Goelzer Investment Management, Inc. Q4 2018 Filing

Filed January 28, 2019

Portfolio Value

$780.9B

Holdings

195

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
1
ACWXISHARES TR
856,416$35.9B4.60%
2
IJRISHARES TR
259,508$18.0B2.30%
3
DBEFDBX ETF TR
605,144$16.9B2.16%
4
OHIOMEGA HEALTHCARE INVS INC
440,854$15.5B1.98%
5
IJHISHARES TR
93,282$15.5B1.98%
6
MRKMERCK & CO INC
187,381$14.3B1.83%
7
IVVISHARES TR
53,715$13.5B1.73%
8
AAPLAPPLE INC
74,684$11.8B1.51%
9
IWDISHARES TR
99,074$11.0B1.41%
10
ENBENBRIDGE INC
352,862$11.0B1.40%
11
PG4PRINCIPAL FINL GROUP INC
246,025$10.9B1.39%
12
QCOMQUALCOMM INC
189,654$10.8B1.38%
13
MSFTMICROSOFT CORP
105,793$10.7B1.38%
14
CVXCHEVRON CORP NEW
98,096$10.7B1.37%
15
TAT&T INC
367,637$10.5B1.34%
16
MDPUSDMEREDITH CORP
195,668$10.2B1.30%
17
KEYKEYCORP NEW
651,134$9.6B1.23%
18
XOMEXXON MOBIL CORP
139,119$9.5B1.21%
19
BACVERIZON COMMUNICATIONS INC
164,406$9.2B1.18%
20
IVWISHARES TR
57,455$8.7B1.11%
21
JNJJOHNSON & JOHNSON
65,558$8.5B1.08%
22
SPYSPDR S&P 500 ETF TR
33,564$8.4B1.07%
23
PFEPFIZER INC
190,547$8.3B1.07%
24
VNQVANGUARD INDEX FDS
106,364$7.9B1.02%
25
TIPISHARES TR
70,622$7.7B0.99%
26
SPGSIMON PPTY GROUP INC NEW
45,724$7.7B0.98%
27
PRUPRUDENTIAL FINL INC
92,230$7.5B0.96%
28
IBMINTERNATIONAL BUSINESS MACHS
65,995$7.5B0.96%
29
CSCOCISCO SYS INC
161,270$7.0B0.89%
30
IJKISHARES TR
36,220$6.9B0.89%
31
DRIDARDEN RESTAURANTS INC
68,930$6.9B0.88%
32
LMTLOCKHEED MARTIN CORP
25,901$6.8B0.87%
33
TRVTRAVELERS COMPANIES INC
56,277$6.7B0.86%
34
SHYISHARES TR
76,040$6.4B0.81%
35
HONHONEYWELL INTL INC
48,031$6.3B0.81%
36
INGRINGREDION INC
69,349$6.3B0.81%
37
IQVIQVIA HLDGS INC
54,095$6.3B0.80%
38
PNCPNC FINL SVCS GROUP INC
52,704$6.2B0.79%
39
TELTE CONNECTIVITY LTD
79,032$6.0B0.77%
40
MXIMMAXIM INTEGRATED PRODS INC
117,227$6.0B0.76%
41
WMTWALMART INC
63,676$5.9B0.76%
42
ORCLORACLE CORP
129,384$5.8B0.75%
43
WSMWILLIAMS SONOMA INC
113,698$5.7B0.73%
44
CVSCVS HEALTH CORP
85,611$5.6B0.72%
45
DYHTARGET CORP
83,599$5.5B0.71%
46
MDYSPDR S&P MIDCAP 400 ETF TR
18,237$5.5B0.71%
47
BRK/BBERKSHIRE HATHAWAY INC DEL
26,743$5.5B0.70%
48
CTRACABOT OIL & GAS CORP
241,897$5.4B0.69%
49
ZBHZIMMER BIOMET HLDGS INC
51,926$5.4B0.69%
50
