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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 21 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MTG MGIC INVT CORP WIS COM Financial Services 430.0 $13K 0.00% NEW $29.22 -11.0%
402 A AGILENT TECHNOLOGIES INC COM Healthcare 91.0 $12K 0.00% NEW $136.07 -15.5%
403 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 166.0 $12K 0.00% $73.61 +12.0%
404 SPG SIMON PPTY GROUP INC NEW COM Real Estate 66.0 $12K 0.00% NEW $185.11 +10.4%
405 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 85.0 $12K 0.00% $137.80 -1.3%
406 APA APA CORPORATION COM Energy 475.0 $12K 0.00% NEW $24.46 +58.6%
407 LBRT LIBERTY ENERGY INC COM CL A Energy 620.0 $11K 0.00% $18.46 +72.5%
408 ON ON SEMICONDUCTOR CORP COM Technology 205.0 $11K 0.00% NEW $54.15 +114.6%
409 UNM UNUM GROUP COM Financial Services 140.0 $11K 0.00% $77.50 +9.1%
410 KVUE KENVUE INC COM Consumer Defensive 628.0 $11K 0.00% -135.0 -17.7% $17.25 +1.6%
411 VOTE TCW TRANSFORM 500 ETF 135.0 $11K 0.00% $80.22 +9.3%
412 LNC LINCOLN NATL CORP IND COM Financial Services 243.0 $11K 0.00% NEW $44.53 -19.1%
413 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 627.0 $11K 0.00% -196.0 -23.8% $17.01 +11.1%
414 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 30.0 $11K 0.00% NEW $350.57 +12.6%
415 BE BLOOM ENERGY CORP COM CL A Industrials 120.0 $10K 0.00% $86.89 +248.1%
416 FRONTIER COMMUNICATIONS PARENT COM 272.0 $10K 0.00% NEW $38.07
417 TER TERADYNE INC COM Technology 53.0 $10K 0.00% NEW $193.57 +85.2%
418 G GENPACT LIMITED SHS Technology 216.0 $10K 0.00% NEW $46.78 -31.8%
419 VTV VANGUARD VALUE ETF 52.0 $10K 0.00% NEW $190.98 +10.4%
420 HII HUNTINGTON INGALLS INDS INC COM Industrials 29.0 $10K 0.00% NEW $340.07 -5.7%
Page 21 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%