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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
11
14
3
4
1
33
10
10
GOELZER INVESTMENT MANAGEMENT INC

Time Period2018-12-31

Total Holdings195

Total Value ($x1000)780,894
Activities
New11

Increased79

Unchanged21

Decreased84

Sold Out16

Top 10 Stock Holdingstotal 20.9%
ACWX4.6

IJR2.3

DBEF2.16

OHI1.98

IJH1.98

 
MRK1.83

IVV1.73

AAPL1.51

IWD1.41

ENB1.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWX
4.6%
MSCI ACWI US ETF
IJR
2.3%
CORE S&P SCP ETF
DBEF
2.16%
XTRAK MSCI EAFE
OHI
1.98%
COM
IJH
1.98%
CORE S&P MCP ETF
MRK
1.83%
COM
IVV
1.73%
CORE S&P500 ETF
AAPL
1.51%
COM
IWD
1.41%
RUS 1000 VAL ETF
ENB
1.4%
COM
PFG
1.39%
COM
QCOM
1.38%
COM
MSFT
1.38%
COM
CVX
1.37%
COM
T
1.34%
COM
MDP
1.3%
COM
KEY
1.23%
COM
XOM
1.21%
COM
VZ
1.18%
COM
IVW
1.11%
S&P 500 GRWT ETF
JNJ
1.08%
COM
SPY
1.07%
TR UNIT
PFE
1.07%
COM
VNQ
1.02%
REIT ETF
TIP
0.99%
TIPS BD ETF
SPG
0.98%
COM
PRU
0.96%
COM
IBM
0.96%
COM
CSCO
0.89%
COM
IJK
0.89%
S&P MC 400GR ETF
DRI
0.88%
COM
LMT
0.87%
COM
TRV
0.86%
COM
SHY
0.81%
1-3 YR TR BD ETF
HON
0.81%
COM
INGR
0.81%
COM
IQV
0.8%
COM
PNC
0.79%
COM
TEL
0.77%
REG SHS
MXIM
0.76%
COM
WMT
0.76%
COM
ORCL
0.75%
COM
WSM
0.73%
COM
CVS
0.72%
COM
TGT
0.71%
COM
MDY
0.71%
UTSER1 S&PDCRP
BRK.B
0.7%
CL B NEW
COG
0.69%
COM
ZMH
0.69%
COM
CTSH
0.68%
CL A
DLR
0.66%
COM
USB
0.66%
COM NEW
SYY
0.65%
COM
PEP
0.65%
COM
UTX
0.64%
COM
APD
0.64%
COM
MMM
0.64%
COM
GMT
0.64%
COM
GNTX
0.63%
COM
WWW
0.63%
COM
D
0.62%
COM
TROW
0.61%
COM
AJG
0.59%
COM
GOOG
0.58%
CAP STK CL C
CWB
0.58%
BRC CNV SECS ETF
CHKP
0.57%
ORD
UMPQ
0.57%
COM
ETN
0.57%
SHS
KR
0.57%
COM
AXP
0.56%
COM
RDS/B
0.55%
SPON ADR B
SWK
0.54%
COM
ABBV
0.53%
COM
COP
0.53%
COM
GTLS
0.53%
COM PAR $0.01
DWDP
0.53%
COM
HIG
0.53%
COM
WBA
0.52%
COM
NTR
0.5%
COM
CFG
0.5%
COM
MTG
0.49%
COM
JPM
0.49%
COM
BMY
0.48%
COM
V
0.48%
COM CL A
PII
0.48%
COM
AGN
0.48%
SHS
UNH
0.47%
COM
DISCK
0.47%
COM SER C
JCI
0.46%
SHS
PPL
0.45%
COM
LOW
0.43%
COM
AMT
0.43%
COM
IJJ
0.42%
S&P MC 400VL ETF
BLL
0.39%
COM
NCR
0.38%
COM
HBI
0.38%
COM
COST
0.37%
