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 2025-06-30 (477 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days -2.5% · 6 months +22.3% · 1 year +8.5% · all +8.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 28.2% · long · since 2025-09-30
- 464287200 · 9.8% · long · since 2025-09-30
- 464287507 · 3.6% · long · since 2025-09-30
- AAPL · 2.2% · long · since 2025-09-30
- 808524805 · 2.0% · long · since 2025-09-30
- MSFT · 1.9% · long · since 2025-09-30
- AVGO · 1.8% · long · since 2025-09-30
- 46654Q575 · 1.8% · long · since 2025-09-30
- 67092P797 · 1.5% · long · since 2026-06-30
- 78464A300 · 1.4% · long · since 2025-09-30
- 02079K107 · 1.3% · long · since 2025-09-30
- NVDA · 1.2% · long · since 2025-09-30