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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 16 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SRE SEMPRA COM Utilities 220.0 $20K 0.00% $92.71 -6.5%
302 VTV VANGUARD VALUE ETF 91.0 $20K 0.00% +39.0 +75.0% $217.93 +3.8%
303 APLD APPLIED DIGITAL CORP COM NEW Technology 530.0 $20K 0.00% NEW $37.30 -21.9%
304 HWM HOWMET AEROSPACE INC COM Industrials 73.0 $20K 0.00% NEW $268.86 +4.6%
305 FSBC FIVE STAR BANCORP COM Financial Services 400.0 $19K 0.00% NEW $48.69 -8.1%
306 LEU CENTRUS ENERGY CORP CL A Energy 115.0 $19K 0.00% $167.87 +7.8%
307 AVUS AVANTIS U.S. EQUITY ETF 148.0 $19K 0.00% NEW $128.08 +2.0%
308 ED CONSOLIDATED EDISON INC COM Utilities 170.0 $19K 0.00% $110.63 -2.0%
309 BHF BRIGHTHOUSE FINL INC COM Financial Services 297.0 $19K 0.00% $63.30 -16.5%
310 SBUX STARBUCKS CORP COM Consumer Cyclical 180.0 $18K 0.00% $102.19 +3.0%
311 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 147.0 $18K 0.00% -111.0 -43.0% $124.44 +48.1%
312 MET METLIFE INC COM Financial Services 215.0 $18K 0.00% $84.61 +11.1%
313 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 355.0 $18K 0.00% $50.61 +1.8%
314 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 830.0 $18K 0.00% $21.45 +20.5%
315 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 990.0 $18K 0.00% NEW $17.92 -27.8%
316 MKL MARKEL GROUP INC COM Financial Services 9.0 $18K 0.00% -11.0 -55.0% $1953.00 -8.5%
317 IUSG ISHARES CORE S&P U.S. GROWTH ETF 92.0 $17K 0.00% -31.0 -25.2% $188.09 +1.2%
318 LRCX LAM RESEARCH CORP COM NEW Technology 39.0 $17K 0.00% -10K -99.6% $433.33 -28.3%
319 REGN REGENERON PHARMACEUTICALS COM Healthcare 27.0 $17K 0.00% $623.56 +33.6%
320 UEC URANIUM ENERGY CORP COM Energy 1,570.0 $17K 0.00% NEW $10.66 +6.7%
Page 16 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%