Fund HoldingsJOHNSON INVESTMENT COUNSEL INC

Total Portfolio Value
$9.20B
Total Bought
$755.61M
Total Sold
$522.09M
Net Transaction
+$233.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ALLIANT ENERGY CORP(LNT)01,727,175+1,727,175087,0500.95%+87,050
ISHARES CORE S&P 500 ETF1,270,7111,285,916+15,205606,929676,0457.35%+69,115
ISHARES RUSSELL 1000 ETF1,225,7991,250,735+24,936321,478360,2493.91%+38,771
HERSHEY CO(HSY)0202,886+202,886039,4610.43%+39,461
MICROSOFT CORP(MSFT)743,129745,952+2,823279,446313,8373.41%+34,391
PROCTER AND GAMBLE CO(PG)2,307,6952,272,318-35,377338,170368,6844.01%+30,514
ISHARES RUSSELL MIDCAP ETF2,036,6832,221,111+184,428158,311186,7732.03%+28,462
CINCINNATI FINANCIAL CORP(CINF)01,334,905+1,334,9050165,7551.80%+165,755
ABBVIE INC(ABBV)0152,158+152,158027,7080.30%+27,708
EVEREST GROUP LTD(EG)111,380159,510+48,13039,38263,4050.69%+24,023
ALPHABET INC(GOOG)1,343,4991,388,531+45,032187,673209,5712.28%+21,898
WASTE MANAGEMENT INC DEL(WM)569,863558,584-11,279102,062119,0621.29%+17,000
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)344,616385,091+40,47535,84052,3920.57%+16,552
WILLIAMS COS INC(WMB)3,267,1513,337,207+70,056113,795130,0511.41%+16,256
CENCORA INC519,687506,044-13,643106,733122,9641.34%+16,230
MASTERCARD INCORPORATED(MA)314,257305,253-9,004134,034147,0011.60%+12,967
ASML HOLDING NV NY REGISTRY
N Y REGISTRY SHS
52,57253,857+1,28539,79352,2670.57%+12,474
ELI LILLY & CO(LLY)25,16034,748+9,58814,66627,0330.29%+12,367
NASDAQ INC(NDAQ)2,011,0752,047,081+36,006116,924129,1711.40%+12,247
AMPHENOL CORP886,970866,547-20,42387,92599,9561.09%+12,031
AMAZON.COM INC(AMZN)355,653365,308+9,65554,03865,8940.72%+11,856
CHEVRON CORP(CVX)0741,290+741,2900116,9311.27%+116,931
AMERICAN ELECTRIC POWER CO INC976,3271,048,461+72,13479,29790,2720.98%+10,975
CARLISLE COS INC(CSL)152,046148,133-3,91347,50458,0460.63%+10,542
AXIS CAP HOLDINGS LTD
SHS
01,435,915+1,435,915093,3631.01%+93,363
LOWES COS INC(LOW)300,841303,408+2,56766,95277,2870.84%+10,335
NVENT ELECTRIC PLC(NVT)0986,622+986,622074,3910.81%+74,391
SCHWAB U.S. LARGE-CAP ETF1,130,3831,183,816+53,43363,75473,4680.80%+9,714
GENUINE PARTS CO(GPC)0286,105+286,105044,3260.48%+44,326
DANAHER CORPORATION(DHR)0561,826+561,8260140,2991.52%+140,299
WILLIS TOWERS WATSON PLC LTD(WTW)279,940278,504-1,43667,52176,5890.83%+9,067
ISHARES MSCI USA QUALITY FACTO
MSCI USA QLT FCT
440,450448,224+7,77464,80873,6660.80%+8,858
AMERICAN FINANCIAL GROUP INC O585,876573,785-12,09169,65578,3100.85%+8,655
SPDR S&P 500 ETF TRUST(SPY)114,843120,727+5,88454,58663,1490.69%+8,563
INVESCO QQQ TRUST SERIES I44,06159,696+15,63518,04426,5060.29%+8,462
MARSH & MCLENNAN COS INC(MRSH)0475,328+475,328097,9081.06%+97,908
ZIMMER BIOMET HOLDINGS INC(ZBH)554,197560,256+6,05967,44673,9430.80%+6,497
LAUDER ESTEE COS INC(EL)238,076266,505+28,42934,81941,0820.45%+6,263
VISA INC(V)400,091394,863-5,228104,164110,1981.20%+6,035
VANGUARD FTSE ALL-WORLD EX-US1,521,6191,557,611+35,99285,42491,3540.99%+5,930
TJX COS INC(TJX)0948,001+948,001096,1461.04%+96,146
ISHARES MSCI USA MIN VOL FACTO
MSCI USA MIN ETF
1,052,7611,051,251-1,51082,14787,8640.95%+5,717
COSTCO WHOLESALE CORP(COST)92,05190,726-1,32560,76166,4690.72%+5,708
BERKSHIRE HATHAWAY INC087,662+87,662036,8640.40%+36,864
COCA-COLA CO(KO)1,464,3951,492,572+28,17786,29791,3160.99%+5,019
ISHARES RUSSELL 2000 ETF189,836204,675+14,83938,10243,0430.47%+4,941
