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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $539M AUM 500 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 147 New 95 Added 134 Reduced 160 Exited
Page 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 127.0 $58K 0.01% +11.0 +9.5% $459.13 +16.2%
62 NUE NUCOR CORP COM Basic Materials 250.0 $56K 0.01% +197.0 +371.7% $222.75 +11.7%
63 AXP AMERICAN EXPRESS CO COM Financial Services 163.0 $55K 0.01% +10.0 +6.5% $338.25 +0.5%
64 TFC TRUIST FINL CORP COM Financial Services 1,094.0 $55K 0.01% +31.0 +2.9% $49.82 +2.3%
65 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 567.0 $52K 0.01% +193.0 +51.6% $91.21 +3.6%
66 CAPR CAPRICOR THERAPEUTICS INC COM NEW Healthcare 2,100.0 $51K 0.01% +50.0 +2.4% $24.08 -66.9%
67 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 2,565.0 $50K 0.01% +2K +309.1% $19.57 +0.6%
68 ANET ARISTA NETWORKS INC COM SHS Technology 290.0 $49K 0.01% +13.0 +4.7% $169.88 +9.8%
69 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 275.0 $49K 0.01% +264.0 +2400.0% $178.24 +19.5%
70 GILD GILEAD SCIENCES INC COM Healthcare 387.0 $49K 0.01% +10.0 +2.6% $126.34 +16.8%
71 CVS CVS HEALTH CORP COM Healthcare 469.0 $49K 0.01% +61.0 +14.9% $103.45 -9.5%
72 CB CHUBB LIMITED COM Financial Services 135.0 $46K 0.01% +6.0 +4.7% $340.74 +0.1%
73 WFC WELLS FARGO & CO COM Financial Services 552.0 $46K 0.01% +44.0 +8.7% $82.64 +4.0%
74 HAL HALLIBURTON CO COM Energy 1,337.0 $45K 0.01% +99.0 +8.0% $33.95 +3.2%
75 AFL AFLAC INC COM Financial Services 362.0 $42K 0.01% +50.0 +16.0% $117.25 -0.6%
76 RWL INVESCO S&P 500 REVENUE ETF 332.0 $42K 0.01% +109.0 +48.9% $127.76 +5.4%
77 ENTERGY CORP NEW COM 364.0 $42K 0.01% +14.0 +4.0% $114.86
78 BE BLOOM ENERGY CORP COM CL A Industrials 132.0 $40K 0.01% +12.0 +10.0% $302.70 -31.7%
79 COF CAPITAL ONE FINL CORP COM Financial Services 189.0 $38K 0.01% +39.0 +26.0% $200.62 +10.0%
80 PLD PROLOGIS INC. COM Real Estate 273.0 $37K 0.01% +10.0 +3.8% $135.47 +4.3%
Page 4 of 5  ·  95 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 24.3%
Technology 19.7%
Consumer Cyclical 10.9%
Communication Services 9.1%
Energy 7.8%
Healthcare 7.2%
Consumer Defensive 6.7%
Industrials 5.1%
Real Estate 4.4%
Utilities 4.4%