JOHNSON INVESTMENT COUNSEL INC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 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:
- A decrease of -159,982 shares of $UNH (~$49,909,585). This was a decrease of ~71% from their previous position.
- An addition of 175,945 shares of $APO (~$24,961,317). This was an increase of ~114% over their previous position.
- An addition of 294,031 shares of $VEA (~$16,762,707). This was an increase of ~20% over their previous position.
- An addition of 44,732 shares of $IWB (~$15,189,645). This was an increase of ~3% over their previous position.
- An addition of 23,040 shares of $IVV (~$14,305,536). This was an increase of ~2% over their previous position.
- An addition of 38,228 shares of $SHW (~$13,125,966). This was an increase of ~96% 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.
