JOHNSON INVESTMENT COUNSEL INC Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$5.3B

Holdings

601

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (601 positions)

StockValue
ATRAptargroup, Inc.
$1.1M
IPGPIPG Photonics Corp
$1.1M
TRVCCitigroup Inc.
$1.1M
LHXL3harris
$1.1M
FIXComfort Systems USA
$1.1M
DOXAmdocs Limited
$1.1M
UTLUnitil Corp
$1.1M
WYWeyerhaeuser Company
$1.1M
DOWDow Inc Com
$1.1M
WSFSWSFS Financial Corporation
$1.1M
METMetlife, Inc.
$1.0M
DGDollar General Corporation
$1.0M
VISVanguard Industrials ETF
$1.0M
BABAAlibaba Group Holding LTD - ADR
$1.0M
IBBIShares Nasdaq Biotech Index Fund
$1.0M
LSTRLandstar Sys Inc
$1.0M
WSOWatsco, Inc.
$1.0M
PVHPhillips-Van Heusen
$1.0M
BPBP PLC - Sponsored ADR
$1.0M
MNROMonro, Inc.
$1.0M
LNCLincoln National Corporation
$1.0M
AREAlexandria Real Estate
$1.0M
NNNNational Retail Properties Inc.
$995K
WECWec Energy Group, Inc.
$991K
AATAmerican Assets Trus REIT
$991K
LCNBLCNB Corporation
$982K
CBPXEURContinental Building Products, Inc.
$981K
HN9Hanesbrands, Inc.
$949K
BURLBurlington Stores
$949K
EDConsolidated Edison Co. Of New York,Inc
$944K
CMICummins Engine, Incorporated
$936K
DEODiageo PLC - Sponsored ADR
$933K
INTUIntuit, Inc.
$933K
YUMYum! Brands Incorporated
$928K
GWWGrainger (W.W.), Incorporated
$928K
HRCHill-Rom Holdings Inc.
$914K
HSTHost Hotels & Resorts, Inc.
$902K
DTEDTE Energy Co. (Formerly Detroit Edison)
$892K
GSKGlaxosmithkline PLC - ADR
$892K
VYMVanguard High Dvd Yield ETF
$875K
SRESempra Energy
$869K
BLKBBlackbaud
$865K
LUVSouthwest Airlines
$861K
HUMHumana Incorporated
$858K
SCZIShares MSCI EAFE Small Cap Index Fund
$831K
CAKECheesecake Factory
$827K
CICIGNA Corp
$821K
PEGPublic Service Enterprise Group, Inc.
$816K
COR1EURCoresite Realty Corporation
$816K
VOEVanguard Mid-Cap Value ETF
$806K
FUNCedar Fair L.P.
$802K
GLGlobe Life Inc
$796K
EWEdwards Lifesciences Corporation
$792K
RETAEURReata Pharmaceuticals, Inc
$791K
NVONovo Nordisk A/S American Depository Receipt
$790K
LADLithia Motors
$786K
SYYSysco Corporation
$779K
DHILDiamond Hill Investment Group
$774K
TFCTruist Financial Corp
$769K
AOSSmith Corporation, A.O.
$767K
INGRIngredion Incorporated
$763K
MKTXMarketaxess Holdings, Inc.
$749K
VAREURVarian Medical Systm
$745K
HESHess Corporation
$732K
AMUBFI Enhanced Large Cap Growth Etn
$723K
ROSTRoss Stores, Inc
$717K
VDEVanguard Energy ETF
$712K
VPLVanguard FTSE Pacific ETF
$711K
ONOn Semiconductor Co
$709K
NCNacco Industries Incorporated Class A
$703K
VTHRVanguard Russell 3000
$703K
WMBWilliams Companies Inc
$698K
DGSWisdomtree Emerging Markets Small Cap Dividend Fund
$688K
PAYXPaychex Inc.
$687K
GSGoldman Sachs Group, Inc.
$681K
CTLEURCenturytel, Inc.
$679K
KSUEURKansas City Southern Industries
$679K
OLEDUniversal Display Corporation
$665K
BKBank Of New York Mellon Corp
$647K
FEFirstenergy Corporation
$647K
8CWCrown Castle International Corp
$643K
AWCAmerican Water Works Company, Inc.
$634K
IJKIShares S&P Midcap 400/Barra Growth Index Fund
$629K
DALDelta Airlines, Inc.
$625K
GISGeneral Mills, Incorporated
$618K
LRCXEURLam Research Corporation
$617K
EVRGEvergy Inc
$605K
GFFGriffon Corporation
$603K
PPGPPG Industries, Incorporated
$600K
FTNTFortinet Inc
$590K
MDYVSPDR S&P 400 Mid Cap Value ETF
$586K
STZConstellation Brands
$583K
HCAHCA - The Healthcare Company
$580K
PEBOPeoples Bancorp Inc.
$574K
CEOCnooc Limited
$567K
KHCThe Kraft Heinz Co.
$564K
SCHGSchwab US Large-Cap Growth Fund
$562K
MTNVail Resorts
$561K
CAHCardinal Health, Incorporated
$554K
VBRVanguard Small-Capitalization Value
$553K
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