Goelzer Investment Management, Inc.
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,067,640
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 297 | 2,067,640 | 13F-HR | Goelzer Investment Management, Inc. |
| Q4 2025 | 1/14/2026 | 271 | 2,155,921 | 13F-HR | Goelzer Investment Management, Inc. |
| Q3 2025 | 10/14/2025 | 247 | 1,887,005 | 13F-HR | Goelzer Investment Management, Inc. |
| Q2 2025 | 7/9/2025 | 244 | 1,825,135 | 13F-HR | Goelzer Investment Management, Inc. |
| Q2 2014 | 7/25/2014 | 189 | 602,341 | 13F-HR | Goelzer Investment Management, Inc. |
| Q1 2014 | 4/25/2014 | 187 | 560,652 | 13F-HR | Goelzer Investment Management, Inc. |
| Q4 2013 | 2/14/2014 | 191 | 551,988 | 13F-HR | Goelzer Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.469 M | 71.0% | 0 | 289.4 K | -289.4 K |
| ETFs | 597.7 K | 28.9% | 201.1 K | 0 | 201.1 K |
| Debt | 1.118 K | 0.1% | 78 | 0 | 78 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
2,067,640
Holdings
297
QoQ value change ($000)
-88,281
(-4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.