Goelzer Investment Management, Inc. Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$1.6T

Holdings

228

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
589,287$343.5B22.09%
2
IVVISHARES TR
193,624$92.5B5.95%
3
SLYVSPDR SER TR
803,479$66.9B4.31%
4
IJRISHARES TR
539,418$58.4B3.76%
5
IJHISHARES TR
203,193$56.3B3.62%
6
SCHFSCHWAB STRATEGIC TR
1,054,713$39.0B2.51%
7
MSFTMICROSOFT CORP
92,454$34.8B2.24%
8
AAPLAPPLE INC
153,126$29.5B1.90%
9
ETNEATON CORP PLC
76,978$18.5B1.19%
10
XOMEXXON MOBIL CORP
163,070$16.3B1.05%
11
QCOMQUALCOMM INC
112,003$16.2B1.04%
12
MRKMERCK & CO INC
141,581$15.4B0.99%
13
MUNIPIMCO ETF TR
287,499$15.2B0.98%
14
SPYSPDR S&P 500 ETF TR
28,434$13.5B0.87%
15
LMTLOCKHEED MARTIN CORP
29,655$13.4B0.86%
16
CVXCHEVRON CORP NEW
89,832$13.4B0.86%
17
OHIOMEGA HEALTHCARE INVS INC
422,304$12.9B0.83%
18
TLHISHARES TR
118,424$12.8B0.82%
19
GOOGALPHABET INC
90,767$12.8B0.82%
20
PEPPEPSICO INC
73,448$12.5B0.80%
21
IGSBISHARES TR
241,161$12.4B0.80%
22
IVWISHARES TR
157,424$11.8B0.76%
23
AVGOBROADCOM INC
10,124$11.3B0.73%
24
MBBISHARES TR
118,670$11.2B0.72%
25
USBUS BANCORP DEL
249,441$10.8B0.69%
26
IWDISHARES TR
63,683$10.5B0.68%
27
APDAIR PRODS & CHEMS INC
37,188$10.2B0.65%
28
PG4PRINCIPAL FINANCIAL GROUP IN
126,987$10.0B0.64%
29
ADIANALOG DEVICES INC
49,599$9.8B0.63%
30
GNTXGENTEX CORP
295,569$9.7B0.62%
31
JNJJOHNSON & JOHNSON
60,429$9.5B0.61%
32
CSCOCISCO SYS INC
177,934$9.0B0.58%
33
UNHUNITEDHEALTH GROUP INC
16,893$8.9B0.57%
34
TELTE CONNECTIVITY LTD
62,577$8.8B0.57%
35
JPMJPMORGAN CHASE & CO
51,317$8.7B0.56%
36
NINISOURCE INC
319,509$8.5B0.55%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
23,760$8.5B0.55%
38
COSTCOSTCO WHSL CORP NEW
12,735$8.4B0.54%
39
ABBVABBVIE INC
53,350$8.3B0.53%
40
ENBENBRIDGE INC
228,339$8.2B0.53%
41
GATXGATX CORP
65,511$7.9B0.51%
42
TRVTRAVELERS COMPANIES INC
40,983$7.8B0.50%
43
PANWPALO ALTO NETWORKS INC
26,157$7.7B0.50%
44
PRUPRUDENTIAL FINL INC
73,818$7.7B0.49%
45
SJMSMUCKER J M CO
58,811$7.4B0.48%
46
ADBEADOBE INC
12,426$7.4B0.48%
47
IPGINTERPUBLIC GROUP COS INC
224,998$7.3B0.47%
48
VVISA INC
27,698$7.2B0.46%
49
BACVERIZON COMMUNICATIONS INC
190,874$7.2B0.46%
50
CVSCVS HEALTH CORP
90,528$7.1B0.46%
51
CFGCITIZENS FINL GROUP INC
215,562$7.1B0.46%
52
BMYBRISTOL-MYERS SQUIBB CO
138,725$7.1B0.46%
53
PGPROCTER AND GAMBLE CO
47,504$7.0B0.45%
54
PIIPOLARIS INC
72,674$6.9B0.44%
55
WMTWALMART INC
41,731$6.6B0.42%
56
SYYSYSCO CORP
88,592$6.5B0.42%
57
MDYSPDR S&P MIDCAP 400 ETF TR
12,715$6.5B0.41%
58
IJKISHARES TR
80,634$6.4B0.41%
59
IBMINTERNATIONAL BUSINESS MACHS
38,588$6.3B0.41%
60
TROWPRICE T ROWE GROUP INC
58,408$6.3B0.40%
61
RIORIO TINTO PLC
83,761$6.2B0.40%
62
MDTMEDTRONIC PLC
74,654$6.1B0.40%
63
BACBANK AMERICA CORP
180,581$6.1B0.39%
64
DYHTARGET CORP
42,550$6.1B0.39%
65
AMZNAMAZON COM INC
39,802$6.0B0.39%
66
ACWXISHARES TR
117,662$6.0B0.39%
67
PFEPFIZER INC
205,443$5.9B0.38%
68
MCKMCKESSON CORP
12,338$5.7B0.37%
69
LOWLOWES COS INC
24,694$5.5B0.35%
70
WSMWILLIAMS SONOMA INC
26,718$5.4B0.35%
71
CITHE CIGNA GROUP
17,987$5.4B0.35%
72
TJXTJX COS INC NEW
56,641$5.3B0.34%
73
SWKSTANLEY BLACK & DECKER INC
53,420$5.2B0.34%
74
INGRINGREDION INC
47,177$5.1B0.33%
75
HONHONEYWELL INTL INC
24,320$5.1B0.33%
76
ZTSZOETIS INC
25,217$5.0B0.32%
77
IQVIQVIA HLDGS INC
21,276$4.9B0.32%
78
ULTAULTA BEAUTY INC
9,547$4.7B0.30%
79
SLBSCHLUMBERGER LTD
89,829$4.7B0.30%
80
IGIBISHARES TR
89,144$4.6B0.30%
81
CATCATERPILLAR INC
15,602$4.6B0.30%
82
BKNGBOOKING HOLDINGS INC
1,292$4.6B0.29%
83
FCXFREEPORT-MCMORAN INC
107,271$4.6B0.29%
84
HDHOME DEPOT INC
13,107$4.5B0.29%
85
UNPUNION PAC CORP
18,418$4.5B0.29%
86
SOSOUTHERN CO
64,349$4.5B0.29%
87
RTXRTX CORPORATION
53,507$4.5B0.29%
88
IJJISHARES TR
38,018$4.3B0.28%
89
FITBFIFTH THIRD BANCORP
124,639$4.3B0.28%
90
BAXBAXTER INTL INC
105,928$4.1B0.26%
91
AEPAMERICAN ELEC PWR CO INC
50,380$4.1B0.26%
92
TMUST-MOBILE US INC
25,429$4.1B0.26%
93
NXSTNEXSTAR MEDIA GROUP INC
24,955$3.9B0.25%
94
FQIDIGITAL RLTY TR INC
28,314$3.8B0.25%
95
CTVACORTEVA INC
78,899$3.8B0.24%
96
ANETEURARISTA NETWORKS INC
15,904$3.7B0.24%
97
BWABORGWARNER INC
103,326$3.7B0.24%
98
SCHWSCHWAB CHARLES CORP
52,138$3.6B0.23%
99
JCIJOHNSON CTLS INTL PLC
59,687$3.4B0.22%
100
MAMASTERCARD INCORPORATED
8,045$3.4B0.22%
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