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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 9 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGZ ISHARES TR 9,434.0 $1.0M 0.05% NEW $110.25 -1.4%
162 SLB SLB LIMITED Energy 26,758.0 $1.0M 0.05% NEW $38.38 +48.5%
163 DGII DIGI INTL INC Technology 23,350.0 $1.0M 0.05% NEW $43.29 +43.9%
164 IQVIA HLDGS INC 4,477.0 $1.0M 0.05% NEW $225.41
165 EMR EMERSON ELEC CO Industrials 7,170.0 $952K 0.04% NEW $132.72 -0.8%
166 VBR VANGUARD INDEX FDS 4,464.0 $945K 0.04% NEW $211.79 +7.9%
167 CHRW C H ROBINSON WORLDWIDE INC Industrials 5,817.0 $935K 0.04% NEW $160.76 +4.9%
168 MMM 3M CO Industrials 5,578.0 $893K 0.04% NEW $160.10 -5.3%
169 MS MORGAN STANLEY Financial Services 4,925.0 $874K 0.04% NEW $177.54 +8.2%
170 XLE SELECT SECTOR SPDR TR 19,265.0 $861K 0.04% NEW $44.71 +35.2%
171 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,870.0 $848K 0.04% NEW $453.36 -4.2%
172 GSLC GOLDMAN SACHS ETF TR 6,270.0 $830K 0.04% NEW $132.37 +5.6%
173 XLF SELECT SECTOR SPDR TR 14,643.0 $802K 0.04% NEW $54.77 -5.9%
174 APOS APOLLO GLOBAL MGMT INC Financial Services 5,518.0 $799K 0.04% NEW $144.76 -82.1%
175 DLR DIGITAL RLTY TR INC Real Estate 5,126.0 $793K 0.04% NEW $154.71 +20.6%
176 GPC GENUINE PARTS CO Consumer Cyclical 6,425.0 $790K 0.04% NEW $122.96 -24.5%
177 CRWD CROWDSTRIKE HLDGS INC Technology 1,674.0 $785K 0.04% NEW $468.76 +30.7%
178 QUAL ISHARES TR 3,938.0 $782K 0.04% NEW $198.62 +5.7%
179 DBEF DBX ETF TR 15,724.0 $756K 0.04% NEW $48.11 +7.7%
180 BDX BECTON DICKINSON & CO Healthcare 3,884.0 $754K 0.04% NEW $194.07 -26.3%
Page 9 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%