Fund HoldingsJOHNSON INVESTMENT COUNSEL INC

Total Portfolio Value
$10.16B
Total Bought
$616.28M
Total Sold
$572.07M
Net Transaction
+$44.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST HORIZON CORPORATION(FHN)02,589,253+2,589,253040,2110.40%+40,211
ISHARES CORE S&P 500 ETF1,321,4681,319,922-1,546723,147761,3577.49%+38,210
NVENT ELECTRIC PLC(NVT)01,533,059+1,533,0590107,7131.06%+107,713
APPLE INC(AAPL)1,939,8901,900,164-39,726408,580442,7384.36%+34,159
AMAZON.COM INC(AMZN)592,364793,838+201,474114,474147,9161.46%+33,441
ACCENTURE PLC IRELAND
SHS CLASS A
0375,290+375,2900132,6571.31%+132,657
VANGUARD FTSE ALL-WORLD EX-US1,608,1031,903,732+295,62994,299119,9351.18%+25,636
ISHARES RUSSELL 1000 ETF1,279,0681,290,064+10,996380,574405,5833.99%+25,010
PROCTER AND GAMBLE CO(PG)2,249,7162,283,779+34,063371,023395,5513.89%+24,527
CINCINNATI FINANCIAL CORP(CINF)01,323,953+1,323,9530180,2171.77%+180,217
ISHARES RUSSELL MIDCAP ETF2,358,5942,432,586+73,992191,235214,4082.11%+23,173
STRYKER CORPORATION(SYK)114,329166,100+51,77138,90160,0050.59%+21,105
ALLIANT ENERGY CORP(LNT)1,756,5331,806,488+49,95589,408109,6361.08%+20,228
NASDAQ INC(NDAQ)01,958,289+1,958,2890142,9751.41%+142,975
IDEX CORP(IEX)091,559+91,559019,6390.19%+19,639
UNITEDHEALTH GROUP INC(UNH)268,033262,059-5,974136,499153,2211.51%+16,722
MCDONALDS CORP(MCD)0318,260+318,260096,9130.95%+96,913
DANAHER CORPORATION(DHR)0560,965+560,9650155,9591.53%+155,959
AMERICAN ELECTRIC POWER CO INC1,053,9661,057,084+3,11892,475108,4571.07%+15,982
ISHARES MSCI USA MIN VOL FACTO
MSCI USA MIN ETF
01,112,249+1,112,2490101,5591.00%+101,559
LOWES COS INC(LOW)0295,770+295,770080,1090.79%+80,109
MASTERCARD INCORPORATED(MA)0294,843+294,8430145,5931.43%+145,593
ZOETIS INC(ZTS)529,649522,426-7,22391,820102,0721.00%+10,252
ABBOTT LABORATORIES998,953997,208-1,745103,801113,6921.12%+9,890
WILLIS TOWERS WATSON PLC LTD(WTW)0279,514+279,514082,3250.81%+82,325
SCHWAB U.S. LARGE-CAP ETF1,322,4911,390,201+67,71084,97094,3250.93%+9,355
NORDSON CORP(NDSN)0307,311+307,311080,7090.79%+80,709
NORTHROP GRUMMAN CORP(NOC)0105,808+105,808055,8740.55%+55,874
COCA-COLA CO(KO)1,483,4141,438,660-44,75494,419103,3821.02%+8,963
TESLA INC(TSLA)140,000140,011+1127,70336,6310.36%+8,928
WILLIAMS COS INC(WMB)3,330,2033,274,316-55,887141,534149,4731.47%+7,939
ILLINOIS TOOL WORKS INC(ITW)0282,889+282,889074,1370.73%+74,137
CINTAS CORP(CTAS)0134,311+134,311027,6520.27%+27,652
AXIS CAP HOLDINGS LTD
SHS
1,413,3741,346,443-66,93199,855107,1901.05%+7,335
INVESCO QQQ TRUST SERIES I73,81986,250+12,43135,36742,0960.41%+6,729
VANGUARD S&P 500 ETF32,35943,035+10,67616,18422,7080.22%+6,524
VANGUARD FTSE DEVELOPED MARKET1,192,9141,239,008+46,09458,95465,4320.64%+6,478
HOME DEPOT INC(HD)0108,688+108,688044,0400.43%+44,040
AMERICAN FINANCIAL GROUP INC O0568,662+568,662076,5420.75%+76,542
SPDR S&P 500 ETF TRUST(SPY)122,740126,237+3,49766,79872,4300.71%+5,632
MEDTRONIC PLC(MDT)0617,135+617,135055,5610.55%+55,561
LAUDER ESTEE COS INC(EL)0351,617+351,617035,0530.34%+35,053
ISHARES MSCI USA QUALITY FACTO
MSCI USA QLT FCT
454,117461,433+7,31677,54582,7350.81%+5,190
EVEREST GROUP LTD(EG)169,134177,343+8,20964,44469,4880.68%+5,045
AMERICAN EXPRESS CO(AXP)0168,563+168,563045,7140.45%+45,714
BERKSHIRE HATHAWAY INC086,197+86,197039,6730.39%+39,673
ISHARES RUSSELL MID-CAP GROWTH0427,209+427,209050,1070.49%+50,107
