Goelzer Investment Management, Inc.
Annual return '25
-26.9%
SPY '25
+17.7%
Alpha
-44.6ptsvs SPY
Invested
$2.1B
Holdings
296
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LLY
ELI LILLY & CO
Q4 2025: Exited (was 544.5k shares)
24.0%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 257.3k shares)
8.8%
03
$IJH
ISHARES TR
Q4 2025: Exited (was 1.11M shares)
3.8%
04
$SLYV
SPDR SERIES TRUST
Q4 2025: Exited (was 878.6k shares)
3.6%
05
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.86M shares)
2.2%
06
$JMTG
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 777.1k shares)
2.0%
07
$AAPL
APPLE INC
Q4 2025: Exited (was 147.6k shares)
2.0%
08
$AVGO
BROADCOM INC
Q4 2025: Exited (was 107.8k shares)
1.6%
09
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 83.1k shares)
1.5%
10
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 160.0k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.