Institutions / Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc.
CIK 1550057 · Institution · as of Dec 31, 2025
Portfolio value
$2.16B
Positions
271
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 271 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $583.41M | 27.1% |
| iShares Tr | $186.05M | 8.6% |
| SPDR Series Trust | $79.98M | 3.7% |
| iShares Tr | $74.04M | 3.4% |
| Schwab Strategic Tr | $44.25M | 2.1% |
| Apple Inc. | $42.35M | 2.0% |
| J P Morgan Exchange Traded F | $41.33M | 1.9% |
| Microsoft Corp | $40.66M | 1.9% |
| Broadcom Inc. | $37.33M | 1.7% |
| Alphabet Inc. | $29.66M | 1.4% |
| iShares Tr | $28.53M | 1.3% |
| JPMorgan Chase & Co | $21.29M | 1.0% |
| NVIDIA Corp | $20.17M | 0.9% |
| iShares Tr | $19.55M | 0.9% |
| Exxon Mobil Corp | $19.36M | 0.9% |
| iShares Tr | $17.36M | 0.8% |
| Eaton Corp plc | $15.75M | 0.7% |
| Omega Healthcare Investors Inc | $15.01M | 0.7% |
| Janus Detroit Str Tr | $14.89M | 0.7% |
| AbbVie Inc. | $14.29M | 0.7% |
| Qualcomm INC/DE | $13.74M | 0.6% |
| Merck & Co., Inc. | $13.47M | 0.6% |
| Chevron Corp | $13.46M | 0.6% |
| Lockheed Martin Corp | $13.08M | 0.6% |
| iShares Tr | $13.06M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.