Goelzer Investment Management, Inc. Q1 2020 Filing

Filed May 7, 2020

Portfolio Value

$876.9B

Holdings

238

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
LLYLILLY ELI & CO
310,690$43.1B4.91%
2
SPYSPDR S&P 500 ETF TR
134,820$34.8B3.96%
3
IJRISHARES TR
514,821$28.9B3.29%
4
ACWXISHARES TR
696,321$26.2B2.99%
5
IJHISHARES TR
172,851$24.9B2.84%
6
MSFTMICROSOFT CORP
152,310$24.0B2.74%
7
AAPLAPPLE INC
83,080$21.1B2.41%
8
IVVISHARES TR
81,645$21.1B2.41%
9
DBEFDBX ETF TR
722,876$19.4B2.21%
10
IVWISHARES TR
85,319$14.1B1.61%
11
QCOMQUALCOMM INC
203,008$13.7B1.57%
12
BMYBRISTOL-MYERS SQUIBB CO
228,993$12.8B1.46%
13
IWDISHARES TR
126,348$12.5B1.43%
14
MRKMERCK & CO. INC
159,593$12.3B1.40%
15
TAT&T INC
409,712$11.9B1.36%
16
BACVERIZON COMMUNICATIONS INC
219,899$11.8B1.35%
17
LMTLOCKHEED MARTIN CORP
32,290$10.9B1.25%
18
XOMEXXON MOBIL CORP
266,815$10.1B1.16%
19
JNJJOHNSON & JOHNSON
68,102$8.9B1.02%
20
OHIOMEGA HEALTHCARE INVS INC
334,099$8.9B1.01%
21
CVXCHEVRON CORP NEW
121,534$8.8B1.00%
22
UNHUNITEDHEALTH GROUP INC
34,246$8.5B0.97%
23
IBMINTERNATIONAL BUSINESS MACHS
70,440$7.8B0.89%
24
PFEPFIZER INC
230,699$7.5B0.86%
25
CVSCVS HEALTH CORP
126,353$7.5B0.85%
26
IGVISHARES TR
35,275$7.4B0.85%
27
GOOGALPHABET INC
6,294$7.3B0.83%
28
CSCOCISCO SYS INC
184,759$7.3B0.83%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
39,160$7.2B0.82%
30
IJKISHARES TR
39,817$7.1B0.81%
31
APDAIR PRODS & CHEMS INC
34,714$6.9B0.79%
32
INGRINGREDION INC
90,092$6.8B0.78%
33
ENBENBRIDGE INC
233,221$6.8B0.77%
34
HONHONEYWELL INTL INC
49,192$6.6B0.75%
35
CWBSPDR SER TR
132,625$6.3B0.72%
36
MXIMMAXIM INTEGRATED PRODS INC
126,726$6.2B0.70%
37
WMTWALMART INC
51,806$5.9B0.67%
38
SJMSMUCKER J M CO
52,845$5.9B0.67%
39
GNTXGENTEX CORP
262,828$5.8B0.66%
40
IQVIQVIA HLDGS INC
52,079$5.6B0.64%
41
PEPPEPSICO INC
46,624$5.6B0.64%
42
PG4PRINCIPAL FINL GROUP INC
175,497$5.5B0.63%
43
UTXZUNITED TECHNOLOGIES CORP
58,216$5.5B0.63%
44
TROWPRICE T ROWE GROUP INC
56,118$5.5B0.62%
45
TELTE CONNECTIVITY LTD
85,377$5.4B0.61%
46
ETNEATON CORP PLC
68,074$5.3B0.60%
47
WSMWILLIAMS SONOMA INC
122,087$5.2B0.59%
48
DYHTARGET CORP
55,053$5.1B0.58%
49
PRUPRUDENTIAL FINL INC
96,422$5.0B0.57%
