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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 25 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LITE LUMENTUM HLDGS INC COM Technology 1.0 $858.0 NEW $858.00 +1.8%
482 TWLO TWILIO INC CL A Communication Services 4.0 $825.0 NEW $206.25 +12.5%
483 STRA STRATEGIC ED INC COM Consumer Defensive 10.0 $766.0 NEW $76.60 +7.0%
484 CLS CELESTICA INC COM Technology 2.0 $730.0 NEW $365.00 -14.9%
485 INSM INSMED INC COM PAR $.01 Healthcare 6.0 $640.0 NEW $106.67 +20.4%
486 RKLB ROCKET LAB CORP COM Industrials 6.0 $610.0 NEW $101.67 -22.1%
487 VB VANGUARD SMALL-CAP ETF 2.0 $606.0 $303.00 +0.2%
488 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 8.0 $512.0 NEW $64.00 +13.5%
489 DOCN DIGITALOCEAN HLDGS INC COM Technology 3.0 $471.0 NEW $157.00 -20.2%
490 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 37.0 $412.0 $11.14 +3.1%
491 B BARRICK MNG CORP COM SHS Basic Materials 10.0 $367.0 -2K -99.5% $36.70 +14.7%
492 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 2.0 $358.0 NEW $179.00 +20.8%
493 UNIT UNITI GROUP LLC COM SHS Real Estate 29.0 $333.0 NEW $11.48 -13.7%
494 GYRE GYRE THERAPEUTICS INC COM Healthcare 50.0 $330.0 NEW $6.60 +5.8%
495 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 3.0 $288.0 $96.00 +33.6%
496 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 4.0 $177.0 $44.25 -3.1%
497 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 4.0 $70.0 NEW $17.50 +8.5%
498 CINGULATE INC WT EXP 121026 3,000.0 $57.0 $0.02
499 WW INTL INC COM NEW 1.0 $16.0 NEW $16.00
500 HOLO MICROCLOUD HOLOGRAM INC SHS CL A NEW Technology 2.0 $3.0 NEW $1.50 +7.3%
Page 25 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%