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Home > Institutional Investor > Goelzer Investment Management, Inc. > Profile

Instuitional Investor - Goelzer Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Goelzer Investment Management, Inc.
Portfolio Value $1,554,720,842
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 589,287 $343,507,179 22.09%
2.
Ishares Trust
 IEF 193,624 $92,480,743 5.94%
3.
Spdr Series Trust
 803,479 $66,937,873 4.3%
4.
Ishares Trust
 IEF 539,418 $58,392,042 3.75%
5.
Ishares Trust
 IEF 203,193 $56,315,061 3.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)