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Portfolio (Quarterly) Guide ↗

Goelzer Investment Management, Inc.

· CIK 0001550057
13F Portfolio $2.2B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New
Page 12 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CR CRANE COMPANY Industrials 2,451.0 $452K 0.02% NEW $184.43 -2.8%
222 GS GOLDMAN SACHS GROUP INC Financial Services 502.0 $441K 0.02% NEW $879.00 +10.2%
223 FAST FASTENAL CO Industrials 10,946.0 $439K 0.02% NEW $40.13 +9.6%
224 AMD ADVANCED MICRO DEVICES INC Technology 2,028.0 $434K 0.02% NEW $214.16 +98.0%
225 XLI SELECT SECTOR SPDR TR 2,722.0 $422K 0.02% NEW $155.12 +10.5%
226 XLY SELECT SECTOR SPDR TR 3,453.0 $412K 0.02% NEW $119.41 -2.4%
227 GSIE GOLDMAN SACHS ETF TR 8,953.0 $384K 0.02% NEW $42.94 +4.4%
228 AFL AFLAC INC Financial Services 3,444.0 $380K 0.02% NEW $110.27 +5.9%
229 VNQ VANGUARD INDEX FDS 4,276.0 $378K 0.02% NEW $88.49 +6.1%
230 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,032.0 $362K 0.02% NEW $350.55 +13.2%
231 VYM VANGUARD WHITEHALL FDS 2,431.0 $349K 0.02% NEW $143.52 +8.5%
232 OKE ONEOK INC NEW Energy 4,719.0 $347K 0.02% NEW $73.50 +23.9%
233 ONB OLD NATL BANCORP IND Financial Services 15,475.0 $345K 0.02% NEW $22.31 +5.7%
234 LNC LINCOLN NATL CORP IND Financial Services 7,600.0 $338K 0.02% NEW $44.53 -22.4%
235 DHR DANAHER CORPORATION Healthcare 1,476.0 $338K 0.02% NEW $228.97 -28.1%
236 IWM ISHARES TR 1,369.0 $337K 0.02% NEW $246.16 +12.8%
237 IVE ISHARES TR 1,562.0 $331K 0.01% NEW $212.07 +5.4%
238 GTLS CHART INDS INC Industrials 1,595.0 $329K 0.01% NEW $206.23 +0.5%
239 VEU VANGUARD INTL EQUITY INDEX F 4,451.0 $327K 0.01% NEW $73.56 +10.1%
240 BWA BORGWARNER INC Consumer Cyclical 7,265.0 $327K 0.01% NEW $45.06 +40.3%
Page 12 of 14  ·  271 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 45.4%
Technology 15.7%
Financial Services 11.7%
Industrials 6.6%
Communication Services 4.5%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Energy 3.5%
Utilities 2.1%
Basic Materials 1.5%