Goelzer Investment Management, Inc.: 13F holdings
CIK 15500572026Q2
| Positions | 314 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 314 (+17 vs prior quarter) |
|---|
| Reported value | $2.3bn (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 537,488 | $644.7m | 28.1% |
| IVV ISHARES TR | 274,215 | $205.4m | 8.9% |
| IJH ISHARES TR | 1,150,363 | $88.7m | 3.9% |
| SCHF SCHWAB STRATEGIC TR | 1,711,363 | $47.4m | 2.1% |
| AVGO BROADCOM INC | 119,112 | $45.0m | 2.0% |
| AAPL APPLE INC | 154,703 | $44.8m | 2.0% |
| JMTG J P MORGAN EXCHANGE TRADED F | 807,941 | $40.9m | 1.8% |
| SLYV SPDR SERIES TRUST | 374,631 | $40.9m | 1.8% |
| MSFT MICROSOFT CORP | 82,547 | $30.8m | 1.3% |
| GOOG ALPHABET INC | 86,369 | $30.5m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1550057")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples