Fund HoldingsJOHNSON INVESTMENT COUNSEL INC

Total Portfolio Value
$10.26B
Total Bought
$10.26B
Total Sold
$10.16B
Net Transaction
+$94.07M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR01,315,847+1,315,8470774,6137.55%+774,613
APPLE INC(AAPL)01,873,164+1,873,1640469,0784.57%+469,078
ISHARES TR01,329,268+1,329,2680428,2374.17%+428,237
PROCTER AND GAMBLE CO(PG)02,312,831+2,312,8310387,7463.78%+387,746
MICROSOFT CORP(MSFT)0773,198+773,1980325,9033.18%+325,903
ALPHABET INC(GOOG)01,243,885+1,243,8850235,4672.30%+235,467
ISHARES TR02,518,732+2,518,7320222,6562.17%+222,656
CINCINNATI FINL CORP(CINF)01,332,689+1,332,6890191,5071.87%+191,507
AMAZON COM INC(AMZN)0842,884+842,8840184,9201.80%+184,920
WILLIAMS COS INC(WMB)03,213,244+3,213,2440173,9011.70%+173,901
MASTERCARD INCORPORATED(MA)0290,236+290,2360152,8291.49%+152,829
NASDAQ INC(NDAQ)01,934,969+1,934,9690149,5921.46%+149,592
DANAHER CORPORATION(DHR)0597,780+597,7800137,2201.34%+137,220
ACCENTURE PLC IRELAND
SHS CLASS A
0381,546+381,5460134,2241.31%+134,224
UNITEDHEALTH GROUP INC(UNH)0255,606+255,6060129,3011.26%+129,301
VISA INC(V)0387,017+387,0170122,3131.19%+122,313
AXIS CAP HLDGS LTD
SHS
01,312,018+1,312,0180116,2711.13%+116,271
VANGUARD INTL EQUITY INDEX F02,012,696+2,012,6960115,5491.13%+115,549
CHEVRON CORP NEW(CVX)0792,982+792,9820114,8551.12%+114,855
ABBOTT LABS01,009,560+1,009,5600114,1911.11%+114,191
WASTE MGMT INC DEL(WM)0545,004+545,0040109,9761.07%+109,976
TJX COS INC NEW(TJX)0909,966+909,9660109,9331.07%+109,933
SCHWAB STRATEGIC TR04,713,155+4,713,1550109,2511.07%+109,251
NVENT ELECTRIC PLC(NVT)01,576,002+1,576,0020107,4201.05%+107,420
ALLIANT ENERGY CORP(LNT)01,815,769+1,815,7690107,3851.05%+107,385
ISHARES TR
MSCI USA MIN ETF
01,181,625+1,181,6250104,9171.02%+104,917
AMERICAN ELEC PWR CO INC01,109,997+1,109,9970102,3751.00%+102,375
MARSH & MCLENNAN COS INC(MRSH)0460,996+460,996097,9200.95%+97,920
CENCORA INC0413,283+413,283092,8560.91%+92,856
MCDONALDS CORP(MCD)0317,356+317,356091,9980.90%+91,998
COCA COLA CO(KO)01,458,691+1,458,691090,8180.89%+90,818
ANALOG DEVICES INC(ADI)0426,984+426,984090,7170.88%+90,717
HONEYWELL INTL INC(HON)0395,511+395,511089,3420.87%+89,342
WILLIS TOWERS WATSON PLC LTD(WTW)0282,330+282,330088,4370.86%+88,437
ISHARES TR
MSCI USA QLT FCT
0477,473+477,473085,0280.83%+85,028
ZOETIS INC(ZTS)0518,289+518,289084,4450.82%+84,445
AMPHENOL CORP NEW01,201,099+1,201,099083,4160.81%+83,416
ROPER TECHNOLOGIES INC(ROP)0154,311+154,311080,2190.78%+80,219
COSTCO WHSL CORP NEW(COST)085,650+85,650078,4780.77%+78,478
AMERICAN FINL GROUP INC OHIO0570,342+570,342078,0970.76%+78,097
SPDR S&P 500 ETF TR(SPY)0132,809+132,809077,8360.76%+77,836
PEPSICO INC(PEP)0494,956+494,956075,2630.73%+75,263
WALMART INC(WMT)0807,690+807,690072,9750.71%+72,975
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0367,875+367,875072,6520.71%+72,652
LOWES COS INC(LOW)0294,016+294,016072,5630.71%+72,563
ILLINOIS TOOL WKS INC(ITW)0285,950+285,950072,5060.71%+72,506
