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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
Q2 2026 Q4 2025 · All 157 New 103 Added 90 Reduced
Page 22 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KKR KKR & CO INC COM 76.0 $10K 0.00% NEW $127.47
422 NWL NEWELL BRANDS INC COM Consumer Defensive 2,604.0 $10K 0.00% NEW $3.72 +60.6%
423 SOLV SOLVENTUM CORP COM SHS Healthcare 122.0 $10K 0.00% NEW $79.24 +14.6%
424 SHEL SHELL PLC SPON ADS Energy 129.0 $9K 0.00% NEW $73.48 +25.8%
425 WHR WHIRLPOOL CORP COM Consumer Cyclical 131.0 $9K 0.00% NEW $72.14 -43.8%
426 STK COLUMBIA SELIGM PREM TECH GRW COM Financial Services 243.0 $9K 0.00% $36.79 +41.3%
427 SOFI SOFI TECHNOLOGIES INC COM Financial Services 340.0 $9K 0.00% +80.0 +30.8% $26.18 -27.9%
428 AES AES CORP COM Utilities 614.0 $9K 0.00% NEW $14.34 +2.8%
429 GLW CORNING INC COM Technology 100.0 $9K 0.00% $87.56 +68.2%
430 EPD ENTERPRISE PRODS PARTNERS L P COM 273.0 $9K 0.00% $32.06
431 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 54.0 $9K 0.00% NEW $160.76 -10.9%
432 NUE NUCOR CORP COM Basic Materials 53.0 $9K 0.00% NEW $163.11 +51.0%
433 EQIX EQUINIX INC COM Real Estate 11.0 $8K 0.00% $766.18 +41.8%
434 AXS AXIS CAP HLDGS LTD SHS Financial Services 78.0 $8K 0.00% NEW $107.09 -7.7%
435 LH LABCORP HOLDINGS INC COM SHS Healthcare 33.0 $8K 0.00% NEW $250.88 +33.3%
436 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 27.0 $8K 0.00% NEW $303.89 +36.6%
437 TROW PRICE T ROWE GROUP INC COM Financial Services 79.0 $8K 0.00% NEW $102.38 +9.2%
438 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 238.0 $8K 0.00% -177.0 -42.6% $33.74 +25.2%
439 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 505.0 $8K 0.00% -234.0 -31.7% $15.59 +47.2%
440 CLM CORNERSTONE STRATEGIC INVESTME COM Financial Services 928.0 $8K 0.00% $8.36 -20.1%
Page 22 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 23.0%
Technology 21.4%
Consumer Cyclical 10.1%
Industrials 7.1%
Communication Services 6.6%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%