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Portfolio (Quarterly) Guide ↗

JOHNSON INVESTMENT COUNSEL INC

· CIK 0000821197
13F Portfolio $13.7B AUM 840 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 840 New
Page 26 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SCHZ SCHWAB STRATEGIC TR 34,384.0 $795K 0.01% NEW $23.13 -1.1%
502 MAS MASCO CORP Industrials 9,764.0 $794K 0.01% NEW $81.37 -10.3%
503 SYY SYSCO CORP Consumer Defensive 9,495.0 $794K 0.01% NEW $83.58 -0.3%
504 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,810.0 $792K 0.01% NEW $437.64 -14.5%
505 MGK VANGUARD WORLD FD 8,986.0 $790K 0.01% NEW $87.91 +1.1%
506 LWLG LIGHTWAVE LOGIC INC Basic Materials 82,972.0 $785K 0.01% NEW $9.46 -37.3%
507 SCHV SCHWAB STRATEGIC TR 22,444.0 $781K 0.01% NEW $34.81 +0.2%
508 NEAR ISHARES U S ETF TR 15,263.0 $773K 0.01% NEW $50.66 -0.1%
509 PRU PRUDENTIAL FINL INC Financial Services 7,137.0 $770K 0.01% NEW $107.93 +9.8%
510 NTAP NETAPP INC Technology 4,927.0 $763K 0.01% NEW $154.76 +21.1%
511 OKE ONEOK INC NEW Energy 8,749.0 $761K 0.01% NEW $86.94 +6.3%
512 IBB ISHARES TR 3,985.0 $758K 0.01% NEW $190.18 +13.8%
513 IJK ISHARES TR 6,449.0 $758K 0.01% NEW $117.50 -2.4%
514 FTGC FIRST TR EXCHANGE TRAD FD VI 27,921.0 $755K 0.01% NEW $27.05 +11.9%
515 CR CRANE COMPANY Industrials 3,383.0 $755K 0.01% NEW $223.07 -7.4%
516 TOLZ PROSHARES TR 12,711.0 $753K 0.01% NEW $59.27 +0.1%
517 HPQ HP INC Technology 34,161.0 $749K 0.01% NEW $21.94 +32.9%
518 EW EDWARDS LIFESCIENCES CORP Healthcare 8,257.0 $747K 0.01% NEW $90.46 -0.1%
519 SPACE EXPLORATION TECHN CORP 4,371.0 $747K 0.01% NEW $170.86
520 SYF SYNCHRONY FINANCIAL Financial Services 9,741.0 $741K 0.01% NEW $76.05 +5.5%
Page 26 of 42  ·  840 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 20.6%
Industrials 13.4%
Consumer Defensive 9.3%
Consumer Cyclical 8.5%
Healthcare 7.5%
Communication Services 5.2%
Energy 5.1%
Utilities 3.9%
Basic Materials 0.9%