Goelzer Investment Management, Inc. — 13F Holdings & Portfolio
CIK 1550057 · latest 13F-HR filed 2026-10-16
Goelzer Investment Management, Inc. manages $2.28B in 13F-reported U.S. long-equity assets across 294 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are LLY (28.20%), IVV (9.79%), IJH (3.63%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 33; 65 existing positions rose in reported value and 136 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$2.28B
Long-equity book
Holdings
294
Distinct positions
Period
2026-09-30
Filed 2026-10-16
Q/Q Activity
+13 / −33 / ↑65 / ↓136
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26LLY28.2% · +4%IVV9.8% · +6%IJH3.6% · +0%AAPL2.2% · -1%SCHF2.0% · -2%MSFT1.9% · +0%AVGO1.8% · +0%JMTG1.8% · +4%NUGO1.5% · +30%SLYV1.4% · -15%GOOG1.3% · -0%NVDA1.2% · -1%XOM1.2% · +2%JPM1.1% · +6%IJR0.9% · -0%ETN0.9% · -1%MRK0.8% · -2%CVX0.7% · -2%ADI0.7% · +2%ABBV0.7% · -1%TLH0.7% · +0%CAT0.7% · +0%JNJ0.6% · -2%QCOM0.6% · -1%JMBS0.6% · +2%LMT0.6% · -0%CSCO0.6% · -2%TRV0.6% · -3%PFG0.5% · -1%IGSB0.5% · -1%BAC0.5% · -0%VOO0.5% · +684%OHI0.5% · -1%RTX0.5% · +7%USB0.5% · -1%AMZN0.5% · -1%VLO0.5% · -2%PANW0.5% · -14%SPY0.4% · -10%CFG0.4% · -1%BMY0.4% · +0%NI0.4% · +1%ACWX0.4% · -2%V0.4% · -0%META0.4% · -1%AEP0.4% · -2%WSM0.4% · +0%WMT0.4% · -3%VZ0.4% · -1%TEL0.4% · -1%WFC0.4% · -2%MCK0.4% · -0%JAAA0.3% · +23%BRK.B0.3% · -10%ENB0.3% · -2%COST0.3% · -14%PG0.3% · -4%KO0.3% · -2%KLAC0.3% · +1%UNP0.3% · -1%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 54.3%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 1, 2026.
Assets Under Management
$4.51B
Discretionary
$4.31B
Employees
34
Accounts
1,945
Address
10 EAST MAIN STREET
SUITE 110
CARMEL, IN 46032
SUITE 110
CARMEL, IN 46032
Phone
(317) 264-2600
This firm reports 1 disclosure item on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Ackerman, Cheryl, Ann Control | CHIEF FINANCIAL OFFICER since Mar 2026 | Less than 5% | Individual |
| COTTERILL, CHRIS, WARD Control | PRESIDENT since Apr 2020 | Less than 5% | Individual |
| GOELZER, GREGORY, WILLIAM Control | CHAIRMAN AND CEO since Jun 2003 | 25–50% | Individual |
| MCKAMEY, BRETT, DEAN Control | SENIOR PARTNER since Jun 2003 | 10–25% | Individual |
| STEPHENS, GAVIN, WAYNE Control | CHIEF INVESTMENT OFFICER since Jan 2024 | Less than 5% | Individual |
| WATSON, BRANDON, SCOTT Control | CHIEF COMPLIANCE OFFICER since Sep 2024 | Less than 5% | Individual |
| CONCANNON, JAMES, ANDREW | SENIOR PARTNER since Nov 2009 | 5–10% | Individual |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | OWNER since Dec 2010 | 10–25% | Domestic Entity |
| HUTCHINSON, DONALD, JOSEPH | CHIEF GROWTH OFFICER since Jun 2021 | 5–10% | Individual |
| PYNE, BRIAN, JOSEPH | MANAGING DIRECTOR, PRIVATE CLIENT since Mar 2012 | 5–10% | Individual |
| COTTERILL, CHRIS, WARD Control Indirect owner via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE since Dec 2021 | General partner, trustee or manager | Individual |
| GOELZER, GREGORY, WILLIAM Control Indirect owner via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE since Dec 2012 | 25–50% | Individual |
| MCKAMEY, BRETT, DEAN Control Indirect owner via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE since Dec 2012 | General partner, trustee or manager | Individual |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN Indirect owner via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE since Dec 2010 | General partner, trustee or manager | Domestic Entity |
| PYNE, BRIAN, JOSEPH Indirect owner via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | TRUSTEE since Dec 2021 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 12 filings with changes since Mar 26, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 23, 2026 filing
- No longer listedCOTTERILL, CHRIS · PRESIDENT · Less than 5% · control person · listed since Apr 2020
