Goelzer Investment Management, Inc. Portfolio Holdings
Goelzer Investment Management, Inc.
- $1.81 Billion
- Q3 2024
Goelzer Investment Management, Inc. has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $484M, Ishares Core S&P 500 ETF with a value of $144M, Spdr S&P 600 Small Cap Value E with a value of $79.1M, Ishares Core S&P Mid Cap ETF with a value of $73.6M, and Schwab Strategic Tr Intl Eqty with a value of $39.4M.
Examining the 13F form we can see an increase of $27.8M in the current position value, from $1.79B to 1.81B.
Below you can find more details about Goelzer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 225
- Current Value $1.81 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q3 2024
- Filing Date October 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 9 stocks
- Additional Purchases 45 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks