Goelzer Investment Management, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $415M, Ishares Core S&P 500 ETF with a value of $172M, Spdr S&P 600 Small Cap Value E with a value of $77.9M, Ishares Core S&P Mid Cap ETF with a value of $72.4M, and Schwab Strategic Tr Intl Eqty with a value of $43.3M.
Examining the 13F form we can see an increase of $57M in the current position value, from $1.76B to 1.82B.
Below you can find more details about Goelzer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.82 Billion
ETFs: $553 Million
Healthcare: $509 Million
Technology: $211 Million
Financial Services: $145 Million
Industrials: $92.8 Million
Consumer Cyclical: $63.1 Million
Communication Services: $59.7 Million
Consumer Defensive: $57.8 Million
Other: $128 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
