JOHNSON INVESTMENT COUNSEL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEHC | 23K | $1.72M |
 | PANW | 23K | $4.65M |
 | ARWR | 23K | $780.68K |
 | CVS | 23K | $1.07M |
 | UMBF | 22K | $2.58M |
 | QXO | 22K | $410.46K |
 | LMT | 21K | $10.73M |
 | BX | 21K | $3.66M |
 | JAZZ | 21K | $2.79M |
 | AHCO | 21K | $185.97K |
 | BJ | 20K | $1.91M |
 | WPM | 20K | $2.28M |
 | SNX | 20K | $3.34M |
 | SONY | 20K | $581.37K |
 | SHEL | 20K | $1.44M |
 | ERJ | 20K | $1.22M |
 | DOX | 20K | $1.65M |
 | VTRS | 20K | $198.04K |
 | FTNT | 20K | $1.68M |
 | HSY | 20K | $3.68M |
GE HealthCare Technologies Inc.
GEHC
Shares Held
23K
Value
$1.72M
Palo Alto Networks, Inc.
PANW
Shares Held
23K
Value
$4.65M
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
23K
Value
$780.68K
CVS Health Corporation
CVS
Shares Held
23K
Value
$1.07M
UMB Financial Corporation
UMBF
Shares Held
22K
Value
$2.58M
QXO Inc
QXO
Shares Held
22K
Value
$410.46K
Lockheed Martin Corporation
LMT
Shares Held
21K
Value
$10.73M
Blackstone Inc.
BX
Shares Held
21K
Value
$3.66M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
21K
Value
$2.79M
AdaptHealth Corp.
AHCO
Shares Held
21K
Value
$185.97K
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
20K
Value
$1.91M
Wheaton Precious Metals Corp.
WPM
Shares Held
20K
Value
$2.28M
TD SYNNEX Corporation
SNX
Shares Held
20K
Value
$3.34M
Sony Group Corporation
SONY
Shares Held
20K
Value
$581.37K
Shell plc
SHEL
Shares Held
20K
Value
$1.44M
Embraer S.A.
ERJ
Shares Held
20K
Value
$1.22M
Amdocs Limited
DOX
Shares Held
20K
Value
$1.65M
Viatris Inc.
VTRS
Shares Held
20K
Value
$198.04K
Fortinet, Inc.
FTNT
Shares Held
20K
Value
$1.68M
The Hershey Company
HSY
Shares Held
20K
Value
$3.68M