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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 21 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LAMR LAMAR ADVERTISING CO CL A Real Estate 24.0 $4K 0.00% NEW $156.00 -2.5%
402 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 58.0 $4K 0.00% NEW $62.64 +21.6%
403 LNG CHENIERE ENERGY INC COM NEW Energy 15.0 $4K 0.00% -7K -99.8% $239.00 +14.1%
404 SPG SIMON PPTY GROUP INC NEW COM Real Estate 16.0 $4K 0.00% -50.0 -75.8% $223.62 -0.2%
405 ADI ANALOG DEVICES INC COM Technology 9.0 $4K 0.00% NEW $397.22 -5.8%
406 FAST FASTENAL CO COM Industrials 74.0 $4K 0.00% NEW $48.03 +7.9%
407 NTR NUTRIEN LTD COM Basic Materials 56.0 $4K 0.00% NEW $62.95 +13.1%
408 FANG DIAMONDBACK ENERGY INC COM Energy 20.0 $4K 0.00% NEW $175.80 +20.5%
409 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 43.0 $3K 0.00% NEW $77.86 -10.0%
410 ICLR ICON PUB LTD CO SHS Healthcare 19.0 $3K 0.00% NEW $173.68 +0.2%
411 SSNC SS&C TECH HLDGS COM Technology 53.0 $3K 0.00% NEW $62.06 +33.3%
412 OBTC OSPREY BITCOIN TRUST Financial Services 173.0 $3K 0.00% NEW $18.83 +11.4%
413 WDC WESTERN DIGITAL CORP COM Technology 5.0 $3K 0.00% NEW $638.80 -27.1%
414 INVESCO QUALITY MUN INCOME TR COM 313.0 $3K 0.00% $10.12
415 EXPI AGNT INC COM Real Estate 580.0 $3K 0.00% $5.41 -12.6%
416 CTVA CORTEVA INC COM Basic Materials 37.0 $3K 0.00% NEW $84.70 -6.5%
417 FDX FEDEX CORP COM Industrials 10.0 $3K 0.00% NEW $313.10 +7.3%
418 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 15.0 $3K 0.00% NEW $206.00 +9.4%
419 PANW PALO ALTO NETWORKS INC COM Technology 9.0 $3K 0.00% -12K -99.9% $341.00 +3.5%
420 MCK MCKESSON CORP COM Healthcare 4.0 $3K 0.00% NEW $755.50 +14.5%
Page 21 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%