JOHNSON INVESTMENT COUNSEL INC Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$11.2B

Holdings

807

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (807 positions)

StockValue
ALGMALLEGRO MICROSYSTEMS INC
$262K
SSBUSDSOUTHSTATE CORPORATION
$262K
NEMNEWMONT CORP
$259K
BAXBAXTER INTL INC
$257K
CGWINVESCO EXCH TRADED FD TR II
$257K
XLBSELECT SECTOR SPDR TR
$255K
ASXASE TECHNOLOGY HLDG CO LTD
$255K
TCBITEXAS CAP BANCSHARES INC
$254K
BDCBELDEN INC
$254K
CNCCENTENE CORP DEL
$252K
UTHUNITED THERAPEUTICS CORP DEL
$251K
MTCHMATCH GROUP INC NEW
$249K
DFEMDIMENSIONAL ETF TRUST
$248K
LNGCHENIERE ENERGY INC
$248K
WSWORTHINGTON STL INC
$247K
XARSPDR SERIES TRUST
$246K
REGNREGENERON PHARMACEUTICALS
$243K
ERIEERIE INDTY CO
$243K
FXIISHARES TR
$243K
IEVISHARES TR
$242K
STRTSTRATTEC SEC CORP
$242K
ENSENERSYS
$241K
IWRISHARES TR
$240K
FOURSHIFT4 PMTS INC
$240K
HIIHUNTINGTON INGALLS INDS INC
$238K
HLTHILTON WORLDWIDE HLDGS INC
$237K
SPGSIMON PPTY GROUP INC NEW
$237K
COLBCOLUMBIA BKG SYS INC
$236K
IUSVISHARES TR
$236K
NBHCNATIONAL BK HLDGS CORP
$235K
CADECADENCE BANK
$234K
HALHALLIBURTON CO
$234K
SYNASYNAPTICS INC
$233K
PNWPINNACLE WEST CAP CORP
$232K
ACWIISHARES TR
$231K
FLSFLOWSERVE CORP
$231K
MLMMARTIN MARIETTA MATLS INC
$231K
TTDTHE TRADE DESK INC
$231K
CVLTCOMMVAULT SYS INC
$230K
SPDWSPDR INDEX SHS FDS
$230K
AQN.TOALGONQUIN PWR UTILS CORP
$229K
CNRCANADIAN NATL RY CO
$229K
BNBROOKFIELD CORP
$228K
SMHVANECK ETF TRUST
$227K
SBG1SEACOAST BKG CORP FLA
$227K
KBIAKB FINL GROUP INC
$226K
ICUIICU MED INC
$225K
NETCLOUDFLARE INC
$224K
SWXSOUTHWEST GAS HLDGS INC
$223K
SFLRINNOVATOR ETFS TRUST
$223K
EQNREQUINOR ASA
$222K
OREALTY INCOME CORP
$222K
UMCUNITED MICROELECTRONICS CORP
$222K
CFRCULLEN FROST BANKERS INC
$221K
TEAMATLASSIAN CORPORATION
$221K
CHTRCHARTER COMMUNICATIONS INC N
$219K
LYVLIVE NATION ENTERTAINMENT IN
$219K
GOOGLALPHABET INC
$219K
FQALFIDELITY COVINGTON TRUST
$218K
TRUTRANSUNION
$218K
MOTIVANECK ETF TRUST
$218K
MGCVANGUARD WORLD FD
$216K
GMEDGLOBUS MED INC
$215K
PZZAPAPA JOHNS INTL INC
$214K
ATDATI INC
$214K
EUADSPINNAKER ETF SERIES
$214K
HMCHONDA MOTOR LTD
$213K
CXCEMEX SAB DE CV
$212K
CATHGLOBAL X FDS
$212K
HLIHOULIHAN LOKEY INC
$212K
IRMIRON MTN INC DEL
$209K
BF/BBROWN FORMAN CORP
$208K
IEMGISHARES INC
$208K
SCHESCHWAB STRATEGIC TR
$208K
KDKYNDRYL HLDGS INC
$206K
THGHANOVER INS GROUP INC
$204K
APOGAPOGEE ENTERPRISES INC
$204K
HIHILLENBRAND INC
$204K
CINFCINCINNATI FINL CORP
$204K
PKXPOSCO HOLDINGS INC
$204K
CETCENTRAL SECS CORP
$201K
ZZILLOW GROUP INC
$201K
NVRIENVIRI CORP
$201K
TXTTEXTRON INC
$200K
AHCOADAPTHEALTH CORP
$196K
WMBWILLIAMS COS INC
$194K
FCFFIRST COMWLTH FINL CORP PA
$194K
VFCV F CORP
$194K
NXQUANEX BLDG PRODS CORP
$193K
VTRSVIATRIS INC
$186K
ILOWAB ACTIVE ETFS INC
$173K
NDAQNASDAQ INC
$167K
MAMASTERCARD INCORPORATED
$158K
VEUVANGUARD INTL EQUITY INDEX F
$155K
MNROMONRO INC
$150K
NWGNATWEST GROUP PLC
$146K
NFLXNETFLIX INC
$139K
CRGYCRESCENT ENERGY COMPANY
$136K
ABTABBOTT LABS
$134K
WENWENDYS CO
$132K
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