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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 10 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KR KROGER CO Consumer Defensive 16,637.0 $924K 0.04% -955.0 -5.4% $55.53 +5.4%
182 BND VANGUARD BD INDEX FDS 12,500.0 $918K 0.04% +70.0 +0.6% $73.41 -1.1%
183 DLR DIGITAL RLTY TR INC Real Estate 4,988.0 $896K 0.04% -78.0 -1.5% $179.58 +7.7%
184 GSLC GOLDMAN SACHS ETF TR 6,270.0 $890K 0.04% $141.89 +3.2%
185 SPXC SPX TECHNOLOGIES INC Industrials 3,600.0 $883K 0.04% $245.17 -16.1%
186 MMM 3M CO Industrials 5,450.0 $882K 0.04% $161.91 +11.2%
187 VBR VANGUARD INDEX FDS 3,605.0 $876K 0.04% -481.0 -11.8% $242.99 +2.5%
188 MCO MOODYS CORP Financial Services 1,926.0 $872K 0.04% -102.0 -5.0% $452.92 +13.6%
189 EMR EMERSON ELEC CO Industrials 6,002.0 $859K 0.04% +231.0 +4.0% $143.15 +10.6%
190 DBEF DBX ETF TR 15,724.0 $859K 0.04% $54.63 +2.5%
191 IEMG ISHARES INC 10,313.0 $854K 0.04% -1K -10.8% $82.84 -1.2%
192 XLI SELECT SECTOR SPDR TR 4,540.0 $841K 0.04% +258.0 +6.0% $185.22 -2.6%
193 GS GOLDMAN SACHS GROUP INC Financial Services 819.0 $828K 0.04% +95.0 +13.1% $1011.37 +2.9%
194 VWO VANGUARD INTL EQUITY INDEX F 13,676.0 $816K 0.04% +69.0 +0.5% $59.69 +1.6%
195 TT TRANE TECHNOLOGIES PLC Industrials 1,650.0 $810K 0.04% $491.16 -5.7%
196 AAXJ ISHARES TR 6,693.0 $799K 0.04% $119.33 -2.2%
197 ALL ALLSTATE CORP Financial Services 3,300.0 $785K 0.03% $237.94 +10.0%
198 IVE ISHARES TR 3,454.0 $784K 0.03% +405.0 +13.3% $227.06 +4.8%
199 EFV ISHARES TR 10,241.0 $784K 0.03% +1K +11.8% $76.55 +7.4%
200 IGV ISHARES TR 8,577.0 $777K 0.03% -100.0 -1.1% $90.60 +13.0%
Page 10 of 16  ·  314 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%