JOHNSON INVESTMENT COUNSEL INC Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$8.1B

Holdings

669

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (669 positions)

StockValue
VDCVANGUARD WORLD FUNDS CONSUMER
$2.7M
PANWPALO ALTO NETWORKS INC
$2.7M
ELSEQUITY LIFESTYLE PROPERTIES IN
$2.6M
GILDGILEAD SCIENCES INC
$2.6M
FELEFRANKLIN ELECTRIC INC
$2.6M
VOOVVANGUARD ADMIRAL FUNDS INC 500
$2.6M
EXREXTRA SPACE STORAGE INC
$2.5M
AOSSMITH A O CORP
$2.5M
SMCIUSDSUPER MICRO COMPUTER INC
$2.5M
WF2WINTRUST FINANCIAL CORP
$2.5M
AVYAVERY DENNISON CORP
$2.4M
PGRPROGRESSIVE CORP
$2.4M
HYHYSTER YALE MATERIALS HANDLING
$2.4M
CATCATERPILLAR INC
$2.4M
CHCTCOMMUNITY HEALTHCARE TR INC
$2.4M
SEICSEI INV CO
$2.4M
A4SAMERIPRISE FINANCIAL INC
$2.4M
AMATAPPLIED MATERIALS INC
$2.4M
SJMSMUCKER J M CO NEW
$2.3M
MCXMCCORMICK & CO INC NON VTG
$2.3M
MMSMAXIMUS INC
$2.3M
ATOATMOS ENERGY CORP
$2.3M
PTCPTC INC
$2.2M
LDOSLEIDOS HOLDINGS INC
$2.2M
DCIDONALDSON INC
$2.2M
XLVSELECT SECTOR SPDR HEALTHCARE
$2.2M
FULFULLER H B CO
$2.2M
WSMWILLIAMS SONOMA INC
$2.2M
TAT&T INC
$2.2M
DHID R HORTON INC
$2.2M
COKECOCA-COLA CONS INC
$2.2M
WSOWATSCO INC
$2.2M
NVRNVR INC
$2.2M
BXBLACKSTONE INC
$2.2M
PLDPROLOGIS INC
$2.1M
HWKNHAWKINS INC
$2.1M
SOSOUTHERN CO
$2.1M
LCNBLCNB CORP
$2.1M
SPNSSAPIENS INTL CORP NV
$2.1M
STAGSTAG INDUSTRIAL INC
$2.1M
SPLVINVESCO EXCH TRADED FD TR II S
$2.1M
USPHUS PHYSICAL THERAPY
$2.1M
RNRRENAISSANCERE HOLDINGS LTD
$2.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD S
$2.1M
ALCALCON AG ORD
$2.1M
NYTNEW YORK TIMES CO CL A
$2.1M
CA8ACACI INTERNATIONAL INC CL A
$2.1M
UFPIUFP INDUSTRIES INC
$2.0M
AMLPALPS ALERIAN MLP
$2.0M
BJBJS WHSL CLUB HOLDINGS INC
$2.0M
GLOBGLOBANT SA
$2.0M
UTLUNITIL CORP
$2.0M
BLKBBLACKBAUD INC
$2.0M
AQLTISHARES US OIL GS EX ETF
$2.0M
ALSALLSTATE CORP
$2.0M
RGENREPLIGEN CORP
$1.9M
BSYBENTLEY SYSTEMS INC CL B
$1.9M
IYHISHARES TR US HLTHCARE ETF
$1.9M
ELVELEVANCE HEALTH INC
$1.9M
XLYSELECT SECTOR SPDR CONS DISCRE
$1.8M
VLOVALERO ENERGY CORP
$1.8M
SONSONOCO PRODS CO
$1.8M
PCTYPAYLOCITY HOLDING CORP
$1.8M
FMNBFARMERS NATIONAL BANC CORP
$1.8M
UHSUNIVERSAL HEALTH SERVICES INC
$1.8M
TFXTELEFLEX INCORPORATED
$1.8M
GEHCGE HEALTHCARE TECHNOLOGIES INC
$1.8M
GGENPACT LIMITED
$1.8M
IEXIDEX CORP
$1.8M
EEMISHARES TR MSCI EMERG MKT ETF
$1.7M
SCHWCHARLES SCHWAB CORP
$1.7M
WTSWATTS WATER TECHNOLOGIES INC C
$1.7M
BLKCHFBLACKROCK INC
$1.7M
PORPORTLAND GEN ELEC CO NEW
$1.7M
OPCHOPTION CARE HEALTH INC NEW
$1.7M
NVSNNOVARTIS AG SP ADR
$1.6M
YUMYUM BRANDS INC
$1.6M
KMBKIMBERLY-CLARK CORP
$1.6M
GRCGORMAN RUPP CO
$1.6M
NVONOVO-NORDISK A S
$1.6M
ENBENBRIDGE INC
$1.6M
XLFISELECT SECTOR SPDR CONSUMER ST
$1.6M
JAZZJAZZ PHARMACEUTICALS PLC USD
$1.6M
VGKVANGUARD INTL EQUITY INDEX FUN
$1.6M
JLLJONES LANG LASALLE INC
$1.6M
JKHYHENRY JACK & ASSOC INC
$1.6M
DOXAMDOCS LTD
$1.6M
FTNTFORTINET INC
$1.6M
FT2FIRST HORIZON CORPORATION
$1.6M
APY1EURCHAMPIONX CORPORATION
$1.6M
DYHTARGET CORP
$1.6M
TROWPRICE T ROWE GROUP INC
$1.6M
FNDFLOOR & DECOR HOLDINGS INC CL
$1.6M
SITESITEONE LANDSCAPE SUPPLY INC
$1.6M
DTMDT MIDSTREAM INC COMMON STOCK
$1.6M
NUENUCOR CORP
$1.6M
BRK-BBERKSHIRE HATHAWAY INC CL A
$1.6M
LFUSLITTELFUSE INC
$1.5M
HCAHCA HEALTHCARE INC
$1.5M
SHOOMADDEN STEVEN LTD
$1.5M
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