JOHNSON INVESTMENT COUNSEL INC Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$4.1B

Holdings

629

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (629 positions)

StockValue
ALGALAMO GROUP
$1.0M
SPGSIMON PROPERTY GROUP, INC.
$1.0M
RTN1USDRAYTHEON COMPANY
$1.0M
IPGPIPG PHOTONICS CORP
$994K
LSTRLANDSTAR SYSTEM INC.
$984K
PRFTUSDPERFICIENT, INC.
$978K
LNCLINCOLN NATIONAL CORPORATION
$973K
NFLXNETFLIX INC.
$968K
MPCMARATHON PETROLEUM CORPORATION
$968K
ADMARCHER DANIELS MIDLAND COMPANY
$959K
TRVCCITIGROUP INC.
$952K
WMBWILLIAMS COMPANIES INC
$951K
BRYN MAWR BANK CORPORATION
$947K
LKQ1LKQ
$945K
MPLXMPLX L P
$945K
SYYSYSCO CORPORATION
$938K
VDEVANGUARD ENERGY ETF
$935K
LADLITHIA MOTORS
$932K
ALLERGAN, PLC
$929K
FUNCEDAR FAIR L.P.
$928K
EWBCEAST WEST BANCORP
$918K
UTHUNITED THERAPEUTICS CORPORATION
$914K
KNKNOWLES CORPORATION
$912K
TRVTHE TRAVELERS COMPANIES, INC.
$910K
AMWDAMERICAN WOODMARK CORPORATION
$903K
TSSTOTAL SYSTEM SERVICES, INC.
$902K
SOSOUTHERN COMPANY
$901K
WYWEYERHAEUSER COMPANY
$895K
EXPRESS SCRIPTS HOLDINGS COMPANY
$892K
EDCONSOLIDATED EDISON CO. OF NEW YO
$889K
IJKISHARES S&P MIDCAP 400/BARRA GROW
$884K
INTUINTUIT, INC.
$883K
CULPCULP, INC.
$881K
FIBKFIRST INTERSTATE BANCSYSTEM, INC.
$877K
PWRQUANTA SERVICES INC
$877K
HRCHILL-ROM HOLDINGS INC.
$865K
ATRAPTARGROUP, INC.
$865K
CICIGNA CORPORATION
$861K
YUMYUM! BRANDS INCORPORATED
$861K
STZCONSTELLATION BRANDS
$858K
NVDANVIDIA CORP
$853K
FFORD MOTOR COMPANY (NEW)
$846K
WEPMAGELLAN MIDSTREAM PARTNERS, L.P.
$841K
PRUPRUDENTIAL FINANCIAL, INC.
$829K
GVIISHARES BARCLAYS INTERMEDIATE GOV
$825K
WHGWESTWOOD HOLDINGS GROUP, INC.
$821K
LCNBLCNB CORPORATION
$821K
HFCUSDHOLLYFRONTIER CORPORATION
$821K
BKBANK OF NEW YORK MELLON CORP
$820K
BABAALIBABA GROUP HOLDING LTD - ADR
$814K
BRBROADRIDGE FINANCIAL SOLUTIONS IN
$804K
METMETLIFE, INC.
$794K
VGKVANGUARD EUROPEAN VIPERS
$791K
VANECK VECTORS AMT-FREE INTERMEDI
$788K
VYMVANGUARD HIGH DVD YIELD ETF
$786K
IPATH ETN GSCI TOTAL RETURN INDEX
$781K
CMICUMMINS ENGINE, INCORPORATED
$757K
SCZISHARES MSCI EAFE SMALL CAP INDEX
$756K
AIZASSURANT, INC.
$755K
SPTLSPDR PORTFOLIO LONG TERM TREASURY
$753K
GRCGORMAN-RUPP COMPANY
$751K
VISVANGUARD INDUSTRIALS ETF
$742K
CHECHEMED CORPORATION
$732K
PETSPETMED EXPRESS
$731K
ATVIEURACTIVISION
$730K
CNRCANADIAN NATIONAL RAILWAY CO
$728K
FISVFISERV INCORPORATED
$722K
VBRVANGUARD SMALL-CAPITALIZATION VAL
$709K
L3 TECHNOLOGIES
$705K
IRINGERSOLL-RAND COMPANY
$703K
DKDELEK US HOLDINGS, INC.
$696K
HUMHUMANA INCORPORATED
$693K
VECTREN CORPORATION
$686K
MKTXMARKETAXESS HOLDINGS, INC.
$685K
HBBHAMILTON BEACH BRAND CLASS A
$681K
GQ9SPDR GOLD TRUST
$681K
VOVANGUARD MID-CAPITALIZATION ETF
$680K
GSKGLAXOSMITHKLINE PLC - ADR
$677K
CONVERGYS CORPORATION
$671K
EQREQUITY RESIDENTIAL PROPERTIES TRU
$671K
GFFGRIFFON CORPORATION
$669K
SCHHSCHWAB US REIT ETF
$666K
DJPIPATH DOW JONES-AIG COMMODITY IND
$664K
VAREURVARIAN MEDICAL SYSTEMS INCORPORAT
$664K
SUNTRUST BANKS, INCORPORATED
$656K
WECWEC ENERGY GROUP, INC.
$650K
DGDOLLAR GENERAL CORPORATION
$643K
EMNEASTMAN CHEMICAL COMPANY
$641K
PSAPUBLIC STORAGE INC
$637K
NVONOVO NORDISK A/S
$635K
SPSMSPDR PORTFOLIO SMALL CAP ETF
$631K
A4SAMERIPRISE FINANCIAL, INC.
$629K
DEODIAGEO PLC - SPONSORED ADR
$628K
GWWGRAINGER (W.W.), INCORPORATED
$626K
FQIDIGITAL REALTY TRUST, INC.
$626K
VOEVANGUARD MID-CAP VALUE ETF
$622K
CLSCA INC.
$620K
TSNTYSON FOODS INCORPORATED
$617K
AKBAAKEBIA THERAPEUTICS, INC.
$613K
ROSTROSS STORES, INC
$612K
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