Goelzer Investment Management, Inc.

Institutional manager (13F) · CIK 1550057

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B

#	Issuer	Value	Shares
1	ELI LILLY & CO	$497M	540,417
2	ISHARES TR	$183M	279,455
3	ISHARES TR	$78M	1,152,695
4	SPDR SERIES TRUST	$75M	791,132
5	SCHWAB STRATEGIC TR	$45M	1,813,550
6	J P MORGAN EXCHANGE TRADED F	$42M	819,602
7	APPLE INC	$41M	161,957
8	BROADCOM INC	$34M	110,132
9	MICROSOFT CORP	$32M	86,279
10	EXXON MOBIL CORP	$28M	163,626
11	ALPHABET INC	$26M	90,548
12	NVIDIA CORPORATION	$22M	123,763
13	JPMORGAN CHASE & CO	$20M	68,246
14	ISHARES TR	$20M	160,901
15	CHEVRON CORPORATION	$18M	88,978
16	EATON CORP PLC	$18M	49,807
17	ISHARES TR	$18M	175,727
18	LOCKHEED MARTIN CORP	$16M	26,860
19	MERCK & CO INC	$15M	127,005
20	JANUS DETROIT STR TR	$15M	332,955
21	OMEGA HEALTHCARE INVS INC	$15M	342,600
22	CATERPILLAR INC	$14M	20,216
23	ABBVIE INC	$14M	65,122
24	JOHNSON & JOHNSON	$14M	56,794
25	ISHARES TR	$13M	253,719
26	ANALOG DEVICES INC	$13M	41,860
27	WALMART INC	$13M	104,296
28	BANK AMERICA CORP	$12M	236,146
29	NISOURCE INC	$11M	245,549
30	AMAZON COM INC	$11M	53,861
31	TRAVELERS COMPANIES INC	$11M	38,051
32	ISHARES TR	$11M	50,383
33	US BANCORP	$11M	205,214
34	PRINCIPAL FINANCIAL GROUP IN	$11M	116,874
35	QUALCOMM INC	$10M	80,663
36	AMERICAN ELEC PWR CO INC	$10M	78,228
37	STATE STR SPDR S&P 500 ETF T	$10M	15,670
38	CISCO SYS INC	$10M	128,234
39	VERIZON COMMUNICATIONS INC	$10M	190,525
40	COSTCO WHOLESALE CORPORATION	$10M	9,578
41	BRISTOL-MYERS SQUIBB CO	$10M	156,664
42	CITIZENS FINL GROUP INC	$9M	153,963
43	RTX CORPORATION	$9M	47,745
44	ENBRIDGE INC	$9M	169,108
45	MCKESSON CORP	$9M	10,111
46	WELLS FARGO & CO	$9M	109,547
47	ISHARES TR	$9M	127,204
48	TE CONNECTIVITY PLC	$9M	41,060
49	FARMERS & MERCHANTS BANCORP	$8M	328,604
50	ASTRAZENECA PLC	$8M	41,673

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.