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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 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KDP KEURIG DR PEPPER INC COM Consumer Defensive 828.0 $23K 0.00% NEW $28.01 +4.0%
62 FTV FORTIVE CORP COM Technology 417.0 $23K 0.00% NEW $55.21 +7.1%
63 NOV NOV INC COM Energy 1,431.0 $22K 0.00% NEW $15.63 +33.1%
64 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 1,264.0 $22K 0.00% NEW $17.35 -8.2%
65 TFSL TFS FINL CORP COM Financial Services 1,601.0 $21K 0.00% NEW $13.38 +19.4%
66 MRVL MARVELL TECHNOLOGY INC COM Technology 250.0 $21K 0.00% NEW $84.98 +131.0%
67 MMM 3M CO COM Industrials 132.0 $21K 0.00% NEW $160.10 -4.8%
68 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 310.0 $21K 0.00% NEW $67.39 +11.7%
69 REGN REGENERON PHARMACEUTICALS COM Healthcare 27.0 $21K 0.00% NEW $771.85 -17.2%
70 VMC VULCAN MATLS CO COM Basic Materials 73.0 $21K 0.00% NEW $285.22 -8.6%
71 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 747.0 $21K 0.00% NEW $27.87 -26.2%
72 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 534.0 $21K 0.00% NEW $38.64 +41.0%
73 SLB SLB LIMITED COM STK Energy 532.0 $20K 0.00% NEW $38.38 +49.2%
74 ZION ZIONS BANCORPORATION N A COM Financial Services 344.0 $20K 0.00% NEW $58.54 +5.6%
75 CRL CHARLES RIV LABS INTL INC COM Healthcare 99.0 $20K 0.00% NEW $199.48 -19.6%
76 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 230.0 $20K 0.00% NEW $85.55 -9.9%
77 EXPAND ENERGY CORPORATION COM 177.0 $20K 0.00% NEW $110.36
78 BIO BIO RAD LABS INC CL A Healthcare 64.0 $19K 0.00% NEW $302.98 -5.0%
79 BHF BRIGHTHOUSE FINL INC COM Financial Services 297.0 $19K 0.00% NEW $64.79 -3.6%
80 HUM HUMANA INC COM Healthcare 74.0 $19K 0.00% NEW $256.14 +20.2%
Page 4 of 8  ·  157 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%