JOHNSON INVESTMENT COUNSEL INC Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$9.5B

Holdings

765

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (765 positions)

StockValue
UTLUNITIL CORP
$3.2M
RTXRTX CORPORATION
$3.1M
AOSSMITH A O CORP
$3.1M
RPMRPM INTL INC
$3.1M
HYHYSTER-YALE INC
$3.1M
FULFULLER H B CO
$3.1M
HESHESS CORP
$3.0M
CPTCAMDEN PROPERTY TR
$3.0M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$3.0M
AVYAVERY DENNISON CORP
$3.0M
GNRCGENERAC HOLDINGS INC
$3.0M
CVSCVS HEALTH CORP
$3.0M
A4SAMERIPRISE FINANCIAL INC
$3.0M
COINCOINBASE GLOBAL INC
$2.9M
GLOBGLOBANT SA
$2.9M
BSYBENTLEY SYSTEMS INC
$2.9M
GEVGE VERNOVA INC
$2.9M
WKCWORLD KINECT CORPORATION
$2.8M
PTCPTC INC
$2.8M
XLVHEALTH CARE SELECT SECTOR SPDR
$2.8M
DHID R HORTON INC
$2.8M
LFUSLITTELFUSE INC
$2.7M
NVONOVO-NORDISK AS ADR
$2.7M
ALSALLSTATE CORP
$2.7M
MMSMAXIMUS INC
$2.6M
CA8ACACI INTERNATIONAL INC
$2.6M
JLLJONES LANG LASALLE INC
$2.6M
VOOVVANGUARD S&P 500 VALUE ETF
$2.6M
LRCXEURLAM RESEARCH CORP
$2.6M
BXBLACKSTONE INC
$2.6M
DCIDONALDSON INC
$2.6M
LMATLEMAITRE VASCULAR INC
$2.5M
ULUNILEVER PLC SP ADR NEW
$2.5M
MPCMARATHON PETROLEUM CORP
$2.5M
SOSOUTHERN CO
$2.5M
NYTNEW YORK TIMES CO
$2.5M
RNRRENAISSANCERE HOLDINGS LTD
$2.4M
COKECOCA-COLA CONS INC
$2.4M
SCHWCHARLES SCHWAB CORP
$2.4M
LKQ1LKQ CORP
$2.4M
EWBCEAST WEST BANCORP INC
$2.4M
FELEFRANKLIN ELECTRIC INC
$2.3M
ETNEATON CORP PLC
$2.3M
IVEISHARES S&P 500 VALUE ETF
$2.3M
GDXVANECK GOLD MINERS ETF
$2.3M
RLRALPH LAUREN CORP
$2.3M
TXRHTEXAS ROADHOUSE INC
$2.3M
STAGSTAG INDUSTRIAL INC
$2.3M
GILDGILEAD SCIENCES INC
$2.3M
EXREXTRA SPACE STORAGE INC
$2.3M
ATOATMOS ENERGY CORP
$2.2M
DTMDT MIDSTREAM INC
$2.2M
NFLXNETFLIX INC
$2.2M
JAZZJAZZ PHARMACEUTICALS PLC
$2.2M
AQLTISHARES U.S. OIL & GAS EXPLORA
$2.2M
BJBJS WHSL CLUB HOLDINGS INC
$2.2M
VYMVANGUARD HIGH DIVIDEND YIELD I
$2.2M
SPNSSAPIENS INTL CORP NV
$2.2M
IYHISHARES U.S. HEALTHCARE ETF
$2.2M
FICOFAIR ISAAC CORP
$2.2M
VONGVANGUARD RUSSELL 1000 GROWTH E
$2.1M
UHSUNIVERSAL HEALTH SERVICES INC
$2.1M
OPCHOPTION CARE HEALTH INC
$2.1M
GGENPACT LIMITED
$2.1M
BLKBBLACKBAUD INC
$2.1M
GRCGORMAN RUPP CO
$2.1M
IEXIDEX CORP
$2.1M
XLYCONSUMER DISCRETIONARY SELECT
$2.1M
DOXAMDOCS LTD
$2.1M
NVSNNOVARTIS AG SP ADR
$2.0M
FNDFLOOR & DECOR HOLDINGS INC
$2.0M
SHOOMADDEN STEVEN LTD
$2.0M
USPHUS PHYSICAL THERAPY
$2.0M
NVRNVR INC
$2.0M
MCXMCCORMICK & CO INC
$2.0M
BLKCHFBLACKROCK INC
$2.0M
SONSONOCO PRODS CO
$2.0M
WBSWEBSTER FINANCIAL CORP
$1.9M
RGENREPLIGEN CORP
$1.9M
SEICSEI INV CO
$1.9M
KMBKIMBERLY-CLARK CORP
$1.9M
PLDPROLOGIS INC
$1.9M
BRK-BBERKSHIRE HATHAWAY INC
$1.8M
RUSHARUSH ENTERPRISES INC
$1.8M
HCAHCA HEALTHCARE INC
$1.8M
RSPINVESCO S&P 500 EQUAL WEIGHT E
$1.8M
CNMCORE & MAIN INC
$1.8M
KLACKLA CORP
$1.8M
LCNBLCNB CORP
$1.7M
ELSEQUITY LIFESTYLE PROPERTIES IN
$1.7M
OPPJWISDOMTREE JAPAN HEDGED SMALLC
$1.7M
VLOVALERO ENERGY CORP
$1.7M
DGXQUEST DIAGNOSTICS INC
$1.7M
WTSWATTS WATER TECHNOLOGIES INC
$1.7M
SHELSHELL PLC SPON ADS
$1.7M
CITHE CIGNA GROUP
$1.7M
CHCTCOMMUNITY HEALTHCARE TR INC
$1.7M
LYTSLSI INDUSTRIES INC OHIO
$1.7M
APY1EURCHAMPIONX CORPORATION
$1.7M
CARRCARRIER GLOBAL CORPORATION
$1.7M
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