Goelzer Investment Management, Inc. Q4 2019 Filing

Filed February 7, 2020

Portfolio Value

$1.2T

Holdings

247

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
1
LLYLILLY ELI & CO
310,601$40.8B3.50%
2
SPYSPDR S&P 500 ETF TR
120,460$38.8B3.33%
3
IJRISHARES TR
432,413$36.3B3.11%
4
ACWXISHARES TR
730,783$35.9B3.08%
5
IJHISHARES TR
156,144$32.1B2.76%
6
AAPLAPPLE INC
86,804$25.5B2.19%
7
IVVISHARES TR
76,575$24.8B2.12%
8
DBEFDBX ETF TR
731,558$24.7B2.12%
9
MSFTMICROSOFT CORP
151,070$23.8B2.04%
10
QCOMQUALCOMM INC
204,299$18.0B1.55%
11
TAT&T INC
458,555$17.9B1.54%
12
MRKMERCK & CO INC
186,609$17.0B1.46%
13
IWDISHARES TR
123,464$16.9B1.45%
14
IVWISHARES TR
83,944$16.3B1.39%
15
XOMEXXON MOBIL CORP
229,101$16.0B1.37%
16
BMYBRISTOL MYERS SQUIBB CO
227,631$14.6B1.25%
17
OHIOMEGA HEALTHCARE INVS INC
337,843$14.3B1.23%
18
CVXCHEVRON CORP NEW
113,133$13.6B1.17%
19
BACVERIZON COMMUNICATIONS INC
219,904$13.5B1.16%
20
LMTLOCKHEED MARTIN CORP
32,579$12.7B1.09%
21
TIPISHARES TR
100,524$11.7B1.00%
22
VNQVANGUARD INDEX FDS
122,763$11.4B0.98%
23
SPGSIMON PPTY GROUP INC NEW
74,581$11.1B0.95%
24
DYHTARGET CORP
86,636$11.1B0.95%
25
UNHUNITEDHEALTH GROUP INC
34,692$10.2B0.87%
26
ENBENBRIDGE INC
254,029$10.1B0.87%
27
JNJJOHNSON & JOHNSON
67,856$9.9B0.85%
28
CVSCVS HEALTH CORP
131,960$9.8B0.84%
29
IJKISHARES TR
41,163$9.8B0.84%
30
PG4PRINCIPAL FINL GROUP INC
175,671$9.7B0.83%
31
IBMINTERNATIONAL BUSINESS MACHS
68,647$9.2B0.79%
32
PRUPRUDENTIAL FINL INC
97,273$9.1B0.78%
33
TRVTRAVELERS COMPANIES INC
66,313$9.1B0.78%
34
WSMWILLIAMS SONOMA INC
123,017$9.0B0.77%
35
KEYKEYCORP NEW
443,613$9.0B0.77%
36
CSCOCISCO SYS INC
186,852$9.0B0.77%
37
PFEPFIZER INC
228,210$8.9B0.77%
38
HONHONEYWELL INTL INC
49,646$8.8B0.75%
39
UTXZUNITED TECHNOLOGIES CORP
58,284$8.7B0.75%
40
GOOGALPHABET INC
6,373$8.5B0.73%
41
WMTWALMART INC
71,320$8.5B0.73%
42
IGVISHARES TR
35,680$8.3B0.71%
43
INGRINGREDION INC
88,665$8.2B0.71%
44
TELTE CONNECTIVITY LTD
84,382$8.1B0.69%
45
IQVIQVIA HLDGS INC
52,267$8.1B0.69%
46
APDAIR PRODS & CHEMS INC
34,126$8.0B0.69%
47
DRIDARDEN RESTAURANTS INC
73,362$8.0B0.69%
48
MXIMMAXIM INTEGRATED PRODS INC
126,505$7.8B0.67%
49
GNTXGENTEX CORP
262,327$7.6B0.65%
50
USBUS BANCORP DEL
