JOHNSON INVESTMENT COUNSEL INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CP | 13K | $966.88K |
 | PLD | 13K | $1.48M |
 | TSCO | 13K | $726.29K |
 | AIT | 13K | $12.96K |
 | LIN | 13K | $6.00M |
 | SYY | 13K | $1.03M |
 | DAL | 13K | $709.96K |
 | TLRY | 13K | $21.64K |
 | CTRA | 12K | $294.89K |
 | MTCH | 12K | $436.27K |
 | GABC | 12K | $478.58K |
 | NC | 12K | $508.03K |
 | MNRO | 12K | $216.52K |
 | SAVA | 12K | $34.92K |
 | WEN | 12K | $109.68K |
 | UPS | 12K | $997.13K |
 | RS | 12K | $3.35M |
 | LNC | 12K | $480.25K |
 | FLEX | 12K | $687.64K |
 | SNY | 12K | $558.47K |
Canadian Pacific Kansas City Ltd.
CP
Shares Held
13K
Value
$966.88K
Prologis, Inc.
PLD
Shares Held
13K
Value
$1.48M
Tractor Supply Company
TSCO
Shares Held
13K
Value
$726.29K
Applied Industrial Technologies, Inc.
AIT
Shares Held
13K
Value
$12.96K
Linde plc
LIN
Shares Held
13K
Value
$6.00M
Sysco Corporation
SYY
Shares Held
13K
Value
$1.03M
Delta Air Lines, Inc.
DAL
Shares Held
13K
Value
$709.96K
Tilray Brands, Inc.
TLRY
Shares Held
13K
Value
$21.64K
Coterra Energy Inc.
CTRA
Shares Held
12K
Value
$294.89K
Match Group, Inc.
MTCH
Shares Held
12K
Value
$436.27K
German American Bancorp, Inc.
GABC
Shares Held
12K
Value
$478.58K
NACCO Industries, Inc.
NC
Shares Held
12K
Value
$508.03K
Monro, Inc.
MNRO
Shares Held
12K
Value
$216.52K
Cassava Sciences, Inc.
SAVA
Shares Held
12K
Value
$34.92K
The Wendy's Company
WEN
Shares Held
12K
Value
$109.68K
United Parcel Service, Inc.
UPS
Shares Held
12K
Value
$997.13K
Reliance Steel & Aluminum Co.
RS
Shares Held
12K
Value
$3.35M
Lincoln National Corporation
LNC
Shares Held
12K
Value
$480.25K
Flex Ltd.
FLEX
Shares Held
12K
Value
$687.64K
Sanofi
SNY
Shares Held
12K
Value
$558.47K