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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 $1,726,782,868
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 550,310 $454,506,548 26.32%
2.
Ishares Trust
 IEF 250,310 $140,649,148 8.15%
3.
Ishares Trust
 IEF 1,151,952 $67,216,387 3.89%
4.
Spdr Series Trust
 854,454 $66,989,209 3.88%
5.
Schwab Strategic Trust
 FNDF 1,891,714 $37,418,103 2.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)