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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNA SNAP ON INC COM Industrials 89.0 $36K 0.01% +8.0 +9.9% $402.40 -2.1%
82 NOC NORTHROP GRUMMAN CORP COM Industrials 68.0 $35K 0.01% +3.0 +4.6% $509.31 +14.4%
83 CVNA CARVANA CO CL A Consumer Cyclical 500.0 $33K 0.01% +400.0 +400.0% $65.82 +7.0%
84 WSO WATSCO INC COM Industrials 72.0 $30K 0.01% +5.0 +7.5% $416.74 -23.3%
85 SLB SLB LIMITED COM STK Energy 630.0 $29K 0.01% +98.0 +18.4% $46.49 +15.2%
86 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 346.0 $27K 0.01% +36.0 +11.6% $79.22 +5.2%
87 SCHW SCHWAB CHARLES CORP COM Financial Services 285.0 $26K 0.01% +5.0 +1.8% $92.27 +20.2%
88 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 268.0 $22K 0.00% +38.0 +16.5% $81.16 -7.2%
89 VTV VANGUARD VALUE ETF 91.0 $20K 0.00% +39.0 +75.0% $217.93 +4.1%
90 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 378.0 $16K 0.00% +140.0 +58.8% $42.67 -2.3%
91 EQIX EQUINIX INC COM Real Estate 15.0 $16K 0.00% +4.0 +36.4% $1042.40 +3.3%
92 VST VISTRA CORP COM Utilities 75.0 $12K 0.00% +48.0 +177.8% $158.63 -10.0%
93 VKTX VIKING THERAPEUTICS INC COM Healthcare 200.0 $8K 0.00% +50.0 +33.3% $39.01 -7.8%
94 CI THE CIGNA GROUP COM Healthcare 19.0 $5K 0.00% +13.0 +216.7% $275.68 +0.6%
95 VNQ VANGUARD REAL ESTATE ETF 50.0 $5K 0.00% +6.0 +13.6% $95.72 +3.0%
Page 5 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%