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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 $1,825,135,072
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 557,659 $434,711,942 23.82%
2.
Ishares Trust
 IEF 256,906 $159,513,091 8.74%
3.
Ishares Trust
 IEF 1,180,815 $73,234,150 4.01%
4.
Spdr Series Trust
 885,572 $70,633,234 3.87%
5.
Schwab Strategic Trust
 FNDF 1,881,382 $41,578,543 2.28%
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)