Long-term investor

Goelzer Investment Management, Inc. @goelzerinvestmentmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001550057).

Record

  • Tracked since 2025-12-31 (249 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.5% · 6 months n/a · 1 year n/a · all +9.9%
  • Max drawdown n/a · win rate 25% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LLY · 28.1% · long · since 2025-12-31
  • 464287200 · 8.9% · long · since 2025-12-31
  • 464287507 · 3.9% · long · since 2025-12-31
  • 808524805 · 2.1% · long · since 2025-12-31
  • AVGO · 2.0% · long · since 2025-12-31
  • AAPL · 2.0% · long · since 2025-12-31
  • 46654Q575 · 1.8% · long · since 2025-12-31
  • 78464A300 · 1.8% · long · since 2025-12-31
  • MSFT · 1.3% · long · since 2025-12-31
  • 02079K107 · 1.3% · long · since 2025-12-31
  • 67092P797 · 1.1% · long · since 2026-06-30
  • JPM · 1.1% · long · since 2025-12-31

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