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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
52
12
12
3
4
1
38
13
11
GOELZER INVESTMENT MANAGEMENT INC

Time Period2018-03-31

Total Holdings205

Total Value ($x1000)834,894
Activities
New14

Increased42

Unchanged9

Decreased140

Sold Out13

Top 10 Stock Holdingstotal 20.62%
ACWX6.81

DBEF2.17

IJR1.99

AAPL1.57

IJH1.54

 
CVX1.34

OHI1.34

PFG1.32

XOM1.27

QCOM1.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWX
6.81%
MSCI ACWI US ETF
DBEF
2.17%
XTRAK MSCI EAFE
IJR
1.99%
CORE S&P SCP ETF
AAPL
1.57%
COM
IJH
1.54%
CORE S&P MCP ETF
CVX
1.34%
COM
OHI
1.34%
COM
PFG
1.32%
COM
XOM
1.27%
COM
QCOM
1.27%
COM
MRK
1.22%
COM
KEY
1.22%
COM
IWD
1.16%
RUS 1000 VAL ETF
T
1.13%
COM
IBM
1.11%
COM
TIP
1.08%
TIPS BD ETF
LMT
1.07%
COM
ENB
1.05%
COM
MDP
1.04%
COM
PHM
1.03%
COM
PRU
1.02%
COM
JNJ
1%
COM
PNC
0.98%
COM
CMP
0.96%
COM
TEL
0.95%
REG SHS
VZ
0.94%
COM
VNQ
0.92%
REIT ETF
TRV
0.91%
COM
SPY
0.91%
TR UNIT
GTLS
0.86%
COM PAR $0.01
HON
0.86%
COM
MXIM
0.83%
COM
SPG
0.83%
COM
CSCO
0.82%
COM
IQV
0.81%
COM
PFE
0.8%
COM
MDY
0.8%
UTSER1 S&PDCRP
MSFT
0.78%
COM
ORCL
0.78%
COM
IJK
0.74%
S&P MC 400GR ETF
ZMH
0.73%
COM
COG
0.73%
COM
UTX
0.72%
COM
AJG
0.72%
COM
CTSH
0.72%
CL A
WSM
0.71%
COM
UMPQ
0.71%
COM
DRI
0.7%
COM
BRK.B
0.69%
CL B NEW
TGT
0.68%
COM
WMT
0.68%
COM
USB
0.67%
COM NEW
GNTX
0.66%
COM
TROW
0.66%
COM
MMM
0.66%
COM
BLD
0.65%
COM
PII
0.65%
COM
PEP
0.64%
COM
COP
0.64%
COM
PG
0.64%
COM
WBA
0.64%
COM
CFG
0.63%
COM
SHY
0.62%
1-3 YR TR BD ETF
SWK
0.62%
COM
ETN
0.61%
SHS
GOOG
0.6%
CAP STK CL C
DLR
0.6%
COM
GILD
0.6%
COM
CWB
0.59%
BRC CNV SECS ETF
IVV
0.59%
CORE S&P500 ETF
SYY
0.59%
COM
HIG
0.59%
COM
CVS
0.58%
COM
APD
0.58%
COM
WDC
0.58%
COM
HBI
0.57%
COM
THG
0.57%
COM
JPM
0.56%
COM
GMT
0.56%
COM
AMG
0.55%
COM
RDS/B
0.55%
SPON ADR B
WWW
0.54%
COM
DKS
0.52%
COM
AXP
0.52%
COM
AGN
0.51%
SHS
SRCL
0.51%
COM
ABBV
0.51%
COM
DISCK
0.49%
COM SER C
MON
0.49%
COM
AIG
0.48%
COM NEW
JCI
0.46%
SHS
KR
0.45%
COM
V
0.44%
COM CL A
MA
0.42%
CL A
LOW
0.42%
COM
HAIN
0.42%
COM
UNH
0.42%
COM
PPL
0.41%
COM
AET
0.41%
COM
AMT
0.4%
COM
BBT
0.39%
COM
COST
0.35%
COM
KAR
0.35%
COM
DIS
