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Portfolio (Quarterly) Guide ↗

Goelzer Investment Management, Inc.

· CIK 0001550057
13F Portfolio $2.1B AUM 297 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 97 Added 95 Reduced 6 Exited
Page 13 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PSX PHILLIPS 66 Energy 2,139.0 $390K 0.02% -131.0 -5.8% $182.18 -8.2%
242 GSIE GOLDMAN SACHS ETF TR 8,953.0 $386K 0.02% $43.13 +7.2%
243 XLY SELECT SECTOR SPDR TR 3,487.0 $380K 0.02% +34.0 +1.0% $108.99 +6.0%
244 VNQ VANGUARD INDEX FDS 4,276.0 $379K 0.02% $88.70 +7.8%
245 VST VISTRA CORP Utilities 2,459.0 $370K 0.02% -5K -65.4% $150.33 +5.6%
246 EW EDWARDS LIFESCIENCES CORP Healthcare 4,500.0 $360K 0.02% NEW $80.08 +8.3%
247 IWP ISHARES TR 2,790.0 $357K 0.02% +773.0 +38.3% $128.12 +9.7%
248 AFL AFLAC INC Financial Services 3,255.0 $357K 0.02% -189.0 -5.5% $109.71 +6.0%
249 VYM VANGUARD WHITEHALL FDS 2,364.0 $350K 0.02% -67.0 -2.8% $148.10 +7.5%
250 VV VANGUARD INDEX FDS 1,162.0 $347K 0.02% NEW $298.85 +14.2%
251 ONB OLD NATL BANCORP IND Financial Services 15,475.0 $342K 0.02% $22.10 +11.4%
252 GLD SPDR GOLD TR Financial Services 793.0 $341K 0.02% NEW $430.29 -9.7%
253 VEU VANGUARD INTL EQUITY INDEX F 4,451.0 $334K 0.02% $75.10 +12.3%
254 NOBL PROSHARES TR 3,145.0 $333K 0.02% $106.01 -48.2%
255 CR CRANE COMPANY Industrials 1,949.0 $333K 0.02% -502.0 -20.5% $171.00 +22.3%
256 BP BP PLC Energy 7,074.0 $332K 0.02% $47.00 -14.6%
257 GTLS CHART INDS INC Industrials 1,595.0 $330K 0.02% $206.75 +0.1%
258 JIRE J P MORGAN EXCHANGE TRADED F 4,343.0 $329K 0.02% $75.74 +8.4%
259 IWM ISHARES TR 1,309.0 $325K 0.02% -60.0 -4.4% $248.00 +16.9%
260 ADBE ADOBE INC Technology 1,324.0 $322K 0.02% -14K -91.5% $243.08 -19.3%
Page 13 of 15  ·  297 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 41.9%
Technology 14.8%
Financial Services 11.7%
Industrials 7.8%
Energy 5.3%
Communication Services 4.5%
Consumer Defensive 4.4%
Consumer Cyclical 4.3%
Utilities 2.3%
Basic Materials 1.7%