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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP COM Technology 795.0 $117K 0.02% -6K -88.7% $146.55 -2.9%
62 TJX TJX COS INC NEW COM Consumer Cyclical 761.0 $115K 0.02% -6K -88.5% $151.50 -6.3%
63 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,563.0 $111K 0.02% -1K -43.9% $71.25 +2.6%
64 MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 2,179.0 $111K 0.02% -6K -72.8% $50.97 +3.6%
65 UNH UNITEDHEALTH GROUP INC COM Healthcare 256.0 $106K 0.02% -90.0 -26.0% $415.63 -6.9%
66 SYK STRYKER CORPORATION COM Healthcare 311.0 $98K 0.02% -800.0 -72.0% $315.26 +7.4%
67 IWS ISHARES RUSSELL MID-CAP VALUE ETF 531.0 $87K 0.02% -127.0 -19.3% $164.60 +4.7%
68 NFLX NETFLIX INC. COM Communication Services 1,190.0 $85K 0.02% -132.0 -10.0% $71.40 +12.1%
69 CMI CUMMINS INC COM Industrials 117.0 $83K 0.01% -3K -96.0% $713.21 -15.5%
70 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 160.0 $80K 0.01% -143.0 -47.2% $501.36 +26.0%
71 CME CME GROUP INC COM Financial Services 358.0 $79K 0.01% -344.0 -49.0% $220.83 +22.8%
72 DIS DISNEY WALT CO COM Communication Services 804.0 $77K 0.01% -4K -82.6% $96.25 +12.0%
73 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 628.0 $74K 0.01% -370.0 -37.1% $117.33 -0.4%
74 RTX RTX CORPORATION COM Industrials 388.0 $74K 0.01% -1K -72.4% $189.73 +14.9%
75 AMGN AMGEN INC COM Healthcare 195.0 $71K 0.01% -986.0 -83.5% $362.12 +20.1%
76 PWB INVESCO LARGE CAP GROWTH ETF 411.0 $69K 0.01% -178.0 -30.2% $168.55 -7.5%
77 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 390.0 $64K 0.01% -40.0 -9.3% $164.27 +2.4%
78 NXPI NXP SEMICONDUCTORS N V COM Technology 225.0 $63K 0.01% -125.0 -35.7% $281.03 -19.4%
79 VTHR VANGUARD RUSSELL 3000 ETF 180.0 $60K 0.01% -60.0 -25.0% $331.43 +2.2%
80 FLS FLOWSERVE CORP COM Industrials 785.0 $58K 0.01% -655.0 -45.5% $74.16 +5.6%
Page 4 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%