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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 24 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 STT STATE STR CORP COM Financial Services 10.0 $2K NEW $169.60 +13.1%
462 UGI UGI CORP NEW COM Utilities 48.0 $2K NEW $34.54 +11.2%
463 NTRA NATERA INC COM Healthcare 6.0 $2K NEW $271.50 +14.8%
464 FLEX FLEX LTD ORD Technology 10.0 $2K NEW $162.10 -25.8%
465 HONEYWELL INTL INC COM 7.0 $2K NEW $223.86
466 PYPL PAYPAL HLDGS INC COM Financial Services 36.0 $2K -216.0 -85.7% $43.17 +40.0%
467 HONEYWELL AEROSPACE INC COM 7.0 $2K NEW $221.14
468 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 16.0 $2K NEW $96.12 -50.7%
469 EPAM EPAM SYS INC COM Technology 19.0 $2K NEW $79.37 +26.3%
470 KVUE KENVUE INC COM Consumer Defensive 78.0 $1K -550.0 -87.6% $19.12 -1.6%
471 LKQ LKQ CORP COM Consumer Cyclical 56.0 $1K NEW $26.32 -4.5%
472 QRVO QORVO INC COM Technology 15.0 $1K NEW $93.27 +2.6%
473 FEZ STATE STREET SPDR EURO STOXX 50 ETF 20.0 $1K NEW $68.70 +3.8%
474 FISV FISERV INC COM Technology 28.0 $1K NEW $49.04 +5.5%
475 WELL WELLTOWER INC COM Real Estate 6.0 $1K NEW $227.00 +3.8%
476 BND VANGUARD TOTAL BOND MARKET ETF 18.0 $1K NEW $72.39 -0.2%
477 WRB BERKLEY W R CORP COM Financial Services 17.0 $1K NEW $70.53 -0.5%
478 BK BANK OF NY MELLON CORP COM Financial Services 8.0 $1K NEW $144.62 -1.9%
479 UNP UNION PAC CORP COM Industrials 4.0 $1K -211.0 -98.1% $272.00 +9.8%
480 EEM ISHARES MSCI EMERGING MARKETS ETF 13.0 $889.0 $68.38 -4.5%
Page 24 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%