Goelzer Investment Management, Inc. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.4T

Holdings

222

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (222 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
648,422$348.3B24.51%
2
IVVISHARES TR
182,188$78.2B5.51%
3
SLYVSPDR SER TR
797,708$57.7B4.06%
4
IJRISHARES TR
513,674$48.5B3.41%
5
IJHISHARES TR
190,914$47.6B3.35%
6
SCHFSCHWAB STRATEGIC TR
1,068,200$36.3B2.55%
7
MSFTMICROSOFT CORP
91,203$28.8B2.03%
8
AAPLAPPLE INC
150,833$25.8B1.82%
9
XOMEXXON MOBIL CORP
162,655$19.1B1.35%
10
ETNEATON CORP PLC
77,617$16.6B1.17%
11
CVXCHEVRON CORP NEW
87,827$14.8B1.04%
12
MRKMERCK & CO INC
142,861$14.7B1.04%
13
OHIOMEGA HEALTHCARE INVS INC
423,442$14.0B0.99%
14
SPYSPDR S&P 500 ETF TR
30,870$13.2B0.93%
15
QCOMQUALCOMM INC
113,969$12.7B0.89%
16
GOOGALPHABET INC
91,858$12.1B0.85%
17
PEPPEPSICO INC
70,701$12.0B0.84%
18
LMTLOCKHEED MARTIN CORP
29,237$12.0B0.84%
19
IGSBISHARES TR
232,679$11.6B0.82%
20
TLTISHARES TR
130,172$11.5B0.81%
21
IVWISHARES TR
160,195$11.0B0.77%
22
APDAIR PRODS & CHEMS INC
36,844$10.4B0.73%
23
IWDISHARES TR
66,283$10.1B0.71%
24
CSCOCISCO SYS INC
183,816$9.9B0.70%
25
MBBISHARES TR
108,532$9.6B0.68%
26
GNTXGENTEX CORP
294,344$9.6B0.67%
27
PRUPRUDENTIAL FINL INC
98,277$9.3B0.66%
28
PG4PRINCIPAL FINANCIAL GROUP IN
128,979$9.3B0.65%
29
JNJJOHNSON & JOHNSON
58,982$9.2B0.65%
30
CVSCVS HEALTH CORP
125,576$8.8B0.62%
31
ADIANALOG DEVICES INC
48,907$8.6B0.60%
32
AVGOBROADCOM INC
10,112$8.4B0.59%
33
UNHUNITEDHEALTH GROUP INC
16,514$8.3B0.59%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
23,519$8.2B0.58%
35
BMYBRISTOL-MYERS SQUIBB CO
139,342$8.1B0.57%
36
ABBVABBVIE INC
53,786$8.0B0.56%
37
TELTE CONNECTIVITY LTD
63,359$7.8B0.55%
38
ENBENBRIDGE INC
230,850$7.7B0.54%
39
PGPROCTER AND GAMBLE CO
51,922$7.6B0.53%
40
PIIPOLARIS INC
72,396$7.5B0.53%
41
JPMJPMORGAN CHASE & CO
49,677$7.2B0.51%
42
CFGCITIZENS FINL GROUP INC
267,550$7.2B0.50%
43
GATXGATX CORP
65,685$7.1B0.50%
44
COSTCOSTCO WHSL CORP NEW
12,506$7.1B0.50%
45
PFEPFIZER INC
211,571$7.0B0.49%
46
SJMSMUCKER J M CO
56,686$7.0B0.49%
47
TRVTRAVELERS COMPANIES INC
42,570$7.0B0.49%
48
CITHE CIGNA GROUP
24,039$6.9B0.48%
49
WMTWALMART INC
41,356$6.6B0.47%
50
VVISA INC
28,355$6.5B0.46%
51
IPGINTERPUBLIC GROUP COS INC
225,209$6.5B0.45%
52
ADBEADOBE INC
12,650$6.5B0.45%
53
PANWPALO ALTO NETWORKS INC
26,790$6.3B0.44%
54
TROWPRICE T ROWE GROUP INC
59,163$6.2B0.44%
55
USBUS BANCORP DEL
181,262$6.0B0.42%
56
MDYSPDR S&P MIDCAP 400 ETF TR
12,945$5.9B0.42%
57
SYYSYSCO CORP
88,703$5.9B0.41%
58
IJKISHARES TR
79,787$5.8B0.41%
59
ACWXISHARES TR
119,453$5.6B0.40%
60
RIORIO TINTO PLC
85,179$5.4B0.38%
61
IBMINTERNATIONAL BUSINESS MACHS
38,469$5.4B0.38%
62
SLBSCHLUMBERGER LTD
90,534$5.3B0.37%
63
TJXTJX COS INC NEW
58,406$5.2B0.37%
64
AMZNAMAZON COM INC
39,955$5.1B0.36%
65
MCKMCKESSON CORP
11,657$5.1B0.36%
66
BACBANK AMERICA CORP
179,374$4.9B0.35%
67
INGRINGREDION INC
47,912$4.7B0.33%
68
DYHTARGET CORP
41,927$4.6B0.33%
69
LOWLOWES COS INC
21,919$4.6B0.32%
70
HONHONEYWELL INTL INC
24,630$4.6B0.32%
71
SWKSTANLEY BLACK & DECKER INC
54,330$4.5B0.32%
72
IQVIQVIA HLDGS INC
22,594$4.4B0.31%
73
DISDISNEY WALT CO
54,695$4.4B0.31%
74
ZTSZOETIS INC
24,878$4.3B0.30%
75
WSMWILLIAMS SONOMA INC
27,487$4.3B0.30%
76
BWABORGWARNER INC
104,146$4.2B0.30%
77
CTVACORTEVA INC
81,883$4.2B0.29%
78
SOSOUTHERN CO
64,518$4.2B0.29%
79
CATCATERPILLAR INC
15,110$4.1B0.29%
80
NINISOURCE INC
166,608$4.1B0.29%
81
AIGAMERICAN INTL GROUP INC
67,241$4.1B0.29%
82
FCXFREEPORT-MCMORAN INC
108,878$4.1B0.29%
83
RTXRTX CORPORATION
56,237$4.0B0.28%
84
IGIBISHARES TR
83,044$4.0B0.28%
85
HDHOME DEPOT INC
13,176$4.0B0.28%
86
IJJISHARES TR
39,290$4.0B0.28%
87
BKNGBOOKING HOLDINGS INC
1,275$3.9B0.28%
88
BACVERIZON COMMUNICATIONS INC
119,093$3.9B0.27%
89
MDTMEDTRONIC PLC
48,567$3.8B0.27%
90
AEPAMERICAN ELEC PWR CO INC
50,394$3.8B0.27%
91
UNPUNION PAC CORP
18,485$3.8B0.26%
92
TMUST-MOBILE US INC
25,894$3.6B0.26%
93
NXSTNEXSTAR MEDIA GROUP INC
24,985$3.6B0.25%
94
ULTAULTA BEAUTY INC
8,938$3.6B0.25%
95
FQIDIGITAL RLTY TR INC
28,283$3.4B0.24%
96
FITBFIFTH THIRD BANCORP
133,515$3.4B0.24%
97
VONGVANGUARD SCOTTSDALE FDS
48,664$3.3B0.23%
98
JCIJOHNSON CTLS INTL PLC
62,371$3.3B0.23%
99
MAMASTERCARD INCORPORATED
7,999$3.2B0.22%
100
EOGEOG RES INC
24,412$3.1B0.22%
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