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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 8 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DOCN DIGITALOCEAN HLDGS INC COM Technology 3.0 $471.0 NEW $157.00 -25.4%
142 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 2.0 $358.0 NEW $179.00 +22.1%
143 UNIT UNITI GROUP LLC COM SHS Real Estate 29.0 $333.0 NEW $11.48 -11.3%
144 GYRE GYRE THERAPEUTICS INC COM Healthcare 50.0 $330.0 NEW $6.60 +6.7%
145 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 4.0 $70.0 NEW $17.50 +10.8%
146 WW INTL INC COM NEW 1.0 $16.0 NEW $16.00
147 HOLO MICROCLOUD HOLOGRAM INC SHS CL A NEW Technology 2.0 $3.0 NEW $1.50 +11.7%
Page 8 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%