50
KRKROGER CO
162,570$4.9B0.56%
51
SPGSIMON PPTY GROUP INC NEW
86,559$4.7B0.54%
52
GATXGATX CORP
75,046$4.7B0.54%
53
JPMJPMORGAN CHASE & CO
49,795$4.5B0.51%
54
MDYSPDR S&P MIDCAP 400 ETF TR
17,035$4.5B0.51%
55
KEYKEYCORP
431,706$4.5B0.51%
56
ABBVABBVIE INC
57,625$4.4B0.50%
57
WBAWALGREENS BOOTS ALLIANCE INC
95,871$4.4B0.50%
58
TRVTRAVELERS COMPANIES INC
43,993$4.4B0.50%
59
ZBHZIMMER BIOMET HOLDINGS INC
43,025$4.3B0.50%
60
COSTCOSTCO WHSL CORP NEW
15,087$4.3B0.49%
61
SYYSYSCO CORP
94,072$4.3B0.49%
62
FQIDIGITAL RLTY TR INC
30,661$4.3B0.49%
63
TIPISHARES TR
35,807$4.2B0.48%
64
USBUS BANCORP DEL
120,661$4.2B0.47%
65
CHKPCHECK POINT SOFTWARE TECH LT
40,914$4.1B0.47%
66
MMM3M CO
28,609$3.9B0.45%
67
TJXTJX COS INC NEW
81,639$3.9B0.45%
68
CNPCENTERPOINT ENERGY INC
251,096$3.9B0.44%
69
SWKSTANLEY BLACK & DECKER INC
38,317$3.8B0.44%
70
VVISA INC
23,770$3.8B0.44%
71
AXPAMERICAN EXPRESS CO
43,720$3.7B0.43%
72
DDOMINION ENERGY INC
51,582$3.7B0.42%
73
MAMASTERCARD INC
15,124$3.7B0.42%
74
CMPCOMPASS MINERALS INTL INC
92,188$3.5B0.40%
75
FNFFIDELITY NATIONAL FINANCIAL
142,356$3.5B0.40%
76
CTVACORTEVA INC
148,216$3.5B0.40%
77
BALLBALL CORP
53,140$3.4B0.39%
78
FSLRFIRST SOLAR INC
93,194$3.4B0.38%
79
PPLPPL CORP
132,013$3.3B0.37%
80
AMZNAMAZON COM INC
1,669$3.3B0.37%
81
PIIPOLARIS INC
67,470$3.2B0.37%
82
AMTAMERICAN TOWER CORP NEW
14,873$3.2B0.37%
83
CHTRCHARTER COMMUNICATIONS INC N
7,366$3.2B0.37%
84
IGSBISHARES TR
60,953$3.2B0.36%
85
MCKMCKESSON CORP
23,592$3.2B0.36%
86
LEVILEVI STRAUSS & CO NEW
255,645$3.2B0.36%
87
UMPQUSDUMPQUA HLDGS CORP
290,819$3.2B0.36%
88
IPGINTERPUBLIC GROUP COS INC
194,812$3.2B0.36%
89
IJJISHARES TR
28,580$3.1B0.36%
90
JCIJOHNSON CTLS INTL PLC
112,793$3.0B0.35%
91
PGPROCTER & GAMBLE CO
26,696$2.9B0.33%
92
NOCNORTHROP GRUMMAN CORP
9,640$2.9B0.33%
93
AONAON PLC
17,409$2.9B0.33%
94
LOWLOWES COS INC
32,907$2.8B0.32%
95
GPNGLOBAL PMTS INC
19,336$2.8B0.32%
96
R6C2ROYAL DUTCH SHELL PLC
83,666$2.7B0.31%
97
ZTSZOETIS INC
23,040$2.7B0.31%
98
EQIXEQUINIX INC
4,244$2.7B0.30%
99
AIGAMERICAN INTL GROUP INC
105,447$2.6B0.29%
100
BDXBECTON DICKINSON & CO
11,098$2.5B0.29%
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