COM
DIS
0.37%
COM DISNEY
MA
0.35%
CL A
THG
0.35%
COM
ULTA
0.34%
COM
AON
0.34%
SHS CL A
AIG
0.34%
COM NEW
HCSG
0.33%
COM
BLD
0.33%
COM
LLY
0.32%
COM
HRC
0.31%
COM
SYNA
0.3%
COM
UPS
0.3%
CL B
BBT
0.3%
COM
BUD
0.3%
SPONSORED ADR
KAR
0.3%
COM
GPN
0.29%
COM
CHTR
0.29%
CL A
BSX
0.29%
COM
AVGO
0.29%
COM
CMP
0.28%
COM
FSLR
0.28%
COM
STIP
0.28%
0-5 YR TIPS ETF
BA
0.28%
COM
SJM
0.27%
COM NEW
VBR
0.27%
SM CP VAL ETF
DLTR
0.26%
COM
BKNG
0.26%
COM
VMW
0.26%
CL A COM
ADBE
0.26%
COM
MCK
0.26%
COM
IWS
0.26%
RUS MDCP VAL ETF
VIG
0.25%
DIV APP ETF
IWF
0.25%
RUS 1000 GRW ETF
COO
0.24%
COM NEW
IJS
0.24%
SP SMCP600VL ETF
POST
0.24%
COM
EFA
0.23%
MSCI EAFE ETF
PG
0.23%
COM
FANG
0.22%
COM
STZ
0.22%
CL A
MPC
0.21%
COM
IWR
0.21%
RUS MID-CAP ETF
XYL
0.2%
COM
EA
0.19%
COM
FDX
0.18%
COM
VB
0.18%
SMALL CP ETF
VTI
0.14%
TOTAL STK MKT
CRM
0.14%
COM
BSV
0.14%
SHORT TRM BOND
AGZ
0.13%
AGENCY BOND ETF
MCD
0.12%
COM
BSCM
0.11%
BULSHS 2022 CB
VVC
0.11%
COM
GOOGL
0.11%
CAP STK CL A
NSC
0.1%
COM
IWM
0.1%
RUSSELL 2000 ETF
VONG
0.09%
VNG RUS1000GRW
CINF
0.09%
COM
BP
0.08%
SPONSORED ADR
XLE
0.08%
SBI INT-ENERGY
XLF
0.07%
SBI INT-FINL
UNP
0.07%
COM
BIV
0.07%
INTERMED TERM
XLV
0.07%
SBI HEALTHCARE
EPAM
0.07%
COM
BAX
0.06%
COM
YUM
0.06%
COM
CSX
0.06%
COM
AMZN
0.06%
COM
EMR
0.06%
COM
XEL
0.06%
COM
AAXJ
0.05%
MSCI AC ASIA ETF
XLK
0.05%
TECHNOLOGY
GIS
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
INTU
0.05%
COM
TMK
0.05%
COM
CNP
0.05%
COM
ADP
0.05%
COM
ABT
0.05%
COM
INTC
0.05%
COM
VGIT
0.04%
INT-TERM GOV
AMGN
0.04%
COM
VOX
0.04%
TELCOMM ETF
VWO
0.04%
FTSE EMR MKT ETF
BDX
0.04%
COM
XLI
0.04%
SBI INT-INDS
ZTS
0.04%
CL A
KO
0.04%
COM
VHT
0.03%
HEALTH CAR ETF
TIVO
0.03%
COM
O
0.03%
COM
HD
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
SHW
0.03%
COM
OXY
0.03%
COM
XLP
0.03%
SBI CONS STPLS
GE
0.01%
COM
PHM
0.63%
COM
GILD
0.56%
COM
RIG
0.52%
REG SHS
AET
0.44%
COM
MDC
0.3%
COM
MCHP
0.26%
COM
ANDV
0.19%
COM
IEFA
0.05%
CORE MSCI EAFE
XLY
0.04%
SBI CONS DISCR
STT
0.03%
COM
VGT
0.03%
INF TECH ETF
DKS
0.03%
COM
CMI
0.02%
COM
SLB
0.02%
COM
PM
0.02%
COM
FPI
0.01%
COM