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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $522M AUM 513 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 157 New 103 Added 90 Reduced 47 Exited
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EVRG EVERGY INC COM Utilities 6,264.0 $454K 0.09% +1K +19.1% $72.49 +15.8%
42 ABT ABBOTT LABS COM Healthcare 3,555.0 $445K 0.09% +303.0 +9.3% $125.29 -30.2%
43 JOBY JOBY AVIATION INC COMMON STOCK Industrials 33,500.0 $442K 0.09% +700.0 +2.1% $13.20 -17.3%
44 MA MASTERCARD INCORPORATED CL A Financial Services 758.0 $433K 0.08% +45.0 +6.3% $570.92 -12.7%
45 COST COSTCO WHSL CORP NEW COM Consumer Defensive 491.0 $423K 0.08% +97.0 +24.6% $862.34 +19.2%
46 MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 8,027.0 $381K 0.07% +7K +571.1% $47.52 +6.2%
47 XOM EXXON MOBIL CORP COM Energy 2,534.0 $305K 0.06% +2K +186.7% $120.34 +28.7%
48 RTX RTX CORPORATION COM Industrials 1,408.0 $258K 0.05% +262.0 +22.9% $183.40 -3.5%
49 HD HOME DEPOT INC COM Consumer Cyclical 747.0 $257K 0.05% +107.0 +16.7% $344.10 -9.0%
50 CRM SALESFORCE INC COM Technology 918.0 $243K 0.05% +169.0 +22.6% $264.91 -32.0%
51 CME CME GROUP INC COM Financial Services 702.0 $192K 0.04% +263.0 +59.9% $273.08 +6.6%
52 PWR QUANTA SVCS INC COM Industrials 452.0 $191K 0.04% +37.0 +8.9% $422.06 +71.4%
53 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 303.0 $176K 0.03% +58.0 +23.7% $579.45 -22.6%
54 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 1,782.0 $175K 0.03% +2K +3464.0% $98.32 +27.2%
55 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2,788.0 $174K 0.03% +85.0 +3.1% $62.47 +12.8%
56 RITM RITHM CAPITAL CORP COM NEW Real Estate 15,910.0 $173K 0.03% +2K +11.6% $10.90 -15.0%
57 APD AIR PRODS & CHEMS INC COM Basic Materials 680.0 $168K 0.03% +80.0 +13.3% $247.02 +17.2%
58 AMD ADVANCED MICRO DEVICES INC COM Technology 700.0 $150K 0.03% +270.0 +62.8% $214.16 +118.3%
59 SPGI S&P GLOBAL INC COM Financial Services 262.0 $137K 0.03% +38.0 +17.0% $522.61 -20.1%
60 NFLX NETFLIX INC COM Communication Services 1,322.0 $124K 0.02% +1K +3205.0% $93.76 -5.5%
Page 3 of 6  ·  103 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 22.9%
Technology 21.3%
Consumer Cyclical 10.0%
Communication Services 7.0%
Industrials 7.0%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%