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Stock Style
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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
54
11
11
3
4
1
35
12
11
GOELZER INVESTMENT MANAGEMENT INC

Time Period2018-06-30

Total Holdings203

Total Value ($x1000)858,718
Activities
New11

Increased87

Unchanged13

Decreased92

Sold Out13

Top 10 Stock Holdingstotal 21.16%
ACWX5.67

IJR2.54

DBEF2.33

IJH1.77

AAPL1.68

 
OHI1.62

CVX1.45

MDP1.39

XOM1.37

MRK1.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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ACWX
5.67%
MSCI ACWI US ETF
IJR
2.54%
CORE S&P SCP ETF
DBEF
2.33%
XTRAK MSCI EAFE
IJH
1.77%
CORE S&P MCP ETF
AAPL
1.68%
COM
OHI
1.62%
COM
CVX
1.45%
COM
MDP
1.39%
COM
XOM
1.37%
COM
MRK
1.34%
COM
QCOM
1.26%
COM
IWD
1.2%
RUS 1000 VAL ETF
ENB
1.19%
COM
KEY
1.19%
COM
T
1.17%
COM
PFG
1.1%
COM
MSFT
1.03%
COM
CMP
1.02%
COM
SPY
1.01%
TR UNIT
VNQ
1%
REIT ETF
IBM
0.98%
COM
VZ
0.97%
COM
IVV
0.96%
CORE S&P500 ETF
TIP
0.94%
TIPS BD ETF
JNJ
0.93%
COM
SPG
0.9%
COM
LMT
0.9%
COM
PRU
0.9%
COM
DRI
0.87%
COM
PNC
0.85%
COM
MDY
0.85%
UTSER1 S&PDCRP
TEL
0.84%
REG SHS
WSM
0.82%
COM
HON
0.82%
COM
CSCO
0.81%
COM
PFE
0.81%
COM
MXIM
0.8%
COM
CTSH
0.79%
CL A
TRV
0.79%
COM
COP
0.79%
COM
IJK
0.78%
S&P MC 400GR ETF
IQV
0.78%
COM
PHM
0.77%
COM
SHY
0.74%
1-3 YR TR BD ETF
UMPQ
0.74%
COM
TGT
0.73%
COM
ORCL
0.72%
COM
ZMH
0.71%
COM
TROW
0.7%
COM
UTX
0.69%
COM
COG
0.69%
COM
GTLS
0.69%
COM PAR $0.01
PII
0.68%
COM
USB
0.66%
COM NEW
SYY
0.66%
COM
GNTX
0.66%
COM
HBI
0.64%
COM
WWW
0.63%
COM
WMT
0.63%
COM
DLR
0.63%
COM
DISCK
0.62%
COM SER C
PG
0.62%
COM
BRK.B
0.62%
CL B NEW
GOOG
0.61%
CAP STK CL C
GMT
0.61%
COM
PEP
0.6%
COM
RDS/B
0.6%
SPON ADR B
CVS
0.6%
COM
MMM
0.59%
COM
CWB
0.58%
BRC CNV SECS ETF
APD
0.57%
COM
CFG
0.57%
COM
ETN
0.57%
SHS
THG
0.56%
COM
HAIN
0.55%
COM
SRCL
0.55%
COM
HIG
0.55%
COM
GILD
0.54%
COM
RIG
0.53%
REG SHS
SWK
0.53%
COM
AXP
0.52%
COM
KR
0.52%
COM
BLD
0.51%
COM
AGN
0.5%
SHS
CHKP
0.49%
ORD
JCI
0.49%
SHS
ABBV
0.48%
COM
NCR
0.48%
COM
AJG
0.48%
COM
JPM
0.48%
COM
AIG
0.46%
COM NEW
MTG
0.46%
COM
V
0.44%
COM CL A
UNH
0.44%
COM
IVW
0.43%
S&P 500 GRWT ETF
LOW
0.43%
COM
MA
