Goelzer Investment Management, Inc.

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...