Goelzer Investment Management, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.71 Billion distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $455M, Ishares Core S&P 500 ETF with a value of $141M, Ishares Core S&P Mid Cap ETF with a value of $67.2M, Spdr S&P 600 Small Cap Value E with a value of $67M, and Schwab Strategic Tr Intl Eqty with a value of $37.4M.
Examining the 13F form we can see an increase of $32.7M in the current position value, from $1.68B to 1.71B.
Below you can find more details about Goelzer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.71 Billion
Healthcare: $552 Million
ETFs: $484 Million
Technology: $161 Million
Financial Services: $134 Million
Industrials: $77.4 Million
Consumer Cyclical: $62.4 Million
Consumer Defensive: $58.3 Million
Energy: $50.1 Million
Other: $130 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
