account_balance
Investment manager · 13F filer · SEC CIK 1550057
Goelzer Investment Management, Inc.
Reported value$2.29Bas of Jun 30, 2026
Positions314 35 new, 18 sold out
Top 10 weight53.1%LLY alone is 28%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLYEli Lilly & Co
28.1%
IVViShares Tr
8.9%
IJHiShares Tr
3.9%
SCHFSchwab Strategic Tr
2.1%Trimmed −6%
AVGOBroadcom Inc
2.0%Added +8%
AAPLApple Inc
2.0%Trimmed −4%
JMTGJ P Morgan Exchange Traded F
1.8%
SLYVSPDR Series Trust
1.8%Trimmed −53%
NUGONushares ETF Tr
1.1%New
JPMJPMorgan Chase & Co
1.1%Added +10%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY Eli Lilly & Co 28.1% Held
IVV iShares Tr 8.9% Held
IJH iShares Tr 3.9% Held
SCHF Schwab Strategic Tr 2.1% Trimmed −6%
AVGO Broadcom Inc 2.0% Added +8%AAPL Apple Inc 2.0% Trimmed −4%JMTG J P Morgan Exchange Traded F 1.8% Held
SLYV SPDR Series Trust 1.8% Trimmed −53%
MSFT Microsoft Corp 1.3% Trimmed −4%GOOG Alphabet Inc 1.3% Trimmed −5%NUGO Nushares ETF Tr 1.1% New
JPM JPMorgan Chase & Co 1.1% Added +10%What changed