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Portfolio (Quarterly) Guide ↗

Matthew Goff Investment Advisor, LLC

· CIK 0000935359
13F Portfolio $593M AUM 91 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 7 Added 45 Reduced 26 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDU ISHARES TR 123,519.0 $2.9M 0.48% NEW $23.16 -0.5%
42 SCHV SCHWAB STRATEGIC TR 75,481.0 $2.6M 0.44% -1K -1.7% $34.81 +0.4%
43 C CITIGROUP INC Financial Services 18,556.0 $2.6M 0.44% $139.96 -5.9%
44 LLY ELI LILLY & CO Healthcare 1,930.0 $2.3M 0.39% $1199.43 +4.6%
45 XLV SELECT SECTOR SPDR TR 12,486.0 $2.0M 0.33% +263.0 +2.1% $158.66 +10.1%
46 XLK SELECT SECTOR SPDR TR 9,604.0 $1.8M 0.31% +73.0 +0.8% $190.52 -3.8%
47 IYK ISHARES TR 25,060.0 $1.8M 0.31% -952.0 -3.7% $72.66 +3.7%
48 AAPL APPLE INC Technology 6,113.0 $1.8M 0.30% -115.0 -1.9% $289.37 +6.9%
49 USRT ISHARES TR 25,909.0 $1.7M 0.29% +1K +5.1% $66.45 +1.0%
50 NVDA NVIDIA CORPORATION Technology 8,439.0 $1.7M 0.28% -4K -29.8% $200.09 +7.3%
51 AMZN AMAZON COM INC Consumer Cyclical 6,362.0 $1.5M 0.26% -60.0 -0.9% $238.33 +8.5%
52 XLE SELECT SECTOR SPDR TR 26,875.0 $1.4M 0.24% $53.11 +19.8%
53 BSCT INVESCO EXCH TRD SLF IDX FD 75,600.0 $1.4M 0.24% -2K -2.5% $18.57 -0.1%
54 EPD ENTERPRISE PRODS PARTNERS L 35,261.0 $1.3M 0.22% $36.76
55 GOOGL ALPHABET INC Communication Services 3,329.0 $1.2M 0.20% -345.0 -9.4% $357.34 -3.5%
56 IYF ISHARES TR 9,230.0 $1.2M 0.20% $127.52 +6.8%
57 ISHARES TR 47,960.0 $1.1M 0.18% NEW $22.14
58 PSX PHILLIPS 66 Energy 5,938.0 $1.0M 0.17% $169.05 +43.7%
59 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,374.0 $984K 0.17% -325.0 -2.1% $64.01 +16.9%
60 IWD ISHARES TR 3,952.0 $958K 0.16% -292.0 -6.9% $242.43 +6.1%
Page 3 of 5  ·  91 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 34.4%
Technology 30.6%
Healthcare 13.2%
Industrials 6.8%
Consumer Defensive 5.0%
Utilities 3.8%
Communication Services 3.5%
Energy 2.2%
Consumer Cyclical 0.7%