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| Happy Holidays!! thanks for using AUM13F!! |
| Goelzer Investment Management Inc
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|---|---|
| CRD # | 44402 |
| SEC # | 801-55588 |
| CIK # | 0001550057 |
| AUM | $3.8 B (2025-04-11) |
| Employees | 35 (80% Investors, 0% Brokers) |
| Phone | 317-264-2600 |
| Address | 10 East Main Street Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 434.7 | ||
| Microsoft Corp | 41.5 | ||
| Apple Inc | 30.3 | ||
| Broadcom Inc | 30.0 | ||
| J P Morgan Chase & Co | 19.0 | ||
| Eaton Corp Ltd | 17.8 | ||
| Exxon Mobil Corp | 17.5 | ||
| Alphabet Inc | 17.1 | ||
| Nvidia Corp | 17.1 | ||
| Qualcomm Inc/DE | 12.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 0.1 |
| (b) Individuals (high net worth individuals) | 412 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 35 | 1.1 |
| (i) State or municipal government entities | 64 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.2 |
| (n) Other | 153 | 0.2 |
| Total | 877 | 3.8 |
| By Discretionary | ||
| Discretionary | 724 | 3.6 |
| Non-Discretionary | 153 | 0.2 |
| Total | 877 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 877 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001550057] |
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