EVEREST GROUP LTD(EG)0186,327+186,327067,5360.66%+67,536
VANGUARD TAX-MANAGED FDS01,391,563+1,391,563066,5450.65%+66,545
ADOBE INC(ADBE)0145,126+145,126064,5350.63%+64,535
NORDSON CORP(NDSN)0307,566+307,566064,3550.63%+64,355
STRYKER CORPORATION(SYK)0176,956+176,956063,7130.62%+63,713
S&P GLOBAL INC(SPGI)0127,161+127,161063,3300.62%+63,330
ASML HOLDING N V
N Y REGISTRY SHS
082,646+82,646057,2800.56%+57,280
TESLA INC(TSLA)0138,102+138,102055,7710.54%+55,771
JPMORGAN CHASE & CO.(JPM)0231,772+231,772055,5580.54%+55,558
ISHARES TR0426,150+426,150054,0150.53%+54,015
FIRST HORIZON CORPORATION(FHN)02,661,592+2,661,592053,6040.52%+53,604
IDEX CORP(IEX)0254,842+254,842053,3360.52%+53,336
NORTHROP GRUMMAN CORP(NOC)0111,579+111,579052,3630.51%+52,363
CARLISLE COS INC(CSL)0139,015+139,015051,2740.50%+51,274
INTUIT(INTU)080,943+80,943050,8730.50%+50,873
ALPHABET INC(GOOG)0259,188+259,188049,3600.48%+49,360
AMERICAN EXPRESS CO(AXP)0164,605+164,605048,8530.48%+48,853
ISHARES TR0219,224+219,224048,4400.47%+48,440
INVESCO QQQ TR094,348+94,348048,2330.47%+48,233
MEDTRONIC PLC(MDT)0583,898+583,898046,6420.45%+46,642
NVIDIA CORPORATION(NVDA)0325,821+325,821043,7550.43%+43,755
HOME DEPOT INC(HD)0108,642+108,642042,2600.41%+42,260
HUBBELL INC(HUBB)094,607+94,607039,6300.39%+39,630
ISHARES TR098,438+98,438039,5310.39%+39,531
BERKSHIRE HATHAWAY INC DEL086,872+86,872039,3780.38%+39,378
ISHARES TR0611,745+611,745038,1180.37%+38,118
ISHARES TR0329,176+329,176037,9280.37%+37,928
ISHARES TR0481,393+481,393036,3980.35%+36,398
US BANCORP DEL(USB)0703,401+703,401033,6440.33%+33,644
BROADCOM INC(AVGO)0140,100+140,100032,4810.32%+32,481
GENUINE PARTS CO(GPC)0251,881+251,881029,4100.29%+29,410
JOHNSON & JOHNSON(JNJ)0194,753+194,753028,1650.27%+28,165
AUTOMATIC DATA PROCESSING IN096,134+96,134028,1410.27%+28,141
ABBVIE INC(ABBV)0156,468+156,468027,8040.27%+27,804
NEXTERA ENERGY INC(NEE)0375,382+375,382026,9110.26%+26,911
ELI LILLY & CO(LLY)034,597+34,597026,7090.26%+26,709
SCHWAB STRATEGIC TR0933,150+933,150026,0070.25%+26,007
CINTAS CORP(CTAS)0142,300+142,300025,9980.25%+25,998
VANGUARD INDEX FDS046,317+46,317024,9560.24%+24,956
ISHARES TR0144,181+144,181023,6700.23%+23,670
EXXON MOBIL CORP0218,484+218,484023,5020.23%+23,502
ORACLE CORP(ORCL)0139,264+139,264023,2070.23%+23,207
ISHARES TR062,680+62,680020,9510.20%+20,951
SPDR S&P MIDCAP 400 ETF TR(MDY)036,283+36,283020,6660.20%+20,666
VANGUARD INDEX FDS067,563+67,563019,5810.19%+19,581
DOVER CORP(DOV)099,846+99,846018,7310.18%+18,731
SCHWAB STRATEGIC TR0975,074+975,074018,0390.18%+18,039
MOTOROLA SOLUTIONS INC(MSI)038,332+38,332017,7180.17%+17,718
PNC FINL SVCS GROUP INC(PNC)088,695+88,695017,1050.17%+17,105
VANGUARD WORLD FD
INF TECH ETF
027,024+27,024016,8040.16%+16,804
META PLATFORMS INC(META)028,244+28,244016,5370.16%+16,537
VANGUARD INDEX FDS081,638+81,638016,1790.16%+16,179
SCHWAB STRATEGIC TR0615,010+615,010015,9040.16%+15,904
SCHWAB STRATEGIC TR0563,106+563,106015,6040.15%+15,604
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