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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 16 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SRE SEMPRA COM Utilities 220.0 $20K 0.00% $92.71 -8.8%
302 VTV VANGUARD VALUE ETF 91.0 $20K 0.00% +39.0 +75.0% $217.93 +4.0%
303 APLD APPLIED DIGITAL CORP COM NEW Technology 530.0 $20K 0.00% NEW $37.30 -27.9%
304 HWM HOWMET AEROSPACE INC COM Industrials 73.0 $20K 0.00% NEW $268.86 -2.1%
305 FSBC FIVE STAR BANCORP COM Financial Services 400.0 $19K 0.00% NEW $48.69 -7.3%
306 LEU CENTRUS ENERGY CORP CL A Energy 115.0 $19K 0.00% $167.87 +5.5%
307 AVUS AVANTIS U.S. EQUITY ETF 148.0 $19K 0.00% NEW $128.08 +1.7%
308 ED CONSOLIDATED EDISON INC COM Utilities 170.0 $19K 0.00% $110.63 -2.6%
309 BHF BRIGHTHOUSE FINL INC COM Financial Services 297.0 $19K 0.00% $63.30 -18.0%
310 SBUX STARBUCKS CORP COM Consumer Cyclical 180.0 $18K 0.00% $102.19 +5.2%
311 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 147.0 $18K 0.00% -111.0 -43.0% $124.44 +49.9%
312 MET METLIFE INC COM Financial Services 215.0 $18K 0.00% $84.61 +13.7%
313 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 355.0 $18K 0.00% $50.61 +1.0%
314 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 830.0 $18K 0.00% $21.45 +19.1%
315 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 990.0 $18K 0.00% NEW $17.92 -31.8%
316 MKL MARKEL GROUP INC COM Financial Services 9.0 $18K 0.00% -11.0 -55.0% $1953.00 -6.9%
317 IUSG ISHARES CORE S&P U.S. GROWTH ETF 92.0 $17K 0.00% -31.0 -25.2% $188.09 +0.2%
318 LRCX LAM RESEARCH CORP COM NEW Technology 39.0 $17K 0.00% -10K -99.6% $433.33 -28.4%
319 REGN REGENERON PHARMACEUTICALS COM Healthcare 27.0 $17K 0.00% $623.56 +32.9%
320 UEC URANIUM ENERGY CORP COM Energy 1,570.0 $17K 0.00% NEW $10.66 +17.4%
Page 16 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 24.5%
Technology 19.9%
Consumer Cyclical 11.0%
Communication Services 8.3%
Energy 7.9%
Healthcare 7.3%
Consumer Defensive 6.8%
Industrials 5.2%
Utilities 4.5%
Real Estate 4.4%