Institutional manager
JOHNSON INVESTMENT COUNSEL INC
Holds positions in 354 of the S&P 500, worth $7.29bn as reported for the quarter ended 31-mar-2026.
Positions held354of 488 index companies covered
Reported value$7.29bnS&P 500 positions only
Top ten weight35%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 354 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.8m$466mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.4m$389mCommunication ServicesProcter & GamblePG2.2m$317mConsumer StaplesMicrosoftMSFT852,480$316mInformation TechnologyCincinnati FinancialCINF1.5m$229mFinancialsWilliams CompaniesWMB2.9m$211mEnergyAmazonAMZN955,261$199mConsumer DiscretionaryAmerican Electric PowerAEP1.2m$153mUtilitiesMastercardMA290,453$145mFinancialsTJX CompaniesTJX859,783$137mConsumer DiscretionaryVisa Inc.V444,660$134mFinancialsChevron CorporationCVX643,348$133mEnergyNasdaq, Inc.NDAQ1.5m$131mFinancialsWaste ManagementWM565,892$130mIndustrialsAmphenolAPH1.0m$127mInformation TechnologyDanaher CorporationDHR670,423$127mHealth CareAnalog DevicesADI398,191$127mInformation TechnologyTaiwan Semiconductor ManufacturingTSM359,003$121mAlliant EnergyLNT1.7m$121mUtilitiesCencoraCOR363,545$114mHealth CareBroadcomAVGO352,826$109mInformation TechnologyCoca-Cola Company (The)KO1.4m$108mConsumer StaplesAbbott LaboratoriesABT1.0m$105mHealth CareMcDonald'sMCD310,172$96mConsumer DiscretionaryASML HoldingASML72,872$96mHoneywell TechnologiesHON414,894$94mIndustrialsWalmartWMT716,135$89mConsumer StaplesPepsiCoPEP548,387$85mConsumer StaplesMarsh McLennanMRSH490,552$85mFinancialsCostcoCOST84,445$84mConsumer StaplesWillis Towers WatsonWTW288,056$84mFinancialsIllinois Tool WorksITW321,388$84mIndustrialsNordson CorporationNDSN306,287$81mIndustrialsNvidiaNVDA446,373$78mInformation TechnologyLowe'sLOW311,773$74mConsumer DiscretionaryStryker CorporationSYK214,278$70mHealth CareAccentureACN352,265$70mInformation TechnologyJPMorgan ChaseJPM234,006$69mFinancialsAvery DennisonAVY368,045$64mMaterialsBaker HughesBKR980,304$60mEnergyColgate-PalmoliveCL642,952$55mConsumer StaplesLabcorpLH199,554$53mHealth CareTesla, Inc.TSLA142,379$53mConsumer DiscretionaryIntuitINTU115,376$50mInformation TechnologyMedtronicMDT574,406$50mHealth CareAmerican ExpressAXP159,912$48mFinancialsZoetisZTS401,360$47mHealth CareApollo Global ManagementAPO420,594$47mFinancialsIDEX CorporationIEX243,717$46mIndustrialsBerkshire HathawayBRK.B88,375$46mFinancialsHubbell IncorporatedHUBB89,555$44mIndustrialsJohnson & JohnsonJNJ173,913$43mHealth CareChipotle Mexican GrillCMG1.3m$42mConsumer DiscretionaryS&P GlobalSPGI95,280$41mFinancialsRoper TechnologiesROP113,496$40mInformation TechnologyExxonMobilXOM205,402$35mEnergyAbbVieABBV158,210$34mHealth CareHome Depot (The)HD99,544$33mConsumer DiscretionaryLilly (Eli)LLY35,015$32mHealth CareGenuine Parts CompanyGPC303,063$32mConsumer Discretionary
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.