Goelzer Investment Management, Inc.
Top Portfolio Positions
213 positions ·
$1,435,973,456 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
540,417 | $497,059,344 | 34.61% | |
| AAPL |
Apple Inc.
Technology
|
161,957 | $41,103,067 | 2.86% | |
| AVGO |
Broadcom Inc.
Technology
|
110,132 | $34,086,955 | 2.37% | |
| MSFT |
Microsoft Corp
Technology
|
86,279 | $31,937,897 | 2.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
163,626 | $27,760,787 | 1.93% | |
| NVDA |
Nvidia Corp
Technology
|
123,763 | $21,584,267 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
68,246 | $20,075,243 | 1.40% | |
| CVX |
Chevron Corp
Energy
|
88,978 | $18,409,548 | 1.28% | |
| ETN |
Eaton Corp plc
Industrials
|
49,807 | $17,814,469 | 1.24% | |
| LMT |
Lockheed Martin Corp
Industrials
|
26,860 | $16,233,915 | 1.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MBX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,900,534 | 164,172 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,991,534 | 221,672 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||