JOHNSON INVESTMENT COUNSEL INC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 122,300 shares of $HUBB (~$63,987,360). This was an increase of ~137% over their previous position.
- An addition of 206,082 shares of $HON (~$46,141,760). This was an increase of ~inf% over their previous position.
- An addition of 205,717 shares of $HONA (~$45,479,914). This was an increase of ~inf% over their previous position.
- An addition of 424,384 shares of $NOW (~$42,132,844). This was an increase of ~250% over their previous position.
- An addition of 203,402 shares of $NVDA (~$40,698,706). This was an increase of ~46% over their previous position.
- An addition of 50,409 shares of $IVV (~$37,750,796). This was an increase of ~4% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for JOHNSON INVESTMENT COUNSEL INC for more details.
