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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 $2,155,920,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 542,867 $583,408,356 27.06%
2.
Ishares Trust
 IEF 271,624 $186,046,322 8.63%
3.
Spdr Series Trust
 879,145 $79,975,797 3.71%
4.
Ishares Trust
 IEF 1,121,755 $74,035,836 3.43%
5.
Schwab Strategic Trust
 FNDF 1,840,603 $44,248,097 2.05%
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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