Goelzer Investment Management Inc. Q2 2026 Portfolio Activity: Concentrated Buys in Technology & Energy

As of June 30th, 2026, Goelzer Investment Management Inc. has released data detailing the shifts within its investment portfolio for Q2 2026.

The firm's holdings underwent substantial changes during this period, reflecting both strategic additions and removals across various sectors. The total portfolio value stood at $2.21 billion as of the reporting date.

Significant Purchases This Quarter

Goelzer Investment Management demonstrated a clear focus on concentrated buying in certain areas during Q2 2026:

• KLAC, the KLA Corporation, saw an extraordinary increase of over 804% in its position. This significant stake build-up suggests strong confidence in this Technology sector company.
• Shares in Baker Hughes Co. (BKR), an Energy ETF, increased by a full 100%, indicating a substantial new investment into energy-related trusts.
• The Vanguard Index Fund (VO) experienced nearly triple its position size with a change percentage of almost 300% during the quarter, highlighting a major allocation shift towards index funds.
• Another Energy ETF, DEVON ENERGY CORP NEW (DVN), also showed a full 100% increase in shares held by Goelzer Investment Management Inc., further emphasizing their energy focus this quarter.
• Lastly, the firm increased its position in ISHARES TR (IWF) by approximately 300% during Q2 2026, adding significantly to this diversified index fund holding.

Strategic Sales and Reductions

In contrast to the focused buying, Goelzer Investment Management also divested substantial portions of its portfolio:

• The largest reduction occurred in SPDR SERIES TRUST (SLYV), where shares decreased by 52.65%. This ETF, previously a significant component, saw its portfolio allocation drop considerably.
• Within the Technology sector, OMNICOM GROUP INC (OMC) experienced an 804% increase in shares held by Goelzer Investment Management Inc., representing a new purchase despite potential prior holdings.
• The firm also sold out its position entirely in PRICE T ROWE GROUP INC (TROW), reducing the allocation to 0.00% after holding it at approximately 0.13%. This represents a significant exit.
• Additionally, Goelzer Investment Management exited its position in GATX CORP (GATX), reducing the allocation to below reporting thresholds after holding it at approximately 0.04%.

These changes, alongside other smaller adjustments detailed in their filing, provide insight into Goelzer Investment Management Inc.'s dynamic investment strategy for Q2 2026.