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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PANW PALO ALTO NETWORKS INC COM Technology 9.0 $3K 0.00% -12K -99.9% $341.00 +5.5%
122 MMM 3M CO COM Industrials 17.0 $3K 0.00% -115.0 -87.1% $161.88 +11.6%
123 OMC OMNICOM GROUP INC COM Communication Services 37.0 $3K -36.0 -49.3% $72.84 +20.0%
124 MDT MEDTRONIC PLC SHS Healthcare 34.0 $3K -270.0 -88.8% $78.24 +20.3%
125 AJG GALLAGHER ARTHUR J & CO COM Financial Services 11.0 $3K -104.0 -90.4% $229.55 +12.2%
126 EMR EMERSON ELEC CO COM Industrials 17.0 $2K -128.0 -88.3% $143.18 +10.1%
127 ZTS ZOETIS INC CL A Healthcare 32.0 $2K -448.0 -93.3% $71.88 +6.7%
128 LH LABCORP HOLDINGS INC COM SHS Healthcare 7.0 $2K -26.0 -78.8% $280.00 +18.0%
129 VZ VERIZON COMMUNICATIONS INC COM Communication Services 46.0 $2K -2K -97.8% $42.35 +16.6%
130 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 17.0 $2K -4.0 -19.1% $111.29 +28.6%
131 PYPL PAYPAL HLDGS INC COM Financial Services 36.0 $2K -216.0 -85.7% $43.17 +41.9%
132 KVUE KENVUE INC COM Consumer Defensive 78.0 $1K -550.0 -87.6% $19.12 +0.1%
133 UNP UNION PAC CORP COM Industrials 4.0 $1K -211.0 -98.1% $272.00 +11.0%
134 B BARRICK MNG CORP COM SHS Basic Materials 10.0 $367.0 -2K -99.5% $36.70 +23.0%
Page 7 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%