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Brandon Watson

Goelzer Investment Management, Inc.

Assets Managed
$2.295B
Holdings
314
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.98%(2Q avg: 3.44%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Goelzer Investment Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of Goelzer Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.295B in assets, with a quarterly growth rate of 10.98% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Brandon Watson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.54%
28.1%
$644.679M
537,488 shares@ $1199.44 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.87%
8.95%
$205.357M
274,215 shares@ $748.89 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.2%
3.87%
$88.705M
1.15M shares@ $77.12 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -5.63%
2.07%
$47.405M
1.711M shares@ $27.71 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 8.16%
1.97%
$44.995M
119,112 shares@ $377.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.47%
1.96%
$44.765M
154,703 shares@ $289.36 avg price
JMTG
Mortgage-backed Securities
Recent Activity
Decreased -1.42%
1.79%
$40.946M
807,941 shares@ $50.68 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Decreased -52.64%
1.79%
$40.876M
374,631 shares@ $109.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.32%
1.35%
$30.792M
82,547 shares@ $373.02 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.61%
1.33%
$30.517M
86,369 shares@ $353.34 avg price

1-10 of 314