Goelzer Investment Management, Inc. Portfolio Stock Holdings

Goelzer Investment Management, Inc. disclosed 297 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include ELI LILLY & CO, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.

Report Period
March 31, 2026
No. of Stocks
297
Portfolio Value
$2.1B
Holdings by Sector
Goelzer Investment Management, Inc. Portfolio Holdings in Q1 2026

294 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELI LILLY & COLLYHealthcare24.04%540,417-2,450-0.45%$497,059,392
ISHARES TRIVVOther8.83%279,455+7,831+2.88%$182,543,006
ISHARES TRIJHOther3.76%1,152,695+30,940+2.76%$77,841,478
SPDR SERIES TRUSTSLYVOther3.62%791,132-88,013-10.01%$74,825,287
SCHWAB STRATEGIC TRSCHFOther2.17%1,813,550-27,053-1.47%$44,885,363
APPLE INCAAPLTechnology1.99%161,957+6,192+3.98%$41,103,178
BROADCOM INCAVGOTechnology1.65%110,132+2,274+2.11%$34,086,830
MICROSOFT CORPMSFTTechnology1.54%86,279+2,207+2.63%$31,937,926
EXXON MOBIL CORPXOMEnergy1.34%163,626+2,771+1.72%$27,760,849
ALPHABET INCGOOGCommunication Services1.26%90,548-3,973-4.20%$25,974,687
NVIDIA CORPORATIONNVDATechnology1.04%123,763+15,591+14.41%$21,584,273
JPMORGAN CHASE & COJPMFinancial Services0.97%68,246+2,186+3.31%$20,075,317
ISHARES TRIJROther0.97%160,901-1,802-1.11%$20,001,600
CHEVRON CORPORATIONCVXEnergy0.89%88,978+659+0.75%$18,409,540
EATON CORP PLCETNOther0.86%49,807+350+0.71%$17,814,626
ISHARES TRTLHOther0.86%175,727+5,018+2.94%$17,699,197
LOCKHEED MARTIN CORPLMTIndustrials0.79%26,860-189-0.70%$16,234,080
MERCK & CO INCMRKHealthcare0.74%127,005-955-0.75%$15,277,442
JANUS DETROIT STR TRJMBSOther0.73%332,955+6,964+2.14%$15,042,930
OMEGA HEALTHCARE INVS INCOHIReal Estate0.73%342,600+4,124+1.22%$15,012,737
CATERPILLAR INCCATIndustrials0.69%20,216-1,900-8.59%$14,322,343
ABBVIE INCABBVHealthcare0.69%65,122+2,583+4.13%$14,163,353
JOHNSON & JOHNSONJNJHealthcare0.67%56,794+815+1.46%$13,882,820
ISHARES TRIGSBOther0.64%253,719+6,735+2.73%$13,335,456
ANALOG DEVICES INCADITechnology0.64%41,860-214-0.51%$13,317,395
WALMART INCWMTConsumer Defensive0.63%104,296+434+0.42%$12,961,889
BANK AMERICA CORPBACFinancial Services0.56%236,146+811+0.34%$11,512,139
NISOURCE INCNIUtilities0.55%245,549-63,165-20.46%$11,457,325
AMAZON COM INCAMZNConsumer Cyclical0.54%53,861+1,145+2.17%$11,217,631
TRAVELERS COMPANIES INCTRVFinancial Services0.54%38,051-88-0.23%$11,098,573
ISHARES TRIWDOther0.52%50,383+92+0.18%$10,765,422
US BANCORPUSBFinancial Services0.52%205,214-14,250-6.49%$10,673,187
PRINCIPAL FINANCIAL GROUP INPFGFinancial Services0.51%116,874+286+0.25%$10,531,502
QUALCOMM INCQCOMTechnology0.50%80,663+309+0.38%$10,387,747
AMERICAN ELEC PWR CO INCAEPUtilities0.50%78,228+3,538+4.74%$10,254,079
STATE STR SPDR S&P 500 ETF TSPYOther0.49%15,670+1,930+14.05%$10,190,829
CISCO SYS INCCSCOTechnology0.48%128,234+4,620+3.74%$9,949,711
VERIZON COMMUNICATIONS INCVZCommunication Services0.46%190,525-1,389-0.72%$9,564,363
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.46%9,578-1,256-11.59%$9,543,821
BRISTOL-MYERS SQUIBB COBMYHealthcare0.46%156,664+28,707+22.43%$9,501,642
CITIZENS FINL GROUP INCCFGFinancial Services0.45%153,963-491-0.32%$9,233,191
RTX CORPORATIONRTXIndustrials0.45%47,745-315-0.66%$9,210,011
ENBRIDGE INCENBEnergy0.44%169,108-38,153-18.41%$9,155,534
MCKESSON CORPMCKHealthcare0.42%10,111-112-1.10%$8,749,659
WELLS FARGO & COWFCFinancial Services0.42%109,547+3,907+3.70%$8,721,053
ISHARES TRACWXOther0.42%127,204-297,825-70.07%$8,709,658
TE CONNECTIVITY PLCTELOther0.42%41,060-3,575-8.01%$8,582,326
