Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JOHNSON INVESTMENT COUNSEL INC (CIK 821197) reported $12.37B across 806 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($929.5M, 7.52%), IWB ($506.2M, 4.09%), AAPL ($465.5M, 3.76%), PG ($316.7M, 2.56%), GOOGL ($317.1M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $929.5M | 7.52% | 1.4M | Added |
| 2 | IWB | ISHARES TR | $506.2M | 4.09% | 1.4M | Added |
| 3 | AAPL | APPLE INC | $465.5M | 3.76% | 1.8M | Trimmed |
| 4 | PG | PROCTER & GAMBLE CO | $316.7M | 2.56% | 2.2M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $317.1M | 2.56% | 1.1M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $315.6M | 2.55% | 852,480 | Added |
| 7 | IWR | ISHARES TR | $282.7M | 2.29% | 2.9M | Added |
| 8 | CINF | CINCINNATI FINL CORP | $228.8M | 1.85% | 1.5M | Added |
| 9 | ILOW | AB ACTIVE ETFS INC | $219.7M | 1.78% | 5.2M | Added |
| 10 | WMB | WILLIAMS COS INC | $210.9M | 1.71% | 2.9M | Trimmed |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $209.6M | 1.69% | 2.8M | Added |
| 12 | AMZN | AMAZON COM INC | $199.0M | 1.61% | 955,261 | Added |
| 13 | NVT | NVENT ELEC PLC | $184.2M | 1.49% | 1.6M | Trimmed |
| 14 | AEP | AMERICAN ELEC PWR CO INC | $152.9M | 1.24% | 1.2M | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $145.1M | 1.17% | 290,453 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $139.9M | 1.13% | 2.2M | Added |
| 17 | TJX | TJX COS INC NEW | $137.3M | 1.11% | 859,783 | Trimmed |
| 18 | V | VISA INC | $134.4M | 1.09% | 444,660 | Added |
| 19 | CVX | CHEVRON CORPORATION | $133.1M | 1.08% | 643,348 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $131.6M | 1.06% | 5.1M | Added |
| 21 | NDAQ | NASDAQ INC | $130.8M | 1.06% | 1.5M | Trimmed |
| 22 | WM | WASTE MGMT INC DEL | $130.0M | 1.05% | 565,892 | Added |
| 23 | DHR | DANAHER CORP DEL | $127.1M | 1.03% | 670,423 | Added |
| 24 | APH | AMPHENOL CORP | $127.4M | 1.03% | 1.0M | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $126.7M | 1.02% | 398,191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31