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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 19 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BIO BIO RAD LABS INC CL A Healthcare 64.0 $19K 0.00% NEW $302.98 -5.0%
362 PGR PROGRESSIVE CORP COM Financial Services 85.0 $19K 0.00% -6K -98.6% $227.72 -12.4%
363 EMR EMERSON ELEC CO COM Industrials 145.0 $19K 0.00% $132.72 +2.8%
364 BHF BRIGHTHOUSE FINL INC COM Financial Services 297.0 $19K 0.00% NEW $64.79 -3.6%
365 HUM HUMANA INC COM Healthcare 74.0 $19K 0.00% NEW $256.14 +20.2%
366 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 230.0 $18K 0.00% -130.0 -36.1% $80.30 -1.0%
367 AIR LEASE CORP CL A 287.0 $18K 0.00% NEW $64.23
368 CPT CAMDEN PPTY TR SH BEN INT Real Estate 162.0 $18K 0.00% NEW $110.08 -2.4%
369 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 354.0 $18K 0.00% NEW $50.02 -24.7%
370 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 110.0 $17K 0.00% $156.80 +34.2%
371 NKE NIKE INC CL B Consumer Cyclical 270.0 $17K 0.00% NEW $63.71 -29.9%
372 EA ELECTRONIC ARTS INC COM Communication Services 84.0 $17K 0.00% NEW $204.33 -1.6%
373 MET METLIFE INC COM Financial Services 215.0 $17K 0.00% $78.94 +6.5%
374 ED CONSOLIDATED EDISON INC COM Utilities 170.0 $17K 0.00% NEW $99.32 +9.3%
375 MKTX MARKETAXESS HLDGS INC COM Financial Services 90.0 $16K 0.00% NEW $181.26 -24.3%
376 NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 355.0 $16K 0.00% $45.64 +7.2%
377 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 559.0 $16K 0.00% NEW $28.82 -6.2%
378 CNA CNA FINL CORP COM Financial Services 335.0 $16K 0.00% NEW $47.74 -7.7%
379 BEN FRANKLIN RESOURCES INC COM Financial Services 664.0 $16K 0.00% NEW $23.89 +29.8%
380 KIE STATE STREET SPDR S&P INSURANCE ETF 261.0 $16K 0.00% -263.0 -50.2% $60.24 -4.4%
Page 19 of 26  ·  513 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%