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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 3 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 20,093.0 $1.8M 0.33% $87.88 +2.8%
42 MRK MERCK & CO INC COM Healthcare 13,375.0 $1.7M 0.32% -2K -15.0% $128.50 +5.2%
43 ABBV ABBVIE INC COM Healthcare 6,577.0 $1.7M 0.31% -7K -52.3% $251.64 +2.9%
44 VLO VALERO ENERGY CORP COM Energy 6,169.0 $1.6M 0.30% -2K -24.6% $260.44 +34.4%
45 OKE ONEOK INC NEW COM Energy 18,116.0 $1.6M 0.29% -877.0 -4.6% $86.94 +11.7%
46 MCD MCDONALDS CORP COM Consumer Cyclical 5,676.0 $1.5M 0.28% -406.0 -6.7% $270.31 -1.2%
47 MO ALTRIA GROUP INC COM Consumer Defensive 21,275.0 $1.5M 0.28% -3K -13.6% $71.95 -9.4%
48 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 30,915.0 $1.5M 0.27% -5K -14.1% $47.68 -2.6%
49 DHT DHT HOLDINGS INC SHS NEW Energy 87,485.0 $1.4M 0.27% -24K -21.8% $16.53 +16.8%
50 LMT LOCKHEED MARTIN CORP COM Industrials 2,823.0 $1.4M 0.27% -477.0 -14.4% $509.46 +19.2%
51 AMLP ALERIAN MLP ETF 26,401.0 $1.4M 0.25% -3K -9.4% $51.85 +6.7%
52 T AT&T INC COM Communication Services 65,972.0 $1.4M 0.25% -8K -11.4% $20.70 +20.3%
53 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,298.0 $1.4M 0.25% -518.0 -5.3% $146.64 -2.2%
54 PM PHILIP MORRIS INTL INC COM Consumer Defensive 7,335.0 $1.3M 0.25% -2K -18.1% $180.91 +3.7%
55 GOOG ALPHABET INC CAP STK CL C Communication Services 3,698.0 $1.3M 0.24% +1K +41.0% $353.38 -3.4%
56 DLR DIGITAL RLTY TR INC COM Real Estate 6,996.0 $1.3M 0.23% -730.0 -9.4% $179.58 +8.7%
57 WULF TERAWULF INC COM Financial Services 50,000.0 $1.2M 0.23% -65K -56.4% $24.70 -36.8%
58 SO SOUTHERN CO COM Utilities 12,870.0 $1.2M 0.23% -2K -11.9% $95.71 -3.8%
59 DTE DTE ENERGY CO COM Utilities 8,022.0 $1.2M 0.23% -778.0 -8.8% $152.37 -8.0%
60 PEP PEPSICO INC COM Consumer Defensive 8,810.0 $1.2M 0.22% -251.0 -2.8% $135.40 +3.5%
Page 3 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%