Goelzer Investment Management, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $435M, Ishares Core S&P 500 ETF with a value of $160M, Ishares Core S&P Mid Cap ETF with a value of $73.2M, Spdr S&P 600 Small Cap Value E with a value of $70.6M, and Schwab Strategic Tr Intl Eqty with a value of $41.6M.
Examining the 13F form we can see an increase of $52.6M in the current position value, from $1.71B to 1.76B.
Below you can find more details about Goelzer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.76 Billion
ETFs: $528 Million
Healthcare: $525 Million
Technology: $193 Million
Financial Services: $140 Million
Industrials: $87.1 Million
Consumer Cyclical: $57.7 Million
Consumer Defensive: $56.5 Million
Communication Services: $50.6 Million
Other: $124 Million
Stock Holdings Table Market Cap. of $200 Billions or more
