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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 30,915.0 $1.5M 0.27% -5K -14.1% $47.68 -1.6%
22 DHT DHT HOLDINGS INC SHS NEW Energy 87,485.0 $1.4M 0.27% -24K -21.8% $16.53 +20.9%
23 LMT LOCKHEED MARTIN CORP COM Industrials 2,823.0 $1.4M 0.27% -477.0 -14.4% $509.46 +15.6%
24 AMLP ALERIAN MLP ETF 26,401.0 $1.4M 0.25% -3K -9.4% $51.85 +5.9%
25 T AT&T INC COM Communication Services 65,972.0 $1.4M 0.25% -8K -11.4% $20.70 +21.4%
26 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,298.0 $1.4M 0.25% -518.0 -5.3% $146.64 -1.5%
27 PM PHILIP MORRIS INTL INC COM Consumer Defensive 7,335.0 $1.3M 0.25% -2K -18.1% $180.91 +5.0%
28 DLR DIGITAL RLTY TR INC COM Real Estate 6,996.0 $1.3M 0.23% -730.0 -9.4% $179.58 +7.1%
29 WULF TERAWULF INC COM Financial Services 50,000.0 $1.2M 0.23% -65K -56.4% $24.70 -37.2%
30 SO SOUTHERN CO COM Utilities 12,870.0 $1.2M 0.23% -2K -11.9% $95.71 -3.7%
31 DTE DTE ENERGY CO COM Utilities 8,022.0 $1.2M 0.23% -778.0 -8.8% $152.37 -8.7%
32 PEP PEPSICO INC COM Consumer Defensive 8,810.0 $1.2M 0.22% -251.0 -2.8% $135.40 +5.3%
33 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 4,483.0 $1.1M 0.21% -180.0 -3.9% $247.89 +9.7%
34 CVX CHEVRON CORPORATION COM Energy 6,592.0 $1.1M 0.20% -2K -23.1% $165.76 +24.1%
35 ARCC ARES CAPITAL CORP COM Financial Services 58,237.0 $1.1M 0.20% -8K -11.7% $18.53 +6.9%
36 UNILEVER PLC SPON ADR NEW 17,173.0 $1.0M 0.19% -2K -8.8% $60.12
37 DVY ISHARES SELECT DIVIDEND ETF 6,573.0 $1.0M 0.19% -5K -42.9% $156.30 +5.9%
38 BKLN INVESCO SENIOR LOAN ETF 24,118.0 $491K 0.09% -326K -93.1% $20.37 +1.0%
39 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 3,925.0 $480K 0.09% -458.0 -10.4% $122.40 +10.3%
40 IVV ISHARES CORE S&P 500 ETF 641.0 $480K 0.09% -85.0 -11.7% $748.89 +3.2%
Page 2 of 7  ·  134 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%