0.43%
CL A
AET
0.42%
COM
WBA
0.42%
COM
PPL
0.41%
COM
AMT
0.37%
COM
COST
0.36%
COM
BBT
0.35%
COM
SYNA
0.35%
COM
DIS
0.34%
COM DISNEY
BSX
0.34%
COM
MDC
0.33%
COM
KAR
0.33%
COM
IJJ
0.32%
S&P MC 400VL ETF
EA
0.32%
COM
MCHP
0.32%
COM
AON
0.31%
SHS CL A
HCSG
0.31%
COM
BKNG
0.3%
COM
UPS
0.3%
CL B
HRC
0.3%
COM
IWS
0.3%
RUS MDCP VAL ETF
D
0.29%
COM
STZ
0.29%
CL A
BLL
0.29%
COM
ADBE
0.28%
COM
EFA
0.27%
MSCI EAFE ETF
VBR
0.27%
SM CP VAL ETF
VMW
0.26%
CL A COM
BA
0.26%
COM
DLTR
0.26%
COM
DWDP
0.26%
COM
AVGO
0.26%
COM
FBHS
0.25%
COM
LLY
0.25%
COM
IJS
0.25%
SP SMCP600VL ETF
FDX
0.25%
COM
IWF
0.25%
RUS 1000 GRW ETF
GE
0.25%
COM
IWR
0.23%
RUS MID-CAP ETF
ULTA
0.22%
COM
AMP
0.22%
COM
FB
0.22%
CL A
STIP
0.22%
0-5 YR TIPS ETF
COO
0.21%
COM NEW
MLM
0.2%
COM
BMY
0.2%
COM
VB
0.19%
SMALL CP ETF
SLB
0.19%
COM
ANDV
0.18%
COM
VTI
0.15%
TOTAL STK MKT
XLE
0.13%
SBI INT-ENERGY
GOOGL
0.12%
CAP STK CL A
AGZ
0.11%
AGENCY BOND ETF
BSCM
0.1%
BULSHS 2022 CB
MCD
0.1%
COM
BP
0.09%
SPONSORED ADR
NSC
0.09%
COM
VONG
0.09%
VNG RUS1000GRW
VVC
0.09%
COM
IWM
0.08%
RUSSELL 2000 ETF
VIG
0.07%
DIV APP ETF
XLF
0.07%
SBI INT-FINL
CINF
0.07%
COM
UNP
0.07%
COM
QQQ
0.07%
UNIT SER 1
BSV
0.07%
SHORT TRM BOND
BAX
0.06%
COM
CSX
0.06%
COM
EMR
0.06%
COM
XLK
0.06%
TECHNOLOGY
IEFA
0.06%
CORE MSCI EAFE
XLV
0.06%
SBI HEALTHCARE
AAXJ
0.06%
MSCI AC ASIA ETF
VWO
0.05%
FTSE EMR MKT ETF
TMK
0.05%
COM
AMZN
0.05%
COM
INTU
0.05%
COM
VGIT
0.05%
INT-TERM GOV
XEL
0.05%
COM
YUM
0.05%
COM
INTC
0.05%
COM
ADP
0.04%
COM
BDX
0.04%
COM
XLI
0.04%
SBI INT-INDS
IEI
0.04%
3-7 YR TR BD ETF
XLY
0.04%
SBI CONS DISCR
OXY
0.04%
COM
RSP
0.04%
S&P500 EQL WGT
GIS
0.03%
COM
STT
0.03%
COM
TIVO
0.03%
COM
AMGN
0.03%
COM
ABT
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
HD
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
KO
0.03%
COM
SHW
0.03%
COM
DKS
0.03%
COM
BIV
0.03%
INTERMED TERM
O
0.03%
COM
VGT
0.03%
INF TECH ETF
MDU
0.02%
COM
FRME
0.02%
COM
XLP
0.02%
SBI CONS STPLS
PM
0.02%
COM
CCJ
0.01%
COM
WDC
0.58%
COM
AMG
0.55%
COM
MON
0.49%
COM
FSLR
0.29%
COM
AVGO
0.27%
SHS
SBUX
0.22%
COM
POWERSHA...
0.09%
ETF
FNSR
0.05%
COM NEW
EFV
0.04%
EAFE VALUE ETF
GLD
0.03%
GOLD SHS
CMI
0.03%
COM
POWERSHA...
0.03%
ETF
YUMC
0.03%
COM