JOHNSON INVESTMENT COUNSEL INC

Position in Q — Qnity Electronics, Inc.

CIK 821197 Cincinnati, OH

Position in Q

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$697,823

+$190,959 QoQ

Shares Held

4,273

-2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#601

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $173,716,433 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	70,235	$139,728,311
2	AMAT	Applied Materials Inc /De	21,657	$15,658,011
3	LRCX	Lam Research Corp	23,643	$10,245,221
4	KLAC	Kla Corp	24,484	$7,387,067
5	Q	Qnity Electronics, Inc. This page	4,273	$697,823

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,823	4,273	-2.7%	Shares	Sole	2026-07-23
2026-03-31	$506,864	4,393	-7.1%	Shares	Sole	2026-05-04
2025-12-31	$386,204	4,730	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.