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Portfolio (Quarterly) Guide ↗

Goelzer Investment Management, Inc.

· CIK 0001550057
13F Portfolio $2.3B AUM 314 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 44 Added 188 Reduced 18 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CWI SPDR INDEX SHS FDS 7,045.0 $287K 0.01% +80.0 +1.1% $40.67 +2.0%
42 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,239.0 $281K 0.01% +143.0 +13.1% $226.81 -43.0%
43 MUB ISHARES TR 2,332.0 $251K 0.01% +263.0 +12.7% $107.62 -2.0%
44 ISRG INTUITIVE SURGICAL INC Healthcare 601.0 $239K 0.01% +81.0 +15.6% $397.68 -7.1%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 46.8%
Technology 16.5%
Financial Services 11.1%
Industrials 7.2%
Energy 4.2%
Consumer Cyclical 3.9%
Consumer Defensive 3.8%
Communication Services 2.0%
Utilities 2.0%
Basic Materials 1.5%