FARMERS & MERCHANTS BANCORPFMAOFinancial Services0.41%328,604-156,460-32.26%$8,435,265
VISA INCVFinancial Services0.40%27,135+642+2.42%$8,201,289
PEPSICO INCPEPConsumer Defensive0.39%51,874+295+0.57%$8,055,550
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.38%16,527+335+2.07%$7,919,499
PROCTER & GAMBLE COPGConsumer Defensive0.38%54,529-307-0.56%$7,876,196
ENTERGY CORP NEWETRUtilities0.38%69,176-35,614-33.99%$7,772,616
TJX COS INC NEWTJXConsumer Cyclical0.37%48,488-127-0.26%$7,743,544
META PLATFORMS INCMETACommunication Services0.36%12,963+1,107+9.34%$7,416,239
PIMCO ETF TRMUNIOther0.36%141,554-1,855-1.29%$7,387,704
INTERNATIONAL BUSINESS MACHSIBMTechnology0.36%30,331+740+2.50%$7,352,014
VALERO ENERGY CORPVLOEnergy0.35%29,282+25,438+661.76%$7,235,022
WILLIAMS SONOMA INCWSMConsumer Cyclical0.35%39,573-95-0.24%$7,215,293
RIO TINTO PLCRIOBasic Materials0.33%72,811-415-0.57%$6,792,511
ISHARES TRIJKOther0.33%67,318-271-0.40%$6,773,566
STATE STR SPDR S&P MIDCAP 40MDYOther0.32%10,874--$6,706,509
COCA COLA COKOConsumer Defensive0.32%87,475+3,973+4.76%$6,652,451
ISHARES TRIVWOther0.32%58,681+2,644+4.72%$6,637,365
UNION PAC CORPUNPIndustrials0.31%26,629+3+0.01%$6,460,627
MEDTRONIC PLCMDTOther0.30%72,360+781+1.09%$6,269,995
ISHARES TRIGIBOther0.30%117,243+4,607+4.09%$6,239,672
LOWES COS INCLOWConsumer Cyclical0.29%25,380+88+0.35%$5,996,823
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.28%44,827-405-0.90%$5,870,055
KLA CORPKLACTechnology0.28%3,912-1,242-24.10%$5,760,079
JANUS DETROIT STR TRJAAAOther0.27%112,619+20,161+21.81%$5,672,632
HONEYWELL INTL INCHONIndustrials0.27%25,014+1,370+5.79%$5,653,983
SOUTHERN COSOUtilities0.27%57,882-124-0.21%$5,586,739
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.27%19,090-174-0.90%$5,545,363
SYSCO CORPSYYConsumer Defensive0.27%77,474+148+0.19%$5,526,239
PRUDENTIAL FINL INCPRUFinancial Services0.26%55,851-29-0.05%$5,456,036
GENTEX CORPGNTXConsumer Cyclical0.25%239,045-2,381-0.99%$5,223,137
OMNICOM GROUP INCOMCCommunication Services0.25%69,051-527-0.76%$5,200,240
MCDONALDS CORPMCDConsumer Cyclical0.25%16,572+12,022+264.22%$5,150,434
PALO ALTO NETWORKS INCPANWTechnology0.25%32,022-6,861-17.65%$5,133,768
PFIZER INCPFEHealthcare0.25%181,055+2,214+1.24%$5,084,037
STANLEY BLACK & DECKER INCSWKIndustrials0.24%71,270+160+0.23%$5,064,458
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.24%1,194-92-7.15%$5,027,139
HOME DEPOT INCHDConsumer Cyclical0.24%15,260+810+5.61%$5,018,815
UNITEDHEALTH GROUP INCUNHHealthcare0.24%18,545-6,439-25.77%$5,018,160
CORTEVA INCCTVABasic Materials0.24%59,552-1,366-2.24%$4,985,105
ARISTA NETWORKS INCANETOther0.24%40,211+606+1.53%$4,937,107
INGREDION INCINGRConsumer Defensive0.23%42,606-479-1.11%$4,800,011
FIFTH THIRD BANCORPFITBFinancial Services0.23%102,655+1,193+1.18%$4,769,352
PRICE T ROWE GROUP INCTROWFinancial Services0.23%52,019-268-0.51%$4,688,983
MASTERCARD INCORPORATEDMAFinancial Services0.22%9,197+340+3.84%$4,595,382
CORNING INCGLWTechnology0.22%32,998-2,919-8.13%$4,486,739
GATX CORPGATXIndustrials0.22%26,210-61-0.23%$4,475,116
TARGET CORPTGTConsumer Defensive0.21%36,291-265-0.72%$4,398,505
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.21%6--$4,308,840
ISHARES TRIJJOther0.20%31,122+95+0.31%$4,123,602
NEXSTAR MEDIA GROUP INCNXSTCommunication Services0.20%22,355-93-0.41%$4,042,506
HANOVER INS GROUP INCTHGFinancial Services0.20%23,282-84-0.36%$4,035,936
THE CIGNA GROUPCIHealthcare0.19%15,089-63-0.42%$4,025,114
AMERICAN EXPRESS COAXPFinancial Services0.19%13,239-355-2.61%$4,004,533
Goelzer Investment Management, Inc. Portfolio Stock Holdings | InsiderSet