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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 14 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLY SELECT SECTOR SPDR TR 3,049.0 $358K 0.02% -438.0 -12.6% $117.27 -0.1%
262 OKE ONEOK INC NEW Energy 4,034.0 $351K 0.01% -728.0 -15.3% $86.94 +9.2%
263 C CITIGROUP INC Financial Services 2,438.0 $341K 0.01% -43.0 -1.7% $139.96 -4.6%
264 IGM ISHARES TR 2,070.0 $339K 0.01% +211.0 +11.3% $163.58 -3.0%
265 TRP TC ENERGY CORP Energy 5,072.0 $336K 0.01% $66.29 -5.2%
266 EW EDWARDS LIFESCIENCES CORP Healthcare 3,700.0 $335K 0.01% -800.0 -17.8% $90.46 +0.4%
267 AMAT APPLIED MATLS INC Technology 450.0 $325K 0.01% NEW $723.00 -33.6%
268 DOV DOVER CORP Industrials 1,448.0 $325K 0.01% -796.0 -35.5% $224.30 -8.8%
269 NOBL PROSHARES TR 5,744.0 $323K 0.01% +3K +82.6% $56.16 +4.7%
270 ITOT ISHARES TR 1,898.0 $312K 0.01% $164.27 +2.2%
271 VOX VANGUARD WORLD FD 1,685.0 $310K 0.01% $183.93 +2.2%
272 VUG VANGUARD INDEX FDS 3,515.0 $303K 0.01% +3K +285.8% $86.14 +1.5%
273 EFG ISHARES TR 2,347.0 $292K 0.01% +408.0 +21.0% $124.42 +1.0%
274 XLC SELECT SECTOR SPDR TR 2,692.0 $288K 0.01% -160.0 -5.6% $107.13 +5.1%
275 DYNF BLACKROCK ETF TRUST 4,232.0 $288K 0.01% +655.0 +18.3% $68.01 +1.6%
276 CWI SPDR INDEX SHS FDS 7,045.0 $287K 0.01% +80.0 +1.1% $40.67 +2.1%
277 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 296.0 $286K 0.01% NEW $965.00 -12.3%
278 BX BLACKSTONE INC Financial Services 2,413.0 $284K 0.01% NEW $117.67 +21.7%
279 TXN TEXAS INSTRS INC Technology 952.0 $284K 0.01% NEW $298.07 -12.2%
280 MINV MATTHEWS ASIA FDS 4,884.0 $282K 0.01% NEW $57.84 -14.1%
Page 14 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%