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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AIR LEASE CORP CL A 287.0 $18K 0.00% NEW $64.23
82 CPT CAMDEN PPTY TR SH BEN INT Real Estate 162.0 $18K 0.00% NEW $110.08 -2.4%
83 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 354.0 $18K 0.00% NEW $50.02 -24.7%
84 NKE NIKE INC CL B Consumer Cyclical 270.0 $17K 0.00% NEW $63.71 -29.9%
85 EA ELECTRONIC ARTS INC COM Communication Services 84.0 $17K 0.00% NEW $204.33 -1.6%
86 ED CONSOLIDATED EDISON INC COM Utilities 170.0 $17K 0.00% NEW $99.32 +9.3%
87 MKTX MARKETAXESS HLDGS INC COM Financial Services 90.0 $16K 0.00% NEW $181.26 -24.3%
88 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 559.0 $16K 0.00% NEW $28.82 -6.2%
89 CNA CNA FINL CORP COM Financial Services 335.0 $16K 0.00% NEW $47.74 -7.7%
90 BEN FRANKLIN RESOURCES INC COM Financial Services 664.0 $16K 0.00% NEW $23.89 +29.8%
91 DG DOLLAR GEN CORP NEW COM Consumer Defensive 118.0 $16K 0.00% NEW $132.77 -20.4%
92 ALB ALBEMARLE CORP COM Basic Materials 110.0 $16K 0.00% NEW $141.44 +21.3%
93 SEALED AIR CORP NEW COM 367.0 $15K 0.00% NEW $41.43
94 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 306.0 $15K 0.00% NEW $48.94 -1.2%
95 PSA PUBLIC STORAGE OPER CO COM Real Estate 54.0 $14K 0.00% NEW $259.50 +17.6%
96 ANNALY CAPITAL MANAGEMENT INC COM NEW 622.0 $14K 0.00% NEW $22.36
97 AMCOR PLC ORD 1,666.0 $14K 0.00% NEW $8.34
98 RSG REPUBLIC SVCS INC COM Industrials 65.0 $14K 0.00% NEW $211.92 -1.4%
99 VTRS VIATRIS INC COM Healthcare 1,082.0 $13K 0.00% NEW $12.45 +33.7%
100 DOV DOVER CORP COM Industrials 68.0 $13K 0.00% NEW $195.24 +7.5%
Page 5 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%