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
ACGLARCH CAPITAL GROUP LTD
$431K
1RGREV GROUP INC
$430K
ITGARTNER INC
$429K
TTTRANE TECHNOLOGIES PLC
$424K
MODMODINE MANUFACTURING CO
$422K
SHESPDR MSCI USA GENDER DIVERSITY
$413K
OHIOMEGA HEALTHCARE INVS INC
$411K
NINISOURCE INC
$407K
KELKELLANOVA
$407K
HIHILLENBRAND INC
$406K
DEODIAGEO PLC SP ADR NEW
$402K
UTHUNITED THERAPEUTICS CORP
$397K
TTDTHE TRADE DESK INC
$396K
FFIVF5 INC
$394K
ICEINTERCONTINENTAL EXCHANGE INC
$393K
UUNITY SOFTWARE INC
$391K
BGBUNGE GLOBAL SA
$387K
ROKROCKWELL AUTOMATION INC
$386K
FUNCEDAR FAIR LP
$384K
DVNDEVON ENERGY CORP
$382K
STZCONSTELLATION BRANDS INC
$380K
CHRCHURCHILL DOWNS INC
$379K
DRIDARDEN RESTAURANTS INC
$379K
RDYDR REDDYS LABORATORIES LTD ADR
$377K
SPMDSPDR PORTFOLIO S&P 400 MID CAP
$377K
AIZASSURANT INC
$375K
TDTORONTO DOMINION BANK ONT
$370K
RCLROYAL CARIBBEAN GROUP
$366K
DSIISHARES MSCI KLD 400 SOCIAL ET
$363K
FLEXFLEX LTD
$363K
SLBSCHLUMBERGER LTD
$362K
MGNIMAGNITE INC
$361K
8CWCROWN CASTLE INC
$355K
KKRKKR & CO INC
$354K
BLDRBUILDERS FIRSTSOURCE INC
$353K
AYIACUITY BRANDS INC
$353K
NCNACCO INDUSTRIES INC
$352K
CTRACOTERRA ENERGY INC
$350K
CPAYCORPAY INC
$348K
TTENTOTALENERGIES SE SP ADS
$346K
BWABORGWARNER INC
$345K
EFAVISHARES MSCI EAFE MIN VOL FACT
$345K
OTXOPEN TEXT CORP
$345K
YUMCYUM CHINA HOLDINGS INC
$344K
LNCLINCOLN NATL CORP IND
$339K
PSAPUBLIC STORAGE
$337K
WTMWHITE MOUNTAINS INS GROUP LTD
$336K
BATRAATLANTA BRAVES HOLDINGS INC
$330K
VXFVANGUARD EXTENDED MARKET ETF
$328K
KYNKAYNE ANDERSON ENERGY INFRAST
$326K
HALHALLIBURTON CO
$326K
FTVFORTIVE CORP
$325K
VSSVANGUARD FTSE ALL-WORLD EX-US
$325K
LWLAMB WESTON HOLDINGS INC
$324K
PEOEXELON CORP
$324K
FANGDIAMONDBACK ENERGY INC
$324K
BIDUNBAIDU INC SP ADR REP A
$324K
SBACSBA COMMUNICATIONS CORP CL A
$321K
HRIHERC HOLDINGS INC
$320K
ITUBITAU UNIBANCO HOLDING SA SP AD
$320K
CMGCHIPOTLE MEXICAN GRILL INC
$319K
HBNCHORIZON BANCORP INC
$319K
INDIINDIE SEMICONDUCTOR INC
$317K
RHIROBERT HALF INC
$316K
PCHPOTLATCHDELTIC CORPORATION
$316K
WATWATERS CORP
$314K
CNCCENTENE CORP
$313K
ASOACADEMY SPORTS & OUTDOORS INC
$310K
THCTENET HEALTHCARE CORP
$307K
GTGOODYEAR TIRE & RUBBER CO
$305K
FDLOFIDELITY LOW VOLATILITY FACTOR
$304K
GAINGLADSTONE INV CORP
$304K
PAGPENSKE AUTOMOTIVE GROUP INC
$302K
FNDFSCHWAB FUNDAMENTAL INTERNATION
$299K
BDCBELDEN INC
$298K
GHCGRAHAM HOLDINGS CO
$297K
SOXXISHARES SEMICONDUCTOR ETF
$297K
FNDASCHWAB FUNDAMENTAL US SMALL CO
$296K
CPKCHESAPEAKE UTILITIES CORP
$295K
WTRGESSENTIAL UTILITIES INC
$294K
KEYKEYCORP
$293K
DWDMORGAN STANLEY
$292K
WTHWORTHINGTON ENTERPRISES INC
$292K
MOSMOSAIC CO
$289K
PWRQUANTA SERVICES INC
$287K
CIBRFIRST TRUST NASDAQ CYBERSECURI
$287K
CNRCANADIAN NATIONAL RAILWAY CO
$286K
EAELECTRONIC ARTS INC
$284K
SLYVSPDR S&P 600 SMALL CAP VALUE E
$284K
MOATVANECK MORNINGSTAR WIDE MOAT E
$283K
TFCTRUIST FINANCIAL CORP
$282K
TMUST-MOBILE US INC
$282K
GMEDGLOBUS MED INC
$282K
JBLJABIL INC
$280K
WYWEYERHAEUSER CO MTN BE
$279K
CLFCLEVELAND-CLIFFS INC
$278K
PKXPOSCO HOLDINGS INC SP ADR
$278K
QA4AGENTHERM INC
$276K
PHOINVESCO WATER RESOURCES ETF
$275K
CRSCARPENTER TECHNOLOGY CORP
$274K
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