StockDriftsStockDriftsTop 50 Goelzer Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 24.04% | 540.4K | $497.1M | -0.45%(-2.45K) | $458.92(+115.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.83% | 279.5K | $182.5M | +2.88%(+7.83K) | $385.02(+88.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.76% | 1.15M | $77.8M | +2.76%(+30.94K) | $41.63(+76.01%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 3.62% | 791.1K | $74.8M | -10.01%(-88.01K) | $62.93(+64.08%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.17% | 1.81M | $44.9M | -1.47%(-27.05K) | $15.10(+76.48%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 2.02% | 819.6K | $41.8M | +1.25%(+10.12K) | $50.24(+0.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.99% | 162.0K | $41.1M | +3.98%(+6.19K) | $81.48(+248.77%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.65% | 110.1K | $34.1M | +2.11%(+2.27K) | $109.54(+290.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.54% | 86.3K | $31.9M | +2.63%(+2.21K) | $111.09(+270.31%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.34% | 163.6K | $27.8M | +1.72%(+2.77K) | $71.44(+116.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.76% | +55.13% |
| Top 20 Holdings Unweighted | +12.06% | +40.72% |
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