Goelzer Investment Management, Inc. Portfolio Holdings
Goelzer Investment Management, Inc.
- $1.71 Billion
- Q1 2025
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.
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 237
- Current Value $1.71 Billion
- Prior Value $1.68 Billion
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks