JOHNSON INVESTMENT COUNSEL INC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$8.5B

Holdings

711

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (711 positions)

StockValue
PGRPROGRESSIVE CORP
$3.0M
DHID R HORTON INC
$3.0M
BXBLACKSTONE INC
$2.9M
GNRCGENERAC HOLDINGS INC
$2.9M
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$2.9M
SYKSTRYKER CORPORATION
$2.8M
MTBM & T BANK CORP
$2.8M
LDOSLEIDOS HOLDINGS INC
$2.8M
HYHYSTER YALE MATERIALS HANDLING
$2.8M
AMATAPPLIED MATERIALS INC
$2.8M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$2.8M
GILDGILEAD SCIENCES INC
$2.7M
RTXRTX CORPORATION
$2.7M
AVYAVERY DENNISON CORP
$2.7M
PTCPTC INC
$2.7M
VOOVVANGUARD S&P 500 VALUE ETF
$2.7M
HWKNHAWKINS INC
$2.7M
UTLUNITIL CORP
$2.6M
A4SAMERIPRISE FINANCIAL INC
$2.6M
XLVHEALTH CARE SELECT SECTOR SPDR
$2.6M
SEICSEI INV CO
$2.5M
FULFULLER H B CO
$2.5M
STAGSTAG INDUSTRIAL INC
$2.5M
RGENREPLIGEN CORP
$2.4M
BLKBBLACKBAUD INC
$2.4M
FELEFRANKLIN ELECTRIC INC
$2.4M
FISFIDELITY NATL INFORMATION SERV
$2.4M
SMMDISHARES RUSSELL 2500 ETF
$2.4M
NVRNVR INC
$2.4M
LMATLEMAITRE VASCULAR INC
$2.3M
DCIDONALDSON INC
$2.3M
EXREXTRA SPACE STORAGE INC
$2.3M
EWBCEAST WEST BANCORP INC
$2.3M
SOSOUTHERN CO
$2.3M
LKQ1LKQ CORP
$2.3M
ELVELEVANCE HEALTH INC
$2.3M
MMSMAXIMUS INC
$2.2M
ALSALLSTATE CORP
$2.2M
GLOBGLOBANT SA
$2.2M
ATOATMOS ENERGY CORP
$2.2M
RUSHARUSH ENTERPRISES INC
$2.2M
NVONOVO-NORDISK AS ADR
$2.2M
MPCMARATHON PETROLEUM CORP
$2.2M
SCHWCHARLES SCHWAB CORP
$2.2M
RNRRENAISSANCERE HOLDINGS LTD
$2.2M
BJBJS WHSL CLUB HOLDINGS INC
$2.1M
AQLTISHARES U.S. OIL & GAS EXPLORA
$2.1M
OPCHOPTION CARE HEALTH INC
$2.1M
BLKCHFBLACKROCK INC
$2.1M
XLYCONSUMER DISCRETIONARY SELECT
$2.1M
GRCGORMAN RUPP CO
$2.0M
SHOOMADDEN STEVEN LTD
$2.0M
IYHISHARES U.S. HEALTHCARE ETF
$2.0M
WKCWORLD KINECT CORPORATION
$2.0M
WTSWATTS WATER TECHNOLOGIES INC
$2.0M
GFFGRIFFON CORP
$2.0M
VYMVANGUARD HIGH DIVIDEND YIELD I
$2.0M
USPHUS PHYSICAL THERAPY
$2.0M
PLDPROLOGIS INC
$2.0M
CA8ACACI INTERNATIONAL INC
$2.0M
JLLJONES LANG LASALLE INC
$1.9M
BSYBENTLEY SYSTEMS INC
$1.9M
NVSNNOVARTIS AG SP ADR
$1.9M
NYTNEW YORK TIMES CO
$1.9M
ELSEQUITY LIFESTYLE PROPERTIES IN
$1.9M
IEXIDEX CORP
$1.9M
SJMSMUCKER J M CO
$1.9M
SPNSSAPIENS INTL CORP NV
$1.9M
HUMHUMANA INC
$1.9M
CHCTCOMMUNITY HEALTHCARE TR INC
$1.9M
DOXAMDOCS LTD
$1.8M
ETNEATON CORP PLC
$1.8M
LCNBLCNB CORP
$1.8M
IVEISHARES S&P 500 VALUE ETF
$1.8M
TFXTELEFLEX INCORPORATED
$1.8M
UFPIUFP INDUSTRIES INC
$1.8M
SMCIUSDSUPER MICRO COMPUTER INC
$1.8M
IJJISHARES S&P MID-CAP 400 VALUE
$1.7M
MCXMCCORMICK & CO INC
$1.7M
UHSUNIVERSAL HEALTH SERVICES INC
$1.7M
ALCALCON AG
$1.7M
SONSONOCO PRODS CO
$1.7M
DTMDT MIDSTREAM INC
$1.7M
CITHE CIGNA GROUP
$1.7M
GEHCGE HEALTHCARE TECHNOLOGIES INC
$1.7M
DYHTARGET CORP
$1.7M
NUENUCOR CORP
$1.7M
TXRHTEXAS ROADHOUSE INC
$1.7M
FMNBFARMERS NATIONAL BANC CORP
$1.6M
BRK-BBERKSHIRE HATHAWAY INC
$1.6M
SHELSHELL PLC SPON ADS
$1.6M
ZBRAZEBRA TECHNOLOGIES CORPORATION
$1.6M
AROWARROW FINANCIAL CORP
$1.6M
KMBKIMBERLY-CLARK CORP
$1.6M
XLFFINANCIAL SELECT SECTOR SPDR F
$1.6M
XLUUTILITIES SELECT SECTOR SPDR F
$1.6M
PORPORTLAND GEN ELEC CO
$1.6M
ARCCARES CAPITAL CORP
$1.5M
PCTYPAYLOCITY HOLDING CORP
$1.5M
GGENPACT LIMITED
$1.5M
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