GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 172 | $6.28K |
 | HRB | 170 | $8.60K |
 | ADP | 156 | $45.79K |
 | AXP | 153 | $50.82K |
 | COF | 150 | $31.89K |
 | DTE | 145 | $20.51K |
 | EMR | 145 | $19.02K |
 | LIN | 140 | $66.50K |
 | UNM | 140 | $10.89K |
 | RMD | 135 | $36.95K |
 | CAT | 133 | $63.46K |
 | TEM | 127 | $10.25K |
 | ISRG | 124 | $55.46K |
 | BE | 120 | $10.15K |
 | SPOT | 116 | $80.97K |
 | AJG | 115 | $35.62K |
 | QCOM | 115 | $19.13K |
 | MSI | 114 | $52.13K |
 | DHR | 110 | $21.81K |
 | BBY | 110 | $8.32K |
Toast, Inc.
TOST
Shares Held
172
Value
$6.28K
H&R Block, Inc.
HRB
Shares Held
170
Value
$8.60K
Automatic Data Processing, Inc.
ADP
Shares Held
156
Value
$45.79K
American Express Company
AXP
Shares Held
153
Value
$50.82K
Capital One Financial Corporation
COF
Shares Held
150
Value
$31.89K
DTE Energy Company
DTE
Shares Held
145
Value
$20.51K
Emerson Electric Co.
EMR
Shares Held
145
Value
$19.02K
Linde plc
LIN
Shares Held
140
Value
$66.50K
Unum Group
UNM
Shares Held
140
Value
$10.89K
ResMed Inc.
RMD
Shares Held
135
Value
$36.95K
Caterpillar Inc.
CAT
Shares Held
133
Value
$63.46K
Tempus AI, Inc.
TEM
Shares Held
127
Value
$10.25K
Intuitive Surgical, Inc.
ISRG
Shares Held
124
Value
$55.46K
Bloom Energy Corporation
BE
Shares Held
120
Value
$10.15K
Spotify Technology S.A.
SPOT
Shares Held
116
Value
$80.97K
Arthur J. Gallagher & Co.
AJG
Shares Held
115
Value
$35.62K
QUALCOMM Incorporated
QCOM
Shares Held
115
Value
$19.13K
Motorola Solutions, Inc.
MSI
Shares Held
114
Value
$52.13K
Danaher Corporation
DHR
Shares Held
110
Value
$21.81K
Best Buy Co., Inc.
BBY
Shares Held
110
Value
$8.32K