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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $522M AUM 513 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 157 New 103 Added 90 Reduced 47 Exited
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC COM Industrials 212.0 $121K 0.02% +79.0 +59.4% $572.87 +53.6%
62 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 998.0 $119K 0.02% +499.0 +100.0% $119.44 -0.2%
63 UNH UNITEDHEALTH GROUP INC COM Healthcare 346.0 $114K 0.02% +141.0 +68.8% $330.11 +17.7%
64 LIN LINDE PLC SHS Basic Materials 263.0 $112K 0.02% +123.0 +87.9% $426.39 +21.4%
65 SHW SHERWIN WILLIAMS CO COM Basic Materials 326.0 $106K 0.02% +26.0 +8.7% $324.03 -4.6%
66 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 183.0 $104K 0.02% +59.0 +47.6% $566.36 -22.6%
67 KO COCA COLA CO COM Consumer Defensive 1,363.0 $95K 0.02% +591.0 +76.5% $69.91 +16.6%
68 ES EVERSOURCE ENERGY COM Utilities 1,347.0 $91K 0.02% +366.0 +37.3% $67.33 +4.0%
69 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2,074.0 $84K 0.02% +1K +113.8% $40.73 +18.7%
70 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 277.0 $71K 0.01% +121.0 +77.6% $257.23 -12.4%
71 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 258.0 $69K 0.01% +47.0 +22.3% $268.30 -33.2%
72 MS MORGAN STANLEY COM NEW Financial Services 380.0 $67K 0.01% +349.0 +1125.8% $177.53 +13.2%
73 NOW SERVICENOW INC COM Technology 415.0 $64K 0.01% +357.0 +615.5% $153.19 -33.3%
74 USB US BANCORP DEL COM NEW Financial Services 1,157.0 $62K 0.01% +662.0 +133.7% $53.36 +2.8%
75 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 203.0 $60K 0.01% +115.0 +130.7% $293.57 +6.3%
76 CRWD CROWDSTRIKE HLDGS INC CL A Technology 125.0 $59K 0.01% +48.0 +62.3% $468.76 +41.5%
77 PFE PFIZER INC COM Healthcare 2,303.0 $57K 0.01% +1K +116.7% $24.90 +4.0%
78 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,146.0 $57K 0.01% +205.0 +21.8% $49.65 -13.5%
79 BLK BLACKROCK INC COM Financial Services 53.0 $57K 0.01% +12.0 +29.3% $1070.34 +0.2%
80 MAA MID-AMER APT CMNTYS INC COM Real Estate 390.0 $54K 0.01% +150.0 +62.5% $138.91 -5.6%
Page 4 of 6  ·  103 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 22.9%
Technology 21.3%
Consumer Cyclical 10.0%
Communication Services 7.0%
Industrials 7.0%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%