- No longer listedCOTTERILL, CHRIS · TRUSTEE · 25–50% · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN · control person · listed since Dec 2021
- No longer listedFREIHOFER, LISA GOELZER · SHAREHOLDER · 10–25% · listed since Sep 2007
- No longer listedGOELZER, SANDRA KAY · SHAREHOLDER · 10–25% · listed since Sep 2007
- AddedAckerman, Cheryl, Ann · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedCOTTERILL, CHRIS, WARD · PRESIDENT · Less than 5% · control person
- AddedCOTTERILL, CHRIS, WARD · TRUSTEE · General partner, trustee or manager · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN · control person
- ChangedGOELZER EMPLOYEE STOCK OWNERSHIP PLAN · ownership 5–10% → 10–25%
- ChangedGOELZER, GREGORY, WILLIAM · ownership 10–25% → 25–50%
- ChangedGOELZER, GREGORY, WILLIAM · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN: ownership 75% or more → 25–50%
- ChangedHUTCHINSON, DONALD, JOSEPH · title MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES → CHIEF GROWTH OFFICER
- ChangedMCKAMEY, BRETT, DEAN · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN: ownership 25–50% → General partner, trustee or manager
- ChangedPYNE, BRIAN, JOSEPH · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN: ownership 25–50% → General partner, trustee or manager
Mar 27, 2025 filing
- AddedGOELZER EMPLOYEE STOCK OWNERSHIP PLAN · TRUSTEE · General partner, trustee or manager · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN
- AddedWATSON, BRANDON, SCOTT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCONCANNON, JAMES, ANDREW · title OWNER → SENIOR PARTNER
- ChangedCOTTERILL, CHRIS · title CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER → PRESIDENT; now a control person
- ChangedCOTTERILL, CHRIS · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN: now a control person
- ChangedFREIHOFER, LISA GOELZER · title OWNER → SHAREHOLDER
- ChangedGOELZER, SANDRA KAY · title OWNER → SHAREHOLDER
- ChangedMCKAMEY, BRETT, DEAN · title PRESIDENT → SENIOR PARTNER
- ChangedSTEPHENS, GAVIN, WAYNE · title OWNER → CHIEF INVESTMENT OFFICER; now a control person
May 22, 2024 filing
- No longer listedBUSH, JEFFREY ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2012
- AddedCOTTERILL, CHRIS · CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5%
- AddedCOTTERILL, CHRIS · TRUSTEE · 25–50% · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN
Mar 28, 2024 filing
- No longer listedGOELZER, GREGORY WILLIAM · TRUSTEE · 75% or more · indirect via JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 · control person · listed since Dec 2012
- No longer listedRYKER, CHRISTOPHER, ANTHONY · OWNER · Less than 5% · listed since May 2008
- No longer listedWILD, GEORGE, POSEY · OWNER · Less than 5% · listed since May 2008
- AddedGOELZER, GREGORY, WILLIAM · TRUSTEE · 75% or more · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN · control person
- AddedMCKAMEY, BRETT, DEAN · TRUSTEE · 25–50% · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN · control person
- AddedPYNE, BRIAN, JOSEPH · TRUSTEE · 25–50% · indirect via GOELZER EMPLOYEE STOCK OWNERSHIP PLAN
Mar 30, 2023 filing
- No longer listedJOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 · OWNER · 10–25% · control person · listed since Dec 2012
- No longer listedRYNERSON, DEBRA ANN · FINANCIAL OPERATIONS PRINCIPAL · Less than 5% · listed since Aug 2008
- AddedHUTCHINSON, DONALD, JOSEPH · MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES · 5–10%
- AddedPYNE, BRIAN, JOSEPH · MANAGING DIRECTOR, PRIVATE CLIENT · 5–10%
Mar 28, 2022 filing
- No longer listedSMITH, NEAL ANDREW · OWNER · 5–10% · listed since May 2008
- AddedRYKER, CHRISTOPHER, ANTHONY · OWNER · Less than 5%
- AddedSTEPHENS, GAVIN, WAYNE · OWNER · Less than 5%
- AddedWILD, GEORGE, POSEY · OWNER · Less than 5%
Mar 26, 2020 filing
- ChangedMCKAMEY, BRETT, DEAN · title PRESIDENT AND COO → PRESIDENT