0.35%
COM DISNEY
BLL
0.34%
COM
AON
0.34%
SHS CL A
ADBE
0.34%
COM
IJJ
0.33%
S&P MC 400VL ETF
BKNG
0.33%
COM
SYNA
0.32%
COM
STZ
0.32%
CL A
HRC
0.32%
COM
IWS
0.31%
RUS MDCP VAL ETF
CHKP
0.31%
ORD
MCHP
0.31%
COM
DLTR
0.31%
COM
BSX
0.31%
COM
FBHS
0.3%
COM
MDC
0.3%
COM
FSLR
0.29%
COM
UPS
0.29%
CL B
FDX
0.29%
COM
EA
0.28%
COM
AVGO
0.27%
SHS
NCR
0.27%
COM
BA
0.27%
COM
LLY
0.27%
COM
MTG
0.27%
COM
FB
0.26%
CL A
GE
0.26%
COM
IWR
0.25%
RUS MID-CAP ETF
AMP
0.25%
COM
RIG
0.25%
REG SHS
EFA
0.25%
MSCI EAFE ETF
BMY
0.25%
COM
VBR
0.25%
SM CP VAL ETF
VMW
0.24%
CL A COM
SBUX
0.22%
COM
COO
0.21%
COM NEW
MLM
0.2%
COM
SLB
0.2%
COM
VB
0.19%
SMALL CP ETF
ULTA
0.18%
COM
IWF
0.18%
RUS 1000 GRW ETF
IJS
0.15%
SP SMCP600VL ETF
ANDV
0.15%
COM
VONG
0.14%
VNG RUS1000GRW
VTI
0.13%
TOTAL STK MKT
GOOGL
0.11%
CAP STK CL A
AGZ
0.11%
AGENCY BOND ETF
XLE
0.11%
SBI INT-ENERGY
IWM
0.11%
RUSSELL 2000 ETF
MCD
0.1%
COM
POWERSHA...
0.09%
ETF
IVW
0.09%
S&P 500 GRWT ETF
NSC
0.09%
COM
BP
0.08%
SPONSORED ADR
CINF
0.08%
COM
XLF
0.08%
SBI INT-FINL
VVC
0.08%
COM
BSV
0.08%
SHORT TRM BOND
UNP
0.07%
COM
AAXJ
0.06%
MSCI AC ASIA ETF
XLK
0.06%
TECHNOLOGY
EMR
0.06%
COM
BAX
0.06%
COM
TMK
0.06%
COM
CSX
0.06%
COM
IEFA
0.06%
CORE MSCI EAFE
YUM
0.05%
COM
VGIT
0.05%
INT-TERM GOV
FNSR
0.05%
COM NEW
INTC
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
AMZN
0.05%
COM
XEL
0.05%
COM
XLI
0.05%
SBI INT-INDS
XLY
0.04%
SBI CONS DISCR
INTU
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
ADP
0.04%
COM
EFV
0.04%
EAFE VALUE ETF
STT
0.04%
COM
BDX
0.04%
COM
MDU
0.03%
COM
GLD
0.03%
GOLD SHS
TIVO
0.03%
COM
VIG
0.03%
DIV APP ETF
ABT
0.03%
COM
XLP
0.03%
SBI CONS STPLS
IWP
0.03%
RUS MD CP GR ETF
KO
0.03%
COM
AMGN
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
PM
0.03%
COM
HD
0.03%
COM
CMI
0.03%
COM
OXY
0.03%
COM
SHW
0.03%
COM
BIV
0.03%
INTERMED TERM
POWERSHA...
0.03%
ETF
VGT
0.03%
INF TECH ETF
O
0.03%
COM
YUMC
0.03%
COM
CCJ
0.01%
COM
TPR
0.28%
COM
PCLN
0.27%
COM NEW
CELG
0.21%
COM
SWKS
0.18%
COM
VWOB
0.11%
EMERG MKT BD ETF
MCK
0.1%
COM
BSCM
0.08%
GUGG BULSH 2022
PPG
0.04%
COM
DEO
0.03%
SPON ADR NEW
BSCJ
0.03%
GUG BULL2019 E
WFC
0.03%
COM
MO
0.02%
COM
WM
0.02%
COM