JOHNSON INVESTMENT COUNSEL INC

Est. AUM

$12.35B

13F long equity, this entity only

Positions

803

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$929.5M	1423029	7.53%	SOLE
2	ISHARES TR	RUS 1000 ETF	$506.2M	1419562	4.10%	SOLE
3	APPLE INC	COM	$465.5M	1834364	3.77%	SOLE
4	ALPHABET INC	CAP STK CL A	$317.1M	1102555	2.57%	SOLE
5	PROCTER & GAMBLE CO	COM	$316.7M	2192299	2.56%	SOLE
6	MICROSOFT CORP	COM	$315.6M	852480	2.56%	SOLE
7	ISHARES TR	RUS MID CAP ETF	$282.7M	2907847	2.29%	SOLE
8	CINCINNATI FINL CORP	COM	$228.8M	1453793	1.85%	SOLE
9	AB ACTIVE ETFS INC	INTL LOW VOLATLT	$219.7M	5150773	1.78%	SOLE
10	WILLIAMS COS INC	COM	$210.9M	2898359	1.71%	SOLE
11	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$209.6M	2791551	1.70%	SOLE
12	AMAZON COM INC	COM	$199.0M	955261	1.61%	SOLE
13	NVENT ELEC PLC	SHS	$184.2M	1557178	1.49%	SOLE
14	AMERICAN ELEC PWR CO INC	COM	$152.9M	1166421	1.24%	SOLE
15	MASTERCARD INCORPORATED	CL A	$145.1M	290453	1.18%	SOLE
16	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$139.9M	2182786	1.13%	SOLE
17	TJX COS INC NEW	COM	$137.3M	859783	1.11%	SOLE
18	VISA INC	COM CL A	$134.4M	444660	1.09%	SOLE
19	CHEVRON CORPORATION	COM	$133.1M	643348	1.08%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$131.6M	5134222	1.07%	SOLE
21	NASDAQ INC	COM	$130.8M	1540306	1.06%	SOLE
22	WASTE MGMT INC DEL	COM	$130.0M	565892	1.05%	SOLE
23	AMPHENOL CORP	CL A	$127.4M	1008580	1.03%	SOLE
24	DANAHER CORP DEL	COM	$127.1M	670423	1.03%	SOLE
25	ANALOG DEVICES INC	COM	$126.7M	398191	1.03%	SOLE
26	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$121.3M	359003	0.98%	SOLE
27	ALLIANT ENERGY CORP	COM	$121.0M	1686020	0.98%	SOLE
28	ISHARES TR	MSCI USA MIN VOL	$118.4M	1276721	0.96%	SOLE
29	AXIS CAP HLDGS LTD	SHS	$117.7M	1160623	0.95%	SOLE
30	CENCORA INC	COM	$114.2M	363545	0.92%	SOLE
31	BROADCOM INC	COM	$109.2M	352826	0.88%	SOLE
32	COCA COLA CO	COM	$108.4M	1424982	0.88%	SOLE
33	ABBOTT LABORATORIES	COM	$105.0M	1022743	0.85%	SOLE
34	ISHARES TR	MSCI USA QLT FCT	$96.5M	502976	0.78%	SOLE
35	MCDONALDS CORP	COM	$96.4M	310172	0.78%	SOLE
36	ASML HLDG NV	N Y REGISTRY SHS	$96.3M	72872	0.78%	SOLE
37	HONEYWELL INTL INC	COM	$93.8M	414894	0.76%	SOLE
38	WALMART INC	COM	$89.0M	716135	0.72%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$86.7M	133289	0.70%	SOLE
40	PEPSICO INC	COM	$85.2M	548387	0.69%	SOLE
41	MARSH & MCLENNAN COS INC	COM	$85.1M	490552	0.69%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$84.1M	84445	0.68%	SOLE
43	WILLIS TOWERS WATSON PLC LTD	SHS	$83.7M	288056	0.68%	SOLE
44	ILLINOIS TOOL WKS INC	COM	$83.7M	321388	0.68%	SOLE
45	NORDSON CORP	COM	$81.5M	306287	0.66%	SOLE
46	J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$80.3M	1573528	0.65%	SOLE
47	ISHARES TR	CORE US AGGBD ET	$79.4M	800123	0.64%	SOLE
48	NVIDIA CORPORATION	COM	$77.8M	446373	0.63%	SOLE
49	ISHARES TR	RUSSELL 2000 ETF	$77.0M	310334	0.62%	SOLE
50	LOWES COS INC	COM	$73.7M	311773	0.60%	SOLE

1–50 of 803

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.