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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 8 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRM SALESFORCE INC COM Technology 813.0 $127K 0.02% -105.0 -11.4% $156.66 +32.5%
142 AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF 2,902.0 $126K 0.02% +790.0 +37.4% $43.42 +2.9%
143 TMUS T-MOBILE US INC COM Communication Services 734.0 $123K 0.02% -316.0 -30.1% $167.73 +8.4%
144 GD GENERAL DYNAMICS CORP COM Industrials 345.0 $122K 0.02% +21.0 +6.5% $354.24 +10.6%
145 VICR VICOR CORP COM Technology 321.0 $122K 0.02% -199.0 -38.3% $379.78 -45.3%
146 PAYX PAYCHEX INC COM Industrials 1,227.0 $121K 0.02% -114.0 -8.5% $98.33 +25.8%
147 MU MICRON TECHNOLOGY INC COM Technology 101.0 $117K 0.02% NEW $1154.29 -17.4%
148 ORCL ORACLE CORP COM Technology 795.0 $117K 0.02% -6K -88.7% $146.55 -3.3%
149 TJX TJX COS INC NEW COM Consumer Cyclical 761.0 $115K 0.02% -6K -88.5% $151.50 -7.1%
150 EW EDWARDS LIFESCIENCES CORP COM Healthcare 1,245.0 $113K 0.02% $90.46 +1.1%
151 MS MORGAN STANLEY COM NEW Financial Services 537.0 $112K 0.02% +157.0 +41.3% $209.04 +0.9%
152 KO COCA COLA CO COM Consumer Defensive 1,373.0 $112K 0.02% +10.0 +0.7% $81.27 +12.6%
153 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,563.0 $111K 0.02% -1K -43.9% $71.25 +2.2%
154 MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 2,179.0 $111K 0.02% -6K -72.8% $50.97 +3.5%
155 GLW CORNING INC COM Technology 419.0 $107K 0.02% +319.0 +319.0% $255.43 -41.2%
156 SPGI S&P GLOBAL INC COM Financial Services 262.0 $107K 0.02% $407.27 +5.8%
157 UNH UNITEDHEALTH GROUP INC COM Healthcare 256.0 $106K 0.02% -90.0 -26.0% $415.63 -6.9%
158 IJR ISHARES CORE S&P SMALL CAP ETF 699.0 $104K 0.02% $148.31 -1.2%
159 SYK STRYKER CORPORATION COM Healthcare 311.0 $98K 0.02% -800.0 -72.0% $315.26 +7.2%
160 DAL DELTA AIR LINES INC COM NEW Industrials 1,042.0 $98K 0.02% $93.66 -12.8%
Page 8 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%