Goelzer Investment Management, Inc. Q2 2019 Filing

Filed July 29, 2019

Portfolio Value

$1.1T

Holdings

257

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (257 positions)

#StockSharesValue% PortfolioType
1
ACWXISHARES TR
835,278$39.1B3.60%
2
LLYLILLY ELI & CO
312,101$34.6B3.19%
3
SPYSPDR S&P 500 ETF TR
116,409$34.1B3.14%
4
IJRISHARES TR
377,884$29.6B2.73%
5
IJHISHARES TR
143,776$27.9B2.57%
6
DBEFDBX ETF TR
711,876$22.5B2.07%
7
IVVISHARES TR
68,917$20.3B1.87%
8
XOMEXXON MOBIL CORP
233,699$17.9B1.65%
9
MSFTMICROSOFT CORP
129,874$17.4B1.60%
10
AAPLAPPLE INC
87,196$17.3B1.59%
11
MRKMERCK & CO INC
187,306$15.7B1.45%
12
QCOMQUALCOMM INC
205,585$15.6B1.44%
13
IWDISHARES TR
120,683$15.4B1.41%
14
IVWISHARES TR
83,270$14.9B1.38%
15
CVXCHEVRON CORP NEW
112,864$14.0B1.29%
16
TAT&T INC
400,808$13.4B1.24%
17
ENBENBRIDGE INC
360,506$13.0B1.20%
18
OHIOMEGA HEALTHCARE INVS INC
340,424$12.5B1.15%
19
BACVERIZON COMMUNICATIONS INC
217,087$12.4B1.14%
20
CSCOCISCO SYS INC
221,199$12.1B1.12%
21
KEYKEYCORP NEW
663,259$11.8B1.08%
22
LMTLOCKHEED MARTIN CORP
32,060$11.7B1.07%
23
VNQVANGUARD INDEX FDS
125,378$11.0B1.01%
24
TIPISHARES TR
90,716$10.5B0.97%
25
PG4PRINCIPAL FINL GROUP INC
175,223$10.1B0.94%
26
MDPUSDMEREDITH CORP
183,435$10.1B0.93%
27
BMYBRISTOL MYERS SQUIBB CO
221,367$10.0B0.92%
28
TRVTRAVELERS COMPANIES INC
67,004$10.0B0.92%
29
IBMINTERNATIONAL BUSINESS MACHS
71,252$9.8B0.91%
30
PRUPRUDENTIAL FINL INC
96,523$9.7B0.90%
31
PFEPFIZER INC
222,890$9.7B0.89%
32
JNJJOHNSON & JOHNSON
66,631$9.3B0.85%
33
SPGSIMON PPTY GROUP INC NEW
57,504$9.2B0.85%
34
HONHONEYWELL INTL INC
52,034$9.1B0.84%
35
IJKISHARES TR
40,009$9.1B0.83%
36
DRIDARDEN RESTAURANTS INC
71,116$8.7B0.80%
37
IQVIQVIA HLDGS INC
53,615$8.6B0.79%
38
WMTWALMART INC
71,779$7.9B0.73%
39
TELTE CONNECTIVITY LTD
81,682$7.8B0.72%
40
WSMWILLIAMS SONOMA INC
117,402$7.6B0.70%
41
UTXZUNITED TECHNOLOGIES CORP
58,146$7.6B0.70%
42
APDAIR PRODS & CHEMS INC
33,076$7.5B0.69%
43
DYHTARGET CORP
86,320$7.5B0.69%
44
MXIMMAXIM INTEGRATED PRODS INC
123,423$7.4B0.68%
45
INGRINGREDION INC
89,326$7.4B0.68%
46
CVSCVS HEALTH CORP
121,255$6.6B0.61%
47
MDYSPDR S&P MIDCAP 400 ETF TR
18,534$6.6B0.61%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
