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Portfolio (Quarterly) Guide ↗

Matthew Goff Investment Advisor, LLC

· CIK 0000935359
13F Portfolio $564M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 78,037.0 $2.3M 0.41% NEW $29.61 +15.5%
42 NVDA NVIDIA CORPORATION Technology 12,023.0 $2.2M 0.40% NEW $186.50 +20.8%
43 C CITIGROUP INC Financial Services 19,162.0 $2.2M 0.40% NEW $116.69 +4.9%
44 AAPL APPLE INC Technology 6,304.0 $1.7M 0.30% NEW $271.87 +9.6%
45 LLY ELI LILLY & CO Healthcare 1,553.0 $1.7M 0.30% NEW $1074.68 -6.3%
46 BSCS INVESCO EXCH TRD SLF IDX FD 76,450.0 $1.6M 0.28% NEW $20.60 -1.3%
47 XLV SELECT SECTOR SPDR TR 10,145.0 $1.6M 0.28% NEW $154.80 -5.9%
48 BSCT INVESCO EXCH TRD SLF IDX FD 82,046.0 $1.5M 0.27% NEW $18.84 -1.6%
49 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 16,151.0 $1.3M 0.23% NEW $82.02 -25.9%
50 IYE ISHARES TR 9,669.0 $1.2M 0.22% NEW $128.93 -50.3%
51 XLK SELECT SECTOR SPDR TR 7,882.0 $1.1M 0.20% NEW $143.97 +21.1%
52 EPD ENTERPRISE PRODS PARTNERS L Energy 35,261.0 $1.1M 0.20% NEW $32.06 +22.4%
53 GOOGL ALPHABET INC Communication Services 3,514.0 $1.1M 0.20% NEW $312.98 +26.8%
54 USRT ISHARES TR 18,840.0 $1.1M 0.19% NEW $56.96 +13.0%
55 XLE SELECT SECTOR SPDR TR 21,712.0 $971K 0.17% NEW $44.71 +35.4%
56 IWD ISHARES TR 4,336.0 $912K 0.16% NEW $210.34 +10.6%
57 COP CONOCOPHILLIPS Energy 9,495.0 $889K 0.16% NEW $93.61 +30.8%
58 IJJ ISHARES TR 6,436.0 $847K 0.15% NEW $131.59 +5.3%
59 LAW CS DISCO INC Technology 107,019.0 $830K 0.15% NEW $7.76 -53.2%
60 IWF ISHARES TR 1,632.0 $772K 0.14% NEW $473.30 -73.8%
Page 3 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 27.7%
Communication Services 14.5%
Healthcare 10.1%
Consumer Defensive 7.6%
Industrials 5.7%
Energy 2.0%
Utilities 2.0%
Consumer Cyclical 0.8%