Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goelzer Investment Management, Inc. (CIK 1550057) reported $2.07B across 297 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($497.1M, 24.04%), IVV ($182.5M, 8.83%), IJH ($77.8M, 3.76%), SLYV ($74.8M, 3.62%), SCHF ($44.9M, 2.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $497.1M | 24.04% | 540,417 | Trimmed |
| 2 | IVV | ISHARES TR | $182.5M | 8.83% | 279,455 | Added |
| 3 | IJH | ISHARES TR | $77.8M | 3.76% | 1.2M | Added |
| 4 | SLYV | SPDR SERIES TRUST | $74.8M | 3.62% | 791,132 | Trimmed |
| 5 | SCHF | SCHWAB STRATEGIC TR | $44.9M | 2.17% | 1.8M | Trimmed |
| 6 | JMTG | J P MORGAN EXCHANGE TRADED F | $41.8M | 2.02% | 819,602 | Added |
| 7 | AAPL | APPLE INC | $41.1M | 1.99% | 161,957 | Added |
| 8 | AVGO | BROADCOM INC | $34.1M | 1.65% | 110,132 | Added |
| 9 | MSFT | MICROSOFT CORP | $31.9M | 1.54% | 86,279 | Added |
| 10 | XOM | EXXON MOBIL CORP | $27.8M | 1.34% | 163,626 | Added |
| 11 | GOOG | ALPHABET INC | $26.0M | 1.26% | 90,548 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $21.6M | 1.04% | 123,763 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $20.1M | 0.97% | 68,246 | Added |
| 14 | IJR | ISHARES TR | $20.0M | 0.97% | 160,901 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $18.4M | 0.89% | 88,978 | Added |
| 16 | ETN | EATON CORP PLC | $17.8M | 0.86% | 49,807 | Added |
| 17 | TLH | ISHARES TR | $17.7M | 0.86% | 175,727 | Added |
| 18 | LMT | LOCKHEED MARTIN CORP | $16.2M | 0.79% | 26,860 | Trimmed |
| 19 | MRK | MERCK & CO INC | $15.3M | 0.74% | 127,005 | Trimmed |
| 20 | OHI | OMEGA HEALTHCARE INVS INC | $15.0M | 0.73% | 342,600 | Added |
| 21 | JMBS | JANUS DETROIT STR TR | $15.0M | 0.73% | 332,955 | Added |
| 22 | ABBV | ABBVIE INC | $14.2M | 0.69% | 65,122 | Added |
| 23 | CAT | CATERPILLAR INC | $14.3M | 0.69% | 20,216 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $13.9M | 0.67% | 56,794 | Added |
| 25 | IGSB | ISHARES TR | $13.3M | 0.64% | 253,719 | Added |
Source: SEC Form 13F filings · as of 2026-03-31