Mar 24, 2016 filing
- ChangedGOELZER, GREGORY, WILLIAM · title VICE CHAIRMAN AND CEO → CHAIRMAN AND CEO
Mar 26, 2014 filing
- ChangedBUSH, JEFFREY ADAM · title CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES → CHIEF COMPLIANCE OFFICER
- ChangedMCKAMEY, BRETT, DEAN · title PRESIDENT AND COO, CHIEF COMPLIANCE OFFICER BROKER/DEALER → PRESIDENT AND COO
Aug 8, 2013 filing
- ChangedGOELZER, GREGORY, WILLIAM · title VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER/BROKER-DEALER → VICE CHAIRMAN AND CEO
- ChangedMCKAMEY, BRETT, DEAN · title PRESIDENT AND COO → PRESIDENT AND COO, CHIEF COMPLIANCE OFFICER BROKER/DEALER
Older changes (3 more filings)
Mar 28, 2013 filing
- No longer listedGOELZER, DON WILLIAM · OWNER AND BENEFICIARY · 75% or more · indirect via JOAN B GOELZER CREDIT SHELTER TR U/A 1-17-1991 · control person · listed since Dec 2012
- AddedBUSH, JEFFREY ADAM · CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES · Less than 5%
- AddedGOELZER, GREGORY WILLIAM · TRUSTEE · 75% or more · indirect via JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 · control person
- ChangedGOELZER, GREGORY, WILLIAM · title VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER → VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER/BROKER-DEALER
Jan 9, 2013 filing
- No longer listedGOELZER, DON WILLIAM · OWNER · 10–25% · control person · listed since Nov 1997
- No longer listedJOAN B. GOELZER · OWNER · 10–25% · listed since May 2007
- AddedGOELZER, DON WILLIAM · OWNER AND BENEFICIARY · 75% or more · indirect via JOAN B GOELZER CREDIT SHELTER TR U/A 1-17-1991 · control person
- AddedJOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 · OWNER · 10–25% · control person
- ChangedFREIHOFER, LISA GOELZER · ownership 5–10% → 10–25%
- ChangedGOELZER, SANDRA KAY · ownership 5–10% → 10–25%
Mar 26, 2012 filing (earliest on record)
- No longer listedDON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 · SHAREHOLDER · 10–25% · listed since Sep 2000
- ListedCONCANNON, JAMES, ANDREW · OWNER · 5–10%
- ListedDON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 · SHAREHOLDER · 10–25%
- ListedFREIHOFER, LISA GOELZER · OWNER · 5–10%
- ListedGOELZER EMPLOYEE STOCK OWNERSHIP PLAN · OWNER · 5–10%
- ListedGOELZER, DON WILLIAM · OWNER, TRUSTEE · 10–25% · control person
- ListedGOELZER, GREGORY, WILLIAM · VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER · 10–25% · control person
- ListedGOELZER, SANDRA KAY · OWNER · 5–10%
- ListedJOAN B. GOELZER · OWNER · 10–25%
- ListedMCKAMEY, BRETT, DEAN · PRESIDENT AND COO · 10–25% · control person
- ListedRYNERSON, DEBRA ANN · FINANCIAL OPERATIONS PRINCIPAL · Less than 5%
- ListedSMITH, NEAL ANDREW · OWNER · 5–10%
- ChangedGOELZER, DON WILLIAM · title OWNER, TRUSTEE → OWNER
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$18.0M +8.8%
- MICROSOFT CORP$11.7M +38.1%
- VANGUARD INDEX FDS$10.5M +700.6%
- NUSHARES ETF TR$8.2M +32.9%
- APPLE INC$6.4M +14.3%
Top Trims
- SPDR SERIES TRUST-$8.4M -20.6%
- ISHARES TR-$6.8M -85.4%
- ISHARES TR-$5.8M -6.5%
- CATERPILLAR INC-$4.8M -23.7%
- KLA CORP-$3.7M -35.0%
New Positions
- EXXONMOBIL HOLDINGS CORP$26.4M
- ISHARES TR$1.6M
- PACKAGING CORP AMER$1.6M
- CADENCE DESIGN SYSTEM INC$1.3M
- GENERAL MTRS CO$1.1M
Exited Positions
- EXXON MOBIL CORP$21.7M
- BERKSHIRE HATHAWAY INC DEL$4.5M
- APTIV PLC$2.2M
- EMCOR GROUP INC$1.3M
- VANGUARD BD INDEX FDS$917.6K
Goelzer Investment Management, Inc. Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 532457108 | $643.5M | 28.20% | 556,177 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $223.4M | 9.79% | 291,648 | SH |
| 3 | ISHARES TR | IJH | 464287507 | $82.9M | 3.63% | 1,152,604 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $51.2M | 2.24% | 153,617 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $46.3M | 2.03% | 1,685,866 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $42.5M | 1.86% | 82,906 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $41.9M | 1.84% | 119,272 | SH |
