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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 2 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AKRE AKRE FOCUS ETF 655.0 $35K 0.01% NEW $53.19 +14.5%
22 MGK VANGUARD MEGA CAP GROWTH ETF 395.0 $35K 0.01% NEW $87.91 +1.8%
23 TTMI TTM TECHNOLOGIES INC COM Technology 167.0 $31K 0.01% NEW $187.02 -37.2%
24 DVN DEVON ENERGY CORP NEW COM Energy 735.0 $30K 0.01% NEW $41.32 +17.6%
25 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 621.0 $30K 0.01% NEW $48.66 +9.7%
26 NEBIUS GROUP N.V. SHS CLASS A 102.0 $28K 0.01% NEW $276.17
27 MGV VANGUARD MEGA CAP VALUE ETF 146.0 $24K 0.00% NEW $163.45 +3.5%
28 CIEN CIENA CORP COM NEW Technology 45.0 $22K 0.00% NEW $490.56 -19.0%
29 NOK NOKIA CORP SPONSORED ADR Technology 1,599.0 $21K 0.00% NEW $13.28 -22.4%
30 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 477.0 $21K 0.00% NEW $43.14 +2.7%
31 APLD APPLIED DIGITAL CORP COM NEW Technology 530.0 $20K 0.00% NEW $37.30 -24.9%
32 HWM HOWMET AEROSPACE INC COM Industrials 73.0 $20K 0.00% NEW $268.86 +6.7%
33 FSBC FIVE STAR BANCORP COM Financial Services 400.0 $19K 0.00% NEW $48.69 -5.3%
34 AVUS AVANTIS U.S. EQUITY ETF 148.0 $19K 0.00% NEW $128.08 +2.6%
35 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 990.0 $18K 0.00% NEW $17.92 -28.7%
36 UEC URANIUM ENERGY CORP COM Energy 1,570.0 $17K 0.00% NEW $10.66 +6.9%
37 AZO AUTOZONE INC COM Consumer Cyclical 5.0 $16K 0.00% NEW $3196.00 -2.9%
38 DELL DELL TECHNOLOGIES INC CL C Technology 37.0 $16K 0.00% NEW $431.46 +2.1%
39 SPACE EXPLORATION TECHN CORP CLASS A COM STK 87.0 $15K 0.00% NEW $170.86
40 DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 205.0 $13K 0.00% NEW $65.30 +4.5%
Page 2 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%