Goelzer Investment Management
$2.1B Assets Reported
302 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 540,417 | $497M | 24.0% |
| IVV | ISHARES TR | 279,455 | $183M | 8.8% |
| IJH | ISHARES TR | 1,152,695 | $78M | 3.8% |
| SLYV | SPDR SERIES TRUST | 791,132 | $75M | 3.6% |
| SCHF | SCHWAB STRATEGIC TR | 1,813,550 | $45M | 2.2% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 819,602 | $42M | 2.0% |
| AAPL | APPLE INC | 161,957 | $41M | 2.0% |
| AVGO | BROADCOM INC | 110,132 | $34M | 1.6% |
| MSFT | MICROSOFT CORP | 86,279 | $32M | 1.5% |
| XOM | EXXON MOBIL CORP | 163,626 | $28M | 1.3% |
Track Goelzer Investment Management's 13F portfolio: $2.1B in reported holdings, 302 positions. Top holdings, AUM, and quarterly changes on SentiSense.