Holdings
GoalVest Advisory LLC
As of Sep 30, 2026, GoalVest Advisory LLC reported 545 positions worth US$397M. Largest: Comfort Systems Usa, Inc., Ge Vernova Inc. and Dell Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Comfort Systems Usa, Inc. | 46,892 | US$83.3M | +46,870 | Sep 30, 2026 |
| Ge Vernova Inc. | 42,673 | US$81.6M | +42,626 | Sep 30, 2026 |
| Dell Technologies Inc. | 36,303 | US$64.2M | +36,266 | Sep 30, 2026 |
| Lam Research Corporation | 25,218 | US$35.4M | +25,179 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 23,404 | US$8.04M | +378 | Sep 30, 2026 |
| Microsoft Corp. | 89,338 | US$6.72M | +76,981 | Sep 30, 2026 |
| Amazon.com, Inc. | 86,027 | US$5.7M | +63,879 | Sep 30, 2026 |
| Tesla, Inc. | 44,506 | US$5.38M | +29,985 | Sep 30, 2026 |
| Nvidia Corporation | 133K | US$5.27M | +111K | Sep 30, 2026 |
| Apple Inc | 109K | US$4.92M | +95,335 | Sep 30, 2026 |