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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 15 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 416.0 $27K 0.01% $64.45 +1.5%
282 NOV NOV INC COM Energy 1,431.0 $27K 0.01% $18.55 +9.3%
283 SCHW SCHWAB CHARLES CORP COM Financial Services 285.0 $26K 0.01% +5.0 +1.8% $92.27 +19.0%
284 DUK DUKE ENERGY CORP NEW COM NEW Utilities 205.0 $26K 0.01% -500.0 -70.9% $126.58 -3.1%
285 TBIL F/M US TREASURY 3 MONTH BILL FUND 520.0 $26K 0.01% -2K -81.9% $49.86 +0.2%
286 FTV FORTIVE CORP COM Technology 417.0 $25K 0.01% $61.09 -2.8%
287 MGV VANGUARD MEGA CAP VALUE ETF 146.0 $24K 0.00% NEW $163.45 +2.3%
288 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 110.0 $24K 0.00% $216.60 -5.6%
289 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 136.0 $23K 0.00% -40.0 -22.7% $170.14 -7.7%
290 NEM NEWMONT CORP COM Basic Materials 246.0 $23K 0.00% $93.40 +36.7%
291 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 1,264.0 $22K 0.00% $17.73 -4.1%
292 RGLD ROYAL GOLD INC COM Basic Materials 112.0 $22K 0.00% -3K -96.0% $199.61 +26.4%
293 PFE PFIZER INC COM Healthcare 924.0 $22K 0.00% -1K -59.9% $24.08 +15.4%
294 CIEN CIENA CORP COM NEW Technology 45.0 $22K 0.00% NEW $490.56 -20.0%
295 SAP SAP SE SPON ADR Technology 143.0 $22K 0.00% $154.11 +40.9%
296 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 268.0 $22K 0.00% +38.0 +16.5% $81.16 -8.1%
297 VMC VULCAN MATLS CO COM Basic Materials 73.0 $22K 0.00% $295.01 -8.3%
298 NOK NOKIA CORP SPONSORED ADR Technology 1,599.0 $21K 0.00% NEW $13.28 -23.6%
299 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 477.0 $21K 0.00% NEW $43.14 +1.2%
300 NVR NVR INC COM Consumer Cyclical 3.0 $20K 0.00% $6813.33 -7.5%
Page 15 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%