JOHNSON INVESTMENT COUNSEL INC Q1 2022 Filing

Filed May 11, 2022

Portfolio Value

$8.1B

Holdings

667

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (667 positions)

StockValue
VRTXVertex Pharmaceutcls
$2.6M
COLLCollegium Pharmaceutical
$2.6M
SYKStryker Corporation
$2.6M
ABGAmerisourcebergen Corporation
$2.6M
PTCPTC Inc
$2.6M
MDLZMondelez International, Inc.
$2.5M
SCHWSchwab (Charles) Corporation
$2.5M
FMNBFarmers National Banc Corp
$2.5M
AMATApplied Materials, Incorporated
$2.5M
SJMJM Smucker Company
$2.5M
MCXMc Cormick And Company
$2.5M
ELSEquity Lifestl Prop
$2.5M
STAGStag Industrial Inc.
$2.5M
DYHTarget Corporation
$2.4M
RTXRaytheon Technologies Corp
$2.4M
WSOWatsco, Inc.
$2.4M
SEICSEI Investments Company
$2.4M
TSMTaiwan Semiconductr F Sponsored ADR
$2.4M
PANWPalo Alto Networks, Inc.
$2.4M
HCQAMN Healthcare Services, Inc.
$2.4M
EEMIShares MSCI Emerging Markets Index
$2.3M
IYHIShares Dj US Healthcare Sector Index Fund
$2.3M
PSXPhillips 66
$2.3M
ATOAtmos Energy Corporation
$2.3M
AMEAmetek, Inc. New
$2.3M
SONSonoco Products Company
$2.3M
DDominion Resources
$2.2M
LADLithia Motors
$2.2M
BJBJS WHSL Club HLDGS Inc
$2.2M
FELEFranklin Electric Co
$2.2M
PGRProgressive Corporation Of Ohio
$2.2M
SOSouthern Company
$2.1M
MRO*USX - Marathon Group Inc.
$2.1M
FIXComfort Systems USA
$2.1M
ONOn Semiconductor Co
$2.1M
MMSMaximus
$2.1M
GRCGorman Rupp Co
$2.0M
RRXRegal-Beloit Corporation
$2.0M
PLDPrologis, Inc.
$2.0M
SCHDSchwab US Dividend Equity ETF
$2.0M
FULFuller (H.B.) Company
$2.0M
VDEVanguard Energy ETF
$2.0M
VPLVanguard FTSE Pacific ETF
$2.0M
AQLTIShares Dj US Oil & Gas Exploration
$2.0M
LFUSLittelfuse
$2.0M
LCNBLCNB Corporation
$2.0M
GLOBGlobant SA F
$2.0M
RNRRenaissancere
$2.0M
AVNTAvient Corp
$1.9M
UHSUniversal Health Services Inc.
$1.9M
AOSSmith Corporation, A.O.
$1.9M
AVYAvery Dennison Corporation
$1.9M
AROWArrow Fincl Corp
$1.9M
8CWCrown Castle International Corp
$1.9M
CATCaterpillar Tractor Company
$1.9M
A4SAmeriprise Financial, Inc.
$1.9M
LKQ1LKQ
$1.9M
CA8ACACI INT'L
$1.8M
SCZIShares MSCI EAFE Small Cap Index Fund
$1.8M
NYTNew York Times Class A
$1.8M
BLKCHFBlackrock, Inc.
$1.8M
PDBCInvesco Optimum Yield Diversified Commodity
$1.7M
USPHU.S. Physical Therapy Inc.
$1.7M
BLKBBlackbaud
$1.7M
XLYConsumer Discretionary Select Sector SPDR Fund
$1.7M
ELVAnthem Inc
$1.7M
RGENRepligen Corp.
$1.7M
XLFFinancial Select Sector Spider
$1.6M
LITELumentum Holdings Inc
$1.6M
UTLUnitil Corp
$1.6M
RPMRPM, Incorporated
$1.6M
KEYKeycorp (New)
$1.6M
ENBEnbridge Inc.
$1.6M
BRK-BBerkshire Hathaway Incorporated Class A
$1.6M
IEMGIShares Core MSCI Emerging Markets ETF
$1.6M
WTSWatts Industries, Inc. Class A
$1.6M
IEXIdex
$1.6M
LMATLemaitre Vascular, Inc.
$1.5M
LHXL3harris
$1.5M
NVONovo Nordisk A/S American Depository Receipt
$1.5M
XLFIConsumer Staples Select Sector SPDR Fund
$1.5M
KMBKimberly-Clark Corporation
$1.5M
INTUIntuit, Inc.
$1.5M
WKCWorld Fuel Services
$1.5M
FHBFirst Hawaiian Incorpo F
$1.5M
GILDGilead Sciences Inc
$1.4M
JKHYHenry Jack & Associates, Inc.
$1.4M
FTNTFortinet Inc
$1.4M
PORPortland Generl Elec
$1.4M
MAAMid-America Apartment Communities, Inc.
$1.4M
SMMDiShares Russell 2500 ETF
$1.4M
XLVHealth Care Select Sector SPDR Fund
$1.4M
LSTRLandstar Sys Inc
$1.4M
HCAHCA - The Healthcare Company
$1.4M
PRUPrudential Financial, Inc.
$1.3M
ARCCAres Capital Corporation
$1.3M
DCIDonaldson Co
$1.3M
BNLBroadstone Net Lease Inc
$1.3M
MORNMorningstar, Inc.
$1.3M
METMetlife, Inc.
$1.3M
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