Goelzer Investment Management
$2.3B 13F equity value
331 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Goelzer Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 537,488 | $645M | 28.1% |
| IVV | ISHARES TR | 274,215 | $205M | 8.9% |
| IJH | ISHARES TR | 1,150,363 | $89M | 3.9% |
| SCHF | SCHWAB STRATEGIC TR | 1,711,363 | $47M | 2.1% |
| AVGO | BROADCOM INC | 119,112 | $45M | 2.0% |
| AAPL | APPLE INC | 154,703 | $45M | 2.0% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 807,941 | $41M | 1.8% |
| SLYV | SPDR SERIES TRUST | 374,631 | $41M | 1.8% |
| MSFT | MICROSOFT CORP | 82,547 | $31M | 1.3% |
| GOOG | ALPHABET INC | 86,369 | $31M | 1.3% |
Track Goelzer Investment Management's 13F portfolio: $2.3B in reported holdings, 331 positions. Top holdings and quarterly changes on SentiSense.
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