30,372$6.5B0.60%
49
PEPPEPSICO INC
49,235$6.5B0.59%
50
CWBSPDR SERIES TRUST
119,269$6.3B0.58%
51
GNTXGENTEX CORP
255,678$6.3B0.58%
52
USBUS BANCORP DEL
118,172$6.2B0.57%
53
UNHUNITEDHEALTH GROUP INC
24,988$6.1B0.56%
54
IGVISHARES TR
27,679$6.0B0.56%
55
FQIDIGITAL RLTY TR INC
51,175$6.0B0.56%
56
TROWPRICE T ROWE GROUP INC
54,736$6.0B0.55%
57
PIIPOLARIS INDS INC
63,804$5.8B0.54%
58
AIGAMERICAN INTL GROUP INC
108,041$5.8B0.53%
59
GATXGATX CORP
72,301$5.7B0.53%
60
CHKPCHECK POINT SOFTWARE TECH LT
49,264$5.7B0.52%
61
JPMJPMORGAN CHASE & CO
50,772$5.7B0.52%
62
ETNEATON CORP PLC
66,600$5.5B0.51%
63
CFGCITIZENS FINL GROUP INC
155,134$5.5B0.51%
64
AXPAMERICAN EXPRESS CO
44,348$5.5B0.50%
65
DDOMINION ENERGY INC
70,348$5.4B0.50%
66
SWKSTANLEY BLACK & DECKER INC
37,406$5.4B0.50%
67
AJGGALLAGHER ARTHUR J & CO
61,721$5.4B0.50%
68
JCIJOHNSON CTLS INTL PLC
129,815$5.4B0.49%
69
VVISA INC
29,611$5.1B0.47%
70
R6C2ROYAL DUTCH SHELL PLC
77,730$5.1B0.47%
71
CMPCOMPASS MINERALS INTL INC
92,895$5.1B0.47%
72
HIGHARTFORD FINL SVCS GROUP INC
90,253$5.0B0.46%
73
MMM3M CO
27,855$4.8B0.44%
74
WBAWALGREENS BOOTS ALLIANCE INC
87,464$4.8B0.44%
75
UMPQUSDUMPQUA HLDGS CORP
287,943$4.8B0.44%
76
GOOGALPHABET INC
4,262$4.6B0.42%
77
ZBHZIMMER BIOMET HLDGS INC
39,113$4.6B0.42%
78
CTRACABOT OIL & GAS CORP
199,156$4.6B0.42%
79
COSTCOSTCO WHSL CORP NEW
17,098$4.5B0.42%
80
MCKMCKESSON CORP
31,974$4.3B0.40%
81
BUDANHEUSER BUSCH INBEV SA/NV
48,285$4.3B0.39%
82
MTGMGIC INVT CORP WIS
323,388$4.2B0.39%
83
DDDUPONT DE NEMOURS INC
55,942$4.2B0.39%
84
WWWWOLVERINE WORLD WIDE INC
149,814$4.1B0.38%
85
MAMASTERCARD INC
15,579$4.1B0.38%
86
TJXTJX COS INC NEW
77,383$4.1B0.38%
87
ABBVABBVIE INC
55,779$4.1B0.37%
88
PPLPPL CORP
130,581$4.0B0.37%
89
VYXNCR CORP NEW
129,385$4.0B0.37%
90
HN9HANESBRANDS INC
233,443$4.0B0.37%
91
DISDISNEY WALT CO
27,562$3.8B0.35%
92
SYYSYSCO CORP
53,377$3.8B0.35%
93
BALLBALL CORP
53,172$3.7B0.34%
94
STIPISHARES TR
36,750$3.7B0.34%
95
KRKROGER CO
165,698$3.6B0.33%
96
AONAON PLC
18,389$3.5B0.33%
97
IJJISHARES TR
22,224$3.5B0.33%
98
GPNGLOBAL PMTS INC
22,099$3.5B0.33%
99
LOWLOWES COS INC
34,566$3.5B0.32%
100
FSLRFIRST SOLAR INC
51,927$3.4B0.31%
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