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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 41 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IYY ISHARES TR 1,245.0 $227K 0.00% NEW $182.28 +2.1%
802 SIX FLAGS ENTERTAINMENT CORP 10,525.0 $224K 0.00% NEW $21.30
803 SPTM SPDR SERIES TRUST 2,453.0 $223K 0.00% NEW $90.79 +2.1%
804 TFI SPDR SERIES TRUST 4,849.0 $222K 0.00% NEW $45.80 -2.1%
805 ICLN ISHARES TR 10,785.0 $221K 0.00% NEW $20.49 -14.9%
806 EHC ENCOMPASS HEALTH CORP Healthcare 2,186.0 $221K 0.00% NEW $101.08 +19.6%
807 IYZ ISHARES TR 5,212.0 $221K 0.00% NEW $42.31 +0.7%
808 CIVB CIVISTA BANCSHARES INC Financial Services 7,759.0 $219K 0.00% NEW $28.22 -2.4%
809 SNPS SYNOPSYS INC Technology 491.0 $219K 0.00% NEW $445.74 -11.5%
810 DFIS DIMENSIONAL ETF TRUST 6,244.0 $219K 0.00% NEW $35.03 +6.9%
811 DFUS DIMENSIONAL ETF TRUST 2,662.0 $218K 0.00% NEW $81.94 +1.7%
812 EUAD SPINNAKER ETF SERIES 5,150.0 $217K 0.00% NEW $42.18 +7.9%
813 AMERICA MOVIL SAB DE CV 8,349.0 $217K 0.00% NEW $25.99
814 FIDELITY COVINGTON TRUST 2,797.0 $216K 0.00% NEW $77.25
815 HSBC HSBC HLDGS PLC Financial Services 2,245.0 $213K 0.00% NEW $95.08 +9.5%
816 DFAE DIMENSIONAL ETF TRUST 5,275.0 $212K 0.00% NEW $40.21 -2.9%
817 FTV FORTIVE CORP Technology 3,449.0 $211K 0.00% NEW $61.10 -1.1%
818 SCHH SCHWAB STRATEGIC TR 8,862.0 $210K 0.00% NEW $23.68 +2.1%
819 FXI ISHARES TR 6,600.0 $208K 0.00% NEW $31.59 +12.5%
820 TOTALENERGIES SE 2,669.0 $208K 0.00% NEW $77.77
Page 41 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%