CARLISLE COS INC(CSL)146,327141,148-5,17959,29363,4810.62%+4,188
VISA INC(V)0387,562+387,5620106,5601.05%+106,560
PNC FINANCIAL SERVICES GROUP I(PNC)083,447+83,447015,4250.15%+15,425
TJX COS INC(TJX)942,038914,767-27,271103,718107,5221.06%+3,803
ISHARES CORE S&P SMALL CAP ETF306,857311,779+4,92232,72936,4660.36%+3,736
HUBBELL INC(HUBB)096,799+96,799041,4640.41%+41,464
ISHARES RUSSELL 2000 ETF0207,521+207,521045,8390.45%+45,839
PROGRESSIVE CORP(PGR)030,323+30,32307,6950.08%+7,695
HERSHEY CO(HSY)255,873263,133+7,26047,03750,4640.50%+3,427
MARSH & MCLENNAN COS INC(MRSH)471,754460,455-11,29999,408102,7231.01%+3,315
JPMORGAN CHASE & CO(JPM)0232,838+232,838049,0960.48%+49,096
SHERWIN WILLIAMS CO(SHW)040,561+40,561015,4810.15%+15,481
INTL BUSINESS MACHINES(IBM)039,576+39,57608,7490.09%+8,749
JOHNSON & JOHNSON(JNJ)0194,519+194,519031,5240.31%+31,524
US BANCORP DEL(USB)0635,907+635,907029,0800.29%+29,080
ORACLE CORP(ORCL)148,735139,299-9,43621,00123,7370.23%+2,735
GENERAL ELECTRIC CO(GE)072,391+72,391013,6510.13%+13,651
MOODYS CORP(MCO)06,729+6,72903,1940.03%+3,194
ALLISON TRANSMISSION HOLDINGS(ALSN)027,376+27,37602,6300.03%+2,630
ISHARES RUSSELL MID-CAP VALUE096,052+96,052012,7030.12%+12,703
LOCKHEED MARTIN CORP(LMT)22,27222,214-5810,40312,9850.13%+2,582
MOTOROLA SOLUTIONS INC(MSI)38,05938,187+12814,69317,1700.17%+2,477
META PLATFORMS INC(META)027,595+27,595015,7970.16%+15,797
TD SYNNEX CORPORATION(SNX)020,179+20,17902,4230.02%+2,423
COSTCO WHOLESALE CORP(COST)89,19488,233-96175,81478,2200.77%+2,406
SCHWAB U.S. LARGE-CAP GROWTH E156,011173,941+17,93015,73218,1210.18%+2,389
ISHARES CORE S&P MID-CAP ETF0606,959+606,959037,8260.37%+37,826
ISHARES MSCI EAFE ETF0474,090+474,090039,6480.39%+39,648
UMB FINANCIAL CORP(UMBF)021,450+21,45002,2550.02%+2,255
VANGUARD TOTAL STOCK MARKET ET66,74070,251+3,51117,85419,8920.20%+2,039
SKECHERS US A INC033,439+33,43902,2380.02%+2,238
VANGUARD GROWTH ETF19,94224,449+4,5077,4589,3870.09%+1,928
AUTOMATIC DATA PROCESSING INC097,088+97,088026,8670.26%+26,867
SCHWAB INTERNATIONAL EQUITY ET462,003475,626+13,62317,75019,5580.19%+1,808
NEXTERA ENERGY INC(NEE)420,259373,336-46,92329,75931,5580.31%+1,800
VANGUARD SMALL CAP VALUE ETF079,289+79,289015,9200.16%+15,920
BROADCOM INC(AVGO)13,611136,783+123,17221,85423,5950.23%+1,742
3M CO(MMM)038,441+38,44105,2550.05%+5,255
PEPSICO INC(PEP)0401,975+401,975068,3560.67%+68,356
SCHWAB U.S. SMALL-CAP ETF0304,127+304,127015,6630.15%+15,663
GE VERNOVA INC(GEV)16,87917,642+7632,8954,4980.04%+1,604
ISHARES RUSSELL 2000 VALUE ETF0143,019+143,019023,8580.23%+23,858
EXXON MOBIL CORP0221,994+221,994026,0220.26%+26,022
SCHWAB FUNDAMENTAL EMERGING MA074,448+74,44802,4020.02%+2,402
ASML HOLDING NV NY REGISTRY
N Y REGISTRY SHS
51,87965,459+13,58053,05954,5430.54%+1,485
ISHARES MSCI EAFE VALUE ETF166,589178,943+12,3548,83610,2950.10%+1,459
KROGER CO(KR)0177,993+177,993010,1990.10%+10,199
ISHARES MSCI EMERGING MARKETS
MSCI EMRG CHN
032,268+32,26801,9720.02%+1,972
SCHWAB U.S. MID-CAP ETF0183,876+183,876015,2780.15%+15,278
VANGUARD DIVIDEND APPRECIATION056,908+56,908011,2710.11%+11,271
INTUITIVE SURGICAL INC26,38426,594+21011,73713,0650.13%+1,328
TEXAS INSTRUMENTS INC(TXN)023,648+23,64804,8850.05%+4,885
CISCO SYSTEMS INC(CSCO)0225,601+225,601012,0060.12%+12,006
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