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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
57
11
11
3
4
1
40
13
7
GOELZER INVESTMENT MANAGEMENT INC

Time Period2017-12-31

Total Holdings204

Total Value ($x1000)889,589
Activities
New12

Increased76

Unchanged22

Decreased94

Sold Out6

Top 10 Stock Holdingstotal 21.4%
ACWX6.26

DBEF2.36

AAPL1.79

IJR1.78

IJH1.77

 
IWD1.59

SPY1.58

PFG1.46

QCOM1.41

CVX1.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWX
6.26%
MSCI ACWI US ETF
DBEF
2.36%
XTRAK MSCI EAFE
AAPL
1.79%
COM
IJR
1.78%
CORE S&P SCP ETF
IJH
1.77%
CORE S&P MCP ETF
IWD
1.59%
RUS 1000 VAL ETF
SPY
1.58%
TR UNIT
PFG
1.46%
COM
QCOM
1.41%
COM
CVX
1.4%
COM
XOM
1.39%
COM
PHM
1.29%
COM
KEY
1.22%
COM
T
1.18%
COM
CMP
1.13%
COM
PRU
1.1%
COM
JNJ
1.09%
COM
IBM
1.04%
COM
WMT
1.04%
COM
MSFT
1.03%
COM
OHI
1.01%
COM
MRK
1.01%
COM
LMT
1%
COM
VNQ
0.99%
REIT ETF
TIP
0.97%
TIPS BD ETF
VZ
0.97%
COM
CFG
0.91%
COM
PNC
0.9%
COM
HON
0.89%
COM
TRV
0.87%
COM
SPG
0.86%
COM
ABBV
0.86%
COM
TEL
0.86%
REG SHS
COG
0.82%
COM
BA
0.81%
COM
ZMH
0.79%
COM
PFE
0.79%
COM
DRI
0.76%
COM
TGT
0.74%
COM
MDY
0.73%
UTSER1 S&PDCRP
PG
0.72%
COM
ENB
0.72%
COM
CSCO
0.71%
COM
MMM
0.71%
COM
UTX
0.71%
COM
WBA
0.7%
COM
ORCL
0.7%
COM
USB
0.7%
COM NEW
MXIM
0.7%
COM
PEP
0.7%
COM
PII
0.68%
COM
BRK.B
0.68%
CL B NEW
WSM
0.67%
COM
SWK
0.67%
COM
UMPQ
0.66%
COM
JCI
0.64%
SHS
CVS
0.64%
COM
BLD
0.64%
COM
AJG
0.63%
COM
DLR
0.63%
COM
TROW
0.62%
COM
HIG
0.62%
COM
HBI
0.62%
COM
SHY
0.61%
1-3 YR TR BD ETF
CTSH
0.6%
CL A
GOOG
0.6%
CAP STK CL C
IJK
0.59%
S&P MC 400GR ETF
GNTX
0.59%
COM
ETN
0.58%
SHS
COP
0.58%
COM
WWW
0.58%
COM
AMG
0.58%
COM
SYY
0.57%
COM
SRCL
0.57%
COM
KR
0.56%
COM
IQV
0.56%
COM
CWB
0.56%
BRC CNV SECS ETF
RDS/B
0.55%
SPON ADR B
GILD
0.55%
COM
AXP
0.54%
COM
HAIN
0.54%
COM
IVV
0.53%
CORE S&P500 ETF
BMY
0.53%
COM
THG
0.51%
COM
JPM
0.5%
COM
WDC
0.5%
COM
AIG
0.5%
COM NEW
GMT
0.49%
COM
MON
0.48%
COM
DKS
0.46%
COM
FSLR
0.44%
COM
LOW
0.44%
COM
UNH
0.43%
COM
AET
0.43%
COM
V
0.42%
COM CL A
MA
0.41%
CL A
PPL
0.41%
COM
DLTR
0.39%
COM
AVGO
