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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 1 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPRX SPEAR ALPHA ETF 248,646.0 $14.4M 2.67% NEW $57.98 -18.1%
2 SOXX ISHARES SEMICONDUCTOR ETF 1,198.0 $768K 0.14% NEW $640.76 -17.1%
3 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 8,199.0 $737K 0.14% NEW $89.85 +8.4%
4 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 18,246.0 $720K 0.13% NEW $39.46 +7.6%
5 REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 8,092.0 $716K 0.13% NEW $88.50 -13.5%
6 NLR VANECK URANIUM AND NUCLEAR ETF 5,874.0 $681K 0.13% NEW $115.98 -1.3%
7 TEMA SPACE INNOVATORS ETF 22,346.0 $679K 0.13% NEW $30.38
8 KLARNA GROUP PLC SHS 26,636.0 $539K 0.10% NEW $20.24
9 ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF 21,274.0 $442K 0.08% NEW $20.79 -0.4%
10 BBH SELECT LARGE CAP ETF 22,311.0 $388K 0.07% NEW $17.40
11 MUB ISHARES NATIONAL MUNI BOND ETF 3,529.0 $380K 0.07% NEW $107.62 -2.1%
12 EXXONMOBIL HOLDINGS CORP COM SHS 2,650.0 $362K 0.07% NEW $136.72
13 OBT ORANGE CNTY BANCORP INC COM Financial Services 4,100.0 $151K 0.03% NEW $36.78 +5.6%
14 UMBF UMB FINL CORP COM Financial Services 915.0 $131K 0.02% NEW $142.76 +5.1%
15 MU MICRON TECHNOLOGY INC COM Technology 101.0 $117K 0.02% NEW $1154.29 -18.5%
16 GEV GE VERNOVA INC COM Utilities 47.0 $55K 0.01% NEW $1174.85 -14.5%
17 VRT VERTIV HOLDINGS CO COM CL A Industrials 148.0 $50K 0.01% NEW $334.82 -18.6%
18 FIX COMFORT SYS USA INC COM Industrials 22.0 $44K 0.01% NEW $1981.95 -12.3%
19 SMH VANECK SEMICONDUCTOR ETF 60.0 $39K 0.01% NEW $655.88 -13.1%
20 FMB FIRST TRUST MANAGED MUNICIPAL ETF 689.0 $35K 0.01% NEW $51.37 -2.0%
Page 1 of 8  ·  147 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%