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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TBIL F/M US TREASURY 3 MONTH BILL FUND 520.0 $26K 0.01% -2K -81.9% $49.86 +0.2%
102 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 136.0 $23K 0.00% -40.0 -22.7% $170.14 -6.2%
103 RGLD ROYAL GOLD INC COM Basic Materials 112.0 $22K 0.00% -3K -96.0% $199.61 +24.3%
104 PFE PFIZER INC COM Healthcare 924.0 $22K 0.00% -1K -59.9% $24.08 +17.3%
105 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 147.0 $18K 0.00% -111.0 -43.0% $124.44 +47.2%
106 MKL MARKEL GROUP INC COM Financial Services 9.0 $18K 0.00% -11.0 -55.0% $1953.00 -8.1%
107 IUSG ISHARES CORE S&P U.S. GROWTH ETF 92.0 $17K 0.00% -31.0 -25.2% $188.09 +1.3%
108 LRCX LAM RESEARCH CORP COM NEW Technology 39.0 $17K 0.00% -10K -99.6% $433.33 -29.1%
109 PGR PROGRESSIVE CORP COM Financial Services 70.0 $15K 0.00% -15.0 -17.6% $218.46 -0.5%
110 ARKK ARK INNOVATION ETF 151.0 $12K 0.00% -835.0 -84.7% $80.82 +3.1%
111 DHR DANAHER CORP DEL COM Healthcare 55.0 $10K 0.00% -55.0 -50.0% $190.47 +11.0%
112 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 33.0 $10K 0.00% -647.0 -95.2% $293.18 +3.4%
113 OMF ONEMAIN HLDGS INC COM Financial Services 140.0 $9K 0.00% -185.0 -56.9% $60.97 +5.3%
114 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 75.0 $7K 0.00% -515.0 -87.3% $92.09 -1.0%
115 FCX FREEPORT MCMORAN INC CL B Basic Materials 80.0 $5K 0.00% -30K -99.7% $62.89 +9.9%
116 HUT 8 CORP COM 40.0 $5K 0.00% -16K -99.8% $115.45
117 BDX BECTON DICKINSON & CO COM Healthcare 28.0 $4K 0.00% -92.0 -76.7% $151.32 +24.0%
118 NKE NIKE INC CL B Consumer Cyclical 97.0 $4K 0.00% -173.0 -64.1% $41.05 -0.0%
119 LNG CHENIERE ENERGY INC COM NEW Energy 15.0 $4K 0.00% -7K -99.8% $239.00 +14.8%
120 SPG SIMON PPTY GROUP INC NEW COM Real Estate 16.0 $4K 0.00% -50.0 -75.8% $223.62 -0.2%
Page 6 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%