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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 12 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KMI KINDER MORGAN INC DEL COM Energy 1,405.0 $45K 0.01% $31.97 -1.1%
222 QCOM QUALCOMM INC COM Technology 240.0 $44K 0.01% $184.79 -13.0%
223 FIX COMFORT SYS USA INC COM Industrials 22.0 $44K 0.01% NEW $1981.95 -15.6%
224 BIIB BIOGEN INC COM Healthcare 198.0 $43K 0.01% $216.06 -0.8%
225 AFL AFLAC INC COM Financial Services 362.0 $42K 0.01% +50.0 +16.0% $117.25 -0.9%
226 RWL INVESCO S&P 500 REVENUE ETF 332.0 $42K 0.01% +109.0 +48.9% $127.76 +4.1%
227 ENTERGY CORP NEW COM 364.0 $42K 0.01% +14.0 +4.0% $114.86
228 AEP AMERICAN ELEC PWR CO INC COM Utilities 298.0 $41K 0.01% -15.0 -4.8% $136.81 -8.1%
229 IVW ISHARES S&P 500 GROWTH ETF 292.0 $40K 0.01% $137.53 +0.6%
230 BE BLOOM ENERGY CORP COM CL A Industrials 132.0 $40K 0.01% +12.0 +10.0% $302.70 -33.1%
231 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 347.0 $40K 0.01% -50.0 -12.6% $114.18 +28.9%
232 GNRC GENERAC HLDGS INC COM Industrials 135.0 $40K 0.01% -16K -99.2% $292.81 -29.4%
233 BLK BLACKROCK INC COM Financial Services 41.0 $39K 0.01% -12.0 -22.6% $961.56 +18.5%
234 SMH VANECK SEMICONDUCTOR ETF 60.0 $39K 0.01% NEW $655.88 -14.2%
235 OXY OCCIDENTAL PETE CORP COM Energy 798.0 $39K 0.01% $48.57 +26.7%
236 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,146.0 $38K 0.01% $33.29 +23.8%
237 COF CAPITAL ONE FINL CORP COM Financial Services 189.0 $38K 0.01% +39.0 +26.0% $200.62 +5.9%
238 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 954.0 $38K 0.01% $39.50 +29.2%
239 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 167.0 $37K 0.01% -110.0 -39.7% $223.95 +24.7%
240 PLD PROLOGIS INC. COM Real Estate 273.0 $37K 0.01% +10.0 +3.8% $135.47 +3.8%
Page 12 of 25  ·  500 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%