Titelia

Holdings of JOHNSON INVESTMENT COUNSEL INC

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Net assets
-
Positions
729 in 13 countries
Top ten
32.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
701Hewlett Packard Enterprise Co 9,266220.6K $
702Affiliated Managers Group Inc 789218.3K $
703Encompass Health Corp 2,236216.3K $
704Equifax Inc 1,201216.3K $
705America Movil SAB de CV 8,349212.7K $
706Hanover Insurance Group Inc/The 1,220211.5K $
707Spinnaker ETF Series 5,150209.8K $
708Tyson Foods Inc 3,245207.9K $
709iShares US Telecommunications ETF 5,212204.9K $
710Steel Dynamics Inc 1,136204.5K $
711Invesco CurrencyShares Euro Cu 1,914204.2K $
712General Mills, Inc. 5,449202.8K $
713Vanguard Intermediate-Term Tax-Exempt Bond ETF 2,025202.4K $
714iShares Trust 2,315200.6K $
715iShares Global Clean Energy ETF 10,785197.3K $
716Six Flags Entertainment Corp 10,525186.8K $
717Nuveen Municipal Credit Income 13,924169.6K $
718Gerdau SA 28,300102.2K $
719Atea Pharmaceuticals Inc 18,34098.7K $
720Gabelli Funds 16,05589.9K $
721Cleveland-Cliffs Inc 10,11185.4K $
722Wendy's Co/The 12,07483.9K $
723PIMCO Income Strategy Fund II 10,50072.3K $
724Gemini Space Station Inc 16,10371.2K $
725EW Scripps Co/The 13,54350.4K $
726Clean Energy Fuels Corp 14,02534.8K $
727Credit Suisse High Yield Credit Fund 12,00022.8K $
728Filana Therapeutics Inc 12,00020.3K $
729Gabelli Equity Trust Inc. 16,730117 $

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Sector breakdown

  • Funds 19.7 %
  • Technology 14.4 %
  • Financials 9.5 %
  • Consumer staples 6.7 %
  • Consumer discretionary 5.7 %
  • Health care 5.7 %
  • Industrials 5.3 %
  • Communication 3.8 %
  • Utilities 2.9 %
  • Energy 2.3 %
  • Materials 0.4 %
  • Real estate 0.1 %
  • Unattributed 23.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.0 %
  • Taiwan 1.1 %
  • Netherlands 0.8 %
  • United Kingdom 0.0 %
  • Brazil 0.0 %
  • Germany 0.0 %
  • France 0.0 %
  • Denmark 0.0 %
  • Cayman Islands 0.0 %
  • Australia 0.0 %
  • Japan 0.0 %
  • India 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States71211.3B $98.04 %
2Taiwan1121.3M $1.05 %
3Netherlands196.3M $0.84 %
4United Kingdom43.5M $0.03 %
5Brazil3921.8K $0.01 %
6Germany1649.6K $0.01 %
7France1535.1K $0.00 %
8Denmark1525.5K $0.00 %
9Cayman Islands1400.3K $0.00 %
10Australia1387.3K $0.00 %
11Japan1320.8K $0.00 %
12India1262.3K $0.00 %
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Titelia. "Holdings of JOHNSON INVESTMENT COUNSEL INC". https://titelia.com/en/funds/US13F821197