0.39%
SHS
AGN
0.39%
SHS
AMT
0.38%
COM
DIS
0.37%
COM DISNEY
BBT
0.36%
COM
GTLS
0.35%
COM PAR $0.01
APD
0.35%
COM
EFV
0.34%
EAFE VALUE ETF
FBHS
0.33%
COM
GE
0.33%
COM
COST
0.33%
COM
AON
0.32%
SHS CL A
IJJ
0.32%
S&P MC 400VL ETF
BLL
0.32%
COM
DISCK
0.32%
COM SER C
KAR
0.31%
COM
STZ
0.31%
CL A
CHKP
0.31%
ORD
IWS
0.31%
RUS MDCP VAL ETF
HRC
0.3%
COM
FDX
0.29%
COM
LLY
0.29%
COM
TPR
0.28%
COM
AMP
0.28%
COM
FB
0.28%
CL A
UPS
0.28%
CL B
ADBE
0.28%
COM
PCLN
0.27%
COM NEW
NCR
0.27%
COM
MDP
0.26%
COM
IWR
0.25%
RUS MID-CAP ETF
EA
0.24%
COM
EFA
0.23%
MSCI EAFE ETF
VMW
0.23%
CL A COM
VBR
0.22%
SM CP VAL ETF
SBUX
0.21%
COM
CELG
0.21%
COM
BSX
0.21%
COM
SLB
0.2%
COM
VB
0.18%
SMALL CP ETF
SWKS
0.18%
COM
ANDV
0.16%
COM
GOOGL
0.13%
CAP STK CL A
ULTA
0.13%
COM
BSV
0.12%
SHORT TRM BOND
IJS
0.12%
SP SMCP600VL ETF
VTI
0.12%
TOTAL STK MKT
MCD
0.11%
COM
XLE
0.11%
SBI INT-ENERGY
FNSR
0.11%
COM NEW
VWOB
0.11%
EMERG MKT BD ETF
AGZ
0.1%
AGENCY BOND ETF
MCK
0.1%
COM
VGIT
0.1%
INT-TERM GOV
IWF
0.1%
RUS 1000 GRW ETF
NSC
0.1%
COM
IWM
0.09%
RUSSELL 2000 ETF
VVC
0.08%
COM
BP
0.08%
SPONSORED ADR
XLF
0.08%
SBI INT-FINL
CINF
0.08%
COM
UNP
0.08%
COM
BSCM
0.08%
GUGG BULSH 2022
TMK
0.07%
COM
EMR
0.06%
COM
INTC
0.06%
COM
AAXJ
0.06%
MSCI AC ASIA ETF
XLK
0.06%
TECHNOLOGY
BAX
0.06%
COM
XLV
0.06%
SBI HEALTHCARE
CSX
0.05%
COM
AMZN
0.05%
COM
YUM
0.05%
COM
XEL
0.05%
COM
IEFA
0.05%
CORE MSCI EAFE
XLI
0.04%
SBI INT-INDS
INTU
0.04%
COM
PPG
0.04%
COM
ADP
0.04%
COM
XLY
0.04%
SBI CONS DISCR
VWO
0.04%
FTSE EMR MKT ETF
HD
0.04%
COM
CMI
0.04%
COM
XLP
0.04%
SBI CONS STPLS
STT
0.03%
COM
KO
0.03%
COM
BDX
0.03%
COM
DEO
0.03%
SPON ADR NEW
OXY
0.03%
COM
AMGN
0.03%
COM
ABT
0.03%
COM
PM
0.03%
COM
VGT
0.03%
INF TECH ETF
BIV
0.03%
INTERMED TERM
VIG
0.03%
DIV APP ETF
MDU
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
IWP
0.03%
RUS MD CP GR ETF
BSCJ
0.03%
GUG BULL2019 E
SHW
0.03%
COM
WFC
0.03%
COM
O
0.03%
COM
MO
0.02%
COM
MLM
0.02%
COM
WM
0.02%
COM
YUMC
0.02%
COM
Q
0.56%
COM
SHPG
0.44%
SPONSORED ADR
COH
0.27%
COM
LXFT
0.12%
ORD SHS CL A
SKX
0.1%
CL A
RHT
0.03%
COM