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
84,141$5.3B0.68%
51
FQIDIGITAL RLTY TR INC
48,649$5.2B0.66%
52
USBUS BANCORP DEL
113,289$5.2B0.66%
53
SYYSYSCO CORP
81,599$5.1B0.65%
54
PEPPEPSICO INC
45,789$5.1B0.65%
55
UTXZUNITED TECHNOLOGIES CORP
47,130$5.0B0.64%
56
APDAIR PRODS & CHEMS INC
31,254$5.0B0.64%
57
MMM3M CO
26,032$5.0B0.64%
58
GATXGATX CORP
70,032$5.0B0.64%
59
GNTXGENTEX CORP
244,592$4.9B0.63%
60
WWWWOLVERINE WORLD WIDE INC
153,363$4.9B0.63%
61
DDOMINION ENERGY INC
67,639$4.8B0.62%
62
TROWPRICE T ROWE GROUP INC
51,876$4.8B0.61%
63
AJGGALLAGHER ARTHUR J & CO
62,932$4.6B0.59%
64
GOOGALPHABET INC
4,404$4.6B0.58%
65
CWBSPDR SERIES TRUST
96,770$4.5B0.58%
66
CHKPCHECK POINT SOFTWARE TECH LT
43,570$4.5B0.57%
67
UMPQUSDUMPQUA HLDGS CORP
280,408$4.5B0.57%
68
ETNEATON CORP PLC
64,858$4.5B0.57%
69
KRKROGER CO
160,672$4.4B0.57%
70
AXPAMERICAN EXPRESS CO
45,471$4.3B0.56%
71
R6C2ROYAL DUTCH SHELL PLC
72,224$4.3B0.55%
72
SWKSTANLEY BLACK & DECKER INC
35,354$4.2B0.54%
73
ABBVABBVIE INC
45,199$4.2B0.53%
74
COPCONOCOPHILLIPS
66,233$4.1B0.53%
75
GTLSCHART INDS INC
63,493$4.1B0.53%
76
DOWDUPONT INC
76,847$4.1B0.53%
77
HIGHARTFORD FINL SVCS GROUP INC
92,323$4.1B0.53%
78
WBAWALGREENS BOOTS ALLIANCE INC
59,893$4.1B0.52%
79
NTRNUTRIEN LTD
82,878$3.9B0.50%
80
CFGCITIZENS FINL GROUP INC
130,398$3.9B0.50%
81
MTGMGIC INVT CORP WIS
368,183$3.9B0.49%
82
JPMJPMORGAN CHASE & CO
38,844$3.8B0.49%
83
BMYBRISTOL MYERS SQUIBB CO
72,469$3.8B0.48%
84
VVISA INC
28,469$3.8B0.48%
85
PIIPOLARIS INDS INC
48,939$3.8B0.48%
86
ALLERGAN PLC
28,053$3.8B0.48%
87
UNHUNITEDHEALTH GROUP INC
14,839$3.7B0.47%
88
DISCKUSDDISCOVERY INC
158,650$3.7B0.47%
89
JCIJOHNSON CTLS INTL PLC
120,748$3.6B0.46%
90
PPLPPL CORP
125,149$3.5B0.45%
91
LOWLOWES COS INC
36,343$3.4B0.43%
92
AMTAMERICAN TOWER CORP NEW
20,997$3.3B0.43%
93
IJJISHARES TR
23,440$3.2B0.42%
94
BALLBALL CORP
65,738$3.0B0.39%
95
VYXNCR CORP NEW
128,435$3.0B0.38%
96
HN9HANESBRANDS INC
235,763$3.0B0.38%
97
COSTCOSTCO WHSL CORP NEW
14,121$2.9B0.37%
98
DISDISNEY WALT CO
26,160$2.9B0.37%
99
MAMASTERCARD INCORPORATED
14,631$2.8B0.35%
100
THGHANOVER INS GROUP INC
23,428$2.7B0.35%
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