Goelzer Investment Management, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.68 Billion distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $449M, Ishares Core S&P 500 ETF with a value of $139M, Ishares Core S&P Mid Cap ETF with a value of $65.9M, Spdr S&P 600 Small Cap Value E with a value of $65.4M, and Schwab Strategic Tr Intl Eqty with a value of $37M.

Examining the 13F form we can see an decrease of $30M in the current position value, from $1.71B to 1.68B.

Below you can find more details about Goelzer Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.68 Billion
Healthcare: $550 Million
ETFs: $470 Million
Technology: $155 Million
Financial Services: $125 Million
Industrials: $77.8 Million
Consumer Cyclical: $62.9 Million
Consumer Defensive: $58.5 Million
Energy: $50 Million
Other: $128 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $1.68 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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