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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER UBER TECHNOLOGIES INC COM Technology 650.0 $53K 0.01% +150.0 +30.0% $81.71 -12.1%
82 TFC TRUIST FINL CORP COM Financial Services 1,063.0 $52K 0.01% +858.0 +418.5% $49.21 -1.7%
83 FE FIRSTENERGY CORP COM Utilities 1,091.0 $49K 0.01% +646.0 +145.2% $44.77 +3.4%
84 GILD GILEAD SCIENCES INC COM Healthcare 377.0 $46K 0.01% +147.0 +63.9% $122.74 +9.5%
85 C CITIGROUP INC COM NEW Financial Services 393.0 $46K 0.01% +143.0 +57.2% $116.69 +7.2%
86 DE DEERE & CO COM Industrials 94.0 $44K 0.01% +34.0 +56.7% $465.57 +13.7%
87 F FORD MTR CO COM Consumer Cyclical 3,244.0 $43K 0.01% +2K +170.3% $13.12 +13.8%
88 QCOM QUALCOMM INC COM Technology 240.0 $41K 0.01% +125.0 +108.7% $171.05 +39.2%
89 EFA ISHARES MSCI EAFE ETF 388.0 $37K 0.01% +200.0 +106.4% $96.03 +8.3%
90 ANET ARISTA NETWORKS INC COM SHS Technology 277.0 $36K 0.01% +204.0 +279.4% $131.03 +17.6%
91 SFL SFL CORPORATION LTD SHS Industrials 4,500.0 $35K 0.01% +1K +28.6% $7.81 +57.2%
92 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 548.0 $35K 0.01% +348.0 +174.0% $63.72 +46.6%
93 WEC WEC ENERGY GROUP INC COM Utilities 294.0 $31K 0.01% +104.0 +54.7% $105.46 +7.5%
94 JPLD JPMORGAN LIMITED DURATION BOND ETF 589.0 $31K 0.01% +6.0 +1.0% $52.36 -0.6%
95 SNOW SNOWFLAKE INC COM SHS Technology 135.0 $30K 0.01% +93.0 +221.4% $219.36 -21.5%
96 NSC NORFOLK SOUTHN CORP COM Industrials 93.0 $27K 0.01% +84.0 +933.3% $288.72 +8.9%
97 RWL INVESCO S&P 500 REVENUE ETF 223.0 $26K 0.01% +174.0 +355.1% $114.50 +10.3%
98 WSO WATSCO INC COM Industrials 67.0 $23K 0.00% +14.0 +26.4% $336.96 +11.3%
99 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 405.0 $22K 0.00% +115.0 +39.7% $54.59 -11.0%
100 PRU PRUDENTIAL FINL INC COM Financial Services 193.0 $22K 0.00% +158.0 +451.4% $112.88 -7.8%
Page 5 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%