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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $522M AUM 513 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 157 New 103 Added 90 Reduced 47 Exited
Page 20 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DG DOLLAR GEN CORP NEW COM Consumer Defensive 118.0 $16K 0.00% NEW $132.77 -20.4%
382 ALB ALBEMARLE CORP COM Basic Materials 110.0 $16K 0.00% NEW $141.44 +21.3%
383 SEALED AIR CORP NEW COM 367.0 $15K 0.00% NEW $41.43
384 SBUX STARBUCKS CORP COM Consumer Cyclical 180.0 $15K 0.00% +73.0 +68.2% $84.21 +22.4%
385 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 306.0 $15K 0.00% NEW $48.94 -1.2%
386 PYPL PAYPAL HLDGS INC COM Financial Services 252.0 $15K 0.00% +216.0 +600.0% $58.38 -24.2%
387 RF REGIONS FINANCIAL CORP NEW COM Financial Services 530.0 $14K 0.00% $27.10 +2.7%
388 CAG CONAGRA BRANDS INC COM Consumer Defensive 827.0 $14K 0.00% $17.31 -21.7%
389 WPC WP CAREY INC COM Real Estate 222.0 $14K 0.00% $64.36 +15.7%
390 EXC EXELON CORP COM Utilities 325.0 $14K 0.00% $43.59 +6.1%
391 PSA PUBLIC STORAGE OPER CO COM Real Estate 54.0 $14K 0.00% NEW $259.50 +17.6%
392 ANNALY CAPITAL MANAGEMENT INC COM NEW 622.0 $14K 0.00% NEW $22.36
393 AMCOR PLC ORD 1,666.0 $14K 0.00% NEW $8.34
394 RSG REPUBLIC SVCS INC COM Industrials 65.0 $14K 0.00% NEW $211.92 -1.4%
395 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 306.0 $14K 0.00% -59.0 -16.2% $44.71 +33.1%
396 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 830.0 $13K 0.00% $16.24 -14.5%
397 VTRS VIATRIS INC COM Healthcare 1,082.0 $13K 0.00% NEW $12.45 +33.7%
398 DOV DOVER CORP COM Industrials 68.0 $13K 0.00% NEW $195.24 +7.5%
399 MPT MEDICAL PPTYS TRUST INC COM Financial Services 2,565.0 $13K 0.00% NEW $5.00 +1.6%
400 SON SONOCO PRODS CO COM Consumer Cyclical 291.0 $13K 0.00% -31K -99.1% $43.64 +13.1%
Page 20 of 26  ·  513 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 22.9%
Technology 21.3%
Consumer Cyclical 10.0%
Communication Services 7.0%
Industrials 7.0%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%