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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 $2,067,639,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 540,417 $497,059,392 24.04%
2.
Ishares Trust
 IEF 279,455 $182,543,006 8.83%
3.
Ishares Trust
 IEF 1,152,695 $77,841,478 3.76%
4.
Spdr Series Trust
 791,132 $74,825,287 3.62%
5.
Schwab Strategic Trust
 FNDF 1,813,550 $44,885,363 2.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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