Goelzer Investment Management, Inc. Portfolio Holdings
Goelzer Investment Management, Inc.
- $1.82 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 247
- Current Value $1.82 Billion
- Prior Value $1.76 Billion
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 10 stocks
- Additional Purchases 46 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks