Fund HoldingsJOHNSON INVESTMENT COUNSEL INC

Total Portfolio Value
$7.78B
Total Bought
$7.78B
Total Sold
$8.06B
Net Transaction
-$282.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES01,269,604+1,269,6040545,2067.01%+545,206
APPLE INC(AAPL)01,998,059+1,998,0590342,0884.40%+342,088
PROCTER AND GAMBLE CO(PG)02,256,510+2,256,5100329,1354.23%+329,135
ISHARES01,200,365+1,200,3650281,9783.63%+281,978
MICROSOFT CORP(MSFT)0748,368+748,3680236,2973.04%+236,297
ALPHABET INC(GOOG)01,313,287+1,313,2870171,8572.21%+171,857
DANAHER CORPORATION(DHR)0562,917+562,9170139,6601.80%+139,660
CINCINNATI FINANCIAL CORP(CINF)01,353,199+1,353,1990138,4191.78%+138,419
ISHARES01,899,832+1,899,8320131,5631.69%+131,563
UNITEDHEALTH GROUP INC(UNH)0257,332+257,3320129,7441.67%+129,744
MASTERCARD INCORPORATED(MA)0316,736+316,7360125,3991.61%+125,399
CHEVRON CORP(CVX)0679,681+679,6810114,6081.47%+114,608
WILLIAMS COS INC(WMB)03,218,567+3,218,5670108,4341.39%+108,434
ACCENTURE PLC IRELAND
SHS CLASS A
0344,647+344,6470105,8451.36%+105,845
ZOETIS INC(ZTS)0576,446+576,4460100,2901.29%+100,290
AXIS CAP HOLDINGS LTD
SHS
01,776,551+1,776,5510100,1441.29%+100,144
NASDAQ INC(NDAQ)01,938,560+1,938,560094,1951.21%+94,195
ABBOTT LABORATORIES0972,417+972,417094,1791.21%+94,179
MARSH & MCLENNAN COS INC(MRSH)0494,868+494,868094,1731.21%+94,173
VISA INC(V)0401,294+401,294092,3021.19%+92,302
TJX COS INC(TJX)01,038,444+1,038,444092,2971.19%+92,297
CENCORA INC0507,188+507,188091,2791.17%+91,279
WASTE MANAGEMENT INC DEL(WM)0571,899+571,899087,1801.12%+87,180
S&P GLOBAL INC(SPGI)0237,596+237,596086,8201.12%+86,820
WAL-MART INC(WMT)0540,553+540,553086,4511.11%+86,451
COCA-COLA CO(KO)01,420,753+1,420,753079,5341.02%+79,534
ISHARES
MSCI USA MIN ETF
01,072,260+1,072,260077,6101.00%+77,610
VANGUARD INTL EQUITY INDEX FUN01,494,676+1,494,676077,5291.00%+77,529
ANALOG DEVICES INC(ADI)0440,802+440,802077,1800.99%+77,180
AMPHENOL CORP0915,794+915,794076,9180.99%+76,918
NVENT ELECTRIC PLC(NVT)01,450,018+1,450,018076,8360.99%+76,836
MCDONALDS CORP(MCD)0290,892+290,892076,6330.99%+76,633
HONEYWELL INTL INC(HON)0388,090+388,090071,6960.92%+71,696
AMERICAN ELECTRIC POWER CO INC0951,498+951,498071,5720.92%+71,572
ROPER TECHNOLOGIES INC(ROP)0140,138+140,138067,8660.87%+67,866
ADOBE INC(ADBE)0129,623+129,623066,0950.85%+66,095
ALLIANT ENERGY CORP(LNT)01,343,631+1,343,631065,0990.84%+65,099
PEPSICO INC(PEP)0377,115+377,115063,8980.82%+63,898
NORDSON CORP(NDSN)0283,887+283,887063,3550.81%+63,355
INTUIT(INTU)0123,352+123,352063,0260.81%+63,026
ZIMMER BIOMET HOLDINGS INC(ZBH)0552,764+552,764062,0310.80%+62,031
COMCAST CORP(CCZ)01,386,769+1,386,769061,4890.79%+61,489
ILLINOIS TOOL WORKS INC(ITW)0265,965+265,965061,2540.79%+61,254
AMERICAN TOWER CORP(AMT)0370,198+370,198060,8790.78%+60,879
LOWES COS INC(LOW)0288,665+288,665059,9960.77%+59,996
WILLIS TOWERS WATSON PLC LTD(WTW)0282,918+282,918059,1190.76%+59,119
AMERICAN FINANCIAL GROUP INC O0522,695+522,695058,3690.75%+58,369
ISHARES
MSCI USA QLT FCT
0434,562+434,562057,2710.74%+57,271
MEDTRONIC PLC(MDT)0714,390+714,390055,9800.72%+55,980
SCHWAB01,085,695+1,085,695054,9360.71%+54,936
COSTCO WHOLESALE CORP(COST)093,440+93,440052,7900.68%+52,790
VANGUARD TAX-MANAGED FUNDS01,088,802+1,088,802047,6020.61%+47,602
SPDR S&P 500 ETF TR(SPY)0110,961+110,961047,4340.61%+47,434
HUBBELL INC(HUBB)0144,988+144,988045,4410.58%+45,441
AMAZON.COM INC(AMZN)0351,201+351,201044,6450.57%+44,645
CARLISLE COS INC(CSL)0156,196+156,196040,4950.52%+40,495
ISHARES0438,021+438,021040,0130.51%+40,013
GENUINE PARTS CO(GPC)0251,142+251,142036,2600.47%+36,260
ALPHABET INC(GOOG)0272,464+272,464035,9240.46%+35,924
JOHNSON & JOHNSON(JNJ)0229,204+229,204035,6990.46%+35,699
TESLA INC(TSLA)0142,621+142,621035,6870.46%+35,687
DOLLAR GENERAL CORP(DG)0335,635+335,635035,5100.46%+35,510
HOME DEPOT INC(HD)0115,209+115,209034,8110.45%+34,811
JPMORGAN CHASE & CO(JPM)0235,762+235,762034,1900.44%+34,190
ISHARES0489,067+489,067033,7060.43%+33,706
ISHARES0175,717+175,717031,0560.40%+31,056
BERKSHIRE HATHAWAY INC088,025+88,025030,8350.40%+30,835
ISHARES0118,981+118,981029,6680.38%+29,668
AMERICAN EXPRESS CO(AXP)0192,543+192,543028,7260.37%+28,726
ASML HOLDING NV
N Y REGISTRY SHS
047,686+47,686028,0710.36%+28,071
NORTHROP GRUMMAN CORP(NOC)063,264+63,264027,8480.36%+27,848
ISHARES0101,688+101,688027,0480.35%+27,048
AUTOMATIC DATA PROCESSING INC0107,676+107,676025,9050.33%+25,905
NEXTERA ENERGY INC(NEE)0440,858+440,858025,2570.32%+25,257
DISNEY WALT CO(DIS)0310,124+310,124025,1360.32%+25,136
EXXON MOBILE CORP0206,193+206,193024,2440.31%+24,244
US BANCORP DEL(USB)0716,843+716,843023,6990.30%+23,699
ISHARES0247,141+247,141023,3130.30%+23,313
FIDELITY NATL INFORMATION SERV(FIS)0384,591+384,591021,2560.27%+21,256
NVIDIA CORPORATION(NVDA)044,634+44,634019,4150.25%+19,415
ISHARES0129,495+129,495017,5530.23%+17,553
NIKE INC(NKE)0178,710+178,710017,0880.22%+17,088
SPDR S&P MID CAP 400 ETF TR(MDY)037,278+37,278017,0230.22%+17,023
LAUDER ESTEE COS INC(EL)0116,122+116,122016,7850.22%+16,785
ORACLE CORP(ORCL)0154,308+154,308016,3440.21%+16,344
DOVER CORP(DOV)0109,221+109,221015,2370.20%+15,237
ISHARES057,318+57,318014,0460.18%+14,046
CINTAS CORP(CTAS)028,837+28,837013,8710.18%+13,871
SCHWAB0403,061+403,061013,6880.18%+13,688
INVESCO QQQ TR037,614+37,614013,4760.17%+13,476
ELI LILLY & CO(LLY)024,876+24,876013,3620.17%+13,362
LINCOLN ELECTRIC HOLDINGS INC(LECO)073,399+73,399013,3430.17%+13,343
VANGUARD INDEX FUNDS061,329+61,329013,0270.17%+13,027
CISCO SYSTEMS INC(CSCO)0236,910+236,910012,7360.16%+12,736
BROADCOM INC(AVGO)015,216+15,216012,6380.16%+12,638
SHERWIN WILLIAMS CO(SHW)044,124+44,124011,2540.14%+11,254
VANGUARD WORLD FUNDS
INF TECH ETF
026,771+26,771011,1070.14%+11,107
UNION PACIFIC CORP(UNP)052,789+52,789010,7490.14%+10,749
SCHWAB0158,820+158,820010,7490.14%+10,749
PPG INDUSTRIES INC(PPG)081,791+81,791010,6170.14%+10,617
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