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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 18 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VST VISTRA CORP COM Utilities 75.0 $12K 0.00% +48.0 +177.8% $158.63 -10.0%
342 TTD THE TRADE DESK INC COM CL A Technology 642.0 $12K 0.00% $18.08 -25.1%
343 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 67.0 $12K 0.00% NEW $173.03 -52.4%
344 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 85.0 $11K 0.00% $132.52 +3.8%
345 CAG CONAGRA BRANDS INC COM Consumer Defensive 827.0 $11K 0.00% $13.46 +20.5%
346 ACGL ARCH CAP GROUP LTD ORD Financial Services 113.0 $11K 0.00% NEW $97.06 +1.5%
347 DHR DANAHER CORP DEL COM Healthcare 55.0 $10K 0.00% -55.0 -50.0% $190.47 +11.0%
348 OEF ISHARES S&P 100 ETF 28.0 $10K 0.00% NEW $365.86 +3.9%
349 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 273.0 $10K 0.00% $36.76 +3.7%
350 SHEL SHELL PLC SPON ADS Energy 129.0 $10K 0.00% $77.54 +19.6%
351 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 33.0 $10K 0.00% -647.0 -95.2% $293.18 +3.4%
352 FIRST TRUST BUYWRITE INCOME ETF 388.0 $9K 0.00% NEW $23.85
353 MOD MODINE MFG CO COM Consumer Cyclical 33.0 $9K 0.00% NEW $267.03 -26.9%
354 ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 230.0 $9K 0.00% $38.10 +4.0%
355 OMF ONEMAIN HLDGS INC COM Financial Services 140.0 $9K 0.00% -185.0 -56.9% $60.97 +5.3%
356 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 177.0 $8K 0.00% NEW $45.12 -21.0%
357 CASY CASEYS GEN STORES INC COM Consumer Cyclical 10.0 $8K 0.00% NEW $794.80 +5.2%
358 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 76.0 $8K 0.00% NEW $103.22 +0.5%
359 BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT Financial Services 260.0 $8K 0.00% $30.03 +1.8%
360 VKTX VIKING THERAPEUTICS INC COM Healthcare 200.0 $8K 0.00% +50.0 +33.3% $39.01 -7.8%
Page 18 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%