120,907$7.2B0.61%
51
CWBSPDR SERIES TRUST
127,565$7.1B0.61%
52
JPMJPMORGAN CHASE & CO
50,129$7.0B0.60%
53
PIIPOLARIS INC
67,026$6.8B0.58%
54
TROWPRICE T ROWE GROUP INC
55,894$6.8B0.58%
55
BRK/BBERKSHIRE HATHAWAY INC DEL
29,660$6.7B0.58%
56
MDYSPDR S&P MIDCAP 400 ETF TR
17,782$6.7B0.57%
57
PEPPEPSICO INC
47,781$6.5B0.56%
58
ETNEATON CORP PLC
68,575$6.5B0.56%
59
SWKSTANLEY BLACK & DECKER INC
38,796$6.4B0.55%
60
GATXGATX CORP
75,928$6.3B0.54%
61
CFGCITIZENS FINL GROUP INC
146,694$6.0B0.51%
62
CMPCOMPASS MINERALS INTL INC
94,066$5.7B0.49%
63
DDOMINION ENERGY INC
68,661$5.7B0.49%
64
WBAWALGREENS BOOTS ALLIANCE INC
93,229$5.5B0.47%
65
AXPAMERICAN EXPRESS CO
44,131$5.5B0.47%
66
AIGAMERICAN INTL GROUP INC
105,050$5.4B0.46%
67
SJMSMUCKER J M CO
50,469$5.3B0.45%
68
HIGHARTFORD FINL SVCS GROUP INC
86,398$5.3B0.45%
69
CHKPCHECK POINT SOFTWARE TECH LT
47,255$5.2B0.45%
70
UMPQUSDUMPQUA HLDGS CORP
293,583$5.2B0.45%
71
MMM3M CO
28,785$5.1B0.44%
72
ABBVABBVIE INC
57,301$5.1B0.44%
73
COSTCOSTCO WHSL CORP NEW
17,083$5.0B0.43%
74
TJXTJX COS INC NEW
81,807$5.0B0.43%
75
R6C2ROYAL DUTCH SHELL PLC
82,275$4.9B0.42%
76
KRKROGER CO
168,570$4.9B0.42%
77
WWWWOLVERINE WORLD WIDE INC
143,587$4.8B0.42%
78
PPLPPL CORP
134,781$4.8B0.41%
79
COFCAPITAL ONE FINL CORP
46,527$4.8B0.41%
80
JCIJOHNSON CTLS INTL PLC
115,653$4.7B0.40%
81
SYYSYSCO CORP
54,053$4.6B0.40%
82
MAMASTERCARD INC
15,277$4.6B0.39%
83
MTGMGIC INVT CORP WIS
318,280$4.5B0.39%
84
VVISA INC
23,983$4.5B0.39%
85
VYXNCR CORP NEW
124,690$4.4B0.38%
86
SLBSCHLUMBERGER LTD
106,710$4.3B0.37%
87
FNFFIDELITY NATIONAL FINANCIAL
92,914$4.2B0.36%
88
ZBHZIMMER BIOMET HLDGS INC
28,109$4.2B0.36%
89
CTVACORTEVA INC
141,561$4.2B0.36%
90
CNPCENTERPOINT ENERGY INC
149,372$4.1B0.35%
91
LOWLOWES COS INC
33,603$4.0B0.35%
92
IJJISHARES TR
23,341$4.0B0.34%
93
GPNGLOBAL PMTS INC
21,327$3.9B0.33%
94
DISDISNEY WALT CO
26,855$3.9B0.33%
95
BUDANHEUSER BUSCH INBEV SA/NV
46,403$3.8B0.33%
96
FQIDIGITAL RLTY TR INC
31,622$3.8B0.32%
97
AONAON PLC
17,932$3.7B0.32%
98
CHTRCHARTER COMMUNICATIONS INC N
7,661$3.7B0.32%
99
BALLBALL CORP
52,751$3.4B0.29%
100
AMTAMERICAN TOWER CORP NEW
14,830$3.4B0.29%
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