Goelzer Investment Management, Inc.
•CIK: 1550057•Filing: Q4 2025
**Goelzer Investment Management, Inc.** manages $2.2B across a diversified portfolio of 271 positions. The firm maintains significant exposure to large-cap growth and healthcare leaders, highlighted by a substantial $583.4M holding in LLY. Further concentration includes $186.0M in IVV and $42.3M in AAPL, indicating a focus on established, high-conviction names. This structure suggests a systematic, large-cap oriented approach to capital deployment.
Total AUM
$2.2B
QoQ Performance
+14.3%
Positions
216
Top 10 Concentration
54.4%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
IVV
LLY27.1%
IVV8.6%
SLYV3.7%
IJH3.4%
SCHF2.1%
AAPL2.0%
JMTG1.9%
MSFT1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.1%
Healthcare30.8%
Technology10.8%
ETF9.2%
Financial4.8%
Consumer2.8%
Industrial2.5%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+58 more exited positions
Changes from Q3 2025
NEW16 new positions
↑101 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023