JOHNSON INVESTMENT COUNSEL INC Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$4.9B

Holdings

577

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (577 positions)

StockValue
FIXComfort Systems USA
$887K
BURLBurlington Stores
$875K
LCNBLCNB Corporation
$872K
CICIGNA Corp
$865K
GISGeneral Mills, Incorporated
$861K
GSKGlaxosmithkline PLC - ADR
$860K
FLIRFlir Systems
$859K
GWWGrainger (W.W.), Incorporated
$857K
MORNMorningstar, Inc.
$850K
FMNBFarmers National Banc Corp
$843K
ONOn Semiconductor Co
$843K
AKBAAkebia Therapeutics, Inc.
$841K
AQLTIShares Dj US Oil & Gas Exploration
$834K
AQLTIShares Core MSCI EAFE ETF
$828K
CMICummins Engine, Incorporated
$828K
YUMYum! Brands Incorporated
$827K
KNKnowles Corporation
$826K
TQJSignature Bank NY
$825K
EDConsolidated Edison Co. Of New York,Inc
$818K
IVCUSDInvacare Corporation
$816K
VPLVanguard FTSE Pacific ETF
$814K
8CWCrown Castle International Corp
$801K
ACWIIShares MSCI Acwi Index Fund
$788K
EXLSExlservice Holdings Inc.
$783K
FFord Motor Company (New)
$777K
DTEDTE Energy Co. (Formerly Detroit Edison)
$774K
HYHyster-Yale Materials Handling, Inc. Class A
$750K
PANWPalo Alto Networks, Inc.
$738K
DOWDow Inc Com
$729K
NVONovo Nordisk A/S American Depository Receipt
$729K
HN9Hanesbrands, Inc.
$722K
IVEIShares S&P 500/Barra Value Index Fund
$710K
AMUBFI Enhanced Large Cap Growth Etn
$707K
METMetlife, Inc.
$702K
DOXAmdocs Limited
$701K
FTNTFortinet Inc
$696K
FISVFiserv Incorporated
$696K
DEODiageo PLC - Sponsored ADR
$695K
KSUEURKansas City Southern Industries
$694K
BRBroadridge Financial Solutions Inc.
$694K
REYNReynolds Consumer Prods
$692K
VDEVanguard Energy ETF
$690K
HBANHuntington Bancshares Incorporated
$681K
COR1EURCoresite Realty Corporation
$674K
VXUSVanguard Total International Stock Index Fund ETF
$674K
DDDuPont De Nemours
$671K
VTHRVanguard Russell 3000
$671K
LRCXEURLam Research Corporation
$668K
UPSUnited Parcel Service - Class B
$667K
AWCAmerican Water Works Company, Inc.
$657K
WYWeyerhaeuser Company
$657K
NNNNational Retail Properties Inc.
$655K
BAXBaxter International
$642K
VAREURVarian Medical Systm
$639K
ECLEcolab Inc.
$628K
EWEdwards Lifesciences Corporation
$628K
DHILDiamond Hill Investment Group
$627K
OTISOtis Worldwide Corp Com
$627K
PHParker Hannifin Corporation
$624K
AWMSkyworks Solutions Inc.
$616K
REGNRegeneron Pharmaceutical
$605K
RETAEURReata Pharmaceuticals, Inc
$604K
AATAmerican Assets Trus REIT
$601K
IJKIShares S&P Midcap 400/Barra Growth Index Fund
$589K
VYMVanguard High Dvd Yield ETF
$586K
FTVFortive Corporation
$581K
GFFGriffon Corporation
$579K
GLGlobe Life Inc
$569K
XIFRNextera Energy Partners LP
$565K
LNCLincoln National Corporation
$559K
KLACKLA-Tencor Corporation
$557K
TXRHTexas Roadhouse, Inc. -- Class A
$556K
LYBLyondellbasell Industries NV
$549K
CAHCardinal Health, Incorporated
$542K
BPBP PLC - Sponsored ADR
$541K
PAYXPaychex Inc.
$539K
HESHess Corporation
$531K
VOEVanguard Mid-Cap Value ETF
$524K
PEGPublic Service Enterprise Group, Inc.
$523K
STZConstellation Brands
$523K
CNRCanadian National Railway Co
$522K
EBAeBay Inc
$517K
LYGLloyds Tsb Group PLC
$514K
VLOValero Energy Corporation
$508K
IVZInvesco Limited
$504K
UNUSDUnilever N.V. (Netherlands)
$498K
CAKECheesecake Factory
$497K
CARRCarrier Global Corp Com
$490K
TRVCCitigroup Inc.
$488K
DGSWisdomtree Emerging Markets Small Cap Dividend Fund
$486K
FEFirstenergy Corporation
$480K
SCHDSchwab US Dividend Equity ETF
$478K
EVRGEvergy Inc
$472K
SYYSysco Corporation
$470K
CTLEURCenturytel, Inc.
$469K
IFFInternational Flavors & Fragrances
$464K
AZOAutozone, Inc.
$463K
KHCThe Kraft Heinz Co.
$449K
SPEUSPDR Stoxx Europe 50 ETF
$445K
WKHSEURWorkhorse Group Inc
$444K
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