JOHNSON INVESTMENT COUNSEL INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 821197
Cincinnati, OH
Position in TSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$165,773,620
+$44,448,557 QoQ
Shares Held
347,119
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#260
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $656,565,567 across 14 Semiconductors names. TSM ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
347,119 | $165,773,620 | |
| 2 | ADI |
Analog Devices Inc
|
402,733 | $159,953,465 | |
| 3 | AVGO |
Broadcom Inc.
|
402,688 | $152,115,392 | |
| 4 | NVDA |
Nvidia Corp
|
649,775 | $130,013,479 | |
| 5 | INTC |
Intel Corp
|
110,096 | $15,372,704 | |
| 6 | MU |
Micron Technology Inc
|
10,459 | $12,072,719 | |
| 7 | TXN |
Texas Instruments Inc
|
20,220 | $6,026,975 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
9,110 | $5,292,090 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,773,620 | 347,119 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $121,325,063 | 359,003 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $115,937,073 | 381,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,109,945 | 390,669 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $88,898,230 | 392,504 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $63,299,452 | 381,322 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $72,651,633 | 367,875 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $63,566,519 | 366,019 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $67,777,383 | 389,951 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $52,391,630 | 385,091 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $35,840,064 | 344,616 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,783,274 | 20,521 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,070,979 | 20,521 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,189,876 | 23,542 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,786,791 | 23,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,509,005 | 22,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,769,642 | 21,647 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,334,172 | 22,388 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,441,450 | 20,293 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,255,664 | 20,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,065,310 | 17,188 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,208,051 | 18,668 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,141,109 | 19,636 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,680,824 | 20,733 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,270,001 | 22,371 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,040,149 | 21,765 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||