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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
73
15
16
3
5
1
41
14
10
GOELZER INVESTMENT MANAGEMENT INC

Time Period2019-06-30

Total Holdings257

Total Value ($x1000)1,085,415
Activities
New12

Increased99

Unchanged30

Decreased116

Sold Out22

Top 10 Stock Holdingstotal 24.01%
ACWX3.6

LLY3.19

SPY3.14

IJR2.73

IJH2.57

 
DBEF2.07

IVV1.87

XOM1.65

MSFT1.6

AAPL1.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ACWX
3.6%
MSCI ACWI US ETF
LLY
3.19%
COM
SPY
3.14%
TR UNIT
IJR
2.73%
CORE S&P SCP ETF
IJH
2.57%
CORE S&P MCP ETF
DBEF
2.07%
XTRAK MSCI EAFE
IVV
1.87%
CORE S&P500 ETF
XOM
1.65%
COM
MSFT
1.6%
COM
AAPL
1.59%
COM
MRK
1.45%
COM
QCOM
1.44%
COM
IWD
1.41%
RUS 1000 VAL ETF
IVW
1.38%
S&P 500 GRWT ETF
CVX
1.29%
COM
T
1.24%
COM
ENB
1.2%
COM
OHI
1.15%
COM
VZ
1.14%
COM
CSCO
1.12%
COM
KEY
1.08%
COM
LMT
1.07%
COM
VNQ
1.01%
REIT ETF
TIP
0.97%
TIPS BD ETF
PFG
0.94%
COM
MDP
0.93%
COM
BMY
0.92%
COM
TRV
0.92%
COM
IBM
0.91%
COM
PRU
0.9%
COM
PFE
0.89%
COM
JNJ
0.85%
COM
SPG
0.85%
COM
HON
0.84%
COM
IJK
0.83%
S&P MC 400GR ETF
DRI
0.8%
COM
IQV
0.79%
COM
WMT
0.73%
COM
TEL
0.72%
REG SHS
WSM
0.7%
COM
UTX
0.7%
COM
APD
0.69%
COM
TGT
0.69%
COM
MXIM
0.68%
COM
INGR
0.68%
COM
CVS
0.61%
COM
MDY
0.61%
UTSER1 S&PDCRP
BRK.B
0.6%
CL B NEW
PEP
0.59%
COM
CWB
0.58%
BRC CNV SECS ETF
GNTX
0.58%
COM
USB
0.57%
COM NEW
UNH
0.56%
COM
IGV
0.56%
NA TEC-SFTWR ETF
DLR
0.56%
COM
TROW
0.55%
COM
PII
0.54%
COM
AIG
0.53%
COM NEW
GMT
0.53%
COM
CHKP
0.52%
ORD
JPM
0.52%
COM
ETN
0.51%
SHS
CFG
0.51%
COM
AXP
0.5%
COM
D
0.5%
COM
SWK
0.5%
COM
AJG
0.5%
COM
JCI
0.49%
SHS
V
0.47%
COM CL A
RDS/B
0.47%
SPON ADR B
CMP
0.47%
COM
HIG
0.46%
COM
MMM
0.44%
COM
WBA
0.44%
COM
UMPQ
0.44%
COM
GOOG
0.42%
CAP STK CL C
ZMH
0.42%
COM
COG
0.42%
COM
COST
0.42%
COM
MCK
0.4%
COM
BUD
0.39%
SPONSORED ADR
MTG
0.39%
COM
DD
0.39%
COM
WWW
0.38%
COM
MA
0.38%
CL A
TJX
0.38%
COM
ABBV
0.37%
COM
PPL
0.37%
COM
NCR
0.37%
COM
HBI
0.37%
COM
DIS
0.35%
COM DISNEY
SYY
0.35%
COM
BLL
0.34%
COM
STIP
0.34%
0-5 YR TIPS ETF
KR
0.33%
COM
AON
0.33%
SHS CL A
IJJ
0.33%
S&P MC 400VL ETF
GPN
0.33%
COM
LOW
0.32%
COM
FSLR
0.31%
COM
AMT
0.29%
COM
CHTR
0.29%
CL A
NOC
0.29%
COM
CMI
0.29%
COM
THG
0.28%
COM
PG
0.27%
COM
BBT
0.26%
COM
BRK.A
0.26%
CL A
HRC
0.26%
COM
ULTA
0.26%
COM
BSX
0.26%
COM
BDX
0.26%
COM
SJM
0.26%
COM NEW
ADBE
0.25%
COM
ZTS
0.25%
CL A
SHY
0.25%
1-3 YR TR BD ETF
EFA
0.25%
MSCI EAFE ETF
WDAY
0.24%
CL A
COP
0.24%
COM
WFC
0.24%
COM
AVGO
0.24%
COM
AAP
0.23%
COM
BA
0.23%
COM
VMW
0.23%
CL A COM
VBR
0.23%
SM CP VAL ETF
VIG
0.23%
DIV APP ETF
IWF
0.23%
RUS 1000 GRW ETF
EPAM
0.22%
COM
IJS
0.22%
SP SMCP600VL ETF
DLTR
0.22%
COM
IWS
0.22%
RUS MDCP VAL ETF
GTLS
0.22%
COM PAR $0.01
CTVA
