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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 14 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DVN DEVON ENERGY CORP NEW COM Energy 735.0 $30K 0.01% NEW $41.32 +19.9%
262 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 621.0 $30K 0.01% NEW $48.66 +9.9%
263 WSO WATSCO INC COM Industrials 72.0 $30K 0.01% +5.0 +7.5% $416.74 -24.5%
264 CFR CULLEN FROST BANKERS INC COM Financial Services 194.0 $30K 0.01% $154.52 +6.3%
265 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 534.0 $30K 0.01% $56.07 +9.6%
266 VTR VENTAS INC COM Real Estate 332.0 $29K 0.01% $88.80 +5.4%
267 AMT AMERICAN TOWER CORP COM Real Estate 180.0 $29K 0.01% $163.57 +8.3%
268 SLB SLB LIMITED COM STK Energy 630.0 $29K 0.01% +98.0 +18.4% $46.49 +16.0%
269 BALL BALL CORP COM Consumer Cyclical 469.0 $29K 0.01% $62.40 +0.0%
270 UPS UNITED PARCEL SVCS INC CL B Industrials 270.0 $29K 0.01% -9K -97.1% $107.50 -4.3%
271 NOW SERVICENOW INC COM Technology 290.0 $29K 0.01% -125.0 -30.1% $99.28 +31.3%
272 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 205.0 $29K 0.01% $139.09 -3.9%
273 NEBIUS GROUP N.V. SHS CLASS A 102.0 $28K 0.01% NEW $276.17
274 MDU MDU RES GROUP INC COM Industrials 1,324.0 $28K 0.01% $21.21 -2.7%
275 MAA MID-AMER APT CMNTYS INC COM Real Estate 199.0 $28K 0.01% -191.0 -49.0% $138.94 -4.2%
276 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 783.0 $28K 0.01% $35.22 +2.5%
277 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 346.0 $27K 0.01% +36.0 +11.6% $79.22 +6.3%
278 NI NISOURCE INC COM Utilities 570.0 $27K 0.01% $47.55 -11.2%
279 GDX VANECK GOLD MINERS ETF 358.0 $27K 0.01% -52.0 -12.7% $75.45 +31.4%
280 IBM INTERNATIONAL BUSINESS MACHS COM Technology 96.0 $27K 0.01% -247.0 -72.0% $281.21 -15.6%
Page 14 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%