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Goelzer Investment Management, Inc. - Portfolio Stock Holdings

Goelzer Investment Management, Inc. disclosed 325 stock positions in a recent SEC 13F filing. $2,281,769,653 of stock holdings were filed, with the largest holdings including LLY, IVV, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,510,923,289 and has 34 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

325

Est. Stock Holding Value:

$2,281,769,653

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Goelzer Investment Management, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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