Goelzer Investment Management, Inc. — 13F holdings

Goelzer Investment Management, Inc. reported 294 holdings worth $2.28B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. LLY ELI LILLY & CO — $644M (28.2%)
  2. IVV ISHARES TR — $223M (9.8%)
  3. IJH ISHARES TR — $82.9M (3.6%)
  4. AAPL APPLE INC — $51.2M (2.2%)
  5. SCHF SCHWAB STRATEGIC TR — $46.3M (2.0%)
  6. MSFT MICROSOFT CORP — $42.5M (1.9%)
  7. AVGO BROADCOM INC — $41.9M (1.8%)
  8. JMTG J P MORGAN EXCHANGE TRADED F — $40.6M (1.8%)
  9. NUGO NUSHARES ETF TR — $33.3M (1.5%)
  10. SLYV SPDR SERIES TRUST — $32.5M (1.4%)