DOSSIER · 13F-HR · Q1 2026
Goelzer Investment Management, Inc.
Goelzer Investment's family office based in New York, NY — $2.1B in tracked AUM across 297 positions as of Q1 2026.
GI
Goelzer Investment·New York, NY·Family Office
CIK 0001550057 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Executive Summary
The 13F filing for Goelzer Investment Management, Inc. for the period ending December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure. The total assets under management (AUM) surged by 292.4%, growing from approximately $549.48 million to $2.16 billion. This capital expansion was accompanied by a significant strategic pivot, characterized by a move away from a previously diversified strategy toward a high-conviction, "core-and-sate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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