0.21%
COM
ADP
0.21%
COM
POST
0.2%
COM
ORCL
0.2%
COM
XYL
0.2%
COM
CINF
0.2%
COM
KMPR
0.2%
COM
VONG
0.2%
VNG RUS1000GRW
FANG
0.19%
COM
COF
0.19%
COM
EQIX
0.19%
COM PAR $0.001
HCSG
0.18%
COM
IAA
0.18%
COM
IWR
0.18%
RUS MID-CAP ETF
DXC
0.18%
COM
AMZN
0.18%
COM
SRCL
0.17%
COM
SYK
0.17%
COM
PANW
0.17%
COM
HD
0.16%
COM
BC
0.16%
COM
MASI
0.16%
COM
MPC
0.16%
COM
NSC
0.15%
COM
VB
0.15%
SMALL CP ETF
MCD
0.13%
COM
VTI
0.12%
TOTAL STK MKT
INTC
0.12%
COM
ABT
0.12%
COM
GOOGL
0.12%
CAP STK CL A
KAR
0.12%
COM
BP
0.11%
SPONSORED ADR
CB
0.1%
COM
DHR
0.09%
COM
VWOB
0.09%
EMERG MKT BD ETF
FISV
0.08%
COM
NVS
0.08%
SPONSORED ADR
CNP
0.08%
COM
ACN
0.08%
SHS CLASS A
PNC
0.08%
COM
VFC
0.08%
COM
BAX
0.08%
COM
BSV
0.07%
SHORT TRM BOND
IWM
0.07%
RUSSELL 2000 ETF
UNP
0.07%
COM
KMB
0.07%
COM
XLF
0.06%
SBI INT-FINL
KO
0.06%
COM
GIS
0.06%
COM
EMR
0.06%
COM
CSX
0.06%
COM
RSG
0.06%
COM
QQQ
0.05%
UNIT SER 1
HII
0.05%
COM
ICF
0.05%
COHEN&STEER REIT
AWK
0.05%
COM
FDX
0.05%
COM
DOV
0.05%
COM
AAXJ
0.05%
MSCI AC ASIA ETF
XEL
0.05%
COM
XLNX
0.05%
COM
XLK
0.05%
TECHNOLOGY
FTV
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
TMK
0.04%
COM
BIV
0.04%
INTERMED TERM
GD
0.04%
COM
XLE
0.04%
SBI INT-ENERGY
GPC
0.04%
COM
CGC
0.04%
COM
GE
0.04%
COM
INTU
0.04%
COM
IEI
0.04%
3-7 YR TR BD ETF
VWO
0.04%
FTSE EMR MKT ETF
LIN
0.04%
COM
RSP
0.04%
S&P500 EQL WGT
O
0.04%
COM
MCHP
0.03%
COM
USMV
0.03%
USA MIN VOL ETF
YUM
0.03%
COM
AMGN
0.03%
COM
RDS/A
0.03%
SPONS ADR A
UPS
0.03%
CL B
CME
0.03%
COM
COO
0.03%
COM NEW
GLDM
0.03%
SPDR GLD MINIS
ANTM
0.03%
COM
VOX
0.03%
TELCOMM ETF
INTF
0.03%
FCTSL MSCI INT
XLI
0.03%
SBI INT-INDS
WM
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
PM
0.03%
COM
OXY
0.03%
COM
CL
0.03%
COM
AGZ
0.03%
AGENCY BOND ETF
CTSH
0.03%
CL A
AGN
0.03%
SHS
SHW
0.03%
COM
IP
0.03%
COM
DFS
0.03%
COM
STT
0.02%
COM
XLP
0.02%
SBI CONS STPLS
PDBC
0.02%
OPTIMUM YIELD
GNL
0.02%
COM NEW
VGIT
0.02%
INT-TERM GOV
VGT
0.02%
INF TECH ETF
MDT
0.02%
SHS
HPQ
0.02%
COM
QUAL
0.02%
MSCI USA QLT FAC
NTR
0.02%
COM
XLY
0.02%
SBI CONS DISCR
MFC
0.02%
COM
MTUM
0.02%
MSCI USAMOMFCT
NEE
0.02%
COM
BSCM
0.02%
BULSHS 2022 CB
NTRS
0.02%
COM
FRME
0.02%
COM
UN
0.02%
N Y SHS NEW
GILD
0.02%
COM
MTB
0.02%
COM
F
0.02%
COM PAR $0.01
PBI
0.01%
COM
MNI
< 0.01%
CL A NEW
DRRX
< 0.01%
COM
DWDP
0.42%
COM
SYNA
0.23%
COM
BKNG
0.2%
COM
CRM
0.14%
COM
SDY
0.1%
S&P DIVID ETF
VOE
0.09%
MCAP VL IDXVIP
PWV
0.07%
DYNMC LRG VALU
LRGF
0.05%
FCTSLC MSCI US
IJT
0.04%
SP SMCP600GR ETF
EMGF
0.03%
FACTORSELECT MSC
VHT
0.03%
HEALTH CAR ETF
VO
0.03%
MID CAP ETF
BSCN
0.02%
BULSHS 2023 CB
VTV
0.02%
VALUE ETF
JKD
0.02%
MRNGSTR LG-CP ET
MO
0.02%
COM
DKS
0.02%
COM
RTN
0.02%
COM NEW
YUMC
0.02%
COM
TIVO
0.02%
COM
RPV
0.02%
S&P500 PUR VAL
AVP
< 0.01%
COM