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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 3 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNA SNAP ON INC COM Industrials 81.0 $28K 0.01% NEW $344.60 +6.4%
42 CTRA COTERRA ENERGY INC COM Energy 1,050.0 $28K 0.01% NEW $26.32 +23.7%
43 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 132.0 $27K 0.01% NEW $207.81 -38.8%
44 IEX IDEX CORP COM Industrials 148.0 $26K 0.01% NEW $177.94 +17.3%
45 SWK STANLEY BLACK & DECKER INC COM Industrials 354.0 $26K 0.01% NEW $74.28 +2.9%
46 AGNC AGNC INVT CORP COM Real Estate 2,451.0 $26K 0.01% NEW $10.72 -4.8%
47 MDU MDU RES GROUP INC COM Industrials 1,324.0 $26K 0.01% NEW $19.52 +13.5%
48 VTR VENTAS INC COM Real Estate 332.0 $26K 0.01% NEW $77.38 +14.0%
49 WTRG ESSENTIAL UTILS INC COM Utilities 659.0 $25K 0.01% NEW $38.36 -2.4%
50 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 416.0 $25K 0.01% NEW $60.61 +4.8%
51 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 534.0 $25K 0.01% NEW $46.68 -8.8%
52 BALL BALL CORP COM Consumer Cyclical 469.0 $25K 0.01% NEW $52.97 +6.7%
53 HRL HORMEL FOODS CORP COM Consumer Defensive 1,048.0 $25K 0.01% NEW $23.70 -10.4%
54 NEM NEWMONT CORP COM Basic Materials 246.0 $25K 0.01% NEW $99.85 +7.8%
55 MOS MOSAIC CO NEW COM Basic Materials 1,014.0 $24K 0.01% NEW $24.09 -6.6%
56 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 1,501.0 $24K 0.01% NEW $16.08 +22.7%
57 WU WESTERN UN CO COM Financial Services 2,569.0 $24K 0.01% NEW $9.31 -10.1%
58 AGO ASSURED GUARANTY LTD COM Financial Services 266.0 $24K 0.01% NEW $89.87 -14.4%
59 HON HONEYWELL INTL INC COM Industrials 122.0 $24K 0.01% NEW $195.09 +16.8%
60 BDX BECTON DICKINSON & CO COM Healthcare 120.0 $23K 0.00% NEW $194.07 -23.9%
Page 3 of 8  ·  157 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%