AMERICAN EXPRESS CO(AXP)189,338177,018-12,32035,47140,3050.44%+4,835
VANGUARD FTSE DEVELOPED MARKET1,096,1271,142,287+46,16052,50457,3090.62%+4,804
VANGUARD S&P 500 ETF24,24731,562+7,31510,59115,1720.16%+4,581
NORTHROP GRUMMAN CORP(NOC)106,780113,707+6,92749,98854,4270.59%+4,439
META PLATFORMS INC(META)26,82628,144+1,3189,49613,6660.15%+4,171
NVIDIA CORPORATION(NVDA)43,32328,165-15,15821,45425,4490.28%+3,994
EXXON MOBILE CORP0210,363+210,363024,4530.27%+24,453
MEDTRONIC PLC(MDT)0648,733+648,733056,5370.61%+56,537
ROPER TECHNOLOGIES INC(ROP)144,093146,442+2,34978,55582,1310.89%+3,576
SCHWAB U.S. LARGE-CAP GROWTH E95,927123,556+27,6297,95811,4560.12%+3,498
COINBASE GLOBAL INC(COIN)013,145+13,14503,4850.04%+3,485
HOME DEPOT INC(HD)113,924111,961-1,96339,48042,9480.47%+3,468
ISHARES RUSSELL MID-CAP GROWTH434,020427,203-6,81745,33848,7610.53%+3,423
GENERAL ELECTRIC CO(GE)068,763+68,763012,0700.13%+12,070
NORDSON CORP(NDSN)285,224286,177+95375,34578,5670.85%+3,222
ISHARES CORE S&P MID-CAP ETF120,085599,176+479,09133,28236,3940.40%+3,112
ALPHABET INC(GOOG)268,430267,546-88437,83040,7370.44%+2,907
ORACLE CORP(ORCL)0152,498+152,498019,1550.21%+19,155
ISHARES CORE S&P SMALL CAP ETF271,789291,187+19,39829,42132,1820.35%+2,761
PEPSICO INC(PEP)401,177404,977+3,80068,13670,8750.77%+2,739
ILLINOIS TOOL WORKS INC(ITW)270,534273,996+3,46270,86473,5210.80%+2,658
CINTAS CORP(CTAS)28,67828,564-11417,28319,6240.21%+2,341
WEBSTER FINANCIAL CORP(WBS)045,065+45,06502,2880.02%+2,288
LINCOLN ELECTRIC HOLDINGS INC(LECO)67,71966,553-1,16614,72617,0000.18%+2,274
VANGUARD TOTAL STOCK MARKET ET61,66964,847+3,17814,62916,8540.18%+2,225
KROGER CO(KR)0172,491+172,49109,8540.11%+9,854
MERCK & CO INC(MRK)098,347+98,347012,9770.14%+12,977
DOVER CORP(DOV)107,731105,620-2,11116,57018,7150.20%+2,145
PACCAR INC(PCAR)082,638+82,638010,2380.11%+10,238
RALPH LAUREN CORP(RL)012,480+12,48002,3430.03%+2,343
INTUITIVE SURGICAL INC026,357+26,357010,5190.11%+10,519
ADVANCED MICRO DEVICES INC(AMD)09,631+9,63101,7380.02%+1,738
ISHARES RUSSELL 3000 ETF61,51261,899+38716,83818,5750.20%+1,736
BEACON ROOFING SUPPLY INC017,310+17,31001,6970.02%+1,697
SCHWAB U.S. MID-CAP ETF0168,037+168,037013,6830.15%+13,683
SCHWAB U.S. SMALL-CAP ETF264,105287,577+23,47212,47614,1600.15%+1,684
SPDR S&P MIDCAP 400 ETF TRUST(MDY)37,22536,934-29118,88720,5500.22%+1,663
MOTOROLA SOLUTIONS INC(MSI)38,26238,142-12011,97913,5400.15%+1,560
AUTOMATIC DATA PROCESSING INC0105,399+105,399026,3220.29%+26,322
ISHARES MSCI EAFE GROWTH ETF075,670+75,67007,8540.09%+7,854
VANGUARD SMALL CAP VALUE ETF71,52574,288+2,76312,87214,2540.15%+1,382
ISHARES MSCI EAFE VALUE ETF0153,974+153,97408,3760.09%+8,376
ISHARES RUSSELL 2000 VALUE ETF137,803143,049+5,24621,40522,7180.25%+1,313
ISHARES S&P 500 GROWTH ETF0133,128+133,128011,2410.12%+11,241
ISHARES MSCI EAFE ETF485,466473,498-11,96836,58037,8140.41%+1,234
COLGATE PALMOLIVE CO(CL)084,220+84,22007,5840.08%+7,584
GRAYSCALE BITCOIN TR BTC(GBTC)019,431+19,43101,2270.01%+1,227
BROADCOM INC(AVGO)15,17613,681-1,49516,94018,1330.20%+1,193
SHERWIN WILLIAMS CO(SHW)43,47442,347-1,12713,56014,7080.16%+1,149
SCHWAB INTERNATIONAL EQUITY ET0409,613+409,613015,9830.17%+15,983
SERVICENOW INC(NOW)07,672+7,67205,8490.06%+5,849
EMERSON ELECTRIC CO(EMR)099,021+99,021011,2310.12%+11,231
VANGUARD GROWTH ETF015,951+15,95105,4900.06%+5,490
HUBBELL INC(HUBB)0108,790+108,790045,1530.49%+45,153
Page 1 of 1