| 8 | J P MORGAN EXCHANGE TRADED F | JMTG | 46654Q575 | $40.6M | 1.78% | 840,741 | SH |
| 9 | NUSHARES ETF TR | NUGO | 67092P797 | $33.3M | 1.46% | 752,454 | SH |
| 10 | SPDR SERIES TRUST | SLYV | 78464A300 | $32.5M | 1.42% | 317,704 | SH |
| 11 | ALPHABET INC | GOOG | 02079K107 | $29.4M | 1.29% | 86,333 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.9M | 1.18% | 117,778 | SH |
| 13 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $26.4M | 1.16% | 162,126 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $26.2M | 1.15% | 79,313 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $21.0M | 0.92% | 154,278 | SH |
| 16 | EATON CORP PLC | ETN | G29183103 | $20.6M | 0.90% | 47,847 | SH |
| 17 | MERCK & CO INC | MRK | 58933Y105 | $17.5M | 0.77% | 120,547 | SH |
| 18 | CHEVRON CORPORATION | CVX | 166764100 | $17.1M | 0.75% | 83,651 | SH |
| 19 | ANALOG DEVICES INC | ADI | 032654105 | $16.5M | 0.72% | 41,585 | SH |
| 20 | ABBVIE INC | ABBV | 00287Y109 | $16.3M | 0.71% | 62,366 | SH |
| 21 | ISHARES TR | TLH | 464288653 | $15.7M | 0.69% | 169,812 | SH |
| 22 | CATERPILLAR INC | CAT | 149123101 | $15.5M | 0.68% | 19,103 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $14.3M | 0.63% | 53,901 | SH |
| 24 | QUALCOMM INC | QCOM | 747525103 | $14.1M | 0.62% | 76,441 | SH |
| 25 | JANUS DETROIT STR TR | JMBS | 47103U852 | $13.7M | 0.60% | 325,105 | SH |
| 26 | LOCKHEED MARTIN CORP | LMT | 539830109 | $13.4M | 0.59% | 26,258 | SH |
| 27 | CISCO SYS INC | CSCO | 17275R102 | $13.0M | 0.57% | 120,886 | SH |
| 28 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $12.7M | 0.56% | 35,703 | SH |
| 29 | PRINCIPAL FINANCIAL GROUP IN | PFG | 74251V102 | $12.5M | 0.55% | 111,443 | SH |
| 30 | ISHARES TR | IGSB | 464288646 | $12.1M | 0.53% | 237,155 | SH |
| 31 | BANK OF AMER CORP | BAC | 060505104 | $12.0M | 0.53% | 221,202 | SH |
| 32 | VANGUARD INDEX FDS | VOO | 922908363 | $12.0M | 0.52% | 17,056 | SH |
| 33 | OMEGA HEALTHCARE INVS INC | OHI | 681936100 | $11.7M | 0.51% | 252,168 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $11.3M | 0.49% | 60,764 | SH |
| 35 | US BANCORP | USB | 902973304 | $11.2M | 0.49% | 194,077 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $10.9M | 0.48% | 43,864 | SH |
| 37 | VALERO ENERGY CORP | VLO | 91913Y100 | $10.8M | 0.48% | 27,985 | SH |
| 38 | PALO ALTO NETWORKS INC | PANW | 697435105 | $10.4M | 0.45% | 26,098 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $10.1M | 0.44% | 13,290 | SH |
| 40 | CITIZENS FINL GROUP INC | CFG | 174610105 | $9.5M | 0.41% | 148,366 | SH |
| 41 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $9.4M | 0.41% | 151,181 | SH |
| 42 | NISOURCE INC | NI | 65473P105 | $9.3M | 0.41% | 238,446 | SH |
| 43 | ISHARES TR | ACWX | 464288240 | $9.3M | 0.41% | 122,383 | SH |
| 44 | VISA INC | V | 92826C839 | $9.2M | 0.41% | 25,724 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $9.0M | 0.40% | 12,471 | SH |
| 46 | AMERICAN ELEC PWR CO INC | AEP | 025537101 | $8.9M | 0.39% | 74,597 | SH |
| 47 | WILLIAMS SONOMA INC | WSM | 969904101 | $8.8M | 0.39% | 38,552 | SH |
| 48 | WALMART INC | WMT | 931142103 | $8.5M | 0.37% | 81,452 | SH |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $8.4M | 0.37% | 184,068 | SH |
| 50 | TE CONNECTIVITY PLC | TEL | G87052109 | $8.4M | 0.37% | 39,710 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-16 | $2.28B | 294 | 0001550057-26-000006 |
| 2026-06-30 | 2026-07-15 | $2.29B | 314 | 0001550057-26-000003 |
| 2026-03-31 | 2026-04-09 | $2.07B | 297 | 0001550057-26-000002 |
| 2025-12-31 | 2026-01-14 | $2.16B | 271 | 0001550057-26-000001 |
Filer Information
Address
10 EAST MAIN STREETSUITE 110
CARMEL, IN 46032
Phone
(317) 264-2600
Filing Manager
Goelzer Investment Management, Inc.
CARMEL, IN
Signatory
Brandon Watson
Chief Compliance Officer