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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 3 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 49.0 $13K 0.00% NEW $271.96 -13.8%
42 PRINCETON BANCORP INC COM 350.0 $13K 0.00% NEW $37.95
43 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 67.0 $12K 0.00% NEW $173.03 -51.9%
44 ACGL ARCH CAP GROUP LTD ORD Financial Services 113.0 $11K 0.00% NEW $97.06 +1.8%
45 OEF ISHARES S&P 100 ETF 28.0 $10K 0.00% NEW $365.86 +4.0%
46 FIRST TRUST BUYWRITE INCOME ETF 388.0 $9K 0.00% NEW $23.85
47 MOD MODINE MFG CO COM Consumer Cyclical 33.0 $9K 0.00% NEW $267.03 -27.4%
48 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 177.0 $8K 0.00% NEW $45.12 -20.1%
49 CASY CASEYS GEN STORES INC COM Consumer Cyclical 10.0 $8K 0.00% NEW $794.80 +5.7%
50 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 76.0 $8K 0.00% NEW $103.22 +0.7%
51 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 142.0 $8K 0.00% NEW $54.63 +1.7%
52 SYF SYNCHRONY FINANCIAL COM Financial Services 100.0 $8K 0.00% NEW $76.05 +6.7%
53 FTAI AVIATION LTD SHS 27.0 $7K 0.00% NEW $270.52
54 AMAT APPLIED MATLS INC COM Technology 10.0 $7K 0.00% NEW $723.00 -31.7%
55 EOG EOG RES INC COM Energy 55.0 $7K 0.00% NEW $129.73 +16.2%
56 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 464.0 $7K 0.00% NEW $14.94
57 EXPD EXPEDITORS INTL WASH INC COM Industrials 41.0 $7K 0.00% NEW $162.98 +14.4%
58 EWY ISHARES MSCI SOUTH KOREA ETF 33.0 $7K 0.00% NEW $201.91 -13.6%
59 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 122.0 $7K 0.00% NEW $53.61 +7.9%
60 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 70.0 $6K 0.00% NEW $90.79 +3.0%
Page 3 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%