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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 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 301.0 $6K 0.00% NEW $18.64 +2.8%
62 MCO MOODYS CORP COM Financial Services 11.0 $5K 0.00% NEW $452.91 +9.7%
63 XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 31.0 $5K 0.00% NEW $154.26 +20.8%
64 OUTLOOK THERAPEUTICS INC COM 3,000.0 $5K 0.00% NEW $1.59
65 TXN TEXAS INSTRS INC COM Technology 16.0 $5K 0.00% NEW $298.06 -10.3%
66 VBK VANGUARD SMALL-CAP GROWTH ETF 13.0 $5K 0.00% NEW $365.69 -1.5%
67 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 231.0 $5K 0.00% NEW $19.98 +2.4%
68 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 24.0 $5K 0.00% NEW $190.50 -3.6%
69 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 15.0 $4K 0.00% NEW $296.07 +13.7%
70 CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 50.0 $4K 0.00% NEW $88.50 +3.3%
71 IMMUNITYBIO INC COM 500.0 $4K 0.00% NEW $8.76
72 TXT TEXTRON INC COM Industrials 47.0 $4K 0.00% NEW $91.72 -5.9%
73 ORI OLD REP INTL CORP COM Financial Services 97.0 $4K 0.00% NEW $40.92 +2.4%
74 WBS WEBSTER FINL CORP COM Financial Services 50.0 $4K 0.00% NEW $76.42 +1.5%
75 LAMR LAMAR ADVERTISING CO CL A Real Estate 24.0 $4K 0.00% NEW $156.00 -1.3%
76 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 58.0 $4K 0.00% NEW $62.64 +25.5%
77 ADI ANALOG DEVICES INC COM Technology 9.0 $4K 0.00% NEW $397.22 -6.0%
78 FAST FASTENAL CO COM Industrials 74.0 $4K 0.00% NEW $48.03 +7.1%
79 NTR NUTRIEN LTD COM Basic Materials 56.0 $4K 0.00% NEW $62.95 +12.0%
80 FANG DIAMONDBACK ENERGY INC COM Energy 20.0 $4K 0.00% NEW $175.80 +18.6%
Page 4 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%