Goelzer Investment Management, Inc. Reduced Holdings in Q1 2025

Goelzer Investment Management, Inc.

  • $1.71 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GATX
Gatx Corp

Industrials
-16.9K
- 38.29%
$149.94 - $167.38 $2.53M - $2.82M
27.2K $4.22M
ETN
Eaton Corp PLC

Industrials
-6.67K
- 11.69%
$271.83 - $371.23 $1.81M - $2.48M
50.4K $13.7M
CFG
Citizens Financial Group Inc

Financial Services
-42.2K
- 21.23%
$39.73 - $48.36 $1.68M - $2.04M
157K $6.42M
SBUX
Starbucks Corp

Consumer Cyclical
-16.9K
- 28.74%
$91.75 - $115.81 $1.55M - $1.96M
41.9K $4.11M
IBM
International Business Machines Corp

Technology
-6.3K
- 17.74%
$217.4 - $264.74 $1.37M - $1.67M
29.2K $7.27M
MSFT
Microsoft Corp

Technology
-3.03K
- 3.49%
$375.39 - $447.2 $1.14M - $1.36M
83.8K $31.5M
ISRG
Intuitive Surgical Inc

Healthcare
-1.36K
- 21.39%
$476.63 - $610.45 $650K - $833K
5.01K $2.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-777
- 5.14%
$551.42 - $612.93 $428K - $476K
14.3K $8.02M
CVS
Cvs Health Corp

Healthcare
-5.32K
- 50.26%
$44.22 - $68.64 $235K - $365K
5.27K $356K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.06K
- 55.81%
$98.98 - $113.18 $303K - $347K
2.43K $274K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.45K
- 4.19%
$51.39 - $57.43 $229K - $255K
102K $5.64M
CMI
Cummins Inc

Industrials
-676
- 19.2%
$312.92 - $386.07 $212K - $261K
2.84K $891K
FAST
Fastenal CO

Industrials
-2.47K
- 30.7%
$71.11 - $79.98 $176K - $198K
5.58K $432K
AIG
American International Group, Inc.

Financial Services
-2.12K
- 8.38%
$70.5 - $86.94 $150K - $184K
23.2K $2.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-472
- 5.54%
$360.07 - $417.26 $170K - $197K
8.05K $2.91M
TJX
Tjx Companies Inc

Consumer Cyclical
-854
- 1.68%
$112.81 - $126.16 $96.3K - $108K
50.1K $6.11M
AEP
American Electric Power CO Inc

Utilities
-668
- 0.86%
$90.32 - $109.27 $60.3K - $73K
76.6K $8.37M
PFG
Principal Financial Group Inc

Financial Services
-738
- 0.61%
$76.34 - $89.04 $56.3K - $65.7K
120K $10.1M
ABBV
Abb Vie Inc.

Healthcare
-290
- 0.57%
$169.2 - $216.66 $49.1K - $62.8K
50.8K $10.6M
VLO
Valero Energy Corp

Energy
-446
- 11.21%
$121.76 - $142.99 $54.3K - $63.8K
3.53K $466K
IWS
Ishares Russell Midcap Value E

ETFs
-464
- 2.74%
$122.59 - $135.24 $56.9K - $62.8K
16.5K $2.08M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.5K
- 1.68%
$34.5 - $43.01 $51.6K - $64.3K
87.3K $3.31M
WSM
Williams Sonoma Inc

Consumer Cyclical
-358
- 1.06%
$158.1 - $217.71 $56.6K - $77.9K
33.4K $5.28M
CI
Cigna Corp

Healthcare
-168
- 1.06%
$274.49 - $329.0 $46.1K - $55.3K
15.6K $5.14M
JNJ
Johnson & Johnson

Healthcare
-310
- 0.55%
$142.06 - $167.7 $44K - $52K
56.5K $9.37M
KHC
Kraft Heinz CO

Consumer Defensive
-1.6K
- 17.94%
$28.51 - $32.22 $45.5K - $51.4K
7.29K $221K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-417
- 6.24%
$108.02 - $120.45 $45K - $50.2K
6.27K $690K
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 0.34%
$225.19 - $279.95 $39.4K - $49K
51.6K $12.7M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-113
- 1.3%
$314.47 - $431.35 $35.5K - $48.7K
8.59K $3.15M
VO
Vanguard Mid Cap ETF

ETFs
-136
- 1.36%
$251.87 - $277.95 $34.3K - $37.8K
9.86K $2.55M
SO
Southern CO

Utilities
-376
- 0.63%
$80.96 - $92.96 $30.4K - $35K
59.4K $5.46M
ABT
Abbott Laboratories

Healthcare
-251
- 3.43%
$111.1 - $140.22 $27.9K - $35.2K
7.06K $936K
IWP
Ishares Russell Mid Cap Growth

ETFs
-260
- 11.42%
$114.9 - $139.6 $29.9K - $36.3K
2.02K $236K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-56
- 0.49%
$522.96 - $601.18 $29.3K - $33.7K
11.4K $6.06M
PII
Polaris Inc.

Consumer Cyclical
-676
- 2.0%
$40.9 - $58.36 $27.6K - $39.5K
33.2K $1.36M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-210
- 0.61%
$117.4 - $131.02 $24.7K - $27.5K
34.5K $4.13M
SWK
Stanley Black & Decker, Inc.

Industrials
-308
- 0.62%
$76.43 - $90.41 $23.5K - $27.8K
49.6K $3.81M
GTLS
Chart Industries Inc

Industrials
-147
- 7.57%
$141.99 - $218.35 $20.9K - $32.1K
1.8K $259K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-163
- 5.49%
$120.29 - $134.6 $19.6K - $21.9K
2.81K $342K
BP
Bp PLC

Energy
-578
- 7.99%
$29.93 - $35.31 $17.3K - $20.4K
6.66K $225K
PRU
Prudential Financial Inc

Financial Services
-157
- 0.26%
$105.04 - $122.33 $16.5K - $19.2K
59.2K $6.61M
RIO
Rio Tinto PLC

Basic Materials
-270
- 0.36%
$58.19 - $64.29 $15.7K - $17.4K
75.3K $4.52M
RTX
Raytheon Technologies Corp

Industrials
-118
- 0.26%
$114.1 - $135.66 $13.5K - $16K
44.5K $5.89M
CVX
Chevron Corp

Energy
-92
- 0.11%
$146.71 - $167.97 $13.5K - $15.5K
80.1K $13.4M
MPC
Marathon Petroleum Corp

Energy
-100
- 5.39%
$134.72 - $159.03 $13.5K - $15.9K
1.75K $255K
BMY
Bristol Myers Squibb CO

Healthcare
-231
- 0.18%
$53.9 - $63.11 $12.5K - $14.6K
125K $7.61M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-417
- 4.45%
N/A
8.95K $282K
NXST
Nexstar Media Group, Inc.

Communication Services
-68
- 0.29%
$146.34 - $182.75 $9.95K - $12.4K
23.2K $4.15M
CSCO
Cisco Systems, Inc.

Technology
-184
- 0.15%
$58.74 - $64.87 $10.8K - $11.9K
125K $7.72M
Activity Summary
Buys All Purchases 136 New Holdings 16 Increased Positions 120 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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