, Inc.
146,283$23.7B0.29%
79
IWNIShares Russell 2000 Value
130,475$21.1B0.26%
80
EFAIShares MSCI EAFE Index Fund
280,758$20.7B0.26%
81
UNPUnion Pacific Corp
71,712$19.6B0.24%
82
IJRIShares Core S&P Small-Cap ETF
172,540$18.6B0.23%
83
DOVDover Corporation
117,571$18.4B0.23%
84
PNCPNC Finl Svcs Group
99,011$18.3B0.23%
85
MDYSPDR S&P Midcap 400 ETF Trust
36,985$18.2B0.23%
86
NVDANvidia Corp
64,679$17.6B0.22%
87
PCARPaccar Inc
194,752$17.2B0.21%
88
XOMExxon Mobil Corp
194,056$16.0B0.20%
89
IWVIShares Russell 3000 Index
53,769$14.1B0.17%
90
ORCLOracle Corp Com
168,632$14.0B0.17%
91
AVGOBroadcom Inc
21,727$13.7B0.17%
92
METAFacebook Inc Com
57,131$12.7B0.16%
93
CSCOCisco Systems, Inc.
225,281$12.6B0.16%
94
SHWSherwin Williams Co
49,933$12.5B0.15%
95
SCHFSchwab International Equity ETF
336,562$12.4B0.15%
96
VGTVanguard Information Technology Index ETF
29,591$12.3B0.15%
97
IVWIShares S&P 500 Growth ETF
154,676$11.8B0.15%
98
NSCNorfolk Southern Crp
41,262$11.8B0.15%
99
VBRVanguard Small-Capitalization Value
66,266$11.7B0.14%
100
VTIVanguard Total Stock Market Vipers
50,861$11.6B0.14%
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