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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGV ISHARES TR 3,957.0 $359K 0.06% $90.60 +14.1%
82 IHE ISHARES TR 3,615.0 $358K 0.06% $99.01 +7.9%
83 SPGI S&P GLOBAL INC Financial Services 868.0 $354K 0.06% $407.26 +5.9%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,200.0 $269K 0.04% $223.95 +25.4%
85 IYJ ISHARES TR 1,549.0 $258K 0.04% $166.61 -1.0%
86 MMM 3M CO Industrials 1,549.0 $251K 0.04% -443.0 -22.2% $161.91 +10.5%
87 IJH ISHARES TR 3,251.0 $251K 0.04% -417.0 -11.4% $77.12 -0.5%
88 MOAT VANECK ETF TRUST 2,115.0 $220K 0.04% $103.96 +10.1%
89 ADSK AUTODESK INC Technology 1,071.0 $208K 0.04% -58.0 -5.1% $194.42 +30.6%
90 MAIN MAIN STR CAP CORP Financial Services 4,000.0 $208K 0.04% $51.88 +12.4%
91 HYDB ISHARES TR 4,302.0 $201K 0.03% $46.77 -0.5%
Page 5 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%