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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 23 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NVO NOVO-NORDISK A S ADR Healthcare 51.0 $2K $47.94 -4.7%
442 EMR EMERSON ELEC CO COM Industrials 17.0 $2K -128.0 -88.3% $143.18 +10.2%
443 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 9.0 $2K NEW $261.33 +25.5%
444 TGT TARGET CORP COM Consumer Defensive 18.0 $2K NEW $130.61 +16.8%
445 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 18.0 $2K NEW $128.56 -1.9%
446 ZTS ZOETIS INC CL A Healthcare 32.0 $2K -448.0 -93.3% $71.88 +2.9%
447 SNDK SANDISK CORP COM Technology 1.0 $2K NEW $2274.00 -28.5%
448 INGR INGREDION INC COM Consumer Defensive 24.0 $2K NEW $94.71 +11.3%
449 CMCSA COMCAST CORP NEW CL A Communication Services 88.0 $2K NEW $24.55 +6.7%
450 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 26.0 $2K NEW $82.88 -0.9%
451 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 18.0 $2K NEW $112.72 +11.3%
452 LH LABCORP HOLDINGS INC COM SHS Healthcare 7.0 $2K -26.0 -78.8% $280.00 +15.1%
453 VZ VERIZON COMMUNICATIONS INC COM Communication Services 46.0 $2K -2K -97.8% $42.35 +14.6%
454 CAH CARDINAL HEALTH INC COM Healthcare 8.0 $2K NEW $237.50 -1.1%
455 WLK WESTLAKE CORPORATION COM Basic Materials 26.0 $2K NEW $73.00 +6.2%
456 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 17.0 $2K -4.0 -19.1% $111.29 +26.1%
457 CAE CAE INC COM Industrials 73.0 $2K NEW $25.05 +3.9%
458 NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 60.0 $2K NEW $29.82 +17.1%
459 WKC WORLD KINECT CORPORATION COM Energy 53.0 $2K NEW $32.94 +9.8%
460 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 44.0 $2K NEW $38.73 +49.2%
Page 23 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%