JOHNSON INVESTMENT COUNSEL INC Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$4.8B

Holdings

604

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (604 positions)

StockValue
RETAIL PROPERTIES OF AMERICA
$1.0M
AATAMERICAN ASSETS TRUST INC.
$1.0M
KNKNOWLES CORPORATION
$999K
BURLBURLINGTON STORES, INC.
$998K
WSFSWSFS FINANCIAL CORPORATION
$992K
TRVCCITIGROUP INC.
$987K
FISVFISERV INCORPORATED
$986K
NNNNATIONAL RETAIL PROPERTIES INC.
$983K
LSTRLANDSTAR SYSTEM INC.
$976K
BPBP PLC - SPONSORED ADR
$966K
GVIISHARES BARCLAYS INTERMEDIATE GOV
$964K
NVDANVIDIA CORP
$963K
INGRINGREDION INCORPORATED
$943K
TYGEURTORTOISE ENERGY INFRASTRUCTURE
$942K
L3 TECHNOLOGIES
$938K
WSOWATSCO, INC.
$936K
DGDOLLAR GENERAL CORPORATION
$936K
AWCAMERICAN WATER WORKS COMPANY, INC
$933K
RTN1USDRAYTHEON COMPANY
$930K
CAKETHE CHEESECAKE FACTORY INCORPORAT
$930K
AFLAFLAC INCORPORATED
$922K
PWRQUANTA SERVICES INC
$918K
DTEDTE ENERGY CO. (FORMERLY DETROIT
$907K
INTUINTUIT, INC.
$902K
EEMVISHARES MSCI EMERGIN MARKETS MIN
$901K
PKGPACKAGING CORP OF AMERICA
$896K
LCNBLCNB CORPORATION
$891K
EDCONSOLIDATED EDISON CO. OF NEW YO
$880K
AREALEXANDRIA REAL ESTATE
$870K
LADLITHIA MOTORS
$865K
VEEVVEEVA SYSTEMS, INC.
$854K
HRCHILL-ROM HOLDINGS INC.
$849K
MKTXMARKETAXESS HOLDINGS, INC.
$845K
VISVANGUARD INDUSTRIALS ETF
$837K
PBVPRESTIGE BRANDS HOLDINGS INCORPOR
$836K
BABAALIBABA GROUP HOLDING LTD - ADR
$831K
BXUSDTHE BLACKSTONE GROUP LP
$817K
MPLXMPLX L P
$797K
DHILDIAMOND HILL INVESTMENT GROUP
$781K
NCNACCO INDUSTRIES INCORPORATED CLA
$779K
PEGPUBLIC SERVICE ENTERPRISE GROUP,
$776K
VYMVANGUARD HIGH DVD YIELD ETF
$772K
MPCMARATHON PETROLEUM CORPORATION
$767K
DGSWISDOMTREE EMERGING MARKETS SMALL
$762K
BWABORGWARNER, INC.
$762K
NVONOVO NORDISK A/S
$760K
A4SAMERIPRISE FINANCIAL, INC.
$756K
GSKGLAXOSMITHKLINE PLC - ADR
$755K
AOSSMITH CORPORATION, A.O.
$753K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$749K
PHBINVESCO FUNDAMENTAL HIGH YIELD CO
$745K
STZCONSTELLATION BRANDS
$733K
WMBWILLIAMS COMPANIES INC
$729K
SFMSPROUTS FARMERS MARKET
$718K
GWWGRAINGER (W.W.), INCORPORATED
$716K
HN9HANESBRANDS, INC.
$714K
CBPXEURCONTINENTAL BUILDING PRODUCTS, IN
$709K
GRCGORMAN-RUPP COMPANY
$707K
PYPLPAYPAL HOLDINGS, INC.
$706K
ROSTROSS STORES, INC
$700K
HESHESS CORPORATION
$695K
VAREURVARIAN MEDICAL SYSTEMS INCORPORAT
$685K
IJKISHARES S&P MIDCAP 400/BARRA GROW
$683K
WEPMAGELLAN MIDSTREAM PARTNERS, L.P.
$669K
SRESEMPRA ENERGY
$665K
IVCUSDINVACARE CORPORATION
$664K
CHLUSDCHINA MOBILE (HONG KONG) LIMITED
$655K
VOEVANGUARD MID-CAP VALUE ETF
$655K
VBRVANGUARD SMALL-CAPITALIZATION VAL
$653K
SYYSYSCO CORPORATION
$651K
FUNCEDAR FAIR L.P.
$650K
7HPHP INC
$642K
VTHRVANGUARD RUSSELL 3000
$642K
CULPCULP, INC.
$629K
WECWEC ENERGY GROUP, INC.
$620K
SCZISHARES MSCI EAFE SMALL CAP INDEX
$619K
PEBOPEOPLES BANCORP INC.
$617K
NVRIHARSCO CORPORATION
$607K
UNUSDUNILEVER N.V. (NETHERLANDS)
$607K
HUMHUMANA INCORPORATED
$602K
PPGPPG INDUSTRIES, INCORPORATED
$598K
AMWDAMERICAN WOODMARK CORPORATION
$596K
IFFINTERNATIONAL FLAVORS & FRAGRANCE
$590K
ONON SEMICONDUCTOR CORP
$587K
PEOEXELON CORPORATION
$585K
DEDEERE & COMPANY
$585K
BKBANK OF NEW YORK MELLON CORP
$584K
GFFGRIFFON CORPORATION
$580K
DKDELEK US HOLDINGS, INC.
$575K
AMUBFI ENHANCED LARGE CAP GROWTH ETN
$575K
KHCTHE KRAFT HEINZ CO.
$574K
MTNVAIL RESORTS
$573K
AWIARMSTRONG WORLD INDUSTRIES, INC.
$570K
DALDELTA AIRLINES, INC.
$569K
EWEDWARDS LIFESCIENCES CORPORATION
$569K
GQ9SPDR GOLD TRUST
$569K
FFORD MOTOR COMPANY (NEW)
$567K
GISGENERAL MILLS, INCORPORATED
$564K
HCAHCA - THE HEALTHCARE COMPANY
$561K
CAHCARDINAL HEALTH, INCORPORATED
$559K
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