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Portfolio (Quarterly) Guide ↗

Matthew Goff Investment Advisor, LLC

· CIK 0000935359
13F Portfolio $599.9B AUM 107 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 17 Added 33 Reduced 15 Exited
Page 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJH ISHARES TR 3,668.0 $248K 0.04% +91.0 +2.5% $67.54 +6.9%
102 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,200.0 $244K 0.04% +193.0 +19.2% $203.18 +5.6%
103 IYJ ISHARES TR 1,549.0 $228K 0.04% NEW $147.50 +5.0%
104 MAIN MAIN STR CAP CORP Financial Services 4,000.0 $212K 0.04% $52.96 -4.3%
105 MOAT VANECK ETF TRUST 2,115.0 $205K 0.03% NEW $96.70 +2.7%
106 RSG REPUBLIC SVCS INC Industrials 914.0 $200K 0.03% NEW $219.02 -4.7%
107 HYDB ISHARES TR 4,302.0 $200K 0.03% NEW $46.52 +0.0%
Page 6 of 6  ·  107 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 28.8%
Technology 24.9%
Communication Services 13.6%
Healthcare 11.9%
Industrials 9.5%
Consumer Defensive 5.1%
Energy 2.9%
Utilities 2.7%
Consumer Cyclical 0.6%